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/

Sea_Physics401

One under-appreciated aspect of AUR is it is going to be I think the first industrial scale physical robotics/AI pure play that will be slapping people in the face going about their daily life and therefore feeling ubiquitous and freely marketing itself. No other company I can think of is 1) a pure play (to ride Waymo you need to own GOOG) 2) will be there sooner at industrial scale and HIGHLY visible. Symbiotic (SYM) could qualify, but its largely out of public eye and hidden in warehouses that won't be seen.

Due-Perspective-3197

I asked Claude to critique my work and it said my research on AUR is “better than most paid research on this name” 🤪

Dull-Bell5413

Because they aren't a VC, they are an operating business that would be better off deploying capital to grow their own operations. AUR CEO was asked this just the other day, and I'm summarizing.

RevolutionaryPhoto24

I hold a core position in AUR shares and call LEAPS. With you, OP.

Dull-Bell5413

AUR is industry leader for long haul autonomous trucking 

Dreizo

DRAM ($60), KEEL ($5), IREX ($25), RDTL ($17.75) is about 40% The other 60% is bad options plays. I realized i make maybe 10-20% on the wins but take 80-100% on the losses, so now I've been avoiding anything where I don't expect to at least 2x in favor of just buying and holding actual solid stocks like $AUR or $KEEL and DCA'ing.

verified-trader

**BanBet Lost** — /u/Dull-Bell5413 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AUR** ▲ | $6.70 → $8.00 | +19.5% | 2w | Lost |

AdministrativeWar647

Shud I go full portfolio on AUR

Due-Perspective-3197

thoughts on AUR? automated trucking

Due-Perspective-3197

AUR

Due-Perspective-3197

when AUR pumping doe

Due-Perspective-3197

AUR

EmpathyFabrication

https://spectrumlocalnews.com/nc/charlotte/news/2026/08/04/driverless-trucks-in-nc $AUR Aurora autonomous trucks coming to NC

RevolutionaryPhoto24

AUR

ilickspooons

thoughts on $AUR?

verified-trader

**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AUR** | $8.00 (above) | $6.70 | +19.5% | Aug 19, 11:03 PM |

Dull-Bell5413

!banbet AUR 8 2W

Dull-Bell5413

Yes, more AUR love

SummitSloth

$10k in AUR calls at open. Expiring Jan

Dull-Bell5413

AUR

Tallguy415

Thanks for the feedback. I have mine RDDT, RIVN, AUR and don't foresee it beating the S&P either but worth the hedging for the small overall percentage of the whole.

tepeter1

AUR

DarkOathSKS

AUR taking off. Get on while you can boys

EmpathyFabrication

Mixed report from AUR today with $1B cash vs $200-250MM spending per quarter means more dilution coming for shareowners. Over 400k driverless miles and forecasted 200 trucks in operation by end of year. More talk about TaaS in the call and shareholder letter.

groovychick

$AUR all day long!

SundayLeagueStocko

Firm handshakes to those who also bought the AUR dip this afternoon 🤝

rontricks

AUR is ready

smeis

Aurora Innovation ($AUR) has terrible timing as they are getting absolutely hammered by macro right now. They removed the observer from their trucks last week and are operating fully driverless on multiple routes and scaling up to more trucks. Also they've announced more partners yesterday and today. All major milestones they keep hitting but the stock is in the dump today. Not investment advice and do your own research of course but well worth a look at these prices!

PAlNKlLLERS

$AUR earnings on Wednesday too. This is going to be a crazy week

UselessHandles

AUR is slept on

Sxconst

AUR removing observer means puts on lot lizards NFA

Vivid_Letterhead3842

AUR

Special-Flounder-405

AUR pre market 🤑

2BlueZebras

I've only bought two individual stocks and just go ETF, but AUR is one of those two. The idea of one driver for three trucks (basically as a security guard) seems like an inevitablity.

MoooooveOva

Logistics middle mile, long haul, dock to dock, hub to spoke, etc Correct you are. AUR will be next RKLB/PLTR

MoooooveOva

Autonomous trucking and robotics. Driverless taxis (Waymo et al) have a much smaller TAM Aurora Innovation AUR

happy123z

ASTS $500 Next Christmas. DRTS leaps. RVMDW until December. FIX, AUR, PESOF.

