I picked MILE at the close.
Shoulda gone back to ROOT
yeah I covered it for a while in past threads.ROOT has been beaten to an absolute pulp. It's not even a bad stock IMO, I think there is some real value in the stock long term though. There was an interesting article by Citron in March on ROOT pointing out the company is misunderstood. Anyway, might hold for a while, believe there is some juicy upside here.
yeah I covered it for a while in past threads.
MILE has mark cuban money and similar play.
Out of the LiDAR stonks, LAZR is the one I like the least, which means they will win the war.soac ticker (despac) changed to tmc today. options are juicy. playing this one basically in every direction... the iv is amazing. they might dilute, but i suspect they'd just make any offerings at $10, anyway. (despac'd with low percentage, iirc)
options sweet for mile, too. so i bought a small position and sold calls.
celh at ath. actually bought some puts yesterday and closed this morning for a 8% gain. original put is obliterated. lolz.
path keeps being right at the threshold for me to move and then... stops. blue balls on this one. don't have much, but was planning on being in and out. oh, well.
watching lidar but no moves. sold some vldr (short) calls. might buy weird oust calls if it dips, the $5 2/2022 are ~$3 (and the sp is ~8), so... the lidar plays are starting to look like fpga vs asic to me, after researching them from the perspective of xlnx. lolz. currently thinking that asic and fpga might be splits, with mvis (asic) being the strong play on that side and the fpga side looks wide open/nuts, with companies like indi (fpga maker) buying small lidar companies... and oust/vldr working with xlnx. and whatever lazr's doing...
Out of the LiDAR stonks, LAZR is the one I like the least, which means they will win the war.
Big bet on $MVIS, but have been in and out a couple times. Still have core shares I bought below 2.
Jumped on $VLDR after your post. Down a little but not too worried, its a long play. They have capital and a nice hedge on $MVIS.
well, lazr is asic (i just checked now), so you should have more reason to hate on them.
although, the jury's still out with how much asic vs fpga will matter in the end. if mvis gets funding/etc, the (much) higher initial costs should be moot, giving them a substantial advantage (re: manufacturing/etc, at least). that said, xlnx has made considerable performance gains to their fpga lines... could be a coin flip.
Wish MILE would have a lil run
