- United States - / - Aerospace & Defense - / - NasdaqGS:MRCY Tesla Stock Slide Puts These Autonomous Vehicle Hardware Names In Focus Tesla’s recent 7% share price drop after stronger than expected Q2 deliveries has put the spotlight back on how much of its US$1.6t valuation depends on future autonomy and robotaxi potential, rather than short term sales. For investors, that kind of “sell the news” reaction is a reminder that headlines around self driving technology can quickly reshape expectations. This article looks at 3 stocks exposed to the same autonomy theme, all drawn from an Autonomous Vehicle Technology screener, to help you think through where the Tesla news might create opportunity or add risk to your portfolio. Richardson Electronics (RELL) Overview: Richardson Electronics is a US based supplier of engineered power, microwave and display solutions, providing everything from electron tubes and RF components used in semiconductor tools and radar, to custom medical and industrial displays and replacement parts for CT and MRI systems across energy, healthcare, transportation and other industrial markets. Operations: Richardson Electronics generates revenue primarily from its Canvys custom display solutions business at about US$34.5 million and its Green Energy Solutions unit at about US$29.7 million. It also reports a US$150.1 million segment adjustment that reflects consolidation across its operating segments. Market Cap: US$241.8 million For investors watching Tesla’s autonomy headlines, Richardson Electronics offers a very different way to get exposure to the hardware side of advanced driver assistance and electrified transport, supplying the power and RF components that sit behind sensors, radar and high voltage systems rather than focusing directly on one carmaker’s software narrative. The business is linking that expertise into green energy storage, data centers and medical imaging, while analyst forecasts point to faster earnings growth than revenue as higher margin products