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indie Semiconductor: Robot And Quantum Bonus

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Update - Oct. 14, 2025

The stock is surging on more news of working on quantum computers, though indie Semi. hasn't announced anything material revenue related. The stock has soared to new highs regardless. 

Finviz Chart

Original article posted on Aug. 13 

  • indie Semiconductor is entering a major ADAS ramp, with a $7.1B backlog and a goal of $800M sales by 2028.
  • The auto tech company is reporting stable financials, with manageable losses and a strong cash position, giving time for product ramps to materialize.
  • indie Semiconductor is expanding into humanoid robots and quantum communications, adding exciting optionality beyond core auto tech, with real orders already secured.
  • At just 3x conservative 2026 sales estimates, the stock remains ultra cheap with substantial upside as ADAS ramps and new markets develop.
indie Semiconductor, Inc. (NASDAQ:INDI) has had a painful year until recently. The auto tech company has a massive backlog with promising ADAS orders while quick expansions into humanoid robots and quantum communications open other big opportunities. My investment thesis remains ultra-bullish on the stock, even at the yearly highs.


Read the full article on Seeking Alpha. 

Disclosure: No position mentioned. Please review the disclaimer page for more details. 

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