KDK Kodiak AI Inc. - Ordinary Shares - Class A

$KDK best play in market rn. And people can say what they want about ark but thier research team is top notch. And they’ve been absolutely loading here.

$KDK Finally the rebound has started. Furthermore, today we witnessed the third highest daily volume in history.

$KDK This company simply can not and probaly wil not scale. The amount of cash they need is insane. $AUR will raise soon to but at least they have the investors to do so. $AUR is the best pick by far they simply will have they cash to scale

$KDK ark us liafing because they bought at 10 or 11.00..Cathy needs to averag edown now..Not rocket science!

$KDK down again? what did you expect? there is only one direction with this POS! you cannot give it away for free.

$KDK i been investing a gazillion years, Spacs, everything under the sun. Never experienced an event like this where insiders are selling off their shares at any price possible and apparently closing out positions at all time lows. And they have knowledge of the inner workings, i am starting to freak out

$KDK The only true competitor $AUR just revised down their revenue estimate for 2026 for just $9M while $KDK is estimated to have more than $11M this year, In the meantime the market cap of $AUR is $9.6B, while $KDK has only $0.3B. Today's cross price action shows clearly that some serious re-rating is underway.

$KDK its the way higher floats move..... kind of in spurts..... also do note that the 75 trucks are being delivered in 2028 i think, so when would the revenue come? the earnings wont change immediately.

$KDK not bad. only 5% drop. by the end of the day, we will see it changed to 10% drop. when it prints green, that is to trap new victims of BAG HOLDERS.

$KDK For swing and day traders dropping in here asking what catalyst it has beyond this news, from they’re own pr a few weeks ago: “reaffirmed that it remains firmly on track to launch unsupervised driverless long-haul commercial service by the end of 2026. The company's Autonomy Readiness Measure ("ARM") for long-haul driverless operations reached 96% at the end of September 2026, up from 93% at the end of August. Kodiak has added five percentage points to its ARM in just two months, more than doubling its monthly rate of progress from earlier in the year. Kodiak is now in the final stretch of completing its highway launch safety case in preparation of planned long-haul driverless launch in late 2026.“

$KDK You all need to be informed so that you will not make my mistakes thinking that the price drop represents good investment opportunities. Even at this low level, no insider buys. Read below: There is no recent insider buying recorded for Kodiak AI, Inc. (NASDAQ: KDK). Key Insider Activity Details: • Purchases (Last 6 Months): 0 shares purchased. • Sales / Divestments: Former CTO Andreas Wendel proposed sale transactions totaling roughly $9.39 million in late September 2026, following a share price decline and an earnings miss. • Stock Awards & Grants: Executives such as CEO Donald L. Burnette, CTO Andreas Wendel, and COO Michael Wiesinger have received stock awards/grants (often at $0.00 cost basis), rather than open-market purchases. • Net Activity: No net insider buying signals have been triggered or recorded on the Nasdaq Insider Activity Page or via SEC Form 4 tracking.

$KDK it’s game over. Aurora won. Company might be on a razor/razor blade business model, upfitting the trucks at a loss & make their money on services, which has blown up in their face. That’s the reason they’re not fulfilling the 100 truck purchase order they had months ago.

$KDK Second part is so called "number two bet". As a speculative trader for many years I observed how the player #2 behaved in speculative hypes of new disruptive technologies. These are: 1. CGC vs. TLRY (cannabis, 2018), 2. OKLO vs. SMR (SMRs, 2024-25), 3. QUBT or RGTI vs. IONQ (quantum, 2024-25), 4. NBIS vs. CRWV (neoclouds 2025-26) Well, in all those instances #2 was never valued less then HALF of the leader in the peak of the hype. And in two of those situations, number two has overtaken initial number one (NBIS vs. CRWV and OKLO vs. SMR). So if one assumed that this hyphothesis could be applied here and AUR some day would make new ATH and would extend say to $50B market cap, it would mean that the peak valuation of $KDK would be... Well, do you maths yourself ;)

$KDK - > Massive Upthrust coming from Institutional buying ...except stock to hit $10.60 . AUR earnings sell off today will push more investors to rotate into KDK as an alternative autonomous-trucking play. For KDK the DTL agreement signals 2 key motions -> 1. Recurring revenue potential - > Kodiak will charge a per-mile fee. Revenue can grow as more trucks enter service and accumulate paid miles, rather than depending solely on one-time hardware sales. Actual revenue depends on utilization and pricing. 2. A larger commercial fleet opportunity-> Kodiak reported that its technology was already integrated into 35 driverless Atlas Energy Solutions trucks as of June 30, 2026, with a goal of reaching 100 Atlas trucks by mid-2027. The DTL agreement expands the potential customer base beyond Atlas.

$KDK is moving on partnership following a Globe Newswire release. Kodiak AI and DTL Transport agreed to deploy 75 driverless trucks using Kodiak's autonomous driving system in a first-of-its-kind commercial fleet agreement. RTPR pushed this release out to users at 9:00:01 AM ET

$KDK that press release they just put out is rehashed news, the 100 truck purchase order is over a year old & they delayed it because they have no money. total sht show

$KDK well, wanted to gamble before Christmas, so lets see what happens with my gambling fund🤷 A few shares to start a position isn't the craziest thing I've seen all year.

$KDK I hear the bear story oh they run out of cash need another rs👍which could be possible but I have another scenario :the old expression you have to pay to play maybe these companies that know they’ll save 50% on costs will need to put large amounts of cash down to secure their spot with Kodiak 🤷‍♂️50% is huge on margins ✌️😈🙈

$KDK damn all the shares I bought below 1.7 I probably am on the board now. Don’t worry guys I’ll advocate for us 😂

$KDK at this pace, it should drop down below $1 in 15 days. Here is delisting requirement: and this POS can easily achieve delisting. No insider or institutional buying. No rating upgrades despite its huge drop of TP of $10. Delisting Requirement: 1. Low Share Price: Closing below $1.00 for 30 consecutive trading days