Buy WRD by Jul 16, 2026.

Looking at 2026 delivery numbers and the sudden leap in ADAS adoption make me think about are we hitting that value inflection point? We've moved from pre-revenue was valued at $10B and now we are at in the industrial scaling where the data on L2+ and L3 integration is really hard to ignore. The narrative that gasoline cars are dead is a bit hyperbolic but we're seeing a structural shift where the value in migrating from the engine block to …