Check out this youtube video.  It gives visuals of the POV from the IVAS and its more amazing (and scary) than I imagined.

Did the Chinese already steal it?

Funny you should mention that...Microvision awarded the major patent applied for some months ago. Filters out sunlight and other light beams, but more importantly it allows the receiver to only accept beam reflections from that unit's transmitter. No cross interference or cross contamination from all the other Lidar sensors in traffic.

This is a biggie. Some time back Sumit said that even if an OEM uses a different Lidar sensor, they're going to end up paying MVIS royalties to use this technology. Apparently there's a very limited number of ways to accomplish this particular vetting...and we just patented the most cost and mission effective version

Abstract

A light detection and ranging system includes synchronously scanning transmit and receive mirrors that scan a pulsed fanned laser beam in two dimensions. Imaging optics image a receive aperture onto an arrayed receiver that includes a plurality of light sensitive devices. A phase offset may be injected into a scanning trajectory to mitigate effect of interfering light sources.

Somebody likes it...we're up 4.5% while the rest of the sector is down, and the NAS is down 80 points.

Japanese, still one of our allies, I think.

Read the other day that the native NV in IVAS was inferior to the new gen developed by L3Harris. Supposedly they're working on integration, including  digital NV, which is supposed to make tubes obsolete in the not-too-distant future. At least for our military.

No news on FREQ since 12/23 when FTX-335 trial was announced.  FTX-322 third trial still not concluded.  Feels like someone knows something not public.  I'm up 103% now.  Here's the 10 day:

Damn maybe the run is over.  Has fallen from $4.22 to $4.05 since my last post.

I'm long on FREQ and think they're going to be a billion dollar company so I can't bring myself to take profits

Meta acquires Luxexcel

One day we will be posting Meta/Apple/Microsoft acquires MVIS for 15 billion

December 30, 2022
9:32 am ET
TG Therapeutics Is Maintained at Outperform by Evercore ISI Group
Dow Jones
8:43 am ET
TG Therapeutics stock price target raised to $23 from $17 at B. Riley
MarketWatch

Hey there…

Attached File

Go on

Hypothetical question:

If a vertical does sell, and MVIS returns it in the form of a one time dividend, shorts need to supply that dividend for the shares they have, correct?

40m shares short means they'd need to dump 25x a normal day's trading to cover, alternative is they hold and take the hit.

So, possibility of a hell of a short squeeze on a sale?

This is a very interesting supposition and has me pondering the situation.

TGTX up to 11.75 at the moment

This is most interesting...excerpt from a doctoral thesis just published that is critical to our success. Also, I know several of the words in the extended text. I went for the reasonably understandable here...

"Design and Evaluation of Resonant MEMS Scanning Systems for High Performance Automotive Applications"

"...Micro-electro-mechanical system (MEMS) mirrors are one of the most promising scanning techniques due to their high performance and cost efficient manufacturing based on silicon technology. As the MEMS scanning system has to operate accurately even in harsh automotive environments, their influence should be analyzed and suppressed to ensure consistent safety. In this thesis 1D resonant electrostatic MEMS mirrors are investigated, starting from the accurate modeling and parameter identification including several high order nonlinearities as well as the vibration and mode coupling mechanism implied by the lightweight mirror design using reinforcement structures..."

Here's the money shot executive summary, and the part that brings home the bacon. Sumit should hire this guy.

"The proposed advanced control and scanning concepts demonstrate superior performance even under harsh vibrations, enabling robust MEMS mirror based scanning systems for automotive applications." Cha-ching!

Amazing stuff re stabilization of vibrations..

Utilizing the full potential of the phase detection, the digital-asynchronous phase locked loop (DAsPLL) is developed, allowing fast tracking of the MEMS mirror oscillation and stabilization of open loop unstable operation points by an immediate phase compensation. For improved robustness a time-normalized PLL is proposed and designed based on a linearized MEMS mirror model, derived by a period-to-period energy conservation. A dedicated synchronization concept allows a fixed frequency ratio between two MEMS mirrors, enabling stable Lissajous scanning.

It all seems so obvious, now

Sounds likely and hopefully that's exactly what happens.What do I know I just parrot what I read off here and the sub with a little of my own flair.