Mindless-Mistake-885

It means full port $AUR

Accomplished_Way8964

I get the hype with AUR, but it just seems like with the first accident that happens its gonna drop quite a bit and take a long time to recover.

raddaddio

AUR

uncleAW

AUR is about to catch all of your attention.

PAlNKlLLERS

DYOR but AUR is way ahead of its competition. I have 10k shares and I get early RKLB vibes from its CEO and community.

PAlNKlLLERS

AUR

happy123z

I'm not an expert on upcoming catalysts/possible dilution but I'm sure someone smarter than I is on here. I think they will go up for a long time, though. You're probably good either way. Can always roll them. Can't wait to invest more looking at AUR, PESO, more AIRJW, RVMDW, DRTS.

ShapeFun9543

https://preview.redd.it/1lb0asrvqbah1.jpeg?width=1179&format=pjpg&auto=webp&s=9e9f331ab8f37a296d3024787facc472e241bc0e Holding these. May trim some crsp after the daily morning run and buy some more AUR

SundayLeagueStocko

HOVR - an imaginary aircraft that doesn't even exist yet, and AUR - a driverless truck that has yet to actually be driverless, are all that stands between me and the deep red abyss we're in a great spot in this very rational market 👍

happy123z

MSTV, SLS Jan 27 leaps, AUR, FIX, OPTXW, Pesorama, I like REKR too, and AIRJW. Also DRTS is going to be a monster. Look what they've done with brain tumors and panc, check their recent partnership with Tolmar. Ask yourself why a powerhouse like Tolmar would give them such a sweet ass deal if they aren't even FDA apporved to treat prostate cancer yet. I have many DRTSW warrants that expire next march with a strike of 11.50.

SundayLeagueStocko

Thankfully I have a decent price on HOVR AUR on the other hand...

smeis

Anyone else loading up on Aurora Innovation ($AUR) before they remove the observer from behind the wheel and go full driverless?

Enough_Background777

AUR

BTCTickerlicker

AUR — physical AI / self-driving play that has so far only attracted institutional attention, and is richly priced but also is the best positioned to take most of the self-driving trucking and logistics market, with favorable federal regulations likely coming down the pike this year, and the most validated self-driving platform outside of Waymo.

Ok-Contribution6337

lmao Price to Sales Ratio: **UPS:** 1.01 **FDX:** 0.86 **AUR:** 3,235.99

SnooEagles2610

AUR is the play here bro… at least Berkshire Hathaway thinks so…

SigTauDan

While everyone chasing the dragon, I loaded up on AUR, autonomous logistics is inevitable

smeis

Any Aurora Innovation ($AUR) fans here? They're set to remove the observer behind the wheel and go fully driverless on their current routes this month!

1foxyboi

It’s still RKLB but AUR could be a 5-10x

Rango698

I bought a small amount at $420 and add on down days. I believe it may drop all the way to $370. Ill continue to add a small amount.. MSFT is long term less risk.. now that AI is coming out will see if it continues the uptrend. BUY, AUR, its going to explode...

happy123z

Hahaha for real. I have something that helps: What will big, evil corporations do? Well they replace human drivers with robots who don't need sleep or rest stops or bathroom breaks? Yes. AUR will succeed. Will they poison and waste pristine waterways? Yes. AORJ will succeed. Simplified I know. But evil corps have lead the world around by the nose since inception (WIC not the movie).

happy123z

Pesorama! And it's far from oil/ Iran/ fascism! Also AIRJW, AUR, OUST.

Asleep_Emphasis69

AUR....but it's not profitable and will not be for at least 3 more years

bladzalot

So are about 25% of the highest valued companies on the market… FRMI $19bn valuation, zero revenue, zero sales… OKLO $18bn valuation, zero revenue, zero sales… AUR $16bn valuation, zero revenue, zero sales… RVMD $32bn valuation, zero revenue, zero sales, have not even passed clinical trials…

potsmokinsocialist

Why is AUR one of the options? From what I know KRNKF is solid

Paul_Robert_

AUR because it's easy to pronounce 🔥

False_Poetry3842

I have 50k to burn, I'd like to pick one between GCTS, AUR and KRKNF, help me out pls

Happy_Combination_88

I am a data scientist for a big retail company. I did some analysis for the EVP and our sales have really been down past month. When you drill down on AUR category it's mostly all items priced above 20 dollars where sales are really down items priced 0-20 are actually up from last year. Consumer is definitely hurting.

