Looking for anyone who follows the fsd and lidar markets closely and their opinions on Hesai and their outlook specifically in regards to earnings. I feel that they are positioned quite nicely after landing deals with Mercedes, BYD, GM(Cadillac) to name a few, as well as most recently Pony Ai (an existing customer of theirs) landing a partnership with Uber. They seem to be gaining market share globally due to their recent innovations in their product line and until some other firm can produce a better product at a cheaper cost than I see no reason to not be bullish. With that being said I want to widen my perspective and hear out what others have to say.
Cheers