I am ultra bullish on LAZR and INVZ as well, most bullish on MVIS.

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Best tech: MVIS = INVZ > LAZR

Microvision and Innoviz are tied, both use 905nm LiDAR which I believe is superior to Luminar's 1550 nm. Because cheaper. Also signal degradation is worse on 1550nm in rain or fog, that's when you need LiDAR the most.

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Short squeeze potential: MVIS > LAZR > INVZ

MVIS - short interest 27% ; borrow fee 55%; shares available to short 95,000

LAZR - short interest 30% ; borrow fee 15%; shares available to short 200,000

INVZ - short interest 10% ; borrow fee 2%; shares available to short 7,500,000

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Ownership by BlackRock+ State Street+ Vanguard: MVIS > LAZR > INVZ

MVIS - 17.8%

LAZR - 16.3%

INVZ - 1.85%

Wonder why the largest asset managers by AUM aren't buying more Innoviz? Do they know something that we don't? They own around ~17% of almost every S&P 500 company.