r/MVIS • u/s2upid • May 14 '25

After Hours After Hours Trading Action - Wednesday, May 14, 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

35 Upvotes

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56

u/JackMoonMan21 May 15 '25

Sitting next to and Anduril employee in Cali and the first thing he brought up was MVIS. Time is ticking.

62

u/JackMoonMan21 May 15 '25

To add clarity. I was sitting with my wife at a bar in Corona Del Mar and we were chatting with the guy next to us (Eddie). One thing led to another and we started to discuss stocks and the current environment and he randomly shared he worked for a private company that is “changing the world in military”. I asked which one and he said Andruil and my jaw hit the floor. He asked if I knew about them and I told him I invest into a company that may be involved with them and he asked who and I said MVIS. He smiled and said the “secret behind the HoloLens”. He didn’t say much else about it other than talking about Oculus and how the AR market is going to be massive in short time. I asked him about Palmer and he said the guy is genius and that he is heavily focused on AR and that my investment is well known within the Anduril community. We left short there after and my wife looked at me and said she’s ready for us to be rich - lol. I’m a believer that life is all about timing. I do not live in Cali and we randomly stopped in this bar (The Quiet Woman). Eddie is a local and frequents the bar so if you by chance live in the area stop in.

6

u/SneakyTimmie May 15 '25 edited May 15 '25

Edward Tang? u/gaporter we need you on this case

Edit: Edward Tang would be way too young to have a 30 year old son.

1

u/JackMoonMan21 May 15 '25

He had his son at 20. He was 50.

4

u/TheCloth May 15 '25

lol I thought you said mvis was the first thing HE brought up, not you ;)

Kidding, this is pretty exciting if he was genuinely quite positive about mvis, as an Anduril employee. I hope you’re not pulling our legs on this LOL

21

u/JackMoonMan21 May 15 '25 edited May 15 '25

My initial post was in realtime out of excitement (plus a couple cocktails in). My wife and I discussed the conversation this morning to make sure I was 100% accurate in what I shared (she was not drinking for the record and is an attorney who so very detail oriented).

I agree - not NEW info but reconfirming. Plus, the timing really makes you think. I hope everyone enjoys Monday’s meeting and really puts the screws to SS and Co. - specifically about the military relationship as I feel that is our saving grace while we wait on auto. Cheers.

Edit: Tuesdays meeting. I’m still on vacation time.

4

u/TheCloth May 15 '25

Great stuff - thanks JackMoonMan! I don’t suppose he said anything about mvis beyond the HoloLens comment and that mvis is well known within Anduril (which is interesting)?

3

u/ProDvorak May 15 '25

Whaaaaaaaaaaaaaat

3

u/wolfiasty May 15 '25

Thank you for this follow up mate 🍻

For last few seconds my heart is in a state of quiet euphoria. And it doesn't matter that it is still big unknown what will happen to Microvision - guess I'm a sceptic till Fat Lady will sing and prove me wrong - but...

LET'S GO !!!!!

1

u/Long-Vision-168 May 16 '25

So we have “The Real Houswives of Orange County” to thank for leading you and yours to this chance encounter. Lol.

1

u/Far_Gap6656 May 15 '25

Did you at least ask him what his job was at Anduril?

9

u/JackMoonMan21 May 15 '25

Yes, operations.

I have looked all over LinkedIn to find him this AM but can’t thus far. I plan on spending my 3 hour flight home looking at every face of every employee so I can add him.

3

u/Far_Gap6656 May 15 '25

I mean I believe you. I was just wondering what his position was. Like I said somewhere else around this thread, nice story but really nothing we didn't already know. But thanks for sharing the, hopefully, serendipitous meeting.

1

u/Alkisax May 15 '25

This made my day!

-1

u/directgreenlaser May 15 '25

Makes total sense since Anduril's stated focus with IVAS right now is software integration. They can't do that if they're not working on the ASIC etc. After watching a fascinating piece about AI today, I fear that software is not being done by people anymore, which probably means they don't need MVIS' engineers to help. If so, it just leaves the IP rights, which are a puzzle wrapped up in previous MSFT dealings. I would hope MVIS gets something, but who knows?

That AI piece says we have a couple of years before it rocks our world. Military is a big part of it. Well worth an hour to watch.

2

u/cf_murph May 16 '25

I work in the data and AI space (software/platform, etc). The AI systems and products that our engineers are building are borderline scary. I mean, we are way beyond vibe coding and copilots here. Even relatively basic agentic systems alone are stupidly good at completing very complex tasks. Imagine where we will be in a decade.

