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Nvidia Gained 156,000%…
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| Sponsored content from The Oxford ClubDear Reader, Alexander Green called Nvidia back in 2004 – when it was just $1.10 a share split-adjusted. He believes it could reshape the tech landscape. His readers were able to make 100% in 141 days… Before it went on to become one of the best-performing stocks of all time… up more than 156,000% since its inception. Now he’s doing it again. Alex just identified seven tiny AI stocks he believes could outperform the original Magnificent Seven – and do it even faster (in the next several years). One of them recently inked a massive deal to get its tech into iPhone and iMac through 2040. And one more is powering Walmart’s nationwide logistics overhaul. These are early-stage opportunities – but the upside is enormous. Alex believes $1,000 in each of these seven could grow into $1 million in under six years. Want to see more details? Click here to watch his “Next Magnificent Seven” briefing now. Sincerely, Rachel Gearhart Publisher, The Oxford Club P.S. Most people didn’t even know Nvidia existed in 2004. Alex did. That’s why you should pay close attention now. His picks could be the biggest winners of the decade. Watch here before this goes offline. Exclusive StoryFrom Science Project to Solvent: WeRide’s 761% Revenue SurgeAuthored by Jeffrey Neal Johnson. Publication Date: 11/25/2025. At a GlanceWeRide reported exponential growth in its robotaxi revenue, signaling a turning point for commercial autonomous vehicle operations.The company has now successfully launched fully driverless commercial operations in Abu Dhabi, paving the way for a highly profitable global expansion strategy.A dramatic expansion in gross margins indicates WeRide is transitioning from hardware testing to a scalable, high-value software business model.For years, the autonomous vehicle (AV) sector has been defined by a frustrating narrative of high cash burn and distant promises. Investors watched billions disappear into research and development (R&D) with very little revenue to show for it. Now, as November ends, that narrative is beginning to shift.WeRide (NASDAQ: WRD) shares jumped 14.7% to $8.26 after its third-quarter earnings release. Despite geopolitical headwinds and a 73.8% year-to-date (YTD) decline, WeRide finally gave investors something concrete: real revenue growth and improving margins.How WeRide Turned the CornerNvidia x 1,000,000 (Ad)Nvidia’s latest AI chip is a $25,000 powerhouse — with 80 billion transistors and the ability to perform 60 trillion calculations per second. Elon Musk and Nvidia’s Jensen Huang are now teaming up to deploy one million of these chips inside what could become the most advanced AI machine on the planet. But according to James Altucher, the real opportunity isn’t in Tesla or Nvidia. He’s uncovered a little-known company that Musk, Nvidia, and even 98% of the Fortune 500 already rely on to make AI 2.0 possible. Nvidia’s CEO has even called this company “essential” to their expansion.See how to invest in this revolutionary AI supplier hereWeRide reported a 761% year-over-year (YOY) jump in robotaxi revenue, a potential inflection point for the industry. For the first time, the company offered evidence that it has moved from R&D mode to commercial viability, and Wall Street took notice.Total revenue for the quarter reached RMB 171 million (approximately $24 million USD), a 144.3% increase versus the same period last year. This growth was driven by two main drivers:Product Revenue: Sales of Robobuses and autonomous sweepers grew 428% to $11.1 million.Service Revenue: Primarily robotaxi fares and data services, which rose 66.9% to $12.9 million.Perhaps the most important metric for long-term investors is gross margin. In the third quarter of 2024, WeRide’s gross margin was a thin 6.5%, typical for a hardware-heavy, manufacturing phase. In the latest report, that figure expanded to 32.9%.A rising gross margin indicates the company is scaling more efficiently. It signals a shift away from costly hardware testing toward higher-margin software and services. That transition is particularly attractive to tech-sectorinvestors because it suggests growth can continue without costs spiraling out of control.While WeRide is not yet profitable, it is moving in the right direction. Net loss for the quarter narrowed by 71% to $43.2 million. Adjusted for non-cash items, the loss was $38.7 million. This reduction is meaningful because it shows revenue growth is outpacing operating expense growth.A Blueprint for Profit: The Abu Dhabi ModelWeRide’s revenue jump is not accidental—it is the result of a strategic pivot. While the United States has effectively closed its doors to Chinese autonomous technology, WeRide found a lucrative market in the Middle East.In October 2025, WeRide secured the world’s first city-level fully driverless robotaxi permit outside the U.S. in Abu Dhabi, a transformative agreement. The permit allows the company to remove the safety driver from the front seat—the single biggest expense in the robotaxi business model.Partnering with Uber (NYSE: UBER), WeRide sells the vehicles and provides the autonomous technology while Uber handles customer acquisition. This structure delivers upfront product revenue and ongoing service revenue without requiring WeRide to operate a consumer-facing fleet.CEO Tony Han said a robotaxi breaks even at roughly 12 trips per day. The company’s utilization target is 25 trips per day with 24/7 service, which would make each vehicle a standalone profit generator.Cash Is King: A Billion Dollar War ChestAutonomous driving is capital-intensive, and critics often point to high cash burn as a reason to avoid the space. WeRide’s latest report provides a strong rebuttal to liquidity concerns.As of Sept. 30, 2025, WeRide held approximately $764.1 million in cash, cash equivalents, and wealth management products.This excludes roughly $308 million raised during the company’s recent dual listing on the Hong Kong Stock Exchange in November.Combined, WeRide effectively has over $1 billion in accessible liquidity—a sizable competitive advantage. This provides a multi-year runway to continue R&D (which currently accounts for 73% of operating expenses) without an immediate need to issue more shares.Because of these factors, WeRide is better positioned to weather economic downturns while some competitors may struggle to raise additional capital.The Geopolitical Pivot: Risk vs. RewardInvestors must still acknowledge the elephant in the room: the U.S. Commerce Department issued a final rule banning Chinese connected vehicle softwarestarting in 2027. That effectively locks WeRide out of the American market.However, the market reaction to the Q3 earnings suggests much of that risk is already priced in. By succeeding in the UAE and securing permits in Singapore and Switzerland, the company has shown the total addressable market (TAM) outside the U.S. is large enough to support a viable business.WeRide now holds autonomous driving permits in eight countries, including Belgium, France, and Singapore, and has logged over 55 million kilometers of Level 4 (L4) autonomous mileage—a data advantage that is difficult for new entrants to replicate. Its success in the Middle East supports the view that autonomous driving is a global opportunity, not just an American one.Beyond the Taxi: The Dual Flywheel EffectWhile the robotaxi segment is grabbing headlines, WeRide is not a one-hit wonder. The company runs a dual-flywheel strategy that uses its technology to generate immediate cash flow while the robotaxi network scales. Its WePilot 3.0 system achieved Start of Production (SOP) in November 2025.WePilot 3.0 is an advanced driver-assistance system (ADAS) sold to automakers for mass-market passenger cars. WeRide is rolling it out with partners and has been nominated by the GAC Group for future models.Selling software to carmakers generates immediate revenue and supplies large volumes of driving data, which further refines the algorithms used in the robotaxi fleet.Despite the 14.7% rally, WeRide shares are still trading down approximately 74% YTD. That steep decline attracted significant short interest, which rose nearly 35% in October. The strong earnings report likely triggered a partial short squeeze, forcing some bears to buy back shares to cover positions.For new investors, the Abu Dhabi model offers tangible proof of concept. If WeRide can replicate this unit-economic success in Singapore and Dubai, the current valuation—trading well below IPO levels—could represent a deep-value opportunity in the broader artificial intelligence and autonomous-driving sectors. |
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