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Introduction
The article is a quick look at what is happening in the industry before Q4 results. It is a snapshot of the info for new investors who may look at the names mentioned here with interest
Investing In Lidar In 2023, Ouster Remains My Bet
Summary
- Quanergy bankruptcy illustrates that lidar companies remain as high-risk investments.
- Ouster and Velodyne merger will build a solid business, profitability coming in 2026?
- Luminar and Innoviz destined for greatness? Not so quick.
- Avoid Aeye and Cepton for the shortage of cash. Avoid Aeva due to lacking catalysts.
In the past, I evaluated solar manufacturers and renewable yieldcos based on their operational, financial, and growth factors. Currently, I am interested in lidar companies' technology, adoption, and revenue growth..
Analyst’s Disclosure:I/we have a beneficial long position in the shares of OUST either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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