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The Nerves — Sensors & Perception · The Embodied Stack — Robotics

LAZR

Luminar Technologies
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Long-range LiDAR for ADAS — Volvo, Polestar, Mercedes design wins

What they do

Once a $30+ darling, now a sub-$5 turnaround. Founder Austin Russell stepped back in late 2025 amid governance issues. Path to profitability is brutal — they need every design win to ramp to volume in 2026-27 to survive the cash burn. Binary outcome stock : either a multi-bagger if Volvo/Polestar volumes hit, or a zero. Position-sizing matters.