Sal Villano

[Sal Villano @Sallvillano]

@TechEquityEng And how many on the road in U.S at a given time? A couple million atleast

[Sal Villano @Sallvillano]

@TechEquityEng Absolutely !

[Sal Villano @Sallvillano]

@InnerLightCap I don’t see Aurora benefiting much from that. If anything someone big will buy Aurora

[Sal Villano @Sallvillano]

@TechEquityEng Well put. Agreed 👍

[Sal Villano @Sallvillano]

@TechEquityEng I get it, I just have trouble seeing the 30+ multiple when at scale the revenue is only 5 billion, even when factoring in the high margins. I was expecting a higher annual revenue.

Very interested to see what the analysts put out now that we have some concrete numbers.

[Sal Villano @Sallvillano]

@aurora_inno Announce trump admin investment

[Sal Villano @Sallvillano]

@TechEquityEng Great post, as usual 👍

[Sal Villano @Sallvillano]

@TheFoxRadar Flawless execution as usual! Just need to see the revenue!!

[Evan @StockMKTNewz]

JUST IN:

Apple $AAPL is back to having a larger market cap than Nvidia $NVDA and has retaken the spot of the

BIGGEST COMPANY IN THE WORLD

[The Kobeissi Letter @KobeissiLetter]

Hedge funds are piling into US semiconductor stocks:

Last week, hedge funds purchased the most US semiconductor stocks in at least 3.5 years.

This follows the 2 largest consecutive weekly sales since June 2024.

As a result, semiconductor stocks now account for 10% of total hedge fund exposure.

This percentage is twice as high as during the same period last year.

However, this remains below the peak of 14% recorded in May.

Hedge funds are betting the semiconductor selloff is already over.

[Sal Villano @Sallvillano]

@RepVinceFong @TransportGOP @RepSamGraves @aurora_inno @TechEquityEng @TheFoxRadar

[Sal Villano @Sallvillano]

@RepVinceFong @TransportGOP @RepSamGraves @aurora_inno

[Sal Villano @Sallvillano]

@TechEquityEng FedEx deal coming soon !

[unusual_whales @unusual_whales]

Holy.

Look at this.

These Micron, $MU, 400 calls are up from $18.65 to $328.

These $TSM 370 calls from $14.15 to $52.5.

Unusual.

[Aurora @aurora_inno]

One of the largest distributors in America, @McLaneCo, has agreed to begin driverless hauls in Texas with the Aurora Driver.

The agreement builds on three years and 280,000 autonomous miles hauling refrigerated freight for some of America’s most recognizable restaurant chains.

Proof is now becoming progress. Read the full announcement: https://t.co/vuu5xEsTgP

$AUR

[Aurora @aurora_inno]

The demand for autonomous freight continues to build.

Customer interest is strong, backed by an anticipated truck order for delivery as early as next year. This is a signal of where the industry is headed: safer, more efficient, and more scalable long-haul freight.

We’re proud to keep building the technology and network to support that future. Learn more here: https://t.co/1JKuj7oKPU

[unusual_whales @unusual_whales]

President Trump vows to look into the 10 scientists who have gone missing or turned up dead:

"I hope it's random, but we're going to know in the next week and a half."

"I just left a meeting on that subject."

"Pretty serious stuff... Some of them were very important people, and we're going to look at it over the next short period."