$INVZ 0.61 Developing

Notable posts

• @StockSavvyShay neutral 1066 eng

  WHO GETS PAID TO BUILD A HUMANOID ROBOT Who builds the robots | $TSLA, $XPEV, $MBLY, $CCXI These are companies designing & assembling finished robot that ultimately gets deployed into factories, warehouses & eventually consumer environments. Who gives the robot intelligence & compute | $NVDA $GOOGL $META $INTC $QCOM These are companies building AI models, software & silicon that allow humanoids to understand instructions, reason through tasks, process their surroundings & control movement in real time. Who lets the robot grip & feel | $NOVT, $VPG These are companies building dexterous hands, force sensors & tactile systems that allow humanoids to grasp objects, control pressure & perform really precise physical tasks Who lets the robot see | $OUST, $INVZ, $AEVA These are companies supplying cameras, LiDAR & 3D sensing systems that allow humanoids to recognize objects, measure distance, navigate environments & understand whats happening around them

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• @StockSavvyShay bullish 726 eng

  Goldman Sachs just more than tripled its 2035 humanoid TAM to $138B while raising its unit forecast to 6.5M with warehouses and logistics expected to lead adoption. That growth should pull demand through entire robotics stack: • Foundry: $TSM, $GFS • Sensing: $VPG, $NOVT • Vision: $OUST, $AEVA, $INVZ • Memory: $MU, $SKHY, $SNDK • Humanoids: $TSLA, $XPEV, $CCXI • AI Compute: $NVDA, $AMD, $ARM, $QCOM, $INTC • Simulation & Training: $NVDA, $ADSK, $CDNS, $SNPS • Semi Equipment: $ASML, $AMAT, $LRCX, $KLAC, $TER • Power & Control: $NXPI, $STM, $ADI, $TXN, $ON, $MCHP, $MPWR

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• @wallstengine neutral 49 eng

  $INVZ announced a collaboration with Givon Defense to test LiDAR for counter-drone localization. The goal is to see whether Innoviz sensors can improve real-time precision tracking of low-altitude aerial threats in counter-UAS operations. Initial testing showed potential for accurate spatial data and better situational awareness, but no definitive development, integration, or supply agreement has been signed. This is not a confirmed defense contract yet. It is early validation that Innoviz’s LiDAR may have use cases beyond autos, especially in security and defense.

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