Nelson Campos

@vkhosla Fake news! Waabi’s autonomous trucks aren’t here yet and still have a long way to go. They will be here when they can operate fully on the road and follow traffic rules without accidents.

Excited to be partner with Waabi since the very beginning! Self driving is really here for trucks. Amazing how much more economic good startups can be. One twentieth the cash usage to get to better safety than competitors! And now robotaxi to boot!

@yaireinhorn @PrimeMedicine @davidrliu @zhaoweiasu In the PERT patent filed by the Broad Institute, it is explicitly mentioned that Prime Editing is used. It would be hard to understand that $PRME does not have the license, since that technique could not be used without Prime Editing.

There is one big question regarding $PRME which intrigues me and that I haven’t got the answer for yet! The first thing that I was looking for in @PrimeMedicine’s #JPM26 update 🧵👇was a sign or a mention of PERT - @davidrliu’s latest platform which uses Prime Editing to converted a regular tRNA gene into a highly optimized suppressor tRNA thus enabling permanent readthrough of premature stop codons and that could potentially provide a one-time curative treatment for countless nonsense mutations which are responsible for almost one-third of all human genetic diseases! If PERT’s IP would be allocated to $PRME this would be a true game changer!

@topsecretstocks @stocks4545 You may be right, but if we put things into context, we can see that Aurora currently has a monopoly on autonomous driving on public roads.

@stocks4545 $AUR is overvalued

Why I'm bullish on $SUUN 👇 PowerBank Corporation is a small-cap renewable energy company focused on clean energy development and operations in North America. A 7/7 Thread 🧵👇

@AlexfromBabylon $AUR is the only one that can operate on paved public roads, the majority market. That alone has enormous value.

@NELS0NCC Not if you are the sole one doing it 😉, its a high value niche indeed, but public roads is way bigger.

$KDK $AUR It's good to keep in mind that as of today Kodiak AI still has essentially a short term monopoly by driving autonomously in unstructured environments in the Permian basin. Aurora's Detmar's deal is still on public and private (paved) roads, but Atlas Energy deal also includes driving in unstructured non-paved environments. It can do that well, because it does not rely on mapping and has built its AV stack also specifically to include unstructured environments. Most analysts don't even understand this, so we are still very early.

@AlexfromBabylon The difference is that $AUR, if it wants to, can start operating on private roads—in fact, it begins this year. Meanwhile, $KDK cannot operate on public roads like $AUR can. Aurora can operate perfectly on them without a safety driver.

@NELS0NCC You realize that if Kodiak just does industrials in which they currently operate fully autonomous without safety driver that they will make more revenue then Aurora right? On public road slipping to 1HY 2027 would not change that equation.

