Autonomy Narrative Wins

22%its chance, of the story’s futures

+0.6%on the S&P 500, if it happens

Tesla provides concrete robotaxi utilization, cost, or regulatory milestones that strengthen the autonomy thesis. Meta’s capex is interpreted less as wasteful spending and more as confirmation of durable AI infrastructure demand.

What it moves

Technology+0.7%
Consumer Cyclicals+0.6%

Sectors in percent; other series by direction only.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.

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