Aurora Innovation. Every tracked FinTwit mention of $AUR, newest first. 22 mentions since the first on Aug 19, 2025. See the price chart.
June 2026 · 1 mention
Jun 28
InvestmentGuru — The Robotics Bull Run Is Here.
Every factory, every warehouse, every hospital, every battlefield, every ocean floor — being rewired with intelligent machines. Not in twenty years…↗
Daniel Koss — $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 w…↗
May 6
Daniel Koss — $OUST Q1 2026 - My Full Thoughts!
They reported earnings yesterday. I listened to the full call. Here are my thoughts, notes & interpretation:
Quick disclaimer first: My portfoli…↗
Black Panther Capital — The autonomous defense platform problem isn't compute.
It isn't communication. It isn't even power, though $AMPX is solving that too.
It's PERCEPTION.
You cannot put an autonomo…↗
Apr 5
Michael Sikand 🦑 — When I said "photonics is next"...
It wasn't just about AI.
Lasers are genuinley the future of everything.
Directed energy weapons use laser beams to shoot drones out of the sk…↗
March 2026 · 1 mention
Mar 16
Michael Sikand 🦑 — Jensen Huang just presented a list of the most innovative pure play AI companies.
You can invest in 4 of them.
$AUR: Driverless trucking
$PONY: Robotaxis
$NTNX: Hybrid cloud i…↗
February 2026 · 1 mention
Feb 9
Serenity — @canbilgeyilmaz Thank you, I’ll do more research into $AUR and $SILC↗
January 2026 · 5 mentions
Jan 23
Black Panther Capital — I’ve been asked a lot lately what I’m looking at right now.
So, here is my 19-stock watchlist for my short-term portfolio “the 𝕏-periment”.
My goal for this portfolio is to conv…↗
Jan 20
Black Panther Capital — 11 SECTORS THAT WILL DEMAND BILLIONS IN CAPEX BY 2035:
Edge AI Autonomy:
$OSS
Defense Provider:
$KOPN
$LPTH
AI Hyperscale:
$IREN
$NBIS
$CIFR
Drone Defense:
$ONDS
Subsea Defens…↗
Jan 20
Daniel Koss — Earnings Dates for all the companies I follow:
$AMD Jan 27 ✅
$TSLA Jan 28 ✅
$MSFT Jan 28 ✅
$META Jan 28 ✅
$AMZN Jan 29 ✅
$SOFI Jan 30 ✅
$PLTR Feb 2 ✅
$MSTR Feb 3 ✅
$GOOGL…↗
Daniel Koss — The $AUR moment will come and it will be violent 👊↗
Dec 16
Daniel Koss — I use a Quality & Safety Score to assess risk across my investments.
It is a simple 1 (lowest) to 5 (highest) framework that evaluates
• Competitive moat
• Management quality
• M…↗
October 2025 · 1 mention
Oct 22
The Future Investors — The 20 Largest Public Companies With <$100 Million in Revenue 💰
1. $ASTS | AST SpaceMobile - $24.9B
2. $IONQ | IonQ - $19.3B
3. $OKLO | Oklo - $17.6B
4. $BMNR | Bitmine - $13.9B…↗
August 2025 · 5 mentions
Aug 19
Kerrisdale Capital — 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…↗
Aug 19
Kerrisdale Capital — For the physical trucks, Aurora's partnering with Volvo and PACCAR. $AUR says autonomous trucks will cost the same as regular trucks but execs at both OEMs told us it'll cost much…↗
Aug 19
Kerrisdale Capital — It gets worse: $AUR just wants to sell software but hub-and-spoke freight means someone has to build/operate physical hubs. Aurora insists someone else will step up, but obviously…↗
— $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 o…
Daniel Koss — What do you think will be the best performing investment themes of 2026?
Yes, obviously AI, but at this point that's like saying "the Economy". Which parts of AI? Robotics also to…↗
— It starts with the software: $AUR's classic self-driving architecture will never enable point-to-point shipping. Best case scenario is a hub-and-spoke network with autonomous truck…
Kerrisdale Capital — We're short $AUR. Report available at https://t.co/OlU4WMk3QP. Aurora doesn’t have a viable business model. The market for hub-and-spoke-based autonomous trucking is far too small…↗