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…↗
May 5
Daniel Koss — $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…↗
April 2026 · 2 mentions
Apr 20
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…↗
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…↗
— 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…↗