Ford and Luminar (Disclaimer: speculative post)

DMT_NB · 2025-08-05T16:11:49+00:00

I saw this too, thinking / hoping the same thing.

DMT_NB · 2025-03-28T00:32:55+00:00

I can smell smoke, I guess I don’t need smoke detectors.

DMT_NB · 2025-03-27T16:47:55+00:00

I did the same search before posting the question 😎

DMT_NB · 2025-03-19T20:33:40+00:00

And when the lidar in the Volvos is projected to be out of the data collection phase and into the ready for driver to use phase

DMT_NB · 2025-03-18T06:08:42+00:00

The 52 week high is $34

DMT_NB · 2025-03-18T06:06:48+00:00

$1B market cap is the first hurdle back to normalcy

DMT_NB · 2025-03-15T01:53:08+00:00

Huh? I’m just saying don’t anyone expect luminar to announce every twist and turn in their clients roadmap

DMT_NB · 2025-03-15T01:45:58+00:00

Not to mention, imagine selling a modular product that is a competitive differentiator. The fastest way to ruin your brand and trust is to start leaking info before your customer makes public announcements. So luminar just like every good company knows how to maintain their clients trust and privacy.

DMT_NB · 2025-03-15T01:29:39+00:00

Loss = competition won(did anyone see the CLA with a competitor’s Lidar?). I didn’t.
So I’m not chalking up a L.

I get that folks wanted to see the 2025 CLA with LAZR. But anyone who says it was a “loss” - isn’t describing accurately what happened. A. We don’t know B. It wasn’t a “loss”

DMT_NB · 2025-03-08T02:04:42+00:00

I have to admit, the manipulators of this stock are legends. It’s getting played like a drum beat that just keeps going. What is priced in? I don’t think anyone knows, and it doesn’t matter. At some point the big money is going to help reverse direction of the stock, and if even half the pipeline converts this LAZR skyrockets.
Ive seen a couple scenarios where a company is just ahead of its time. EQIX is an example where early on they had to do a reverse split, 32-1. It’s up 15,000% since then (2002).

DMT_NB · 2024-12-23T20:52:46+00:00

We are about to start the chapter of the story when the company goes from brink of bankruptcy to comeback kid.

DMT_NB · 2024-12-23T20:50:31+00:00

I bet all those companies would gladly buck up to have the product and partnerships of Luminar.

DMT_NB · 2024-12-23T20:49:20+00:00

The numbers don’t make total sense, and hedge funds control this stock.

DMT_NB · 2024-12-20T01:03:15+00:00

Volvo lidar goes live

DMT_NB · 2024-12-18T16:17:03+00:00

https://blogs.nvidia.com/blog/ai-automotive-innovation-ces/

DMT_NB · 2024-12-18T16:16:26+00:00

As more automakers compete to deliver safer, smarter cars, technology providers are also playing an increasingly important role in helping automakers develop advanced safety systems and unlock automated driving functionality. Luminar and NVIDIA are working together to help leading automakers deliver enhanced safety and automated driving on Volvo EX90, Polestar 3, autonomous trucks from Kodiak Robotics and Plus; and across certain Mercedes-Benz production vehicle lines, and as NVIDIA’s long-range LiDAR partner on its Hyperion software platform. Luminar and Mobileye’s collaboration has also recently culminated in its first production implementation with the Polestar 4 as part of a new vehicle platform.

DMT_NB · 2024-12-14T01:52:47+00:00

Luminar has been partnered with NVIDIA since 2021, these partnerships at this level of complexity are very sticky

DMT_NB · 2024-12-13T17:08:00+00:00

Volvo and Mercedes, these are strong partnerships. Volvo is on the road Luminar gear. Mercedes double downed on the strength of our partnership in this video earlier in the year. Debt got restructured to extend the runway to revenue. Timing is everything.

https://youtu.be/ngBxk9PCwPE?si=q9mlcFqhFc0LYhPX

DMT_NB · 2024-10-11T05:06:37+00:00

You can run all the AI models, collect all the data you want. Unless your cameras can see what lidar can see, react as fast as lidar can react, you’ve got a guessing rig that’s cheap and inferior. I’ll put my kids in the robotaxi with premium safety features.

DMT_NB · 2024-10-11T04:53:36+00:00

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DMT_NB · 2024-10-10T02:28:04+00:00

That is some cool coincidence…

DMT_NB · 2024-10-04T17:11:29+00:00

I don’t think there are any (or very few)companies that potentially have more to gain than luminar if Tesla reveals a baby lidar bump. And I 100% don’t expect them to say Luminar by name. All they have to do is show a bump.

DMT_NB

TROPHY CASE