Pinned straw:
I agree with you there - I also have a sell order in place IRL to trim back a little if the price makes it up to $2 with all the recent price action.
The short term wins and successes are great for the long term, however I think the additional upfront expenses to fabricate the cameras/equipment for the recent contract wins will weigh negatively on their H1 results.
Still bullish on their overall trajectory longer term, and might look to add a little if the price pulls back a little