WAYMO Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
14:53
Aug 30
Aug 30
Bloomberg Markets
Waymo leads AV safety and opportunity.
Waymo is the leader in autonomous vehicles; Schwartz feels safe riding Waymos and his Hunter College/Roosevelt House research found Waymos had fewer crashes than professional drivers. He sees a good opportunity but says the technology is not perfect in dense pedestrian areas.
WAYMO
WAYMO
Long
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16:00
Aug 17
Aug 17
Pablo Gil
Autonomous driving adoption is accelerating
Jon says autonomous driving is hitting an exponential inflection: Waymo already operates robotaxis and expanded to airports, Tesla and XPeng robotaxis are working in China, and human driving may eventually be banned; robotaxi fleets will spread rapidly in cities.
WAYMO
WAYMO
Long
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15:42
May 01
May 01
Sequoia Capital
Waymo scaling rapidly with safety edge.
Waymo has shifted from sequential de-risking to rapid parallel commercialization: it has provided over 20 million fully autonomous rides, with 10 million in the last seven months, operates in 11 cities, launched four cities in one day, drives over 4 million fully autonomous miles per week, and says its driver is more than 13x safer than human drivers for serious-injury collisions. Gen 6 hardware reduces cost and enables high-volume production on its latest vehicle platform, and Waymo plans to add London and Tokyo service.
WAYMO
WAYMO
Long
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About WAYMO Investor Commentary
Across the available history and selected sources, Buzzberg tracks WAYMO across 4 sources: 3 bullish vs 0 bearish calls from 4 authors. Historical directional balance: 50% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 6 total trade ideas tracked. Latest voices: Sam Schwartz, Jon Hernández, Dmitri Dolgov.