Who mentions $AUR most on Surfaced?

@kerrisdalecap (Kerrisdale Capital) mentions $AUR most — 5 mentions in the past 12 months.

When was $AUR first mentioned on Surfaced?

The earliest tracked mention of $AUR in the Surfaced archive was on Aug 19, 2025.

How many voices track $AUR?

7 FinTwit voices have mentioned $AUR 14 times in the past 12 months.

What kind of voices mention $AUR most?

$AUR is mentioned most by Long Research voices on Surfaced.

Last 12mo stats

mentions

voices

$AUR

Aurora Innovation

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$AUR

Aurora Innovation

Past 12mo:14mentions7voices

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All voices3 calls since Aug 2025show all

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About this stock

$AUR received 14 mentions from 7 distinct FinTwit voices over a 12-month period between August 2025 and May 2026, with @kerrisdalecap being the most active commentator at 5 mentions, followed by @daniel_koss with 3 mentions. The first mention of Aurora Innovation appeared on 2025-08-19, and the most recent discussion occurred on 2026-05-12. Long research content dominated the conversation around $AUR during this period.

AI-generated from tracked posts · updated Jun 3, 2026

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Recent calls

3 calls

@daniel_kossMay 6, 2026 · 2:37 PM

$AUR is finally having its moment! The stock is not pumping based on hype, but on real partnerships, actual miles being driven autonomously, and the company scaling aggressively with partners. This is a very clear sign to me that Physical AI is now happening and moving from the “I promise this will be huge” phase to the “it’s happening” phase. The only issue I have with $AUR stock is that it’s really hard for me to model the valuation. I don’t think there’s a proper benchmark or comparison, so to come up with a price target, you must use your own multiple and valuation assumptions. That is one reason why I like $OUST. The company is well positioned to profit from all the different Physical AI use cases scaling, and the hardware + software business model offers a very attractive mix of strong moat + recurring and predictable revenue. Just look at how consistently Ouster grows its revenue. Don’t get confused by this quarter’s revenue seemingly going down. It’s actually growing QoQ, but last quarter they had a big one-time payment, which distorts the picture.

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@daniel_kossMay 5, 2026 · 12:49 PM

$OUST I think this is the inflection point and could be the start of an absolutely crazy run. I don't feel like people on X even remotely understand how freaking massive the TAM of @ousterlidar really is. One of the biggest supercycles within the broader AI supercycle that's hitting an inflection point in 2026 is "Physical AI". While Physical AI does sound like a buzzword, you can simply think of it as everything that moves or does work in the physical world will soon be controlled by AI. The reason for that is quite obvious: AI will be faster, cheaper, more precise, available 24/7, and basically just be superhuman or "post-human" level good at everything. First, it will of course go for the most economic opportunities like self-driving cars, autonomous trucking ( $AUR ), drones, delivery robots, etc. But in the long run, as AI gets 100x smarter and 1,000x cheaper, it will start making sense to put it to good use across absolutely all machines and every single use case. This is the long-term outcome that is super obvious to me. As the world gets smarter and more autonomous, Ouster is turning out to be arguably one of the best-positioned picks & shovels plays that investors love. With over 1,000 customers across multiple sectors, emerging product innovation leadership, and the advantage to scale aggressively into US defense use cases, this company is clearly just getting started. I do think there will be opportunities to trade the stock, but most likely that will lead to many people later kicking themselves for selling waaaaaaaaay too early. Most simply don't get how big this can get and will probably be super happy with a double, but miss the 3x, 5x, and 10x. Earnings today. Let's see if Angus finally starts channeling his inner marketer at least a little bit. I love that he often underpromises and overdelivers, but I really hope he will use aggressive, high-conviction language to make it clear how quickly this opportunity is growing right now. $AUR is just one example of how autonomy is taking off right now. In 2026, it's getting useful. 2027 will get very crazy. The world will look a lot like a science fiction movie. I have very high conviction that's where we're going.

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@kerrisdalecapAug 19, 2025 · 1:14 PM

Bottom line: Autonomous trucking is a niche market, and Aurora will have to split it with better-positioned truck/component manufacturers, hub developers, logistics operators, and competition. $AUR should trade like a speculative small cap, and we think it will. (9/9)

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