Tesla's (TSLA) potential to turn its massive fleet of cars into fully autonomous robotaxis is what makes its stock so appealing to LikeFolio's Andy Swan. The "asymmetric" upside to Tesla is something he believes despite rising competition from companies like BYD Co. (BYDDY). When it comes to the company's humanoid robotics goals, Andy considers that part of the business a "moon shot" that will take time to monetize.