Upcoming Earnings Calendar (Feb 28th - Mar 4th)
Hey guys! Here's the upcoming earnings calendar! Two of my holdings, $SE and $SOFI report next week, so I'll be paying significant attention to both. Other than that, I'm also interested in seeing what retailers like $TGT $BBY and $COST have to say about supply chain issues and inflation.

Good luck to everyone!

If you'd like an easier way to track earnings dates, you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.





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February earnings
I think upcoming earnings are going to be really important in this volatile market. Companies will likely get punished (further) on even slightly bad results or outlook, and I'm hopeful strong earnings like we saw with $TEAM or $AAPL will buoy the overall market or at least software sector that I'm playing close attention to.

Personally, I have a handful of companies on my buy list including $CRM, $COUP, $ESTC, $SMAR, $POSH, but will only do so once they make it past earnings either scathed (lower price) or unscathed (peace of mind) :)

So we've put together our most anticipated earnings for all of Feb!

Keep an eye out!
21: $UIS
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Colin's avatar
$72.1m follower assets
IDF + Lidar + SPAC = 🚀
Unit 8200 is the elite cybersecurity and hacking division of the IDF, Israeli Defense Force.

Israel continues to astonish the world with its ability to hack other nation states much due to the credit and skills of the select members of unit 8200. Many of these soldiers graduate and immediately start lucrative careers as consultants and entrepreneurs.

Viber, and Wix are a couple of the most well knows companies started by former 8200 members. You’ll also find many 8200s in leadership roles at Apple, Amazon, Google Tesla and so on.

My these is we can uncover great investing opportunities by identifying the leaders of these companies run by former 8200 members.

Innoviz is one of these companies and is slated to complete a reverse merger SPAC through $CGRO

“Innoviz is among the largest of the 600 or so Israeli startups focused on developing autonomous driving technologies. Founded in 2016 by a group of former IDF staff, the startup is working to develop perception technology and lidar sensors at affordable prices.”

Im excited about this one because Innoviz is in the autonomous vehicle space developing Lidar systems. We’ve already seen the market reward $LAZR for the huge market opportunity this technology represents. Innoviz already has products in the pipeline and partnered with Magna, a giant supplier to auto OEMs.

Im long $CGRO and 8200. Let me know if you find other companies run by former IDF.

I looked at many, many 8200 companies in the private markets, and one group you may want to follow is https://team8.vc/ -- they have direct ties and are incubating mostly security companies that fit your profile.
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Colin's avatar
$72.1m follower assets
Risk to Lidar plays
$LAZR recently hit public markets and had been off to a solid start up over 200% since their debut.

Led by a 25 year old inventor who is now a paper billionaire, wow.

Thanks to self driving initiatives from $GM $GOOG $TSLA the public knows what’s coming for autonomous vehicles.

When level 5 autonomy is realized, basically cars that won’t require steering wheels, we’ll see some incredibly exciting changes to the transportation landscape.

Elon Musk famously predicted Tesla would have 1 million self-driving robo taxis on the road already... so like many of his bold predictions he’s a little bit late. However time usually proves Elon correct so let’s give him another year on this one.

I’m currently a Tesla Model 3 owner who paid the $8,000 (now $10k) premium for the Full Self Driving package. The current level 3 capabilities of this car are truly exceptional. It’s like the first time you held a iPod or iPhone. I’ve logged thousands of miles with the car in control and am convinced that Tesla is headed to a successful outcome with full self driving.

Here’s the rub... $TSLA does not use #Lidar is their vehicles. Elon famously describes lidar as a crutch and Tesla vehicles simply use an array of camera and radar sensors combined w a powerful neural network running on their custom built chips.

I believe this is the harder way to achieve level 5 autonomy but ultimately the correct approach. Eventually when lidar costs come down you’ll see Tesla add this tech but their investment in the neural network and hardware chip is where their time is best spent right now.

If Tesla rolls out more full self driving progress in 2021 we’ll likely see a big reaction in the market sending these Lidar stocks lower as people will deem Tesla’s approach as superior.

Lidar is awesome, $AAPL is already using it in the new products like iPad. Just be aware of the risk to these lidar stocks if/when Tesla reveals level 4 or 5 autonomy in 2021.
Lidar a “crutch”


Autonomous driving levels defined
Very interesting memo. I didn't know Elon Musk viewed LIDAR as a crutch but it makes sense in retrospect. I imagine once it gets cheaper and less bulky Tesla can add it into an already impressive system to improve accuracy.
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