Team

Team

Value Investment Memo: Pony.ai (NASDAQ: PONY)

Value Investment Memo: Pony.ai (NASDAQ: PONY) Ticker: PONYExchange: NASDAQSector: Autonomous Vehicles / AISubsector: Robotaxis / China Tech Investment Thesis Pony.ai is a leading autonomous driving technology company focused on commercializing Level 4 autonomous robotaxi fleets in China and abroad. As…

Value Investment Memo: Joby Aviation Inc. (NYSE: JOBY)

Ticker: JOBYCurrent Price: ~$9.00 (up ~23% last week) (marketbeat.com)Market Cap: Approximately $7 billionIndustry: eVTOL / Urban Air Mobility Investment Thesis Joby Aviation is a leader in electric vertical takeoff and landing (eVTOL) aircraft, with strong backing from Toyota ($250M, potentially up…

Value Investment Memo: Applied Digital Corporation (NASDAQ: APLD)

Ticker: APLDCurrent Price: ~$11.40Market Cap: ~$2.8 billionIndustry: AI/Data Center Infrastructure & Digital Services Investment Thesis Applied Digital (APLD) provides digital infrastructure, AI-focused data center services, and HPC/cloud hosting. Built upon repositioning legacy crypto-data campus assets into AI-ready infrastructure, the company aims…

Value Investment Memo: Aeva Technologies, Inc. (AEVA)

Ticker: AEVACurrent Price: ~$24.20Market Cap: ~$1.4 billionIndustry: 4D LiDAR / Autonomous Sensing Investment Thesis Aeva is a leading provider of 4D LiDAR-on-chip technology, offering both distance and velocity detection within a compact silicon-photonics platform. With strategic partnerships across automotive (e.g., Daimler/Torc),…