Calls
1
Andrew Procopio
Head of North America Auto and Shared Mobility Research
Win Rate
0.0%
return
-2.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 13
$108.79
-2.0%
The auto industry is becoming more software-focused and software-aware, led by robotaxi autonomous-driving technology that is trickling down to personally owned cars. Auto OEMs can charge subscription revenue for this software, expanding the value proposition of a vehicle, expanding the OEM profit pool, and potentially reducing industry cyclicality through recurring revenue.
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Andrew Procopio has 1 trade ideas tracked on Buzzberg across 1 tickers since August 2026. Most covered: CARZ, US ROBOTAXI MARKET.
