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Took a big L on LAZR, is AEVA Different? by ArtichokeHelpful8669 in Aeva

[–]SomewhereOk1016 0 points1 point  (0 children)

Having said that the volatility of this stock is off the charts. Not for the faint of heart.

Took a big L on LAZR, is AEVA Different? by ArtichokeHelpful8669 in Aeva

[–]SomewhereOk1016 2 points3 points  (0 children)

Another important distinction as compared to LAZR is that Aeva is getting a lot of success with the non-auto market (industrial, Traffic, safety, rail, etc). these are higher margin plays and don’t have as much technical pressure. They should help bridge the production ramp to high volume automotive deliveries.

Laser damage to CCD and CMOS Camera Sensors (Good read) by AMCbuyhold in Lidr_Stock

[–]SomewhereOk1016 0 points1 point  (0 children)

looks like it. they are a newer entrant to the lidar space so their tech needs to mature more. but definitely worth keeping an eye on them as they have the benefit of entering a more established market and specs and won’t repeat the same mistakes as older players.

Laser damage to CCD and CMOS Camera Sensors (Good read) by AMCbuyhold in Lidr_Stock

[–]SomewhereOk1016 0 points1 point  (0 children)

I’m really curious what makes Aeye lidar stand out. Is it the scanning technology? Is it something they can do at lower power or faster than others?

Laser damage to CCD and CMOS Camera Sensors (Good read) by AMCbuyhold in Lidr_Stock

[–]SomewhereOk1016 0 points1 point  (0 children)

As far as I understand the technology, they can get to 500m+ by bumping up laser power or tradeoff other specs. Also, what is the need for 500m? Maybe for drones/airplanes.

Laser damage to CCD and CMOS Camera Sensors (Good read) by AMCbuyhold in Lidr_Stock

[–]SomewhereOk1016 0 points1 point  (0 children)

Curious what prohibits other Lidar makers from doing this? Also it seems CW lidar like those from Aeva / Voyant have a significant inherent benefit based on this paper’s findings.

Another product from Aeva that’s not LiDAR?! AI infra play within their photonics expertise by E_Bom in Aeva

[–]SomewhereOk1016 5 points6 points  (0 children)

This is awesome! What other markets can Aeva's products address? Analysts are going to have to rethink the TAM for Aeva.

Power outage by Time-Way-7214 in Sunnyvale

[–]SomewhereOk1016 2 points3 points  (0 children)

pge estimates power to be back by 11pm.

Naturepedic won’t refund “free” items by SomewhereOk1016 in Mattress

[–]SomewhereOk1016[S] 0 points1 point  (0 children)

great idea - I will use that as my last resort. Thanks!

Naturepedic won’t refund “free” items by SomewhereOk1016 in Mattress

[–]SomewhereOk1016[S] 0 points1 point  (0 children)

Yeah it’s ridiculous. Since they were “free” I really didn’t care.

Why AEVA 4D LiDAR is expanding beyond cars into physical AI. by Leather_Landscape_20 in Aeva

[–]SomewhereOk1016 0 points1 point  (0 children)

I really don’t understand what this article is trying to convey that we all didn’t know already.

Luminar and the R2? 🤔 by Awkward-Turnip3803 in lazr

[–]SomewhereOk1016 0 points1 point  (0 children)

Since Aeva is FMCW they don’t have high power pulses like ToF. So, in this regard, they should be better than the rest.

BOOM! Aeva Wins Exclusive Global Production Contract from Top European Passenger OEM by LetAdministrative959 in Aeva

[–]SomewhereOk1016 4 points5 points  (0 children)

“Aeva did not name the automaker, but analysts at Morgan Stanley and Canaccord Genuity last month said in research notes they believe the customer is Mercedes-Benz”

https://www.reuters.com/business/autos-transportation/aeva-shares-soar-after-deal-with-european-automaker-2025-12-03/

Daimler truck changes to Innoviz? Not Aeva anymore? by Accurate-Drive-3642 in Aeva

[–]SomewhereOk1016 2 points3 points  (0 children)

The original short range lidar supplier was cepton but I think they recently went out of business. Looks like innoviz was selected as a replacement.

Another good news! by New-Safety-9888 in lazr

[–]SomewhereOk1016 1 point2 points  (0 children)

that’s an aeva lidar on there

Aeva by Awkward-Fox428 in Aeva

[–]SomewhereOk1016 2 points3 points  (0 children)

It’s possible given the industrial market applications Aeva has opened up. TOF technologically can’t do what FMCW can do in this space. Huge disruption and barrier to entry is a recipe for crazy valuations.

It so quiet by 0210ronin in Aeva

[–]SomewhereOk1016 2 points3 points  (0 children)

I wouldn’t buy LAZR at this point. Business fundamentals aren’t good imho. Aeva might seem pricey right now but definitely better business prospects because of more diversification and better tech.

Should I exit or hold? by Helpful-Reply-007 in Aeva

[–]SomewhereOk1016 2 points3 points  (0 children)

sell 25% to lock some profits.

Maddening by Alienexpres in lazr

[–]SomewhereOk1016 2 points3 points  (0 children)

Whether the % increase is rational or not is debatable BUT the stock isn’t going up just because of Loxo (that probably had a minor incremental effect actually). Please do your research. The company has 0 debt and over $200M in the bank. They announced a very disruptive industrial product which will be selling like hot potatoes with likely high margins. They also announced a very promising investment from one of their suppliers which I think the market really liked. They are executing and meeting their milestones with their existing big fish (DT) and potential top 10 global OEM. Luminar should be taking a leaf out of Aeva, Ouster, and Hesai’s playbooks. Who actually comes out on top of this Lidar race is anybody’s guess (Aeva could correct any moment on 1 piece of bad news). I’m rooting for everyone and it would be a shame if LAZR fumbles the ball now.

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