Feb. 26 at 1:17 AM
$INVZ Price Action: The path of least resistance is
$0.50 or lower. Given the severe cash burn, I'd only consider an entry below
$0.20 as a high-risk, asymmetric lottery ticket.
Industry Headwinds: L3 autonomy is delayed 2-3 years minimum due to liability complexities. Legacy OEMs are currently laser-focused on EV survival, not integrating
$500 advanced sensors without a standardized compute platform.
Competition: The market is rapidly shifting toward end-to-end (E2E) architectures. Legacy players are on the wrong path, and Chinese competitors are aggressively capturing market share.
Revenue: The "Physical AI" pivot is projected to contribute only ~10% of the estimated
$63M top line. It's simply not enough to stop the bleeding.