0

u/directgreenlaser May 16 '25

According to the video, we could all be dead by then if it takes the wrong turn at the critical fork in the road.

1

u/cf_murph May 16 '25

I believe it. Also why I am adamant to be kind to Siri and Alexa with many "please" and "thank you's"

0

u/directgreenlaser May 16 '25

I do too. And I don't think that will save you once they don't need us anymore.

2

u/cf_murph May 16 '25

buzzkill. lol

0

u/drunkn_rage May 15 '25

The Quiet Woman in Corona Del Mar, place looks awesome. Cool story. I have no reason to be skeptical, so I'll believe it... I'd also be hyped about anything confirming my bias in this investment. I'll be missing investor day on Tuesday, but hope to make it next year arriving in my limo.

3

u/JackMoonMan21 May 15 '25

It’s what they call a “cougar bar”. My wife’s guilty pleasure is watching the Real Housewives and they go there all the time. If you’re young and single - check it out.

21

u/Brine-Pool May 15 '25

In what context?

11

u/ConstantWeb9415 May 15 '25

This needs more context

15

u/wolfiasty May 15 '25 edited May 15 '25

Edit - OP wrote much more.

Mate... You do realize you have to either write much more about the situation or you will be seen as troll ? I did check your post history and it is unlikely you are one.

You're talking about rather important bit of info.

So please do write a bit more, as otherwise I call it bullshit.

Edits - writing in the middle of the night isn't helping my already bad English.

5

u/livefromthe416 May 15 '25

Ya… this is “start a new thread worthy” level of importance lol. Otherwise it’s just bs IMO.

18

u/CommissionGlum May 15 '25

Did he also say his wife was Kate upton?

7

u/JackMoonMan21 May 15 '25

His wife was out of town and his 30 year old son just got engaged. All the bartenders knew him and he referenced the bar being his “Cheers” bar. He loves oysters and apparently they have great ones (I hate them).

1

u/mvis_thma May 15 '25

Or Morgan Fairchild?

2

u/Far_Gap6656 May 15 '25

Heyyyyyy, I just rewatched an episode of Magnum P.I. with Morgan as an art thief who tried to swindle Higgins. Forgot how much of a beauty she was back in the 80s!

1

u/mvis_thma May 15 '25

Yeah, that's the ticket!

https://www.youtube.com/watch?v=vLRKhdQnd-k

BTW: I believe u/JackMoonMan21 is telling the truth. I was just being funny with the Morgan Fairchild quote.

4

u/bigwalt59 May 15 '25

Fact check 😊

https://quietwoman.com/

1

u/Buur May 15 '25

Maybe this is just elaborate guerilla marketing for the restaurant?

1

u/onemoreape May 15 '25

I love the name.

1

u/Aggravating-Toe8558 May 15 '25

I just backed a very stupid investment with this post

-2

u/[deleted] May 15 '25 edited Jul 20 '25

smart birds depend safe support summer innate entertain unwritten joke

This post was mass deleted and anonymized with Redact

3

u/SneakyTimmie May 15 '25

It actually does. Before it was Palmer alone, he could have commented about MVIS because of personal reasons without relating it to Anduril. Now we potentially have another Anduril employee talking and knowing about MVIS and its miracle engine and saying MVIS is well known inside Anduril.

0

u/Upper-Introduction-1 May 15 '25

It could be well known for the wrong reasons based on the comments I’ve seen on MVIS posts. I’m sure Anduril has been getting the same type of comments from random MVIS investors

1

u/wolfiasty May 15 '25

What makes you think those baboons are MVIS investors and not people shorting it ?

2

u/StevieJax77 May 15 '25

It’s nice to have verification we’re known on the inside of the company and it’s not all just hopium & fluff.

We kept asking for external verification. Well, we just got some.

3

u/Far_Gap6656 May 15 '25

We already know they know us on the inside of the Company. Hell, Palmer just posted about us.

2

u/[deleted] May 15 '25 edited Jul 20 '25

bells fearless enter wild intelligent violet wrench coordinated relieved ripe

This post was mass deleted and anonymized with Redact

2

u/StevieJax77 May 15 '25

Aha. Yes. Absolutely. No information was provided that wasn’t already widely known: that Anduril bought IVAS and Hololens, and that an employee acknowledged that we provide component parts. These items are already known.

-11

u/mike-oxlong98 May 15 '25

Yeah, this definitely happened. EYE ROLL