There is an associated pdf that mentions MVIS and MSFT for the MEMS. Page 199. According to a dude in the sub.

I also considered that was a possibility, but my comprehension of Chinese and Japanese is equally nonexistant.

I KNOW it not "the day" but could it be the year?

Happy New Year fellow investors!
Wishing everyone a safe, healthy and prosperous 2023!

I like your enthusiasm

Worried about the direction the stock market will go in 2023? The Stock Trader's Almanac is always worth reviewing this time of year. I don't believe in TA, but the historical analysis in the STA is not to be discounted lightly. The figures and dates are documented, as are the larger trends...

"January is an important month in the stock markets. Heard the adage, "As January goes, so goes the year?" That's the premise of the January Barometer. In the Almanac, you'll find a graphic representation of the January Barometer, which compares the January change to the full-year change. The data goes as far back as 1950 and you'll see that only a few years were major errors.

You may be anxious to start trading on the first trading day of 2023, but it may be wiser to wait it out and see how the first five trading days of the year pan out. The Almanac has a short write-up about how January's first five trading days can be an early warning system for the year. For example, the Almanac states, "S&P gains in January's first five days preceded full-year gains 83% of the time, 13 of last 18 pre-election years followed first five day's direction." It goes on to provide helpful statistics, such as how the indexes performed during the month, which years were the best performers, which years were the worst, performance during options expiration week, and so on.

But here's the good news, and it's very good news....
"Remember, 2023 is the third year of a presidential term. According to the Almanac, there has only been one down year in the third year of a presidential term since 1939. The four-year political stock market cycle is interesting—there's a strong chance we may have seen the midterm bottom in October 2022.

It will take courage, leadership and a healthy dose of outright senility to buck that trend. But, if anyone can do it, it'll be Biden

The one thing I do know (discounting inflation, of course) is I do not anticipate losing any money in the market tomorrow. However in this political climate I could be WRONG!

Ho hum... Hit piece on us saying Luminar is better. Behind a pay wall and they're not getting my email.

https://seekingalpha.com/article/4567234-luminar-aurora-microvision-who-wins-av-adas-tug-of-war

Eff these guys and their pimple lidar

The article comes up for me (I'm not a member)  but almost instantly I knew it was bullshit shorts trying to help themselves


Early on there's this "and MicroVision's persistent struggles in turning its lidar business around increases their vulnerability to challenges from the looming economic downturn, and increases their risks of becoming dropped (or in the better case, acquired) within the rapidly consolidating industry."

Either I missed something or am misreading, mvis is still developing and as far as I'm aware has hit all their milestones for lidar,  so how exactly can you bring struggling to turn around when you're still on the path of getting it out there.  To me that statement makes it seems like mvis was already in the lidar game, had some success but are now struggling.

If (and this is a big if) we are using the Beta vs VHS video format analogy, then this is what porn looks like on VHS.
Beta was better, more packed bits per inch of tape, sounds like point cloud.
Beta had a better picture, more play-backs before tape degradation. But no one cared.
Because the porn industry chose VHS.

I say that is not near as good looking as VHS porn. Plus besides the poor aesthetics it is more expensive.
During the video tape wars (for you young uns that were still shitting yellow) Beta was more expensive and only the premium movies came out in Beta format.
This was probably the biggest reason it was chosen for the porn industry.

And what does that non aerodynamic pimple do to either gas mileage or battery life?

MVIS is moving towards sensor integration, lower cost, higher object definition+tracking, no roof pimple, & level 2+/3 ADAS at hi-way speed.
Until Sharma can show MVIS in a car, not bolted to a test rack, really integrated into the vehicle, the competition is going to take every opportunity to ass rape MVIS.

So hold on boys the ride may be a little bumpy.

He (Biden) is the worst one yet though, so I'm cautious as well.  Maybe he'll have 4 down years in a row, or worse, 8.  Ugghh.

There are some really funny giveaways in that article. He did his best to dress mutton up as lamb, but his "analysis" goes off the rails repeatedly if you know anything about the sector and industry. I almost stopped reading at the first para, but carried on out of morbid curiosity.

"The (MVIS') legacy technology is most notably known for its alleged use in Microsoft's HoloLens.

