Innoviz Part 3: To buy or to sell?
10 months ago
The Reservist
"INVZ: Lidar leader in $10B TAM. Cash runway to 2026, but dilution likely. BMW, VW, Mobileye deals. 2028 breakeven ($87M product rev). 20-66x return potential by 2035. Risky near-term, but 2025 could be inflection point for autonomous driving adoption. Position sizing crucial."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Innoviz Part 3: To buy or to sell?
Source:
The Reservist
Published:
March 4, 2025
Idea Type:
Stock Idea