Originally Posted By Osprey61:

I'd agree as well, leaving me some pondering to do, accumulation-wise. Somebody explain to me how LEAPs work, do I buy them through my broker like regular options?

Originally Posted By bradpierson26:
In y’all’s unprofessional opinion what price would you set for a buy order?
If you tell me in the 2s, I might vomit lol

Originally Posted By bradpierson26:
In y’all’s unprofessional opinion what price would you set for a buy order?
If you tell me in the 2s, I might vomit lol

Originally Posted By Howling_Coyote:



But he likes Meta.

https://www.ar15.com/media/mediaFiles/32654/IMG_6783-2577334.jpg

Originally Posted By Osprey61:
On the crystal ball front, bear in mind the historical knee-jerk reaction to a quarterly with news than is/can be spun as negative is always a sharp decline, followed two to three days later by a sharp recovery when the calmer heads have had time to read and digest the transcript.

Not saying it's a sure thing, but it's been regular as the tide for a long time.

Still chewing on the LEAP thing. I can't find the chain doing a casual search, but I was too lazy to log into Schlob. MUCH more DD needed.

Originally Posted By Osprey61:
Still chewing on the LEAP thing. I can't find the chain doing a casual search, but I was too lazy to log into Schlob. MUCH more DD needed.

Originally Posted By apexcrusade:
Will AMZN take a dump at the open?  Deciding whether to get out at a small profit or hold for more

Originally Posted By tornadochaser:
scraped together enough for 15 shares of amazon yesterday afternoon at $88.12.
Set a sell for $100 and it hit on the run up after the bell.  A little extra jingle for beer and pull tabs on my 4 day pheasant hunting trip next week.  

Originally Posted By Silverbulletz06:
$24.90 shares of Intel paying off.

But I bought more anyway.

Originally Posted By Osprey61:
When I posted this yesterday: "Microsoft delivered zero Hololens this quarter? I honestly don't trust those slimy fuckers, but it does set us up for the revenue from future deliveries of both. Small H2 and significant IVAS revenue combined has the potential to  produce a serious earnings surprise in either Q4 or 23Q1". I was just speculating, but it looks like Occam's Razor may have my back.

The sleuths on R/MVIS are tearing the zero delivery thing apart, and it's producing some lovely acorns.
This is all canned from the larger discussion on the quarterly thread, and is from various posters. Not attributing it all, you can read through all  300+ comments if you're curious.

- MVIS was told only a week ago that MSFT did not deliver any unit in Q3 and it seemed like all the while up to that point (a week ago) they were told/expected some deliveries were done in Q3! IIRC, It was only a week ago that MSFT mentioned the book(accounting) changing of HL2/IVAS to a different category!

- One of the possibilities I see there, among many, is that because of the shuffling of the HL2/IVAS to a different book in MSFT, MSFT felt like they were able/entitled to delay the payment to next quarters BECAUSE they need to include IVAS (the first royalty payment, hence the payment delay) payment with HL2 sales, and since they are combining the two royalties either they needed more time (already got ok from MVIS and asked to-be-hushhh, because at the end there is a good news for MVIS), or there are ongoing discussions/negotiations on royalties and/or pending vertical BO.

- Then S2upid.. Also there is literally zero chance MSFT sold zero Hololens 2s last quarter. Just look at the military implementing HL2 into project convergence and I bet I can find posts on LinkedIn showing new HL2 shipped units.

- Then Mushral..I could log into my own company's SAP environment and show you a PO from every quarter containing Hololenses for the last 4 quarters. And I doubt we are buying hololenses off Alibaba.

- And then this, the bottom line as I see it. I say this because we (the entire invest community) have been asking (begging, demanding) for the contract expiration date for four years, and Microvision has stayed silent as the grave. Now, just out of the blue they come in with zero revenue from the contract and drop the date like a tiny little bomb, like it was no big deal. I thought Sumit sounded mildly irritated and very salty yesterday. It adds up...

MSFT may just messing with us, posturing, as part of negotiations. With the revelation that the contract expires next year, it is clear MSFT will be or has already begun negotiating a new contract or vertical buyout with MVIS. They likely tried last year, and Sumit put it on the table and walked away (with a cash bag!) RIGHT VALUE! The price has increased, if you want it, step on up.

In my best Jeremy Clarkson voice...sometimes I just amaze myself

Originally Posted By Osprey61:
Gotta throw this in from Geo because it's 1) most probably absolutely true, and 2) very funny. Bear in mind Geo has probably spent more time talking directly to Sumit than any other private shareholder....

