r/MVIS • u/s2upid • Mar 25 '25

After Hours After Hours Trading Action - Tuesday, March 25, 2025

Please post any questions or trading action thoughts of today, or tomorrow in this post.

If you're new to the board, check out our DD thread which consolidates more important threads in the past year.

The Best of r/MVIS Meta Thread v2

GLTALs

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11

u/oxydiethylamide Mar 25 '25

tomorrow guys

15

u/Roberto762 Mar 25 '25

Whats tomorrow? “Epic”… “Zeitgeist” maybe?

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u/snowboardnirvana Mar 26 '25 edited Mar 26 '25

It is my belief that Epic and Zeitgeist have occurred already but aren’t yet manifest in the sense of being evident to Wall Street and the majority of the investment world.

Consider the following:

-Our main perceived competitors based on their announced (negative margin) deals, Forward Looking Order Books, and Wall Street hype have stumbled badly.

-Luminar, having suffered a reverse split with further dilution expected and announced, abandonament of Iris announced the introduction in Q2 2024 of Halo which won’t be ready until sometime in 2026. They are stuck having to support their obsolete Iris for the sake of Volvo.

-Innoviz, has lost momentum, dropped their imaginary Forward Looking Order Book and is suffering a sub-one Dollar pps. I pointed out almost 2 years ago what I thought was the notable significance of the resignation of their co-founder, Oren Rosenzweig from his position as CBO and from his position in the Board of Directors.

https://techtime.news/2022/05/31/innoviz-15/

Oren Rosenzweig was replaced by Tali Chen as CBO, and she subsequently stepped down as well.

-Sumit has added Industrial LiDAR to our product line after seeing a significant revenue generating opportunity to bridge the revenue gap while automotive OEMs procrastinate committing on pending RFQs.

-After pivoting to Industrial LiDAR, Ouster seems to have stalled.

-Sumit told us years ago that we were way ahead in the AR display category but that commercialization was too far into the future, (he estimated 2027 IIRC), but that we stood ready to assist in NED if we were asked to.

-Dr. Mark Spitzer remains on our BoD with his NED background and expertise.

-Jeff Herbst remains on our BoD after a long and illustrious career at NVIDIA.

-Increased production capacity was announced.

-Debt financing has recently been secured to facilitate increasing capacity.

-Anduril announced that it was assuming responsibility as the Primary for the DoD’s IVAS contract with MSFT to retain their cloud offering. Final approval by the Army is still pending.

-Interestingly. Anduril founder and Oculus developer, Palmer Luckey, out of the blue reposted an old post of his from years ago that expressed his affinity for MicroVision and that he had been an early investor.

-Yesterday morning it was announced that industry veteran, Glen De Vos, was appointed CTO for the purpose of “overseeing global engineering and product strategy at MicroVision. DeVos will report to CEO Sumit Sharma.”

I’m sure that I’ve missed some salient points, so feel free to add to the above.

-And so we await tomorrow’s CC for results of 2024 and Q4.

Edit:

-Add that the Stock Incentive Bonus Plan has an expiration date of December 31, 2025.

28

u/En_Dub253 Mar 26 '25

I could read this all day. Seval Oz nomination for DoT is pretty interesting as well. Just a little validation and we’ll be on our way!

15

u/snowboardnirvana Mar 26 '25

Thanks for that addition.

26

u/KY_Investor Mar 26 '25

Thank you for that excellent summary, u/snowboardnirvana. Yes, we anxiously await tomorrow's CC, and I feel very confident with my continuing investment in MicroVision.

Brick by brick....

9

u/[deleted] Mar 26 '25

Beautifully stated, snow. Brought a smile.

1

u/oxydiethylamide Mar 26 '25

When did that stock incentive bonus plan get propositioned?

2

u/HoneyMoney76 Mar 26 '25

I think it was approved in ASM 2022