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1
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0 (0%)
Bearish Ideas
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"AEVA (quick overview): Asset-light LiDAR player w/ LiteOn partnership reducing burn to $26M vs $60-150M peers. $125M liquidity but dilution risk. Limited traction (Nvidia integration, GM research contest) but windshield-compatible Apollo product. No OEM deals yet; tier 1 partnership could accelerate GTM."
Sentiment