If you subscribe to our channel using the below link, our on-staff Romanian fortune teller will include your portfolio in her prayers this evening. 🔮 czcams.com/users/nanalyze
Thanks Joe another great one! As an optics technology, lidar is an easier nut to crack than AR/VR, both markets are easy for retail investors to understand. I think optics (microscopes) used for synbio and advanced materials e.g., plastic electronics/ plastic tissues is flying under the radar. There’s not really an investable optics company for these applications.. Idk if you have anything to say on the matter but would you consider making a video about private companies? There’s a wiki page for Largest private companies by revenue. Thoughts on that?
Ah, the old microscopes thesis. It's not a bad idea, and this heralds back to the "FEI Corporation and Veeco" days. Some also throw lithography tools into this niche. There might be some ways to play it, but we'd think it's probably pretty a pretty mature industry. Would need to investigate. Regarding private companies, we largely migrated away from that though we occasionally dabble. Out platform gets us in the door at many startups, oftentimes speaking with senior people, so it's always an option. Might raise this on our Discord server and see what Premium subscribers think.
You preempted the half a dozen people who will bring up Microvision. As we always say, it doesn't matter if a company's management team is incompetent or malicious, the end result is still a bag holder. Here's our piece on MVIS for anyone interested (still no meaningful revenues a year later): czcams.com/video/IQj62k9Ktq4/video.html
$INDI (also a SPAC) provides automotive semiconductors for electric vehicles as well as LiDAR. Whilst the stock has languished, the business is firing on all cylinders. In and around your $1B mcap threshold however.
Another great video. I love your content and approach, even though it means I got many things wrong ! It’s nice to see all of these videos on companies you wouldn’t invest in but it would be nice to see one or two of your picks, and why. As for a topic suggestion, how about High Tide (Canadian retail cannabis that looks dirt cheap)?
Thank you for the feedback! We're holding 37 tech stocks right now, many of which we talk about in our freely distributed videos. For access to our portfolio you'll need an annual subscription (monthly lets you read all our Premium articles). These days you need to demonstrate competence before people are willing to pay for something. There's too much Foolish advice being given, too many YOLO/FOMO cheerleaders centering their content around one stock and not educating people on how to become better investors. Loads of pundits will tell you what to invest in, but few point out what you might want to avoid. Also note that over half our AUM is in our 30-stock dividend growth investing portfolio - Quantigence. Good idea to revisit cannabis (makes note in research queue). We're only holding one cannabis stock - Trulieve ;)
great video. i know this is not your investment style, but i did lock in 20% profit on ouster in the recent run. i'm happy to not be in any lidar stocks currently though, i think your reasoning is sound and really confirmed that for me
Really glad you enjoyed the video! Yes, we believe in time in the market, not timing the market. LiDAR just doesn't seem compelling, though we'll likely check back in with Ouster/Velodyne when their 10-K gets filed.
MVIS announced a share dilution, the stock tanked bigly, then the next day, they take the shelf offering off the table. What a bunch of financial hacks. No real CFO would allow that.
We're especially glad you enjoyed this video David because it's your subscription dollars that made it possible. Thank you for your financial support, and we'll keep em' coming.
We don't care about press releases. When are they going to land "monster" revenues? Aeva had $810,000 last quarter. Until this company starts realizing meaningful revenues it's going to continue its slow slide.
If you subscribe to our channel using the below link, our on-staff Romanian fortune teller will include your portfolio in her prayers this evening. 🔮
czcams.com/users/nanalyze
Invz share holder here ... I bought it during the EV Rush .... Wish i had not ...Thank you for the Summary on the Space
You're quite welcome!
Thanks Joe another great one! As an optics technology, lidar is an easier nut to crack than AR/VR, both markets are easy for retail investors to understand. I think optics (microscopes) used for synbio and advanced materials e.g., plastic electronics/ plastic tissues is flying under the radar. There’s not really an investable optics company for these applications.. Idk if you have anything to say on the matter but would you consider making a video about private companies? There’s a wiki page for Largest private companies by revenue. Thoughts on that?
