Business Model And ProfitabilityAUR's asset-light, driver-as-a-service model is attractive with high recurring revenue and 70%+ gross margins.
Growth And Value PropositionAurora's stock is seen as a highly compelling near- and long-term value creator due to its technology lead, sizable and growing moat, and strong management team.
Strategic PartnershipsAurora announced a 3-way strategic partnership involving Nvidia, Aurora, and Continental, which appears to create a reasonable line-of-sight to supply of next-generation Nvidia SoC supply.