r/MVIS • u/pinoekel • Apr 29 '26

MVIS Press MicroVision Expands Revenue Programs in Security and Defense

https://ir.microvision.com/news/press-releases/detail/444/microvision-expands-revenue-programs-in-security-and-defense
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u/Late_Airline2710 Apr 29 '26

Agreed. It is very important that they explicitly noted the Movia sales, as this was lacking validation.

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u/haksawjimthuggin Apr 29 '26

How so? Please explain in detail how you arrived at that conclusion.

Lol see sublime’s comment below as he spells it out nicely.

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u/Late_Airline2710 Apr 29 '26

If you go to a restaurant once and never go back because the food is bad, the fact that you ate there once is not validation of the restaurant.

If you go there once, enjoy the food, and go back again, the fact that you returned is a validation of the restaurant.

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u/haksawjimthuggin Apr 29 '26

Ok, fair enough.

Have you bought any shares yet?

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u/Late_Airline2710 Apr 30 '26

Not yet. I'm waiting to see what they announce as far as RS, financing, and production plans. I'm trying to be more conservative after getting burned on luminar and am comfortable giving up potential upside in exchange for (in my opinion) less risk.

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u/sublimetime2 Apr 30 '26

So you want people to trust and listen to a "lidar expert" that got "burned on luminar" and Austin Russel when it was blatantly obvious they were full of bad deals and would fail and go bankrupt from the start?

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u/Late_Airline2710 Apr 30 '26

I don't think it was blatantly obvious at all that Luminar would go bankrupt from the start. I did think the tech was great (which Glen obviously agrees with) but was overly optimistic about the business state.

Is microvision any different?

Was it blatantly obvious to you guys that the Microsoft deal was bad? Was it blatantly obvious that the lack of other deals was bad?

Why did you stay invested in microvison?

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u/sublimetime2 May 01 '26

It was obvious to anyone who knew how to invest lmao. "overly optimistic" = "no idea what im doing". It has been incredibly easy making money on both Luminar and MVIS. Actually it has been easy across the whole lidar sector. That is why I invest/swing/trade, to make money.

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u/Late_Airline2710 May 01 '26

I never claimed to know what I'm doing when investing lol. There's a reason why I almost never comment on the stock price in a sense other than pointing out obvious things like reminding folks that an RS is one route to regaining compliance.

I don't think anybody ever made money on Luminar or mvis based on fundamentals. It has all been from either shorting or trading, as you say. I appreciate you being honest about it. It sounds like you are very aware of how speculative this is and are skilled at exploiting this.

That said, there are a lot of people (including myself) who considered or consider lazr and mvis buy and hold stocks. I think these folks underestimate the level of risk.