Ah, the old microscopes thesis. It's not a bad idea, and this heralds back to the "FEI Corporation and Veeco" days. Some also throw lithography tools into this niche. There might be some ways to play it, but we'd think it's probably pretty a pretty mature industry. Would need to investigate. Regarding private companies, we largely migrated away from that though we occasionally dabble. Out platform gets us in the door at many startups, oftentimes speaking with senior people, so it's always an option. Might raise this on our Discord server and see what Premium subscribers think.
No MicroVision?? Oh, right. You're reviewing potential 'companies', not eggregious scams...
You preempted the half a dozen people who will bring up Microvision. As we always say, it doesn't matter if a company's management team is incompetent or malicious, the end result is still a bag holder. Here's our piece on MVIS for anyone interested (still no meaningful revenues a year later): czcams.com/video/IQj62k9Ktq4/video.html
$INDI (also a SPAC) provides automotive semiconductors for electric vehicles as well as LiDAR. Whilst the stock has languished, the business is firing on all cylinders. In and around your $1B mcap threshold however.
Thank you for raising that name! We've discussed it in past articles and on our Discord server for Premium members.
Another great video. I love your content and approach, even though it means I got many things wrong ! It’s nice to see all of these videos on companies you wouldn’t invest in but it would be nice to see one or two of your picks, and why. As for a topic suggestion, how about High Tide (Canadian retail cannabis that looks dirt cheap)?
Thank you for the feedback! We're holding 37 tech stocks right now, many of which we talk about in our freely distributed videos. For access to our portfolio you'll need an annual subscription (monthly lets you read all our Premium articles). These days you need to demonstrate competence before people are willing to pay for something. There's too much Foolish advice being given, too many YOLO/FOMO cheerleaders centering their content around one stock and not educating people on how to become better investors. Loads of pundits will tell you what to invest in, but few point out what you might want to avoid. Also note that over half our AUM is in our 30-stock dividend growth investing portfolio - Quantigence. Good idea to revisit cannabis (makes note in research queue). We're only holding one cannabis stock - Trulieve ;)
Thanks for the info ! Looking forward to the next videos.
great video. i know this is not your investment style, but i did lock in 20% profit on ouster in the recent run. i'm happy to not be in any lidar stocks currently though, i think your reasoning is sound and really confirmed that for me
Really glad you enjoyed the video! Yes, we believe in time in the market, not timing the market. LiDAR just doesn't seem compelling, though we'll likely check back in with Ouster/Velodyne when their 10-K gets filed.
MVIS announced a share dilution, the stock tanked bigly, then the next day, they take the shelf offering off the table. What a bunch of financial hacks. No real CFO would allow that.
Not a firm we'll be wasting any time on until they show a year with at least $10 million in revenues.
@@Nanalyze I'll see you in the year 2093
Great video! Do you own any OUST shares? Was curious thank you
We don't. Glad you enjoyed the video!
This was a great video. Keep up the excellent work.
We're especially glad you enjoyed this video David because it's your subscription dollars that made it possible. Thank you for your financial support, and we'll keep em' coming.
Not a single mention of MobileEye, why is that?
cause mbly is not lidar
Correct. Here's our piece on MobileEye: czcams.com/video/OaoX1dpxNx8/video.html
It's perplexing with mobileye, they say no lidar but are developing their own as I saw at ces.
Right now luminar supplies the robotaxies
Wrong@@coez9373
Thank you
You're most welcome!
You might want to edit your video on Aeva. They landed a monster OEM
We don't care about press releases. When are they going to land "monster" revenues? Aeva had $810,000 last quarter. Until this company starts realizing meaningful revenues it's going to continue its slow slide.
Amazing presentation per usual👍 I would love to hear your analysis on $IONQ
Glad you enjoyed the piece. Incoming: czcams.com/video/N09PrgOVDO8/video.html
Lidar has similar vibe with retail like Hydrogen
Hydrogen vibes. Nice one.
Excellent research.
Really appreciate that Chris. We'll have a written piece coming out soon on Hesai which can be found on our site: www.nanalyze.com
Really nice to follow your investing approach
Happy to hear you say that! We try to keep our approach objective which makes it easy to follow.