"My experience with Sumit is he can't bullship* worth a dang.

When he says he's never been more confident, I feel absolutely confident it's because he's never been more confident. Full stop."

*Intentional misspelling. R/MVIS is a family-friendly place you know...

Originally Posted By Osprey61:
Gotta throw this in from Geo because it's 1) most probably absolutely true, and 2) very funny. Bear in mind Geo has probably spent more time talking directly to Sumit than any other private shareholder....

"My experience with Sumit is he can't bullship* worth a dang.

When he says he's never been more confident, I feel absolutely confident it's because he's never been more confident. Full stop."

*Intentional misspelling. R/MVIS is a family-friendly place you know...

Originally Posted By Vengeance6661:



Looks like Geo also picked up 1500 shares today @ 3.42. Not saying I'm stalking him, but I'm stalking him

Originally Posted By 4Teen_R:

"Core technology developed and delivered to U.S. military" -  Slide #4 of the EC slide deck.

Is there another product besides MEMS that MVIS has sold to the Military?  

Makes me believe that MVIS tech is definitely in the IVAS.

Originally Posted By 4Teen_R:

"Core technology developed and delivered to U.S. military" -  Slide #4 of the EC slide deck.

Is there another product besides MEMS that MVIS has sold to the Military?  

Makes me believe that MVIS tech is definitely in the IVAS.

Originally Posted By DASJUDEN:


I'm currently part of the group testing out the integration of the infantry IVAS with the AH64E. It's a game changer for sure purely from the C2 side of the house, not to mention the other benefits.

Originally Posted By DASJUDEN:


It's still very immature tech (we're on 1.0) but the possibilities look very, very good.

Originally Posted By jpk33:
Did anyone see this in the main Ukrainian war thread? (page 2881) I don't know if this applies to Ms MAVIS or the earnings call.



Followed by (page 2882)




My question is msft holding up the shipment v2?

Originally Posted By shblackdragon:
HL2 is not dead despite all the negative media, MS is making improvements working with...Volkswagen?

https://www.just-auto.com/interview/new-and-improved-microsofts-augmented-reality-headset/

Originally Posted By rustyboy:
Fert moving day/week. UAN reports after close. Will be dramatically softer, as both plants were down for about a month for deferred maintenance. Tomorrow may be a day for accumulation, as no one pays that much attention and will just see dramatically lower distribution. Double digits distributions should start in Feb and look real solid for next 4 quarters.

Originally Posted By KaiK:
When is more Fed doom coming?


Should be closing on a house today.  But that didn't go well last time.

Originally Posted By PepePewPew:
SENS and ^NDX daily charts looking like crap this AM.
MVIS and BBIG looking good, with matching charts for the first half hour.

Originally Posted By apexcrusade:


MVIS needs to get back to that 5.50 area

MicroVision has always been a battleground stock —  a perfect storm of lackluster fundamentals and a “show me” story when it comes to its technology. In December of last year, short-seller Hindenburg Research snidely called MicroVision a “corporate husk with almost no revenue or intellectual property value.” That was enough for Reddit’s r/WallStreetBets to take an interest in the company.

The rest is familiar meme stock history. MVIS, trading just under $6 in January, rocketed up the charts to around $22 in June following the company’s announcement of its new A-sample hardware and long-range lidar sensor. Today, like most early-stage growth stocks, MVIS stock has since retreated from the highs, presently trading just over $9. Still, that’s a more than 70% gain year-to-date (YTD).

When it comes to lidar, as with any disruptive technology, the market is impatient. So for me, two words come to mind watching Daniel Craig race an Aston Martin alongside sun-bleached Mediterranean clifftops: impending doom. And while Mr. Bond might promise leading lady Madeleine “all the time in the world,” lidar stocks certainly can’t promise investors the same.

As a longtime tech investor, I’ve watched countless companies crash and burn — not in Maseratis, but through balance sheets in capital-intensive markets. But I’ve also seen the payoff — the magic alignment of technology and timing.

So for MVIS (like Mr. Bond) this is certainly no time to die. My take? In an early-stage market like lidar, MicroVision has as good a chance as anyone else to take the crown. Plus, the company has other products beyond lidar with potential, including components for augmented reality (AR) glasses. So to separate the hype from the stock and get down to brass tacks, we had a long-awaited chat with MicroVision CEO Sumit Sharma on October 6, 2021. Coming fresh off the IAA Mobility auto show in Munich, Sharma shared why he’s feeling “more confident about [the company’s] path than ever before.”