"This is further corroborated by mixed views across the automotive industry on the role that lidar systems play in enabling ADAS and AV features. This includes Tesla's longstanding views that "self-driving cars do not need lidar", with its ADAS and AV solutions relying solely on a suite of cameras to enable a "vision-based" system.

Ah, Seeking Alpo never fails to disappoint.

Leave it to FJB to say hold my beer to those trends

Looks like Luminar may possibly be partnered with Lexus? Appears to be a somewhat factory installation of lidar on the roof just like the Volvo.

What other President in that time frame has pursued an agenda of maliciously destroying the short and long term energy production capacity of our country? Cheap energy is a cornerstone of a good economy and the waves from this one particular policy of his administration (and there are others, this one is just an easy one to pick out of the crowd) will have ripples that will be impacting everything for what is likely decades.

It's quiet in here.

My YTD numbers looking strong.

Winning.gif

Time to refill the IRAs.  i believer the turn o the new year accounts for the early positive trend as everyone can now put new qualified monies to work, so an influx of IRA dollars.

TGTX - anyone care to share a strategy? Hold until next news cycle, flip and buy back on dip?   Seems to be a good trading stock.   I have a nice gain at the moment but frequently fail in capturing that as I am slow to get out.

Trading generally?

Set profit targets on portions of your position with a stop loss in place.  For example, if you have 400 shares, set exits at percentage or dollar intervals for 300 shares (such as 10% gain - sell 100 shares, 25% - 100 shares, 50% - 100 shares).  You can keep the last 100 shares to ride in case of a significant take off, or set a target for them as well.  The targets are up to you.  The goal here is to remove the emotional, in the moment decision making that causes traders to not take profits or hold on to losses.  You can also set the orders and walk away to execute if you're not in your account all day.

For a stop loss, consider what the max you're willing to lose on the whole position (10% for example) and be prepared to sell if it hits that point.  If you hit your profit exit #1 (or #2), move the stop loss up on the remaining shares to equal (or be just above) your cost basis. At this point, if you hit your first two exits profitably and then get stopped out on the rest, you've still walked away with a net gain and can reenter the position without triggering a wash sale (assuming you have no realized losses on the sales).  Keep in mind if you have several buys you may want to base the exits and stops based on the purchase cost basis rather than average, again to avoid potential wash sales if you think you'll be buying back in within the window (or purchased recently).  

BTW, a great book to read that outlines this and other strategies is Trading In The Zone.

only if you care about the tax advantages and not pure profit, right?

Thanks for the book suggestion


2023 goal: net more in trading profit than my w2

Great commentary and similar to my thinking - i have bought a number of times  at varying prices (holding with commensurate unrealized cap gains for each)  and plan to sell those tranches and buy back in on a dip. I ill just set  a profit percentage for each and be done with it - when it hits I'm out of that tranche - best tranche is sitting at a 62% unrealized gain so I probably should take that, next is 51% gain)   Also will hang on to a number of shares as you've mentioned in case she really takes off later.

As always, depends.  I read the post (particularly "good trading stock") as there'd be a likelihood of multiple buys and sells within a short period (<30 days).  If you don't manage the cost basis piece and get stopped out, it's easy to have several wash sales accumulate quickly getting back into the stock, which is a big headache for most folks at tax time.  If the chance of rebuying after a stop out is lower, then it may not matter and you may want to manage your cost basis differently to minimize overall tax burden.  Given how often wash sales have come up in the thread, my ultimate goal was to call it out so the stop loss didn't cause a tax mess unknowingly.

Anyone know why Apple is continuing to fall?

Apple (NASDAQ:AAPL) erased premarket gains and fell more than 3% on Tuesday, dipping below the $2T market value level, after a Japanese news outlet reported that the tech giant had cut MacBook, Apple Watch and AirPod orders.
According to Nikkei Asia, Apple (AAPL) informed many of its suppliers to build fewer components for its MacBook computers, Air Pods and the Apple Watch for the first quarter of the year.

I am holding for now with no future sell orders in place. I believe TGTX will continue to rise as Briumvi sales commence. I do not think there will be enough volatility to make it a good day trading candidate. It's a buy and hold for now. Best case scenario is a BO, which of course could be announced at any time. Waiting patiently to break through this $12.20 resistance level.

