AEye provides lidar systems for vehicle autonomy, advanced driver-assistance systems, and robotic vision applications.

On May 22nd, Jared Watson @wjared posted on Commonstock about how $LIDR was trading at less than half net assets, had extended its runway to the end of 2024, and has a floor based on the value of its LiDAR IP that he believed was above the current stock price.

Jared initiated a position at $0.19. (I also bought that same day at $0.19)

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Here's the memo

Then, on Friday, $LIDR shot up +30%.

Estate, I sold.

Bad move.

$LIDR is up another +29% today 😄

@wjared Jared, however, was brilliant, and is still holding on.

Check out his memo on AEye, it's worth a read.