LubberJML
Oct 6, 6:54 PM
$WRD This is a case study I am doing for myself and will not write about it but is is fascinating. You all know what happened when inv thought NVDA bought shares in
$WRD . What if an OEM from the US or Japan or elsewhere tool a large stake in WeRide? That's the case study.
The benefits of that, the economics of it, etc. The US will not have Chinese AV on its cars but the US has immediate benefits on vehicles they will deploy o/s the US.
I'm simplifying this case study here and just touching the surface of it, it goes very deepm but it is pretty cool to me. I think a lot of OEM would get a maetrial boost if they did and you al lsaw what 1.4M Mshares from NVDA did, now inamge an OEM wit ha 5% or 10 % stake?
This study will take a lot longer than I thought when I started it an hour ago. Every new piece I dig into open a door to 5 more questions.
This is one way to jump start WRD. I'm anxious to see where my thought take me as I go further into pros and cons and potential and more.
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