Feed / Theme
Confirmed

Autonomous Technology

10 names are moving together; 70% are participating in the current session.

1 observed Confirmed episode

Co-movement

Observed member paths adjusted against SPY. Shading marks the latest observation window.

Members

TICKERCompanySectorTodayObserved activity
OKLOOklo Inc.Utilities-5.4%1/3 observed active sessions
JOBYJoby Aviation, Inc.Industrials-1.2%1/3 observed active sessions
HSAIHesai GroupConsumer Cyclical+2.1%Group member
AURAurora Innovation, Inc.Consumer Cyclical+3.2%1/3 observed active sessions
ACHRArcher Aviation Inc.Industrials-2.0%Group member
WRDWERIDE INC.Technology-2.2%2/3 observed active sessions
RIVNRivian Automotive, Inc.Consumer Cyclical-9.3%Group member
PONYPony AI Inc.Technology-1.3%2/3 observed active sessions
OPENOpendoor Technologies IncReal Estate-1.6%Group member
BETABeta Technologies, Inc.Industrials+7.5%Group member

Why we believe this

Cohort

10 names

Participation

70% this session

Observed history

14 daily builds

Filing coverage

7/10 members

product pipeline / R&D affecting expense

The increase was primarily due to an increase of $2.2 million in total payroll and employee benefits of research and development personnel attributable to an increase in the weighted-average headcount of R&D personnel of approximately 48.0% and an increase in salary over the prior period, and an increase of $1.7 million in professional services, and an increase of $0.2 million in other expenses, offset by a decrease of $3.3 million in stock-based compensation expenses.

OKLO 10-Q

product pipeline / R&D affecting revenue

Revenue increased by $2 million, or 200%, to $3 million in the six months ended June 30, 2026 from $1 million in the six months ended June 30, 2025, primarily due to increased utilization, geographical expansion, and higher fuel surcharges, as well as the full six months of commercial operations in the current period, compared to a partial period of operations following the commercial launch of Aurora Driver for Freight in April 2025.

AUR 10-Q

credit / rates affecting interest expense

The increase was primarily driven by a $35.0 million change in fair value of warrants, earnout shares and contingent consideration, net and a $7.9 million increase in interest and other income, net due to higher investible funds from equity offering and notes issuance in February 2026 and partially offset by interest expense from the convertible notes issuance in February 2026.

JOBY 10-Q

This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.

Connected, outside the group

AMZN

RIVNcustomer · Not moving with the group now

Filing receipt · AMZN / RIVN

Commercial Vehicles The Rivian Commercial Van platform underpins the EDV variant, designed and engineered by Rivian in collaboration with Amazon.com, Inc.

RIVN · customer
AIRO

JOBYsupplier · Current intraday read unavailable

Filing receipt · AIRO / JOBY

We also serve as an avionics supplier for OEMs, including Robinson Helicopters, Pilatus, Honeywell, and Joby Aviation.

JOBY · supplier
UBER

AURpartner · Not moving with the group now

Filing receipt · UBER / AUR

Uber, a leading ride hailing company globally.

AUR · partner
DAL

JOBYcustomer · Not moving with the group now

Filing receipt · DAL / JOBY

In October 2022, we raised net proceeds of $60.0 million from the sale of 11,044,232 shares of our common stock and warrants to Delta Air Lines, Inc.

JOBY · customer
SRTA

JOBYcustomer · Current intraday read unavailable

Filing receipt · SRTA / JOBY

The Passenger business acquired by the Joby Buyer pursuant to the Joby Purchase Agreement consisted of the Company’s business of offering, selling, promoting, marketing,…

JOBY · customer

History

2026-07-24 → 2026-07-303 observed active sessions · 0% of active names held across the episode