u/True_Satisfaction732

Kinda disappointing to not know where revenue is coming from (Industrial, auto, traffic management, etc) or how much is insulated from China with the new government restrictions. Makes valuation almost impossible imo as you can’t easily track competition or end market size and have to rely on standard lidar TAM and growth metrics from broad industry reports. Is your thesis just trusting management? I get not wanting to give competition an edge but it does make it hard for retail investors. I mean half of AR is from one customer.