AUR

NorthDot6711

AUR will get trucks to the warehouse faster.  Warehouses will need to speed up to accommodate the potential buildup at the back door.  Symbiotic helps solve this  Terawulf solves the energy issues big data will face.  

dvdmovie1

Really wouldn't go 25 years. In this environment, it's difficult to have a clear view of 5 years out. If you say "this is a 25 year thing" and things start to go South in a few years, you're not going to pay attention/re-assess as much as you should because you've convinced yourself that it's a very long-term play. I owned TTD starting in 2017 and did very well for 3-4 years. Was my largest holding at times. Stock could do no wrong, many quarters where it was up 20-30% after. Got out in 2021, traded it a couple of times briefly after but a couple of years ago it was clear that the story had changed and said in posts on here trying to call the bottom that I was negative. I didn't forsee the stock getting quite as obliterated as it did, but it wasn't the story that I really liked several years prior anymore and I didn't see a path for the company that would change that. You have to keep re-assessing, not just go on "it's long-term" or "look what it did before." I like NET and TWST as long-term stories but wouldn't be buying more here. Have a small position in AUR. HTFL is another growth story addition in recent months. I've added some growth stories in recent months but overall have taken risk down some and looked more for solid, dependable stories and buffer like alternative funds. I will always probably lean growth-oriented but there's times when "what's the next 10x/big thing/etc?" is less of a priority.

friggingruven

I'm into AUR also. They definitely have some distance between the next competitors behind them. Look into any companies nuclear or quantum or cyber security. While the AI dust settles some of these will need to be successful. Trouble is picking the right ones. Starting with etfs in these industries may be a good way to start while researching companies. The Westinghouse ipo along with BEP and CCJ may be safer bets at the right price. Most everything else in these areas is speculative tech. So prepare to hold bags

Beginning-Luck-4026

I don't know about taxis but my bet is on self driving vehicles entrance into mass adoption by way of trucking. Starting with defined routes only between distributions hubs, so just highway driving. I bought some AUR for this bet.

ChamaF

Whoever told me to by AUR. I'd like a refund please.

EmpathyFabrication

Aurora Innovation AUR down 7% AH and looks to fall short of its year end 200 truck goal by at least 50-100 trucks

ninjiple

Anybody fucking with AUR

AbroadMediocre312

$AUR another 500 truck deal

Super-Activity-4675

AUR and KDK run it locally in their trucks. BB is supposedly making good money on QNX. Yeah, they can run locally for narrow specifications. ML 2.0 works in highly specialized models with limited inputs. Cars can drive themselves without LLMs. The practical and profitable use for it has nothing to do with LLMs.

nathanielisnumba1

AUR

tmkrtn

AUR

owenmills04

I sold a bunch this morning and now market is pumping. AUR was down 2-3% when I sold it all now up 5%. I fucking quit

Top-Plenty-5307

AUR

RevolutionaryPhoto24

There is still time for AUR. Nearing inflection and at some point in the next twelve months, possible rocket fuel from the unwinding of convert arbs as it rerates.

ActionPlanetRobot

AUR

ActionPlanetRobot

Technology was still in development— it was burning $1b/year with no revenue, and no finished product; but it’s now finished, have reached an inflection point and they’re beginning to scale. AUR aims to capture 15% of the Long-Haul TAM, at $1T total with a $600B serviceable, by 2035. The plan includes deploying 30,000 trucks by 2030 and generating $5 billion annually— and that’s just Long-Haul. They still plan to enter Last-Mile($180b), Short-Haul ($163b), Ride-Share($140b), Agriculture($50b)— expand further into mining, and have mentioned other commercial services like airport shuttles. I would absolutely spend all $100k on AUR haha

dvdmovie1

The problem is that so much of this sort of thing is some degree of empty hype or "less than advertised." C3ai (previously C3 energy, C3IOT and now C3ai) has the ticker AI and it's down 73% over the last 5 years. Recursion (RXRX) talked about how they were building a supercomputer with all the NVDA gpus they were buying and ai drug discovery and - despite buying a peer - the pipeline is bleh. There's also just shitcos like BBAI and RZLV, both of which have AI in the name. Read this not that long ago and think it's incredibly true: "In moments of euphoria, investors tend to convince themselves that second- and third-tier assets are actually first-tier. The story becomes so powerful that people stop making distinctions. Capital flows toward the theme rather than the company. Markets begin to reward proximity to the future rather than evidence of enduring quality...Not every company exposed to an important theme becomes important. Not every company using new technology becomes enduring. Not every fast-growing business is exceptional. And not every exceptional company is a great investment at every price." I have a small position in AUR, but it's never really gone much beyond the level of small/er speculative holding.

