Good stuff, but I really can't find any other articles about $ADUR. I'd love to know what some of the other authors here think. Is anyone else covering this stock?
You mentioned #ETFs like $URA and $REMX as ways to gain exposure — do you think investors are better off focusing on these diversified funds, or do specific miners or #nuclear technology companies offer stronger upside given current market dynamics?
When you claim that the post-earnings decline in Pony AI stock today are rather unfair and overdone.
At least base your opinion on facts:
Claim: short-term pressure; they’re largely a result of strategic investments in Gen-7 scaling… and global expansion
No, these investments were initiated mid June, after Gen-7 announcement (and therefore these costs do not impact Q2).
Global expansion to the country of Luxembourg? Is entering into a pilot, in a country with a $41 million nation-wide taxi market is a sign of overseas ambitions? I hope not. Also, similar to the Seoul announcement, it was a rehash from Q1 earnings call.
Claim: - not operational weakness
A decline in revenue in a market that is about to explode is very much a sign of operational weakness. note: Pony’s Chinese competitors are tripling in revenue.
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