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"INVZ (quick overview): Strong Q4 - rev growth from NREs/test shipments, NRE guidance +$10M (future cash), ATM $75M strengthens balance sheet. Best positioned in auto lidar: Mobileye L4 integration, final stage L4 trucking deal, only L3 program w/ 2026/27 SoP, likely GM deal. Cash runway to 2027 w/ burn down to ~$60M/yr."
"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."
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