$AUR $KDK This is a great question that I have also struggled with for a while as a former $AUR shareholder. What triggered me to go deep on autonomous trucking is that sentiment is at all time low, while real commercial deployments are happening as we speak. In fact Atlas Energy is already deploying Kodiak autonomous trucks without safety drivers 24/7 for its operations. Just 100 trucks deployed with Atlas generate 10s of millions of higher margin annual recurring revenue at full run rate and Atlas has been extremely satisfied with operational performance and will likely order more in the future. Retail is projecting 10 trillion dollars of autonomous value for Tesla's robotaxi network, but autonomous trucking has way more profound implications and value generated for customers then robotaxi networks, but it is not sexy so 90% of X's autonomy conversations are about robotaxi and humanoids. Robotaxi's are about lower cost transportation and safety, but autonomous trucking has so much more value add for customers then robotaxi and as shared in the TAM slide the market is massive, since all they are doing is inserting themselves into a massive existing market today. Also the quality of conversations from people investing in autonomous trucking in Aurora is superficial compared to those same investors talking in depth about AST Spacemobile, Rocket Lab etc. It's a undercovered sector. So to TDLR the above: Nobody is really paying attention to the most important near time implication of autonomous technology deployed in an existing massive market and only a few players are competing. That is a very powerful mix to create a lot of Alpha and I went in really deep into this space over the past few months, probably way deeper then 90% on X. Initially I played this via Aurora as I still think it is fair to categorize them as the market leader for on road long haul trucking. I also think they will do well going forward (expect it to atleast be a $50B+ mcap), so anyone investing in Aurora no worries you will be fine. There really is room for multiple players, because trucking also has a long standing tradition of dual sourcing everything. Hence for example Werner is working both with Aurora and Kodiak That said let me clear up a few things from my research: > Aurora's partnership with NVIDIA is the same partnership everyone has in the industry including Kodiak and Waabi, so this is not a differentiator > Aurora's partnership with Continental/Aumovio in terms of production is not unique, since Kodiak just announced the same with Bosch. Bosch is the world largest automotive supplier also in the US (4x the number of employees compared to Aumovio). What is unique till date is the service and maintenance element of the Aumovio relationship, but I don't think this will be a long term differentiator. > What is unique is their in house lidar and radar development teams, which as of today have the best solution for autonomous trucking on the market, but if autonomous trucking will become really big, new t1's will develop solutions so is $AEVA supplying lidar to Daimler and Plus AI. Case in point part of the Bosch deal is also supply of all AV components including Lidar if Kodiak wants so, but they are not locked in. > Also their deep partnership with trucking OEMs with Paccar and Volvo. But along the way Aurora made a number of strategic mistakes that are now costing the company in the short-medium term: > Aurora's plan for years has been to just rely on the trucking OEMs to do production line installs, but the trucking OEMs are slow to adopt this new technology and I don't expect meaningful volumes before end of 2028/2029. Hence their entire business model relied on slow moving trucking OEMs, only since last quarter the pivoted to follow the Kodiak AI short to medium term model of doing retrofits. > For years Aurora was laser focused on the technological utopia, but forget to put their head down and gride out real commercial business in the short term, resulting in them only since last quarter announcing a new deal with Detmar to move frac sand. This again is copying the Kodiak AI model playbook from Don. > Till date Aurora says that it has no competition, which is kinda weird. > Sterling Anderson was an important part of the founding team, but he left Aurora which still leaves a bit of a sour taste. If this is your life project, then you stick with it. > In terms of founder energy I respect Chris his resume and accomplishments to date, but just fell in love with Don Burnette's high energy management style, strategic thinking and clear communication. In addition I watched every interview with Don for the last five years and he correctly called out years before everyone else: > That retrofits would be the right business model in the short to medium term and built that for scale now with Rousch deal, which started production in Q3 2025. > Focusing early on industrials and defense off road as a big market > Hammering the point everytime that autonomous trucking is a business and not a technology utopia. He is focused on big improvements in smaller teams, humble / grit and moving fast in a capital efficient manner. (hint: the Rocket Lab Peter Beck playbook) > Driving the point home that he is about optionality and that he does not want to be locked into designs and always create multiple options (reminds me of Dan from Iren) To get some statistics to back this up: > Aurora raised 2.1B USD to date, while Kodiak raised 787 million USD to date. > Aurora has 1.700 / 1.800 employees and Kodiak has 300-500 employees. Yet by making strategic decisions on how to allocate capital, fit the right technology and what to invest it the result is that in industrials Kodiak AI is ahead of Aurora and only being a year behind Aurora in public roads. While at the same time betting big on retrofit production capacity, means they are in the short-medium term driver seat to become a fierce competitor for Aurora and maybe even have higher commercial revenue and better margins. Kodiak AI bet is that if they can create sufficient demand for their services then partnerships with trucking OEMs will follow, because if you create demand for your trucks, then trucking OEMs are always interested to sell into that demand. Also painfully so multiple times trucking OEMs have stated that even though Aurora is their primary partner now they welcome competition and said that in the future they will integrate multiple solutions to let the customer decide. (both Paccar and Volvo said that) Volvo always announced a Waabi deal and Paccar said they will also announce more deals in the future. The large reason Aurora is valued at 9B and Kodiak AI is at 1.8B market cap are these trucking OEM partnerships + branding, but the market is overestimating short - medium term value of those. That's a long term project, short term is retrofits. However I am not saying Aurora is overvalued. To the contrary I am just pointing out that in 2027 these companies will be considered equals and that will mean an aggressive rerating for Kodiak. My thesis is not that Kodiak beats Aurora, but that it's value similarly, since there is as I said room for multiple players in these large markets.

