NYSE:AEVA   Aeva Technologies, Inc.
My thesis on AEVA: Elon needs more sensor crap built into his semi trucks or the commercial client will show reluctance to order, i.e., Tesla might have to adopt this tech to become compliant with the regulatory. This could apply for all the TSLA vehicles eventually. Apple known for stealing Tesla talent (not so much the other way around), but the Aeva story a bit more interesting because this guy left Apple with his own tech in-hand apparently. MicroVision & Luminar all claim LiDAR with velocity is in the pipeline, but who's the cheapest takeout target? ...um, probably this cat, Aeva atm. Tesla could be working on their own LiDAR, but when you have a niche maker at discount, c'mon, scoop up the talent or another automaker will inevitably.

Good entry for the long haul IMO. Piled into some long dated July 16 $22 calls when the underlying was rallying around ~$13.50 a few weeks back, I'm sitting deep in the red but with lower rates in the near-ish term, these 10 buck EV-component stocks might catch a bid. Watching support levels to accumulate shares near $11.75 & $11. Will likely stay in the name and write covered calls until it's acquired or candles up past $30 standalone LiDAR maker.

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