I do plan to hold onto a number of shares until whatever the future catalyst might be to send shares higher, but will try to trade a bit in the interim.   Also will build up the longer term hold position on any significant dips

Feel like CES is going to be good for mvis.... the pieces are falling in place,  they seem to be in a position to really start showing off their product, a lot of eyes at CES.

I'm really hoping for some positives to come out later this week

I've got calls I sold at $11 and $15 that I'll probably let exercise if they hit and then hold another 100 shares long term.

The market didn't start off well, but the good news is we have 250 trading days left of the year. If MVIS keeps this pace, I think everyone here will be happy.

Right?

Attached File

Hell, if we could gain 2% a day I’d be ecstatic to say the least.

Germany allows highly automated driving up to 130 km/h

Since the turn of the year, Germany has allowed highly automated driving at speeds of up to 130 km/h. It's not possible yet, but the auto industry seems ready for it soon.
Since 2023, Germany has been the first country in the EU to allow highly automated driving of up to 130 km/h on motorways after the global speed limit was increased from 60 km/h
in summer 2022. This major step was decided by the World Forum for the Harmonization of Vehicle Regulations of the UN Economic Commission (UNECE).
The important car markets USA and China, on the other hand, have their own rules for self-driving cars. To date, there is still no vehicle that has qualified for the higher speed with the Federal Motor Transport Authority (KBA).
Mercedes is currently one step ahead: Since May 17, 2022, the brand has had two models on offer with the S-Class and the Mercedes EQS (test), that allow with their "Drive Pilot" system already Level 3 driving on public roads.
The only two cars on the market with this capability are still limited to 60 km/h, but both are likely to change within a year. Because Audi, BMW and Porsche are currently in a race with Mercedes for approval for partially autonomous driving at Level 3, including 130 km/h homologation by the KBA. A step-by-step approach to the new permitted limit would only be logical in the case of a rapidly growing amount of data with increasing speed.

For the first time a part of the hoped-for increase in comfort

"Level 3" means that the driver no longer has to be constantly able to take back control from the system. The extension of the take-back time to ten seconds is accompanied for the first time by part of the hoped-for increase in comfort: the person at the wheel can now be distracted and deal with things outside of driving, provided they are able to close the controls again at any time within a certain period of time take over when the computer is overwhelmed.
It is essential how well the sensor cluster consisting of radar, cameras, ultrasonic sensors and lidar works together. This does not work without a high-precision positioning system with exact map material, so that the system can navigate with centimeter accuracy and in real time. Due to the still limited map material, the cars can only drive highly automated in
this country. Programmed geofencing, one of the many approval requirements intended to prevent accidents, prevents it from accidentally crossing national borders.

A signal to the outside world

Thefact that Germany has adopted the new regulation into national law is almost certainly coordinated with the domestic automotive industry. It should not only give her the opportunity to further expand her technological level, but also send the signal that she is at the forefront with her concepts. With Tesla's so-called and not everywhere so-called autopilot with full self-driving (FSD), certification according to Level 3 is unlikely to be possible because of cameras as the only sensors and the absence of map data, to name just one prominent example.

Cool!

This just men Ibeo is a done deal




https://lidarcoalition.com/members-demonstrate-technologys-potential-enhancing-road-safety-at-ces/
 
**Ibeo: MicroVision Booth #10271, North Hall – LVCC**
 
**Ibeo Automotive Systems GmbH will have representatives at the MicroVison stand**. In December of last year, MicroVision announced the signing of an agreement to acquire certain assets of Ibeo Automotive Systems GmbH. MicroVision will showcase its MAVIN™ DR dynamic view lidar system and display a high-resolution point cloud at its booth and in private scheduled meetings. There will also be presentations and demonstrations of MicroVision technology at the booth throughout the event. To schedule an appointment at CES with MicroVision or learn more about MicroVision’s exciting technology, customers and the investment community should contact Jeff Christensen at [email protected], and media should contact Heidi Davidson at [email protected] to schedule a meeting at CES with MicroVision management.

MVIS on a run with heavier volume

I don't see the deal as being finalized as of yet -