May. 26 at 8:27 AM
$WRD Jessie Livermore, the famous stock trader during the 1920s-1930s, said stocks are like a human being. It has personality, aggressive, reserved, hyper, high-strung, volatile, direct, logical, predictable, unpredictable.
WRD is much like that statement along with every MAG7 and AI ticker, to different levels.
WeRide the company looks like it is doing everything right. We're just waiting on the revenues to hit and losses to narrow.
The only mistake I see in WeRide is Tony saying he wants the "beauty of the marketsto decide the stock price" on WRD.
Every good CEO leads Wall Street on the narrative. Tony refuses to engage.
WRD is volatile, high-strung, reserved. AI is aggressive, hyper, direct.
Eventually WRD will be predictable and desired. The process will take longer than we want unless Tony talks about the process on Lenovo, ADAS, etc.