Longjumping-Toe-5680

Physical AI that actually makes sense like AUR

Adventurous_Oil4513

I would just buy and hold high quality stocks. Not sure AUR is considered that.

happy123z

They're in an interesting position.they missed the run-up but the big boys have to pay them now. Could rapidly rerate in a few quarters. I like AUR, too. They have self driving semi-trucks on the road already.

iliveasimplelife

is KDK a lost cause? or think it goes the AUR route in a few years.

Due-Perspective-3197

full paycheck in $AUR every week ;)

BoTime8

AUR rebound

fluxtrigger

I have 20 Jan 2028 C10 leaps for AUR already @1.11. there was some wsb guy who posted some dd last month if u wanna dig around. I was already bullish before today happened. Go for it. Hell it's cheaper now than when I bought. 

LilPrinceTrashMouth

What do y’all think about Aurora Innovation (AUR), for Jan 2028 LEAPS?

LilPrinceTrashMouth

AUR

Broke-mfer

AUR

1foxyboi

RKLB is fuk AUR is fuk KRKNF is mega fuk I AM FUK

Top_Caterpillar_4092

AUR

FabricationLife

AUR

RevolutionaryPhoto24

Expansion, scaling, clear execution, pre-ER hype, supportive market regime, large partner announcement or new MOU, acknowledgment of earnings potential already highlighted by analysts, etc…. It’s just my sense and read of the current tape - I’ve been successful with that in the past with AUR. Don’t be gey.

RevolutionaryPhoto24

I regret not buying more NOW in the 80’s. Buying more Uber here - half as trade and half as hold pending updates on their recent plans and new directions. Also, I think AUR will re-rate in the next month or two. Perhaps not hold above convert strike, but rally…

Ledd10

It's crazy how resilient AUR is for a market cap of that size

AbroadMediocre312

AUR finally trying to break its $6.60 stranglehold with all the positive news.

mike_gundy666

Just buy $AUR if you want to buy into AV semi trucks, they're already doing deliveries and expected to hit 200 trucks by EOY!

obsolescence_

diesel at ATH... idk, this will probably go lower so you probably could've gotten a better entry. but I am watching AUR too

arolloftide

Heyyy CNBC pumping my AUR bags! !

1foxyboi

Exactly brother. RKLB $500, AUR $100

BTCTickerlicker

AUR - who doesn’t love self-driving trucks, in America, from a CEO who led Google self-driving / Waymo?

moorhound

I'd look into this [DD posted this week](/aur_is_worth_13b_kdk_is_worth_750m_both_run) on AUR/KDK before going full send on the CDL career. Freight drivers might be waxed within the next 5-10 years

Scodo810

I find most “Reddit Stocks” to be even more speculative than your list. I think “Automation” as a grouping is eventually going to have another moment, and in true Reddit fashion there a lot of the public companies who have no real business yet, but a good story. Some examples: AUR, KDK, MRLN, & Agility (via CCXI).

Optimal-Bad2871

trucker strike incoming full port AUR

WickedSensitiveCrew

Based off all metric Uber business is actually undervalued at $70. That isnt even mentioning if any of their investments pays off like GRAB, AUR, etc.

Super-Activity-4675

automated trucks are here already. They're in production with several auto makers and the leaders are finishing up the required safety steps regulation requires to get them on the road mainstream. They'll be on the highways in some capacity outside of testing come 2027. It will take some time to really capture market, but not having a driver means faster ship times and one less relatively large expense. There've been a couple deep dives on WSB about AUR and KDK, both of which should start taking some market share in this space sooner than later. If anything, the high diesel prices will push companies in that direction. If I were a driver, I'd think about selling my cab or moving into something else.

