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This is so crazy it literally looks fake.

$KDK BREAKING: PACCAR JUST SAID ON THEIR 10 FEB ANALYST DAY THAT KODIAK IS A PARTNER, PUT THE VEHICLE IN THE IR SLIDE DECK AND HIGHLIGHTED THEIR WORK IN THE PERMIAN WITH ATLAS TO ANALYSTS USING PACCAR TRUCKS OPERATING WITH NO SAFETY DRIVERS ON PRIVATE ROADS! Honestly I did not want to post this before I secured my full position, because once Kodiak and PACCAR also formally announce their partnership this stock will easily gap up 50%+ in days. The main gripe with Kodiak is that they supposedly have no truck OEM deals and as such should be a small market cap, but like I said before you have to go beyond FinX into the industry to look for the real clues. Kodiak is also conservative in what they announce and what not. Basically during their analyst day PACCAR confirmed they are working with Kodiak. Aurora is their lead partner to develop the AVP, but it was always built for a multi partner strategy which includes Kodiak. Below I attached printscreen that they are talking for years about Kodiak, but in the latest updates this has intensified. Heck the Kodiak truck for Atlas Energy is also included in the PACCAR presentation on the slide next to $AUR. (Stack AV is an earlier stage start-up not doing pilots anytime soon) In fact management also mentioned it in the remarks: > Maintain an multi-partner strategy, including on- and off-higway solutions (off-highway clearly hints at Kodiak) > The clearest clue: We also operate in the Permian Basin right now under a different set of situations that don't require the same level of fail operational because of the speeds. This is a 100% direct reference to Kodiak's deployment with Atlas Energy in the Permian Basin, since nobody operates off-road and the truck is also in the slide deck. Also note that as in "We", implying this is happening with approval and monitoring from PACCAR. > Said they want to integrate different drivers This provides undeniable evidence directly from PACCAR management that Kodiak has a commercial partnership with them. Interestingly PACCAR indirectly approves Kodiak going driver out on private roads on truck owned by Atlas, but requires Aurora to have a safety driver on public highway. My guess that this is probably, because Atlas/Kodiak is operating on private property with no civilians and limited media attention if accidents occur. Also the Kodiak / PACCAR partnership is not formally announced, so all in all that creates less legal risk plus PR risk for PACCAR hence why they approve this configuration. They also said lower speeds make it less risky, but this is the Permian. Everything is dangerous there.. Seems like an excuse to justify. It's just not formally announced yet, but safe to say Kodiak secured their spot on the PACCAR truck OEM platform once it launches. Also PACCAR has a huge off road trucking business and Kodiak is the sole player there, so it was inevitable, but again this partnership is both for on road and off road. How and when it will be announced formally in a PR I have no clue, but I know what I need to know. Kodiak has an trucking OEM partner, whether FinX likes it or not. Direct quotes from management during the PACCAR Analyst day dated 10 february 2026 The underlying technologies have matured, and the AI drivers continue to expand their features and operating domains. We are seeing more commercial traction as it becomes clear the technology is no longer always five years away. The PACCAR Autonomous Vehicle Platform plays a central role in the advancement of autonomy. We maintain a multi-partner strategy, including on- and off-highway solutions, and we continue to be impressed with Aurora, our lead partner on the AVP. We also operate in the Permian Basin right now under a different set of situations that don't require the same level of fail operational because of the speeds. Autonomy is here. It's pulling loads without anybody in the truck every day. "There have been a lot of feints and moves, and I think that we don't wanna be the tip of the spear in that case. We wanna prioritize safety and effectiveness of the capability while we develop it. Also different than the car industry is that the partnerships we have with, like, Aurora, Stack, Kodiak. We need to watch their development curves, too, and see how they play in this space and come along with that. And then, as John and team have developed an autonomous vehicle platform that can integrate those different drivers, it gives us a space that I think is unique. And that, again, the make, build, buy, partner approach to things allows us to be participative without it being like the kind of capital raises that, say, Waymo is doing. And it allows us to watch technology, be ready when it's there, and commercialize it to our advantage when that time happens."