chris333
Posted - 3 hours ago
$MVIS short squeeze Monday? Think logically. At some days in the near future OEMs MUST make a decision about their lidar suppliers. Players are already known. New ones could not win RFQs as they are not ready. Not all OEMs will use the same suppliers, e.g. currently Innoviz, Vlaeo, and Luminar are used (outside China). A bigger OEM cannot rely on only one lidar supplier as problems with it colud halt production for months. So, more should win deals, one should be of course $MVIS. For short sellers at $MVIS, $INVZ, and $AEVA this mean that they should cover now to be safe. OEMs could not have an interest in reducing the number of potential suppliers as a monopoly on the supplier side would be bad for them. $20-$40 soon.
chris333
Posted - 4 hours ago
$INVZ, Luminar does not have a customer with level 3. Facts that $LAZR user stopped never says. But Valeo has level 3, too.
Bansel
Posted - 5 hours ago
@chris333 I'm long on $INVZ but this is an unfair comparison. A top down view of a lidar point cloud always looks less dense than a sensor POV view. We also don't know what configurations are being compared here. The $INVZ configuration seems to be running at 7-8 FPS, and the $LAZR one is deliberately edited to run at a lower framerate - the original runs at about 10 FPS, which you can see here: https://youtu.be/f579RE3wZ1c?si=7puhpymxbqcc0tti&t=74 Both are quite shy of their advertised framerates. The $INVZ one in particular seems to be a special, uniform configuration, as most of their other videos of the InnovizTwo running at 20 FPS show a configuration with a non-uniform scanning pattern that gives a higher resolution at the center of the frame and a lower resolution at the sides and top/bottom. It's a cool showcase of their sensor capabilities, but I doubt this is automotive-grade.
chris333
Posted - 15 hours ago
$MVIS is best, $INVZ second, $AEVA third. - $MVIS Mavin has best technology and is cheapest. - $INVZ technology is also good, but more expensive. - $AEVA is solid-state but even more expensive. I post that for years, and that $LAZR is behind them, even after Valeo. Only stopped tries to attack me after I commented on a video that InnovizTwo is better than Luminar's outdated hard-disc drive technology lidar. But that does not say that Innoviz is better than $MVIS. Simply because InnovizTwo should now also use motors like Luminar. $MVIS, $INVZ, $AEVA should win the next deals. Luminar none as it is in no RFQs according Luminar.
StoppedOut6
Posted - 16 hours ago
$MVIS Hey Fams!!!!
After 4 years above $1, the very first day MVIS drops back down to it, Roberto jumps ship and starts talking about how great $INVZ is.
Nice. 😄
chris333
Posted - 1 day ago
$MVIS $LAZR $INVZ $AEVA The short sellers try to destroy all western lidar companies. If they would win, it would be the next industry that would be lost to China as it is there supported by the government. But they will lose as western OEMs will not buy Chinese lidar units. Otherwise their car production would be dependent on China. So, short sellers should cover now.
TheNew_Mr_Investor
Posted - 1 day ago
$INVZ
wowster
Posted - 1 day ago
$INVZ next stop PINK SHEETS
StoppedOut6
Posted - 2 days ago
$MVIS Remember this guy, fams?
You guys attacked him simply because he repeated what MicroVision's own employees told him during CES.
You said everything he shared, from $INVZ moving away from MEMS to MVIS not even qualifying their POS, was a lie.
He wasn't lying. Shartman proved it to you.