Here’s what happened.
MVIS Stock: Then and Now

Sharma made it clear his confidence is “not just hubris.” For MicroVision, that confidence is grounded in the cost-performance of its lidar technology and positive engagement with automakers. If there’s one key takeaway from our conversation, it’s that investors shouldn’t confuse the company keeping things lowkey for idleness: “As a company, we tend to be humble,” Sharma says.

To be fair, longtime tech investors have been lured by the siren song of promising technology before. And MicroVision is no stranger to controversy. Back in July, when I wrote an open letter to Sharma, I was focused on three things: 1) MVIS’s very high short interest (up since August and now 18% of float); 2) the potential sale of the company; and 3) the promise of its new lidar technology.

Today, much of the narrative around MVIS is the same. Ask any knowledgeable investor to give you the elevator pitch on the stock and you’ll probably hear two things:

   The company has been around “forever” (okay, just since 1993 — but that’s still 28 years) and hasn’t generated meaningful revenue.
   MicroVision is essentially a new company under Sharma’s leadership and appears to have some interesting automotive lidar tech.

MVIS has a polarizing backstory, kind of like Bond himself. But so what? Smart investors know that disruptive technologies can create overnight success stories — and breakout investments. My two cents: with new management and new products, this future-success story is certainly worth a listen.

Since taking over as CEO last February, Sharma has clearly changed the narrative at MicroVision, publicly communicating the company’s lidar rollout every step of the way. While fresh at the reins, this industry veteran has been around long enough to be a legitimate competitive threat. Before MicroVision, Sharma was Head of Manufacturing Operations for Project GLASS at Google (NASDAQ:GOOGL,NASDAQ:GOOG). He has also held roles at companies like wearable technology firm Jawbone. And when it comes to optics and projection technology, Sharma has the skills to make even Bond’s tech consultant Q jealous.
The Haves and Have Nots

Sharma has every reason to feel good about MicroVision’s competitive positioning right now. After all, lidar appears to be the go-to technology for carmakers looking to enable more intelligent driving. As Sharma states, “Every OEM and every Tier One that was present [at the Munich Auto Show] had a lidar story as part of their product story.”

For the technologists among us, the promise of lidar is compelling. But for investors looking at lidar stocks, it’s more like a high-speed car chase on dizzying, undulating roads. Despite several high-profile announcements of lidar-based autonomous driving (AD) programs, the market seems to be suffering from motion sickness, with lidar stocks down as much as 50% YTD.

For its part, MVIS stock has actually bucked the trend, almost doubling YTD on the promise of new lidar products it announced in April. Yet MVIS hovers at a market capitalization of $1.6 billion — still a fraction of lidar’s golden child Luminar, valued at a whopping $5.8 billion.

Why the valuation gap? After all, every lidar company in the bunch is essentially pre-revenue right now. No one has yet to ramp to full-volume production.

The “haves” say they have signed relationships with big carmakers to prove they’re legit. For its part, Luminar announced a relationship with Volvo (OTCKMTS:VLVLY). And just days ago, the stock swooned on speculation that its lidar, through a partnership with Intel’s (NASDAQ:INTC) Mobileye, is being used to support ADAS at electric vehicle (EV) startup Lucid Group (NASDAQ:LCID). Innoviz is another lidar supplier with an announced partnership to its name; the company was selected by BMW (OTCMKTS:BMWYY) for its AD program.
Investors Are Getting Restless

The most fervent MicroVision bulls have their eyes on the prize: a massive automotive market. They’re also turning to social media channels to share their opinions. Hang out on Reddit for a few minutes and you’ll find detailed field research, competitive analysis between lidar players and even real-time feedback on product demonstrations from the recent Munich show.

But with growth stocks underperforming and several competitors boasting big announcements with carmarkers, investors may be wondering if the lidar market is already locked up. With several companies already securing relationships and order books, is it too late for MicroVision — or any lidar player, for that matter — who hasn’t yet seen the ink dry on an OEM contract? Here’s what some Redditors had to say:

   “If we can’t get one partnership by year’s end my outlook is grim. MVIS can’t strike a good deal over their 25+ years as a company…something has to change.”
   “I’m not necessarily of the mindset that it has to be by year’s end, but I agree that we don’t have forever to sit back and wait. Especially if other manufacturers are out there making deals.”

Originally Posted By apexcrusade:



Wednesday, and good luck on the house!