Aurora Innovation is the only Western autonomy stack hauling commercial freight at L4 with no safety driver, building the brain that ties together robotics parts like lidar, sensors and edge vision. Aurora Driver carries paid freight from Dallas to Houston in production, while Waymo Via shut down and TuSimple imploded. At a $15B market cap on pre-ramp revenue, the 70% three-month rise suggests a rerate is starting; the bull case is $14–16 over 2–3 years if commercial miles scale 10x. x.com 

Aurora is a high-risk, high-reward pure execution bet on industrializing its partnerships with Volvo, AUMOVIO and PACCAR. x.com 

Aurora Innovation's slow ramp raises dilution risk as cash burn and capital needs rise. Per @bbrooklynboss, Aurora expanded its ATM capacity by $754 million to $1 billion; full issuance at $4.76 could add about 210 million shares, or 9.4%, though no immediate offering has been announced. x.com 

Alphabet's businesses beyond search are why it will lead the real AI boom. Google Cloud, DeepMind and Waymo broaden its reach, and its $900 million SpaceX investment is now worth $85 billion. Fear emerging as the shares fall is an opportunity; a decline toward the buy zone is welcome, even as Q3 capex has taken a large hit out of free cash flow. x.com  x.com  x.com  x.com 

Nvidia's robotics and autonomous-vehicle opportunities are not yet baked into its valuation. The stock looks super cheap here and ranks first among the Magnificent Seven for investment attractiveness. x.com  x.com 

Aurora Innovation's rally shows how far April's trash rally has extended. Beyond Hirschbach, it has only an MOU for someone to maybe buy 500 trucks someday, with no signed deal and no details on timing or financing. x.com 

Uber's network could unravel as riders go straight to Waymo and Tesla Robotaxi apps and driver earnings collapse. Uber lobbies against autonomy while telling investors it will win it, and its flagship Waymo partnership has soured. Robotaxi apps are becoming the interface to the car, which a generic broker app cannot replicate. At about 17x earnings, Uber looks overvalued when it may not exist in its current form in 17 years; 5-10x trailing earnings is the most it deserves. x.com  x.com  x.com  … Show more

Aurora could become the platform for driverless trucks, with its market cap able to rise 4-5x or more if it executes. It runs the only fully driverless trucks operating commercially at scale on a major US interstate, hauling freight for a Berkshire company on live Texas lanes, with ample cash to scale. Revenue should go from about $15M this year to about $190M next as the fleet grows, then a capital-light model should lift margins. A reply notes freight carriers still keep drivers in cabs. x.com  … Show more

Uber looks cheap at a 7% free-cash-flow yield while growing non-GAAP EPS 25-30% a year. Waymo would need to hurry its autonomous fleet rollout worldwide to catch up. x.com 

Tesla's Cybercab can scale far faster than Waymo, which underpins its long-term potential. The Cybercab is efficient and cheap to build, and Tesla can scale it into the millions quickly with US-sourced parts, while Waymo is inefficient, expensive and very hard to scale. Riders are proud to be seen in a Cybercab rather than hiding behind tinted glass. As @michbetancourt1 notes, Tesla is also building an energy backlog that could reach revenue from 2027; quick-profit seekers miss this potential. … Show more