Dad and Husband ๐ช
๐ช๐ธ ๐ฉ๐ช ,
MBA/CISA/CIA, Hiking๐ถ๐ถโโ๏ธ, ๐ฒ, ๐ฎ, 10% Stock Trading ๐, 90% Investing ๐งญ,
Rockin' in the free world ๐
$AUR is my conviction pick because their 'Driver-as-a-Service' model targets the massive highway freight market, offering a clearer path to commercialization than urban robotaxis. Once they scale driverless operations and prove they can solve pressing logistics bottlenecks like driver shortages, the stock has substantial room for a major rerating.
@HandsomeMan2013@aleabitoreddit Hybrid bonding is too hard/expensive for mass production right now? Current massive capex cycle for HBM4 still heavily relies on compression molding, so Towa should have a multi-year runway?
@aktien_max Im Weiรen Haus herrscht kein wohlwollender Staatsmann, sondern ein kleptokratischer Mรถchtegern-Kรถnig, notorischer Bankrotteur und verurteilter Straftรคter.