Apr. 20 at 4:36 PM
LiDAR isn’t just a buzzword anymore — it’s becoming mission-critical infrastructure for autonomy.
We’re talking about the core sensing layer behind robotaxis, ADAS, robotics, and smart cities. The market is still early: ~
$3.3B today, but tracking toward ~
$12.8B by 2030 — that’s ~30%+ CAGR. Translation? This is where capital rotates BEFORE the crowd fully wakes up.
What’s interesting now is the shift in price action — small-cap LiDAR names are starting to see accumulation, not just hype spikes. That usually comes before narrative expansion.
Watching
$OUST and
$AEVA closely here. Both sitting in that high-risk / high-upside pocket where sentiment can flip FAST with the right catalyst (contracts, OEM deals, profitability milestones).
Not saying chase — but ignoring this theme at this stage could be a mistake.
Eyes on volume. This one could move.
Curious about the full approach?👉 Check the @MeanReverter_
