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Sep 24, 2021, 13 tweets

Think I've found the Winner in Autonomous Trucking.
$NGAB 🔜 $EMBK @embarktrucks

Favorites slides from Embark Day👇

Best Mapping

Universal- not limited to 1 Truck Manufacturer

Peer Comparison

Just to be perfectly clear- this is not an EV Truck Manufacturer but a SAAS company providing software to enable all. Not EV related at all but driverless technology- Autonomous.

Strong leadership team and Founder-led with an Elon Musk feel.

Peer market cap comparisons:
▶️ Embark- $5.2B
▶️ $TSP- $7.7B
▶️ $HCIC Plus- $3.3B
▶️ $RTPY Aurora- $10.6B
▶️ Waymo part of $GOOG- $31B
▶️ Cruise part of $GM- $30B

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