@AlexfromBabylon $KDK had $770k in the last quarter thanks to autonomous driving on private roads, while $AUR generated $1m. Now $AUR has the opportunity to scale massively through retrofitting and via OEMs. I think $KDK will take more than a year to reach the position that $AUR is currently in.

I don't dispute that Aurora is extremely focused on the ultimate challenge of scaled autonomous trucking via trucking OEMs. In the meantime though it did forget it was also business. This could have been a high risk / high reward pay-off, but simulation technology has allowed competitors like Kodiak / Waabi to make rapid advancements reducing Aurora's multi year lead to just a year on public roads. The point is due to wrong strategic decision making even if they are a year ahead in terms of technology they relatively relate figured out that they need to do retrofits. The Fabrinet kits come in the second half year of 2026, just when Kodiak also plans to go fully autonomous on public roads. But Kodiak has already spun up production capacity and has an easier to install solution with Rousch via sensor pods. So if Kodiak AI goes fully autonomous on public roads, then since retrofits production capacity are the bottleneck they are at the minimum on par with Aurora. They made the strategic decision to relying on legacy trucking OEMs and they are now delayed significantly and they pivoted to late to retrofits to really command a sizeable lead.

@AlexfromBabylon 3) $AUR is ready to grow; $KDK still has to prove itself. There is room in the market for both, and even for a third player, but at this stage it seems risky to me that $KDK has chosen the best strategy for growth. We’ll see where each one stands at the end of the year.

@AlexfromBabylon 2) While $AUR has taken the most difficult step, $KDK still has a long road ahead to validate its system on public roads. In an ideal world, it would take more than a year to solve this and be able to scale, but as we well know, things rarely work out perfectly anywhere.

@Algo_Tron @learningdatruth Capital raising=dilution

$DTREF - you can really tell who the rookies are vs the vets. I read some nonsense that some think this is dilution? Chairman and CEO each own hundreds of millions shares and they are going to dilute their own shares LOL. Institutions here will be rewarded like last time with a massive run up. Major catalysts on deck: - Gold Assays - REE Assays coming from 2200N ;) - BFS with Gold going parabolic - Gold plant This is going to be one hell of a ride. Lifetime opportunity here.

$DTREF, Just an FYI on the on the previous Financing Announcement: The last raise on August 28, DTREF closed at .157, then halted for the raise at .14 U.S. then it reopened on 9/2 and traded a low of .171 with a high of .1869 and closed at .17864. Tells you something, no!

@GeneInvesting I suppose you mean that Prime's technology is the best?

I will continue to reiterate this… If you are a huge fan of $PRME or $BEAM you have to be a huge supporter of $NTLA. 1. They don’t have competing programs 2. How successful Intellia is will determine market sentiment for in-vivo therapies moving forward 3. There is zero benefit to trying to bad mouth Intellia, everyone knows the tech is better at the others

@yaireinhorn @PrimeMedicine What do you think about the AATD dispute between $BEAM and $PRME? I haven’t found much info. Do you think they can prove $BEAM right?

6/Wilson’s Disease is a rare and severe disorder caused by excess copper accumulation in the patient’s liver and brain that can lead to liver failure and neurocognitive decline and can be fatal without a liver transplant. Wilson’s Disease is caused by several mutations, including H1069Q and R778L and most people are diagnosed with Wilson’s disease between ages five and 35 years with a prevalence rate between 1 in 10,000 and 1 in 30,000. Currently there are no approved disease-modifying therapies for Wilson’s Disease - besides multiple daily doses with large pill burden which forces the patient to fast and has potential severe side effects.

