Here's why WRD might be worth watching:



They're literally the only player pushing both L4 robotaxi AND L2++ ADAS at scale right now. Not many can pull that off.

Their Abu Dhabi fleet? Already live. Zero safety drivers behind the wheel. Zero at-fault crashes so far. That's not a pilot—that's execution.

Sure, Waymo's still the global leader. But here's the kicker: WRD trades at roughly 1/200th of Waymo's valuation. Clean balance sheet too—no debt dragging them down.

And if projections hold, we're looking at 5x growth over the next couple years. That's aggressive, but the runway's there.

Not financial advice, obviously. Just saying the fundamentals look interesting.
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LiquidatedTwicevip
· 12-08 11:29
1/200th of the valuation? This guy really hasn’t seen the risks of WRD... "Zero accidents" is the most dangerous claim in autonomous driving. --- How long has Abu Dhabi been running? Daring to boast about 5x growth with such a small sample size... I’m skeptical about this. --- Clearing the forms is nice, but real mass production is the key. It’s too early to brag now. --- Waymo took years to gain a foothold—why would WRD suddenly overtake on a curve... I just don’t get it. --- I’ve seen too many of these undervalued targets, and in the end they all... never mind, I won’t say it. --- Can’t resist the temptation to buy the dip? Someone in our group said that last time, and they’re still stuck holding the bag, haha.
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GasFeeCryBabyvip
· 12-08 07:54
ngl this valuation gap is way too crazy. If it weren't for zero incidents, I wouldn't believe it. 5x growth is a bit intense...
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MEVHunterLuckyvip
· 12-08 07:42
Damn, Abu Dhabi is already running driverless cars, and we're still hyping up concepts...
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GameFiCriticvip
· 12-08 07:40
Wait, L4 and L2++ are being pushed forward simultaneously? That operational logic seems a bit... like resources are being scattered. "Zero incidents in Abu Dhabi" sounds impressive, but is the sample size large enough? A 1/200 valuation gap sounds like the prelude to taking off, but there might be a reason for it... 5x growth depends on whether financing and execution can keep up.
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GasFeeNightmarevip
· 12-08 07:29
Damn, a 1/200 valuation hasn't crashed yet? How resilient is that...
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