Aug. 7 at 2:52 PM
Started a position in
$INDI last week, and the latest earnings call made the story much more interesting than the headline numbers.
The business is starting to inflect. Revenue grew 24% YoY, Q3 guidance points to 30% growth, and operating losses improved from
$14.5M to
$8.9M.
The delayed radar program is finally shipping, with a new Tier 1 win tied to Volvo.
What really stands out is the AI infrastructure angle.
$INDI’s iND880 vision processor avoids external DRAM, turning the memory shortage into a potential advantage instead of a cost problem.
Add in physical AI wins with Unitree and Agibot, plus robotics content opportunities, and the long-term story is getting harder to ignore.