Scared_Step4051

in what way am I not backing it up? I have literally provided a body of factual evidence across 3000+ words >Even if it's the same runway, think about the difference in development and scaling that can be achieved by spending 1b vs 130m. That alone is an 8x gap. not at all, what it does show is the difference in approach KDK has taken to AUR, likewise Waabi is taking a very different approach to both KDK and AUR and is wholly relying on AI simulation to drastically reduce development costs (if their solution works that is) >Aurora is already much farther ahead in scaling, going from hundreds to thousands rather than from tens to hundreds. by which you mean AUR target 200 trucks by end of year and then 300 more next year? KDK will have 100 trucks by end of next year with just 1 customer deployment, there will be more >The biggest difference is how much more extensive the compute and sensing stack on Aurora trucks is. again you are taking AUR's approach and declaring it "the only way this can work", which is very wrong imo >On highway is simply harder than off highway, despite Kodiak saying it will be an easy transition. Aurora is already there. in your opinion...KDK have been doing supervised for 7 years on highways, with multiple million miles driven, their CEO has re-stated time and time again this year that driver out happens in December, and I have no reason to doubt him

BoomerGodCharlesDow

AUR you regarded

MoooooveOva

The way i see it, I have likely 30 years till retirement. Aside from the normal etf allocations, I want to find cheap companies, buying at a point where rsi has crossed downwards, low PE ratio relative to industry, strong margin growth, manageable debt. Aside from the technical stuff, I need to find a huge growth opportunity that is not widely discussed. New technology, first-mover with proven tech in real world, and ability to meaningfully scale within the first few years of investment. Enter: autonomous trucking. Disrupting not the trucking companies, but the drivers. No battle to be fought in the long run. Aurora Innovation (AUR) with the AuroraDriver. Revenue: driver-as-a-service (DAAS) $0.80/mile per truck with the software. No human drivers. DOT class 8 drivers can do 150,000 miles per yr. A computer can easily double that with near-perfect safety scores. $10b mkt cap now. TAM in the trillions of dollars. Manufacturing is contracted out already. Once the northern states open up to autonomous highway vehicles, this company will have too many customers to handle. Kodiak and Tesla Semi are the only competitors and they are at least 2-3 years behind.

P1um

KDK is trash and AUR is going to be of those stocks a la RKLB where people will cry in 1 or 2 years why they haven't bought it. /r/AURstock

astrawberryandakiwi

I hate when you bums get chatgpt to write shit about AUR. AUR’s float is insane. It can hit 80B market cap and only be like $20 per share

jroache

Well im down fucking 4% on AUR so somebody should fucking tell them they are ahead too

Ill-Preparation8921

Ha, you mentioned closing the gap with AUR and my first thought was, 2 ways that could go…..I really want to own AUR, just not at these prices 😂

sh1nryuu

Will be part of my watch list exited my position at AUR 25% profit

Super-Activity-4675

I've been considering AUR... Going to keep an eye on both of these now.

JadeddMillennial

Nice AUR DD

Scared_Step4051

AUR could very much be overvalued, but the institutions owning it don't seem to think so, it is generally solid as a rock since driver out scaled

Scared_Step4051

the thesis is: * they are behind AUR * they are not 17x behind AUR in value * the product verifiably works, and there is no evidence it is an inferior product * they are successfully commercialising * their trucks on the road in 27 will not be far behind AUR

john-know-nothing

I like the DD but I’m already in AUR and am tapped out of funds for the foreseeable future. I’ll keep an eye on this though.

Scared_Step4051

wait till you apply that logic to AUR...

Scared_Step4051

I mean: * they're both in bed in some way with Nvidia, neither is financially backed by Nvidia * both balance sheets are generally healthy - AUR has $1bn ish in cash and burns that per year...KDK has about $130m in the bank and burns that per year...

Beginning-Luck-4026

I have some AUR. Was a interesting read but once I looked up the ticker, Kodiak AI, I just hate tickers with AI in them... ARAI BBAI

transitlobbyist

All in on AUR. Self-driving tech is closer to being a reality in terms of less human control and trucking is a great place to get in. TLT and LTL rates are going to push higher as oil goes higher. ONDS Drones are hard to market commercially. HOVR faces too many regulatory hurdles. INDI is going to get acquired if they have any success.

