With their vision of driverless freight transport, @KodiakRobotics (Ticker: $KDK) and @aurora_inno (Ticker: $AUR) are positioning themselves as pioneers of a multi-billion dollar 💰 future market.

Both companies are on my HIGH CONVICTION BUY LIST and ONE of these two is significant UNDERVALUED!

So who will win the race 🏎️ for the next generation of autonomous trucks 🚚?

Let's find out in a MEGA THREAD 🧵👇 Table of Contents

1. Market Overview
2. Kodiak Robotics (Ticker: KDK)
3. Aurora Innovation (Ticker: AUR)
4. Opportunities
5. Risks
6. Conclusion 👇

Why the investment in Tyme Group is a Gamechanger for $NU. A Thread 🧵👇 $NU is pursuing a clear, multi-stage growth strategy to transform from the leading fintech in Latin America into a global, technology-driven financial player. This vision is divided into three successive phases, represented by the "Three Act Strategy." 👇

Werfen wir einen Blick zurück und gleichzeitig nach vorn: $NVO beendete am 23. Juni die Zusammenarbeit mit $HIMS beim Vertrieb von Medikamenten zur Gewichtsabnahme und erhebt schwere Vorwürfe gegen das US-Telemedizinunternehmen. Ich untersuche die Vorwürfe und den rechtlichen Rahmen.

EIN MEGA-THREAD 🧵👇 Lasst uns zunächst einen Schritt zurück zum 29. April machen. Damals verkündete $HIMS eine Neuigkeit, die viele Kritiker zum Schweigen brachte: $HIMS und $NVO gingen eine „langfristige“ Partnerschaft ein. 👇

Let us take a look back with a simultaneous look ahead.
On June 23, $NVO ended its collaboration with $HIMS in the sale of weight-loss medications and is making serious allegations against the US telemedicine company. Let us examine the allegations and the legal framework. A MEGA THREAD 🧵👇 First, let's take a step back to April 29. Back then $HIMS announced news that silenced many critics: $HIMS and $NVOk entered into a “long-term” partnership. 👇

What will make @novonordisk $NVO & @EliLillyandCo $LLY so successful in the future and why @Viking_VKTX $VKTX could be an absolute game changer. A thread 🇺🇸👇

*I am invested in $NVO and $VKTX. Therefore: ❗No investment advice ❗

... and now have fun reading ☺️👇 Analysts predict that the market for glucagon-like peptide-1 (GLP-1) drugs could reach a range of between $150 billion (€135 billion) and $200 billion (€180 billion) by 2030. 👇

$HIMS is on a +207% YTD run. By offering a trusted, personalised, online service, business is booming for @wearehims & @wearehers. Needham puts $HIMS addressable market at $525 billion 👀 Why $HIMS will be a big winner already by 2025. A Thread 👇 Founder and CEO A. Dudum is the largest shareholder and visionary of the company and the entire TeleHealth industry. Andrew Dudum has taken on America's broken healthcare system by making his solutions affordable to everyone, regardless of ... 👇

$ASTS is on a +384% YTD run. @McKinsey estimates that the global space economy will be worth $1.8 trillion by 2035”. The TAM of global mobile wireless service market is worth $1.1 trillion alone 👀 Why $ASTS will be a big winner already by 2030. A Thread 👇 $ASTS @AST_SpaceMobile is revolutionizing global telecommunications by bringing broadband internet directly to your mobile phone, even in remote areas. Here’s everything you need to know about their history, technology, and future potential. 🚀🌐 👇

$RKLB is on a +600% run. @McKinsey estimates that the global space economy will be worth $1.8 trillion by 2035”. Why $RKLB can be a $500 Stock already by 2030. A Thread 👇
mckinsey.com/industries/aer… If you look at $RKLB's current valuation, you come to the conclusion that they the company is overvalued. Does it make sense to value the company based on its current financials? Especially in comparison with its big brother @SpaceX. My answer is therefore NO, because ... 👇

DLocal: A Comprehensive Overview Why I sold my entire $SOFI Position to buy $DLO ... A thread 👇 1/History
Founded in 2016 in Uruguay, $DLO provides cross-border payment solutions in emerging markets. The company is Operating in Latin America, Asia and Africa. It became the first Uruguayan company to go public on NASDAQ in 2021. 👇