$Aurora Innovation (AUR.US)$ I've been following these guys for over a year now, holding since March 2024. Now that they've commercially launched, I've put together a compelling Bull case for them, and why they are still undervalued: 1. Unique Positioning Aurora isn’t trying to build it all—they're focused on being “the driver” for everyone else. That makes them scalable without being capital-intensive like Tesla or Rivian. Not much CapEx is required- they can retrofit any truck/semi. 2. Industr...
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Tonyco
OP
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What isn't priced into valuation: Massive scale-up through PACCAR, Volvo, Toyota Licensing the Aurora Driver for non-freight vehicles Going global—Latin America, EU, etc. Future verticals: autonomous delivery vans, passenger shuttles
Tonyco
:
Neat, I thought it was a dedicated lane for safety reasons. So not only can it retrofit any truck, it will share the road, no extra building or mods required
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Aurora Innovation Stock Discussion
The first driverless semis have started running regular longhaul routes | CNN Business
I've been following these guys for over a year now, holding since March 2024. Now that they've commercially launched, I've put together a compelling Bull case for them, and why they are still undervalued:
1. Unique Positioning
Aurora isn’t trying to build it all—they're focused on being “the driver” for everyone else.
That makes them scalable without being capital-intensive like Tesla or Rivian. Not much CapEx is required- they can retrofit any truck/semi.
2. Industr...
Driverless trucks
📊⚡️📊
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