1/@PrimeMedicine’s recent #JPM26 presentation emphasised its strategic priorities & the company’s planned milestones for 2026-7. Here’s my🧵👇which focuses on PRIME’s new prioritised pipeline, the progress $PRME has made during 2025 & its current corporate status. $XBI #JPM2026

@pobremillenial @Jordi2057525494 @bernabebm01 @tutuflai Google, Vodafone, AT&T, Verizon, Rakuten…lo hicieron. El análisis parece que lo llevas bastante justito, por no decir suspenso.

A ver mi tesis es sencilla: -Hay un cuello de botella en lanzamientos y necesitas satélites arriba para dar servicio. -No me parece que el satélite vaya a sustituir a la torre y las zonas remotas no tienen tantos clientes. -Descuenta una ejecución perfecta (que es un desastre). -Demasiada narrativa en redes que la empresa utiliza a su favor. -No tiene a día de hoy mucho uso en defensa y hay competencia en ese mercado mucho más establecida como iridium. Para especular arriba abajo guay. Para enamorarse, no sé te enamorarías de una prostituta?

Me he puesto corto en $ASTS otra vez🤣 Pero una put de nada vencimiento viernes que viene por las risas.

@FinanceMajor_23 HALEU benefits will go to Quantum Leap

Pressure on $ASPI, price action weak and chart looks fairly poor. These short term negatives DO NOT matter. From our research, $ASPI is the strongest contender to dominate the HALEU enrichment process. Our thesis around $ASPI has not changed.

@cybervanstan Africa needs $ASTS

Kenya, Ghana, most of Nigeria, and part of Senegal are already serviced by Starlink. The rest of Africa is coming soon. Jumia's partnership with Starlink could be quite valuable for both parties going forward. $JMIA

@ftr_investors $AUR Aurora Innovation (Autonomous trucks software and Hardware)

Morgan Stanley expects the global robotics market to grow from $91B today to $25T by 2050 — a 250× expansion 🤖🚀 Robotics is a full stack — these stocks stand to benefit 👇 🥇𝗧𝗶𝗲𝗿 𝟭: 𝗕𝗿𝗮𝗶𝗻𝘀 + 𝘀𝗰𝗮𝗹𝗲 $NVDA | Nvidia $TSLA | Tesla $GOOGL | Alphabet $AMZN | Amazon $MSFT | Microsoft 🥈 𝗧𝗶𝗲𝗿 𝟮: 𝗣𝘂𝗿𝗲 𝗿𝗼𝗯𝗼𝘁𝗶𝗰𝘀 𝗹𝗲𝗮𝗱𝗲𝗿𝘀 $ABB | ABB $FANUY | FANUC $TER | Teradyne $ROK | Rockwell Automation $ZBRA | Zebra Technologies 🥉 𝗧𝗶𝗲𝗿 𝟯: 𝗥𝗼𝗯𝗼𝘁𝗶𝗰𝘀 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲, 𝗽𝗲𝗿𝗰𝗲𝗽𝘁𝗶𝗼𝗻 & 𝗮𝘂𝘁𝗼𝗻𝗼𝗺𝘆 $ISRG | Intuitive Surgical $MBLY | Mobileye $QCOM | Qualcomm $CGNX | Cognex $PTC | PTC ⚙️ 𝗧𝗶𝗲𝗿 𝟰: 𝗗𝗲𝗳𝗲𝗻𝘀𝗲, 𝗹𝗼𝗴𝗶𝘀𝘁𝗶𝗰𝘀 & 𝗮𝗽𝗽𝗹𝗶𝗲𝗱 𝗿𝗼𝗯𝗼𝘁𝗶𝗰𝘀 $AVAV | AeroVironment $LMT | Lockheed Martin $SYM | Symbotic $HON | Honeywell $SERV | Serve Robotics What’s your top pick for the robotics era? 🤖🚀

@JotaInvestor Precisamente Nanox.arc es mas pequeña y barata que su competencia lo que da accesibilidad a mercados con menos recursos.

