Feb. 6 at 1:19 AM
$AUR Yesterday’s Volvo–Waabi news triggered today’s selling. Based on the volume, this was not driven by retail panic alone, some institutions likely trimmed positions as well. That said, this news is not negative for AUR. Volvo’s decision to add Waabi is about risk management, not replacement. Bringing in a second partner helps justify investment spending and puts pressure on execution timelines, which actually benefits AUR shareholders. The market is missing a key distinction that Aurora has already closed its Safety Case for 2026, and the McLeod integration is complete, meaning AUR is ready to commercialize and bill customers today. Waabi remains in the demonstration phase, still developing core systems. Volvo testing Waabi does not mean Volvo is moving away from AUR. Buyers today may be positioned for a nice move over weeks, not months, with 40–50% upside, while sellers may overlook each company’s execution position. Volvo made a smart move, but Aurora’s position remains intact.
