Jul. 8 at 1:12 PM
$INVZ Congrats Omer and the team.
I've been in this since
$CGRO days, had a huge position (for me) but sold off most of my shares back in April 2024 to move across to
$ASTS, then sold more earlier this year for the same reason.
I kept 10k shares, because they still have a good product and a good go-to-market strategy. Let's hope they can build from here. The launch of Innoviz One (previous lidar version) looked promising at first but the BMW L3 system that used it was limited to speeds of 45mph which kinda made it pointless. But these VW self driving vans look the absolute business and, as they have 9 lidars per vehicle, it will only take production in the low tens of thousands to make InnovizTwo profitable.