Me la he mirado. Su producto no tiene nada destacable. Radiología es muy conservadora: son maquinas enormes, caras y con una vida útil muy larga. Tienen muchísima competencia. Su producto no ofrece nada diferencial: es una maquina a medio camino entre una radiografía simple y un TAC. La IA quizás es algo diferencial pero sin conocer demasiado el tema, solo por lo que he visto en otra maquinaria sanitaria (en endoscopios) ya introducen proyectos de IA para estudios y recopilar datos. Sinceramente, no creo que llegue a nada interesante por ahora, en mi opinión. Los números no salen adelante pero eso puede ser secundario si el producto que venden puede mejorar la clínica del paciente y/o supone un ahorro de costes brutal + aumento de calidad muy buena frente a la actualidad. Es un update de más de lo mismo, sin impacto sanitario destacable. Al menos en la actualidad. Gracias por compartir la empresa!

$HUMA 🚑 Estoy buscando como un loco un negocio emergente del sector salud. Da igual el subsector: biotech, pharma, equipamiento, diagnóstico... Las condiciones son claras: 1️⃣ Que pueda cambiar un paradigma completo. 2️⃣ Que esté en fase 3 o tenga algún producto ya aprobado por la FDA. 3️⃣ Si tiene producto aprobado por la FDA, que esté realizando ventas y creciendo. 4️⃣ Que tenga suficiente caja para sobrevivir. 5️⃣ Que la directiva esté alineada y, a ser posible, que el CEO sea fundador o que el fundador esté en el board. (Es común que al llegar a la fase comercial, el CEO sea alguien enfocado a ventas y a escalada comercial). Y la verdad, hay mucho biotech, mucho pharma... pero capaces de cambiar paradigmas o sistemas completos… casi nada. $HUMA es la única que he visto que, con un solo producto, puede obtener suficientes indicaciones para modificar un paradigma entero: revolucionar la cirugía vascular al completo. Solo necesitan adaptar su propio producto a la zona anatómica a sustituir. He visto muy buenos posibles negocios en salud, pero la mayoría tienen un punto débil: dependen de un monoproducto con una aplicación muy concreta o en un nicho muy limitado. El problema: el TAM tiene un techo. $HUMA es ampliable varias veces más. Y eso al mercado creo que se le escapa. Hoy es trauma vascular, mañana será diálisis, después arteriopatía periférica y síndrome coronario agudo… y quién sabe si en el futuro será algo más. Pienso que el único negocio que he visto más que puede modificar un paradigma en la actualidad es $TMDX Si conocéis más negocios interesantes para analizar, podéis escribir en comentarios!

@JKeynesAlpha It's a good technology, but its studies are in very early stages, and the markets it still wants to access with its studies are very small.

$PRME Prime Medicine headed for the $30s, then $100+. Patience. People ask why I bought 16,000 shares. I ask why I haven’t bought more?! Why Prime Medicine is "gods technology" for real: -It does what nature never gave us, a true DNA search and replace, the ability to correct, insert, or delete code at will -90% of known mutations are within reach, which means rewriting the story of almost every genetic disease - $BMY Bristol Myers Squibb signed a strategic deal with $55M upfront cash, $55M in equity, and up to $3.5B in milestone payments, including $1.4B in development and $2.1B in commercialization, plus royalties - $GOOG Google/Alphabet holds nearly 18M shares, with both Alphabet and GV stacking positions -Cystic Fibrosis Foundation not only committed up to $24M to push Prime Editing into CF but also purchased 1.8M shares directly in Prime Medicine’s public offering -The science is straight from David Liu, the Harvard/Broad scientist who invented both base editing and prime editing and won the Breakthrough Prize -Liu's base editing already cured a girl’s leukemia at Great Ormond Street Hospital, proof DNA rewriting can beat untreatable cancer -Prime editing has now entered its first human trial for chronic granulomatous disease and is showing safety with restored enzyme function If you do not think it is cheap at a $633.49M market cap you are insane. Do not listen to the bears who drone on about how many years it will take. It will happen suddenly and you will never see prices like this again. Rewriting disease away at its source code. That is "gods technology."