On September 3rd, #ONDO will launch the on-chain US stock platform Ondo Global Markets, making the entire #RWA market exceptionally lively. Ultimately, the competition in on-chain US stocks is about: who can provide the best quotes and matching solutions, as well as compliance solutions and high-quality assets. This scene of a hundred schools of thought contending is reminiscent of DeFi Summer, where everyone collectively promotes the prosperity and development of the #RWA track!

Recently, I noticed that #MyStonks has launched two new tokenized US stock assets — $NBIS.M (Nebius Group) and $WRD.M (WeRide). Both of these companies are in the #AI and autonomous driving sectors, which are invested in by NVIDIA. This has sparked our strong interest!

🔹 First, let's look at $NBIS.M (Nebius Group)

This company is headquartered in Amsterdam, Netherlands, and its main business is GPU computing power + AI toolchain, somewhat like a European version of a "cloud #AI infrastructure provider." We particularly noted a few points:

• Revenue Surge: Q2 financial report shows a year-on-year revenue increase of 625%, indicating that it is benefiting from the #AI boom, not just making grand promises. The rapid growth in ARR also means that customers are continuously paying.

• Deep Ties with #NVIDIA: Not only did they obtain #Blackwell high-performance GPUs in advance, but they also established a strategic partnership with NVIDIA. NVIDIA itself holds a 1.52% stake. This is akin to having a "financial backer" behind them.

• Investment Bank Endorsement: Multiple institutions have given a "strong buy" rating, with a target price of $70.

From an investment perspective, #Nebius's story is that of a "water supplier for #AI infrastructure." No matter who is working on large models, computing power must be purchased; it is like a shovel supplier during a gold rush. If the stock price has the opportunity to drop more than 20% below the target price, I would be very interested in positioning for medium to long-term growth; the current stock price is $71!

🔹 Now, let's look at $WRD.M (WeRide)

This company is headquartered in Guangzhou, and since I live in Guangzhou, I often see their vehicles running on the road. As a dark horse in the autonomous driving field, it is one of the earliest companies in China to scale up in the driverless vehicle sector.

• License Moat: They have obtained autonomous driving licenses in six countries (China, the US, UAE, Singapore, France, Saudi Arabia), which is unique globally. This is a very high barrier; not just anyone can obtain it by throwing money at it.

• Stable Performance: Cumulative revenue over three years is 1.218 billion yuan, with a compound annual growth rate of 71%, and a gross margin that remains above 40%, indicating that commercialization is working, not just burning money on research.

• Significant R&D Investment: Cumulative R&D expenses of 2.8 billion yuan reflect a long-term perspective, which is essential for autonomous driving.

• Stake from #NVIDIA: Although it is only 0.32%, it is still a signal: #NVIDIA is casting a net in the #AI and autonomous driving supply chain, recognizing WeRide's potential.

The autonomous driving sector is different from #AI cloud computing power; it has a longer cycle and more regulation. In the short term, it may not explode as much as #Nebius, but WeRide's global licensing advantage is very rare. If countries open up to large-scale applications of autonomous driving in the future, it could directly explode. Currently, after a thorough washout, the stock price has dropped from $44 to around $9, lingering for a long time, presenting certain price discovery opportunities.

From an overall investment logic perspective, in the medium to short term, I would be more optimistic about $NBIS.M; the logic of selling computing power is simple and direct, and the demand for #AI is real, with impressive financial data. From a long-term investment perspective, $WRD.M is worth allocating some position, equivalent to betting on "the future of autonomous driving." If autonomous driving truly takes off in 5-10 years, companies like WeRide that obtained licenses and scaled up first will be among the biggest winners.

Welcome to join our US stock investment intelligence station (private message for free entry into the US stock group): https://mystonks.org/?code=Vu2v44

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