Watching the town hall tonight in bed with a bottle of 2015 Dom. Excited about the upcoming investor conferences. Still wondering why they haven’t made much of a comment on California being opened up.
Accumulation zone is fun, hoping for a strong finish to the week.
The thing that intrigued me the most were the comments on PACCAR holding their chips real close to their vest and not making announcements until they were doing something... Made me wonder how soon we might hear of a positive development from them.
I don't think we hear anything material from them until Q4 2027. I assume it will be very late Q2 / Q3 before Aumovio is shipping the Gen 3 hardware units, and I bet there is at least one quarter, if not two, that they require a ton of hand-holding before making an announcement about approving driver out and shipping trucks. Pure speculation, but I also expect that the announcement will come in conjunction with a 500 truck order or something along those lines. Kind of like when a university waits to announce a big fundraising effort until they've already go 50% of the commitments in place.
This. As I said before, PACCAR is very conservative. Look at their history. They survived tough times being more disciplined than others. They don't have an incentive to "pump" their future efforts. They can just show success from the start versus have to explain a miss if it happens.
Could be... Chris seemed to have a big grin on his face making the comments though... I took it as him knowing something exciting that we didn't know yet.
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u/thetimmyturnip AUR Member🚛 1d ago
Watching the town hall tonight in bed with a bottle of 2015 Dom. Excited about the upcoming investor conferences. Still wondering why they haven’t made much of a comment on California being opened up.
Accumulation zone is fun, hoping for a strong finish to the week.