UltraMagaOK1988

AUR

randompostaboutnadda

I sold out during the most recent run up. Losing a bit of faith in management. AUR, is what I’ve been focusing on buying and has become my second largest position behind RKLB. Largest in terms of number of shares though.

Stonerish

Ask my why I sold my 1/27 dated POET calls as soon as they turned green again after a long couple red months…or my AUR 1/28 calls…missed a 5 bagger on the first and a 10 bagger on the second. But I made a solid 35% in like 6 months so I clearly know how to play this game

Biggandwedge

AUR

CALAND951

My AI ETF for the next decade: NVDA — The picks-and-shovels leader powering the AI compute boom. AVGO — Critical AI networking and custom silicon infrastructure. IOT — Bringing AI into the physical world through fleets, logistics, and industrial operations. TEM — Applying AI to healthcare, diagnostics, and precision medicine. AUR — My moonshot bet on autonomous trucking becoming commercially viable at scale.

HotelCheap4272

AUR

JewBear42069

AUR is the newest

jsnoopy

Yeah a lot of the rocket lab OGs bought in and hang out in the AUR stocks subreddit if that gives you any indication of where it could go

JewBear42069

Honestly still not sure what AUR does tbh

kiwi_child2020

AUR

Sea_Condition_6999

Thoughts on AUR?

TonyStarks81

The fact is if you are trying to turn that $7k into six figures then you have to gamble on insane shit. This is a great time to do that but you will still miss most of the time and go bust. Anyone can look at the 100x play you could have made on dell today but nobody is dumping thousands of dollars needing a 30% pump just to break even. If you want to gamble your best best right now is to wait for the president to say a company and it make a headline. Then buy calls 90 days out for the stock to double. Of course, at some point t that won’t work but it has worked for people so far. The other option is read the DDs here and then form your own opinion on what you believe has a future. It is still a gamble but shares won’t eat you up so quick. There are plenty of tickers that have been posted in this sub in the last 30 days that have very interesting futures if they execute. AUR is one someone posted about in a thread last week that I had never heard of but definitely seems interesting if they can create a market for self driving transport trucks. Find a company that is pre revenue in an industry you could see a future in and hold for the next 10 years. If you are right you won’t have to worry about money as much.

Arikomo

May have already been said, but mine are AUR and GCTS. Many people are concerned about GCTS’ current financial position (weak B/S / low liq), which is valid. The fact that they state going concern risk in their recent filing was something that made me hesitate at first as well (biggest deterrent at the moment for many). The financial position doesn’t look great at the moment, but many of the folks that started buying sub $2 (myself included) were in it for the potential and the story. Look at the recent partnerships and what they’re currently working on (you can do quick google search and there are plenty of other posts on it, so I won’t get into it (semiconductor / 5G / NTN / etc)). Given the partnerships (including one that was announced the other day with MaxLinear), and the fact that the company has been around for over 2 decades and is still kicking (to me shows adaptability and resilience), I’m optimistic that they will be able to pull through. There is a risk of dilution, which is likely, but I’ll take that over being fully wiped out any day of the week. They just need a bit more runway until commercialization scales up. Hopefully allows me to buy more to bring average cost of my shares down and provides the company with enough liquidity to survive until they starting shipping out more products / orders. At least that’s how I’m seeing it at the moment. I read a post earlier on LinkedIn (thought was pretty relevant), which ended with, “but if you only pursue the deals that look safe and obvious on day one, you’re competing with everyone else. True alpha lives in the assets that scare people off.” Definitely don’t full port, but I’d personally throw a few $ (an amount I’d feel comfortable losing if things don’t pan out). At this point I’m just holding and in for the ride