Calls
1
u/Scared_Step4051
Reddit r/wallstreetbets
Win Rate
0.0%
return
-1.0%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 16
$3.88
-1.0%
The author argues Kodiak AI at a $750M valuation is deeply undervalued versus Aurora's $13B because Kodiak already runs 35 driverless trucks for a paying customer, Atlas Energy, with 40,000+ paid driverless hours and a clean FMCSA record. The key catalyst is Kodiak's committed December driver-out launch on Texas highways, supported by a 93% safety-case readiness measure and a disclosed sales funnel with carriers like Roehl, J.B. Hunt, and Werner. The author believes Texas alone can support a multi-billion valuation and targets a $5bn-$10bn market cap, while explicitly warning that the September lockup expiry and an upcoming raise/dilution are real risks.
Robotics
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u/Scared_Step4051 has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: KDK.
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