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Cybertruck is finally hitting the streets: Will it be a win for Tesla?
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Tesla's Cybertruck Takes the Stage: A Look at Its Industry Chain

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In One Chart joined discussion · Nov 29, 2023 07:28
The first global delivery of the $Tesla(TSLA.US)$ Cybertruck is scheduled to occur at the Texas Gigafactory on November 30, which potentially causes a surge in the value of the related stocks.
The Cybertruck stands out as Tesla's first pickup truck, with unique features that set it apart from their sedans.
In terms of power, the Cybertruck boasts impressive power capabilities such as a towing capacity of over 14,000 pounds and the ability to accelerate from 0 to 60 miles per hour in less than three seconds. The interior accommodates six passengers and includes a driver-centric 17-inch touchscreen navigation system.
Tesla's Cybertruck features shatter-proof "armor glass" windows and a trapezoid-shaped body made of stainless steel alloy, giving the vehicle a distinct futuristic and cyberpunk aesthetic.
"The Cybertruck's rigid external steel is designed to eliminate the probability of dents, damage and long-term corrosion, while also being bulletproof, providing additional security," analysts from Wedbush Securities said.
Tesla stock rallied 4.51% in Tuesday trading while the S&P 500 and Nasdaq Composite increased 0.1% and 0.29%, respectively. Tesla stock has been up about 22.84% since November. That's much better than other US makers of EVs or traditional autos.
The excitement around the Cybertruck extends to its supply chain in the stock market.
Source: Moomoo
Source: Moomoo
Several companies including Samsung, Panasonic, STMicroelectronics, and TE Connectivity are providing battery and charging system products and services for Tesla's Cybertruck. As the Cybertruck enters mass production, it may stimulate investor interest in battery-related companies, and these companies' stocks may be positively influenced.
$Advanced Micro Devices(AMD.US)$, $Texas Instruments(TXN.US)$, $AT&T(T.US)$, and $ON Semiconductor(ON.US)$ provide underlying products for the intelligent cabin and Advanced Driver Assistance Systems (ADAS) of Tesla's Cybertruck. As the system becomes increasingly sophisticated and smart, stocks of related companies may become more favorable to investors.
The focus on the Cybertruck's cold-rolled stainless steel body may spur growth of this industry. Key players like Outokumpu may identified as potential beneficiaries.
Other stocks related to Cybertruck's industry chain, including Magna International, Avery Dennison, Autoliv, Lear, and Adient are projected to experience positive momentum due to their associations with Tesla’s expanding market presence and product offerings.
Source: CBS News, Barron's, CNBC
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only. Read more
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