AdministrativeWar647

AUR

LevelPrize8336

What do you guys think of $AUR. Aurora?

Life-Lawyer-5006

Thanks for this. I have a handful of $5-10 stocks at 100+ shares I want to learn on: MBLY, JOBY, AUR, ARCH, ONDS. I know these are volatile but they’re what I have now. And a couple I wouldn’t mind selling

Due-Perspective-3197

go all in on AUR, big announcements coming this month

Plazmarazmataz

Yes. I generally buy LEAPs and aim for about 10 - 15% OTM. For example, I recently bought into AUR and bought some Jan 2028 7Cs, which was 12% OTM when I bought in at $6.22 For something like MSFT or META recently, I'd either do 15% OTM with a LEAP, or 5 - 10% for a 6 month contract.

Careless-Sleep4527

a bit over 5 but AUR

vinkulafu

I hope AUR and OPEN will at least 10x over the next 5-10 years. Started below $5 so penny stocks but averaged up on AUR to just over $5 now. My other penny stocks are red - QNC, MDAI, OPEN.

UltraMagaOK1988

AUR 💪

Professional_Tour946

AUR

sigizmundfreud

Full port into AUR. Close your laptop. Open again in three years. Retire. You're welcome.

fillossofer

AUR

erov

AUR

Emzed07

How’d you manage to do that? AUR sp still doing somewhat ok right?

MainelyCOYS

AUR and DRTS AUR - Leading automated trucking company who develop the system, not the trucks themselves DRTS - biotech device with international approval for limited indications, but enrolling trials for more types of cancer with very positive preliminary results  And a 3rd is GMGMF - graphene play based out of Australia. Have in-house proprietary products already using the tech and expanding production capabilities. Strongest competition is US based HGRAF

BTCTickerlicker

AUR. If you think self-driving trucks are a no-brainer, which I do, they are best positioned to capture that market.

mike_gundy666

$AUR Self driving trucking company, expecting 200 trucks by eow! Already doing autonomous deliveries. They're in the midst of scaling.

Capable_Artichoke_41

This might be a little crazy but I’ve been investing in OTLY this year. I use their oat milk all the time and I genuinely think it tastes better than comparative products. A turnaround story for sure, but feels to me that plant-based products will continue to grow in important (despite the over-exuberance a few years back with Beyond Meat etc) If you’re talking moonshots, I also think AIRJ is interesting given the data center cooling angle. Basically pre-product, though. Also like AUR.

Creqm

AUR is the way to go. All in

Dudebobski

Wow this company again lol.. Well.. at least $TVA / $TVACW → PlusAI is coming in around an **\~$800M valuation**, vs industry leader $AUR at **\~$11B+** and $KDK around **\~$700M**. Obviously not apples-to-apples, but $TVACW around **$0.30 after the DA selloff** has me wondering if there’s some opportunity here. Curious what everyone thinks??

bashsmore

C'mon AUR!

849

AUR won't get going for a few years yet imo. The price is nice right now if you are looking to hold long term.

LuckyRandomNickname

Not sure I agree. Autonomous trucking looks like a great opportunity and likely to succeed. KDK expects to go fully driverless by December. I think it’s gonna 🚀. Their competition (AUR) has a market cap of 11B. KDK is under 1M

flowersinmyvase

Agreed. AUR has serious potential. Driverless trucks are going to be a big part of our freight economy in the future. And rightfully so. The only people against it are the Teamsters, but I don't think many people sympathize much with them either. We've all had bad or close encounters with semis on the road.

Latter_House8822

It seems that you don’t know anything about AUR and its progress, also regulation. They have already launced driverless truck in the roads since Apr’25. If you look at youtubr channel, you’ll see. Volvo commited 300 trucks Q1 27, Hirscbach commited 500 trucks 27-28 and they have strong collobaration with many OEMs. Even california removed restirictions self driving trucks last month which it is mostly known with hard rules about that. If you had research about Chris Urmson, maybe you would know who he is. I really like to see this kind of people who don’t know anything about the company but they bet it won’t be soon.

