Jun. 26 at 5:22 PM
$INVZ i keep thinking about the 24.5mm share short...even if they are right, if the stock goes down
$1 (which would be through the ATL of 50c), shorts make 24.5mm in pnl... AEVA 1.8bn market cap, OUST 1.3bn....current
$INVZ market cap of 280mm... longs can make 1bn to 1.5bn JUST to get to the comps... to recap, none of the comps have OEM deals or partnerships like INVZ does with MBLY UBER and NVDA.... the best part here is that shorts keep using vile language when describing Omer (the ceo).... he has def made missteps, but he has learned and gotten better... there is NO ONE in the lidar space that has given as much information or transparency as Omer or the co. Just go look at their twitter feeds and you can see the evolution of the product... see if
$AEVA or
$OUST can say the same
https://x.com/KeilafOmer
https://x.com/InnovizLiDAR
