HSAI → $98.70 by Nov 20, 2027.

**Macro thesis** * Physical AI and autonomy will be the next area of massive capital allocation once the current data center build out phase cools off * Camera only approach like TSLA is fucking retarded * LiDAR sensors are the way to digitize the real world and are powering autonomous driving today, and will the robotics revolution * LiDAR industry is conservatively estimated to have 40+% CAGR in the next 4 years * Companies like BYD are using up to …