LubberJML
Sep 29, 7:07 PM
$WRD the most impertant qtr for 13F filings should be Q3. This should be the qtr inst started adding small chunks at a time ahead of 2029 full year profitability and on ADAS revenues. Tony guided ADAS and AV builds for taxis and all AV for YE and ADAS builds for 2027.
We'll start seing Q3 soon and the full report 45 days after qtr ends. By that time Q3 earnings will also be reported and YE build rates possibly revised up for ADAS and AV.
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