Sensors
Big Things in 2023Cepton ( NASDAQ:CPTN ) has been quiet for a few quarters now. Earnings are coming up on May 9th and revenue is expected to increase each quarter to 2024. According to TradingView's Forecast, 3 out of 5 indicate CPTN is a strong buy. The expected revenue growth through Q4 2023 is expected to grow almost 4x from where we are now. What is great, is no one is talking about Cepton. Reddit, TradingView Ideas, and our typical blogs have been radio silence. The current RSI indicates we are likely oversold in the latest dump and have an opportunity to grab a good entry as we head to 2024. With each Automaker investigating how to implement LiDAR solutions in their future product, they will likely need to work with one manufacturer and stick with them due to challenging packaging constraints and system integration work with each LiDAR module. I expect that the contracts that CPTN currently has and future business to be long term revenue generators to help them achieve these revenue targets. As more automakers launch products and reveal future vehicles with autonomous systems utilizing LiDAR, this will be a stock to watch.
Let me know what you think.
Upcoming $VSBGF Earnings - Price TargetNew company with a very bright future.
VSBLTY Groupe Technologies Corp $VSBGF earnings report is expected on May 4th. The company has just begun to turn profits, signed numerous big name agreements with global companies, and continues to present a very bright future.
Sensors & displays in retail sales environments, artificial intelligence, security... this is a sleeping giant.
November 21 earnings resulted in >30% spike in the face of broader market downturn and macroeconomic headwinds pulling the company down.
The more broad negative market sentiment presents a rare opportunity to continue to load up on shares prior to the next earnings report on 4 May.
The stock is significantly undervalued with revenue projected to increase >45% this year
PE of -6.7x, market PE is 44.5x & the broader market is 12.6x
As a nascent company with a strong pipeline and implementations on track, the PB rating of 17.8x is just scratching the surface as it has just a 16% debt to equity ratio.
Helium reaches $1.2 billionWhat do you get when you cross blockchain, cryptocurrency, and a team of highly skilled developers? In Helium’s case, you get a $1.2 billion valuation.
Founded in 2013 by co-founders including Shawn Fanning of Napster fame, Helium began as an Internet of Things company with the aim of connecting low-powered devices without WiFi or Bluetooth.
The company successfully leveraged the growing popularity of Internet of Things devices to offer products and services of growing complexity. One of Helium’s earliest innovations was a smart sensor for refrigerators, but the company has grown in ambition since then.
Using blockchain technology, Helium launched a product called Hotspot in 2019.
Coinciding with its $15 million funding round, the launch of Hotspot was a significant moment for Helium, which still had aspirations of connecting millions of low-powered devices.
INPX - IoTINPX the IoT company, hourly chart.
The closing of the offering is expected to occur on or about February 18, 2021 subject to the satisfaction of customary closing conditions.
finance.yahoo.com
After closing the offering it could jump nice.
Offering price: 2.01$
Support: 1.69$ (volume pad)
Resistance: 2.15$ (Pivot Point)
PT1: 4$ (R3)
QCOM, AAPL, OLED - Coincidence on new iphone plans?TELECOM Sector
Qualcomm snapdragon chips tend to go into cell phones #QCOM
Apple introducing new iphone as release X a fake release to 5G #AAPL
OLED displays are the best in the market #OLED
STM chips for ASIC might be made by someone else #whoknows
AXTI 3D sensors might have competition ?? #whoknows (not PM)
Yes, I left out AMD, which might be making the GPU, who knows ?? #toolate-shipsailing
Am I more interested in Softbank comment on new Japanese Telecom Carrier IP and needing big investments from banks.
Bought OLED in August. QCOM in Sept. Sold AXTI for now...3D sensor users needed. STM well holding on for no good reason.
These are all prognostications and viewers come to own sense of reality, investing, and humor.
Samsung / 5G-Apple here's a new product idea: I'd love to see a whole house smart phone system. Every phone has WIFI, display, GPU, etc. for under $1K or abouts.