u/deFi_

1 thesis · first seen May 29, 2026
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Past performance does not predict future results. Informational only.

Thesis history

$HSAIDDbullish
u/deFi_ · 8h ago
Long HSAI

LiDAR sensors is the next super cycle and you're going to buy the wrong stock

Hesai is the vertically integrated LiDAR market leader with 55% share and proven ability to scale production efficiently, positioned to capture disproportionate growth in a 40%+ CAGR industry as autonomous driving and robotics ramp. Competitors like Ouster lack vertical integration and will see margins erode under volume pressure, while RoboSense cannot compete in safety-critical applications.

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original post →

End of results.