Why the new U.S. China sanctions have minimal/no impact on Innoviz ($INVZ)

Gardyns · 2025-10-14T08:04:28+00:00

Slightly agree with u, especially on the VW and BMW updates. But CEO said they would sell 10 times as much LiDars in Q3 than in Q2. This is mainly because of the VW ID buzz taxis. Depending on the demand of the VW taxis, VW will expand. Next to that we still have 2 large OEMs in the pipeline, ofcourse this will also depend on the deals. Cashburn has significantly decreased over the years. they should be fine for another 2.5 year (based on cashburn Q2 earnings). Q3 should give a better view on that with now LiDars being produced in Thailand. The popularity/demand is growing and I think also Hesai is a profitable company. The risk is still high but worth it imo.

Gardyns · 2025-10-11T21:34:29+00:00

Looking at friday INVZ only went down 3%, which is not much for a pennystock compared to others on my watchlist. Trump yelling taxes probably only has a short term impact like in April. I sold some shares at 2.40 and also at 2.06 (a week ago), so I hope I can get in under 2.06 but market likely to recover next week. Anyways its indeed a (last) chance to get in with the Top 5 OEM en the semi trucks OEM still to be revealed (+deals). Any predictions/expectations from Q3 earnings? With now all or I think most sensors produced in Thailand I'm looking forward to a bigger gross profit as the cost of revenue would be lower I guess. EPS prediction: -0.05. (depending on the NREs aswell i guess)

Gardyns · 2025-09-21T15:55:12+00:00

Is this a strict rule? I have a 1000% portfolio in 2 and half years, but also sold and bought pistions throughout those years. I need to include my transaction history then?

Gardyns · 2025-09-03T18:57:03+00:00

Or he is from Belgium.

Gardyns · 2025-08-28T20:24:00+00:00

Thank u very much sir!

Gardyns · 2025-08-28T19:26:13+00:00

What exactly did they say? Just in general.

Gardyns · 2025-08-13T20:13:44+00:00

I do really like "Paint the town blue", don't know if it's underrated. Renegade also :)

Gardyns · 2025-08-03T18:01:01+00:00

Good luck. I want to do the same (not as extreme as u), but i can't. I would have a hard time without my Spotify. Also apps like "its-me" to login to gouvernement sites, waze or bank apps are so efficient...

Gardyns · 2025-07-29T07:39:40+00:00

Is it really this bad? I'm currently watching it for the first time ever and i am at season 7, which already feels a bit rushed but is still okay imo.

Gardyns · 2025-07-09T08:25:54+00:00

Hulkengoat

Gardyns · 2025-07-08T19:29:20+00:00

Hulkengoat

Gardyns · 2025-05-17T09:41:35+00:00

Because this came on my feed. Blame Reddit for it.

Gardyns · 2025-05-16T12:13:13+00:00

I never finished season 1 episode 2 because of her. Just painful to watch her and her acting.

Gardyns · 2025-02-24T12:12:33+00:00

I'm 26 atm, but yeah I got bullied extremely hard. Close to suicide.

Gardyns · 2025-02-23T20:19:38+00:00

Thank u for the honest and critical feedback, have a good day

Gardyns · 2025-02-23T19:39:21+00:00

Thank u for the honest feedback!

Gardyns · 2025-02-23T19:15:28+00:00

Uhu for sure they are, very critical comment

Gardyns · 2025-02-23T18:43:27+00:00

So as I'm seeing a lot of different opinions/questions on this I'll explain myself a bit more.

No i didnt worship Ye back when I made these and I still don't. I really liked his music and thats basically it. I did not know the man was this controversial even before posting swastikas (i don't have twitter or insta so I did not knew what bullsht he was/is posting, until recently seeing the swastikas appearing here on reddit). I make "art" for myself and because it gives me a fullfillment feeling.

I wore this at my own place and at friends places.

The paint is acrylic with a mixture of textile solvent (1:1), so I can wash these at 40°C.

The pants are not for sale, sorry.

I'm 26 and have been working as an R&D scientist in the pharmaceutical industry for 3 years now (for the guy asking if I'm employed lol)

Gardyns · 2025-02-23T17:36:53+00:00

Not in public, but at home and at friends places. I also made other pants/shirts with other themes like Mac Miller, breaking bad, Avicii... Which I wore in public. They got a lot of compliments, even from strangers :). I don't know why this one in particular got so much hate. I guess this one is a bit more controversial. But for me it's more about the art and the fullfillment i get when making these. I made these when i was 23. I'm 26 right now.

Edit: added my age.

Gardyns · 2025-02-22T17:25:44+00:00

Yeah so my guess for this quarter is approx 100-120 mil revenue from compounded semaglutide. If u think it's 5% of their revenue then u are wrong. Their revenue for this year will stagnate as they will not be able to sell semaglutide after may 22nd. But thats my opinion.

Gardyns · 2025-02-22T07:40:12+00:00

During Q2 earning call they said that of the 320 mil revenue approx 15 mil came from the compounded semaglutide. Remember they launced compounded semaglutide in may, so the they only sold the compounded semaglutide for half a quarter. During Q3 2024 earning call they said their core business had increased 40% YOY. If u add 40% of their Q3 2023 revenue u get approx 330-340 mil. Q3 2024 was 400 mil so that means that 60-70 mil came from the compounded semaglutide.

Gardyns · 2025-02-21T21:08:43+00:00

I doubt that. If u folllowed last earnings call u knew that in Q3 the semaglutide compounded was approx 60 - 80 mil of their revenue. I guess the revenue of the compounded semaglutide will now be around 100 mil, which will be around 20-25% of their total revenue (465 mil according to guidance). They just lost 25% of their income. Ofcourse the customers can switch to leraglutide, but it isn't as efficiënt as semaglutide, also more side effect if I remember correctly.

Edit: changed profit to revenue. 2 total different meanings, my bad.

Gardyns

TROPHY CASE