beating a dead horse into earnings

2021년 5월 12일

4D LiDAR names basically are free today. Maybe this regains the $11 handle after earnings, we'll see. Computer vision sounds great until the camera is covered in mud & snow. Redundancy aka a lidar system won't hurt. Debatable if these things are affordable as demand will likely pickup.

Aside from automotive, there's other use cases for this equipment. But in order to be worth its share price pre-revenue, likely needs to be a player in the mass market adoption in vehicles. So contracts & partnerships are key in the near term.

Price could be compressed here due to semiconductor shortages for the boards that need to operate these things, hard to say what supply constraints there are in IMUs, etc. Would make sense for a large automaker to acquire this IP, but if making lidar in-house becomes super easy & open source companies like this will shit the bed & go bankrupt. IMO

Trading up against a new fib time zone. Curious if it bounces down here...