BTCTickerlicker

TSLA has a $1.4T valuation with a pe of 346 and a track record of slipping timelines for unsupervised self-driving may never come to fruition because they’re going 1) no lidar and 2) end to end. Even if they pull it off, it’s not clear what they are monetizing: rent out your car so it drives Uber and brings in money while you sleep, rapidly becoming a cheap and low margin service? Or Tesla semi which has a 400 mile range, and which isn’t comparable to cars because liability and safety standards are far greater and they’re STILL doing no lidar? AUR is richly valued but is 1) fully proven for commercial, driverless operations, 2) vastly ahead of all competition for Class 8 trucks on public roads, 3) in the early days of scaling from 20 trucks to thousands within a year, 4) at a $11B valuation. If your thesis is that autonomous trucking is inevitable, one of these is an obviously pure expression of that thesis, and the other is a whole bunch of hype and Elon side projects.

BTCTickerlicker

AUR. The only pure play physical AI company in the US that will be scaling fully commercialized self-driving Class 8 trucks. Legislation to standardize federal norms and end the patchwork of state laws is coming down the pike, competitors are at least a year behind, and Aurora will have about 2k trucks operating across the US by end of 2027.

umdred11

AUR

LevelPrize8336

Is AUR worht it? Driverless trucks or is TSLA safer with equal upside potential

Th3Gr33nBastard

Bagholding $AUR, $HPE, and $OUST right now ZzZzZz

BlackCottage

AMPX, AUR, Joby

Due-Perspective-3197

Now put it in AUR

ful_stahp

AUR

Sxconst

AUR

Due-Perspective-3197

AUR u regarded yes yes i am

Due-Perspective-3197

AUR has \~$1.22B of liquidity plus \~$1.0B of remaining ATM capacity against a 2028 FCF target. The CFO said he believes current cash carries it there, with ATM use mainly for bonus/tax funding. So, further large dilution is not a sure thing... and then, post-FCF, expect buybacks.

Difficult-Warning-96

I’m in AUR for $7500 at 6.45 CB

KalozKapitany

Where is this demand? Aurora Innovation (AUR) is **not profitable**. The self-driving technology company loses money as it builds and tests its systems. Its negative price-to-earnings (P/E) ratio and negative profit margins show that costs are higher than income. Financial Status * **Net Profit Margin:** Deeply negative, reflecting high research and development costs. * **P/E Ratio:** Negative, because the company has no net income. * **Revenue:** Generates small amounts of revenue, but spends heavily on operations.

thetimmyturnip

This is probably the biggest bear case for AUR IMO, and it’s a legitimate one. The longer DD actually models the dilution rather than assuming the current \~2B share count stays fixed. Q2 liquidity was \~$1.217B against roughly \~$256M of quarterly operating cash use + capex. The author models three paths to 2028: Management path: \~$260M funding gap Steady burn reduction: \~$550M gap Flat \~$250M/q burn: \~$1.28B gap At different financing prices, that could mean anywhere from 29M to 321M additional shares depending on the scenario. The modeled YE-2028 share count comes out around 2.15–2.45B. The really ugly scenario is if burn stays high & the stock stays depressed. The $1.28B funding gap would exceed the remaining ATM capacity, meaning additional financing could be necessary. That’s the dilution-and-delay scenario, and I think it’s probably the most credible bear case: Aurora can succeed technically but shareholders still get mediocre returns because it takes too long and costs too much to scale. On the other side of that equation is that Aurora isn’t sitting still while burning cash. They’re moving toward the exact milestones that can change the funding equation: 200 driverless trucks, Roush production cadence, customer-owned DaaS fleets, Volvo, declining Gen-2 hardware costs and eventually meaningful recurring revenue. And there’s an important reflexivity on the upside if Aurora executes and the stock rerates from \~$6 to $9, $12, $15+, the company can raise the same amount of capital with dramatically fewer shares. The DD specifically models this dynamic. So I don’t think the right bull argument is “dilution doesn’t matter.”, its more so can Aurora grow the business faster than it grows the share count before it becomes self-funding? That’s why I’m watching production, DaaS conversion, hardware costs, utilization, margins and cash burn just as closely as driverless miles. The bear case is real. I just think the evidence is increasingly pointing toward Aurora having a realistic path through it.

Due-Perspective-3197

all in AUR baby https://www.reddit.com/r/wallstreetbets/comments/1vy565r/aur_dd_5000_shares_at_604_im_betting_chris_urmson/