Cyngn has officially pulled off a Lazarus act this week… up 304% over the past five days. Why? Nvidia said their name out loud at Automatica 2025. Meaning, for a company that’s spent the last year getting curb-stomped by the Nasdaq and whose revenue has bled into the abyss… this is a BFD.
(Source: Giphy)
In short, Cyngn’s Q1 revenue was an astounding $47,152. Yes, that’s forty-seven thousand, not million. That’s basically what a mid-tier Salesforce grifter bills in a week before lunch. Net loss per share was an eye-watering -$6.60 with cash on hand sitting around $1 million. Talk about being balls deep in the red.
(Source: Stocktwits)
However, none of that matters apparently, because Nvidia decided to let Cyngn play with its Isaac robotics platform… a.k.a. The AI sandbox for companies that want to pretend they’re building Skynet. For more context, at Automatica 2025, Cyngn demoed its DriveMod system running on Nvidia's Isaac Sim, which is supposed to let them test autonomous vehicles in simulation instead of real life. Which is great, because if you’ve seen their balance sheet, you know they can’t afford the negative backlash that Tesla robotaxi’s get.
As a result, the market lost all sense of proportion. Cyngn’s stock went absolutely feral. Volume spiked, shorts got vaporized, and anyone who accidentally held through the last twelve months is now experiencing a religious awakening. All because Nvidia mentioned them in a blog post, which, in this market, is basically a papal blessing.
(Source: Yahoo Finance)
To be fair though, Cyngn’s tech is actually being deployed in real industrial environments… like logistics and manufacturing where automation is desperately needed because nobody wants to pay $22 an hour for a guy to drive a forklift in circles. If, and it’s a big if, Cyngn can use Nvidia’s hardware and simulation to scale up DriveMod and land actual enterprise contracts, there’s a path to relevance. The industrial automation TAM is huge, and Nvidia’s Isaac ecosystem is the only reason anyone’s pretending Cyngn is a real company again.
But, but, but… still, let’s not get delusional here. This is a business that’s lost 98% of its value in a year, missed every analyst estimate like it was a sport, and only just clawed its way back into Nasdaq compliance. The “partnership” is a nice LinkedIn bullet point, but unless Cyngn can turn this into recurring revenue and not just a temporary meme, this rally is going to age like milk.
(Source: Giphy)
And yet, investors are 100% for it either way. Cyngn just went from financial hospice to main stage at Tomorrowland because Nvidia gave them a participation trophy. The fundamentals are still cooked, the cash burn is terminal, and if you’re buying here, you’re betting that a company with less quarterly revenue than a suburban vape shop is about to become the backbone of global logistics. Bold strategy, Cotton.
Of course, this could be the turning point for Cyngn (just look at CoreWeave). But even still, I’d make sure to do your due diligence and place your bets accordingly with this one. It could be great, and it could be a disaster. Who knows. Until next time, friends…
At the time of publishing, Stocks.News holds positions in Tesla as mentioned in the article.
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