Jun. 19 at 3:48 AM
Kodiak x AACT: Bullish Setup Brewing 🚛
Kodiak Robotics is merging with SPAC AACT, targeting H2 2025 to go public as KDK. Deal values Kodiak at
$2.5B with
$661M in cash (trust + PIPE). They’ve already secured 100 trucks for Atlas Energy.
🔥 New catalyst: Kodiak just tapped Roush Industries to launch a dedicated Michigan production line in 2H 2025 to mass-upfit Kodiak Driver trucks—starting with Atlas orders.
https://www.gurufocus.com/news/2933954/kodiak-selects-roush-as-manufacturing-partner-to-upfit-kodiak-driverequipped-trucks-aact-stock-news
This marks a key shift from pilot to commercial scale with industrial backing. Roush’s deep upfitting experience brings credibility and execution strength. Combined with real customer deployment + SPAC capital, Kodiak is positioned to capture early share of the multi-trillion-dollar freight market.
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