>>22850989
funny you said that, it turns out i wrote the same fears in my earlier logs
looking back i started ai dashcams as a for-fun position in 2020 from the original gsi.v shill, and up until 2023 the most i had was basically cad$10k in it, it wasn't until the past mid-2023 when there were more signs that i actually grew this much confidence into it with more development showing and gaining traction into transits so not just schoolbuses

i had expected to trim my position by now, even when i had a smaller position, but they're on track to keep doing +30% CAGR growth maybe more, just the market share they already landed in (just that schooldistricts are still growing towards 100% adoption rate, the recurring revenue business have went from 0 to 1000 to 3500 in roughly a year so they do have a product that school districts want), with 10 year hardware cycles and around 40% of that revenue going to be pure profit from data services (while hardware revenue is more like 40% gross profit), already capable of hitting positive eps before the data services was gaining traction, so growing to >$100m yearly revenues with just growing into its existing market share. Thats when I'll trim my cost basis out, then let the rest ride in case it grows to >50% market share
**definitely not adding more into my position, thats why i started adding a for-fun position into gme for the eventual pump with playstation 6 (and since it 'll prob go sideways at worst with bookvalue where it is and profitable quarters outside of holiday quarter nowadays)