The YouTuber suggests TuSimple as a leader in autonomous trucking, an industry poised to address the driver shortage and high operational costs. He notes the company's successful driverless routes and strong balance sheet, positioning it as a first-mover in a multi-trillion dollar market, despite current negligible revenue. Analysts have a price target more than double the current share price.
“TuSimple ran the world's first no driver fully autonomous route on public roads last year and has logged over 160,000 autonomous miles for UPS”