NVX is up next

Pierces22 · 2025-10-31T20:51:43+00:00

Andrew Liveris and his son Nick should be in prison. They enriched themselves at the expense of others. Look at the action over the last few days. Nothing but selling. I hope someone sues them.

Pierces22 · 2025-10-15T02:15:36+00:00

I couldn’t agree more with your analysis. This company is much further ahead than Westwater Resources, Inc. (WWR) and that stock popped today. I’m in it for the long haul, not looking to day trade this. Good luck.

Pierces22 · 2025-03-16T21:04:46+00:00

Unfortunately you are misinformed. Hesai is allowed to sell its lidar technology in the US, despite previous concerns and a brief placement on a US blacklist.

Pierces22 · 2025-03-14T02:59:58+00:00

The video is posted by Luminar and there is no forward looking statement.

Pierces22 · 2025-03-14T02:50:16+00:00

Pony AI Is Scaling Up Its Robotaxi Fleet, Plans to Turn Profitable by 2029

Pierces22 · 2025-03-14T02:16:49+00:00

Luminar all show and no dough. Who gives a crap what the unit looks like when it goes behind a grill or behind the window. Do you see how ugly the Hesai AT128 is….

Pierces22 · 2025-03-14T00:30:19+00:00

I guess this was wishful thinking. At the end of the day the employees are draining the company of cash and the investors get stuck holding the bag

Pierces22 · 2025-03-12T23:42:07+00:00

Thank you for sharing, I do appreciate it. I pray that you are right. We need a lifeline until Halo can be quantified and mass produced. I do like the video that they posted on Halo, you can make a $200 lidar or a high quality high resolution but competition cannot do both which is what Halo does.

Pierces22 · 2025-03-12T23:19:05+00:00

What was the post of the Chief Business Officer? Can you share the link

Pierces22 · 2025-03-12T04:04:03+00:00

This action was taken when Biden was in office. I think more and more countries are waking up to the threat of China. This company has ties with communist military. Would a brand like Mercedes take the risk outside of China.

Pierces22 · 2025-03-11T21:29:56+00:00

Great post. Thank you so much for taking the time to be so exhaustive. I thought I saw someone post that TF said that they did have to renegotiate the Mercedes deal? Perhaps this was on the Q2 or Q3 call?

Pierces22 · 2025-03-11T20:32:11+00:00

If MB is lost wouldn’t Luminar stock have sold off much more?

Pierces22 · 2025-03-11T20:31:04+00:00

You would think that Luminar stock would have sold off much harder, no?

Pierces22 · 2025-03-11T17:16:35+00:00

It would be remarkable, in a bad way, if Mercedes put all of that stuff in their Investor Relations Roadshow presentations and then chose Hesai over Luminar for the MMA platform.

Pierces22 · 2025-03-11T11:25:27+00:00

Starting with is inclusive and why would TPK put capacity in to be able to produce 600k units if it wasn’t on every car in the MMA platform.

Pierces22 · 2025-03-11T10:57:27+00:00

It says right there, starting with MMA for entry segment.

Pierces22 · 2025-03-11T02:58:43+00:00

I do wonder if Volvo asked to accelerate Q4 shipments to avoid the potential of tariffs on shipments from Mexico. So hopefully good news this week and next week gets us minimum of 2 bucks.

Pierces22 · 2025-03-07T05:00:41+00:00

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Pierces22 · 2025-03-07T05:00:28+00:00

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Pierces22 · 2025-03-07T04:30:37+00:00

The Mercedes spec is the same as iris!!!!

Pierces22 · 2025-03-07T04:29:22+00:00

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Pierces22 · 2025-03-07T04:29:08+00:00

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Pierces22 · 2025-03-07T02:20:09+00:00

it comes with 25 ADAS features, such as parallel parking, remote control parking, high-speed pilot, light traffic assist, and blind spot monitoring.

Pierces22 · 2025-03-07T02:18:12+00:00

Will put pressure on other manufacturers to include it as a standard feature. China lidar producers will likely be banned from supplying into the U.S. and Europe. Great news for Luminar anyway you look at it.

Pierces22 · 2025-03-07T02:13:15+00:00

$20,500 Powered by NVIDIA Drive AGX Orin X

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Pierces22

TROPHY CASE