You owe him an apology. Leave it here:
https://m.youtube.com/watch?v=8yU65gB9uU8
Source: https://capedge.com/transcript/65770/2024Q1/MVIS
chris333
Posted - 2 days ago
$INVZ MUST SEE!!!!! Point cloud comparison between Innoviz 2 and $LAZR Iris. BUY Innoviz, SELL Luminar! Maybe our point cloud expert @StoppedOut6 can rate the output and resolution and say, which is better. 😆 😆 😆 😆 😆 https://www.youtube.com/watch?v=7fgKd2NH-oQ
chris333
Posted - 2 days ago
$MVIS The voting shows the potential of the lidar market as Tesla defines it as software (self-driving) company not as car company. Should boost the lidar market tomorrow $INVZ $AEVA $LAZR as other companies would use lidar to have safer cars than Tesla. https://finance.yahoo.com/news/elon-musk-wins-tesla-shareholder-battle-to-keep-his-record-breaking-pay-211135704.html
Tradebait88
Posted - 2 days ago
$INVZ
Abrahamdrummond
Posted - 3 days ago
$INVZ Q1 2024 earnings presentation.
https://d1io3yog0oux5.cloudfront.net/_fbcc2841dc720678a4bd982c08358084/innoviz/db/1087/9875/pdf/INVZ+Q1+24+Earnings+Presentation+08+05+24_FINAL.pdf
BobbyNoggins
Posted - 4 days ago
$INVZ Ford, VW, BMW, Toyota, Stellantis, GM, Mercedes all adhere to Autosar software standards including integration of sensors, like lidar, using an object oriented interface that Innoviz's perception software supports. From an SW point of view it makes lidars plug and play so it is essential to be part of this ecosystem to win contracts with the above OEMs.
LidarKing
Posted - 4 days ago
$MVIS $AEVA $INVZ $CPTN There is nothing in the new NHTSA regulations for MVIS. As usual this clown only provides half the context. Cars currently on the road provide emergency braking without using lidar. "In the United States, automakers voluntary committed to releasing automatic emergency braking as a standard feature on all new cars and trucks starting in 2022, to provide AEB three years earlier than through a regulatory process."
TheNew_Mr_Investor
Posted - 5 days ago
$INVZ dead
Jenni_Abrams
Posted - 5 days ago
$MVIS $AEVA $CPTN $INVZ $LAZR This chart shows that Ibeo (MVIS) was rejected by Great Wall Motor. MVIS has no revenue from their own Mavin lidar and only 200 sensors per quarter of Ibeo Movia. Pathetic.
KP2021
Posted - 6 days ago
$AEVA $CPTN $INVZ $LAZR $MVIS
summer_of_the_small_caps
Posted - 6 days ago
$INVZ
summer_of_the_small_caps
Posted - 6 days ago
$INVZ There is undoubtably going to be consoldation in the self driving arena and I suspect MBLY is going to make an aquisition to bring a lidar manufactuting in house. However I am conflicted about whether they would want to acquire INVZ or LAZR. Both of these lidar manufacturers have partnerships with MBLY (directly with LAZR & indirectly with INVZ through INVZ - VW partnership). Perhaps to remain "diversified" MBLY would offer its Chauffeur platform using both INVZ lidar to certain cars (VW group and BMW) and LAZR lider to others (volvo/polestar & mercedes). Given the strong protectionism pervading the globe, I could even invision MBLY's parent (intel owns an 85% stake in MBLY), acquiring LAZR to establish a parallel N.A. platform (copycat Chauffeur platform) to supply N.A. cars (many of which have yet to announce lidar partnerships). An all American Intel / LAZR / Ford partnership would be a politician's dream ahead of the upcoming US elections. Thoughts anyone?
summer_of_the_small_caps
Posted - 6 days ago
$INVZ If you thought roaring kiddy was done - he is posting images of the joker robbing a bank on X from the dark knight Batman movie. This is going to be an exciting week for small caps. Buckle up ...
Gahouli
Posted - 1 week ago
$INVZ
EustinPowers
Posted - 1 week ago
$INVZ 6.7.24 institutional %
summer_of_the_small_caps
Posted - 1 week ago
$INVZ Close was strong AF. LETS GO ...
RollingDollars
Posted - 1 week ago
$INVZ
TheNew_Mr_Investor
Posted - 1 week ago
$INVZ #delisted #bankruptcy $LAZR
