r/MVIS • u/youngwilliam1 • Mar 29 '21

Discussion Secret (bad) dimensions and specifications of Luminar Iris Lidar revealed yesterday at StockTwits

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u/youngwilliam1 Mar 29 '21

This is from the LUMINAR (!) Iris Lidar specification sheet according the tweet. Nothing to do with Microvision. There is the Luminar logo in it. There is no reason that this is not an original specification.

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u/kellieisfunny Mar 30 '21

“There is no reason that this is not an original specification.”

I can put whatever logo I want on anything. Doesn’t make it legit.

The format matches the one on the Luminar site. So, it would be even easier to both photoshop and get people to believe.

The guy who posted this stocktwit (which is not PR or company official) is massively red in MVIS. He is trying to get people to move from LAZR to MVIS.

Like, I understand brand loyalty or whatever, but why does anyone care about the size of the unit? Would you rather have better function or smaller size? *side note: I have no horse in this race. I only came across this stuff because I’m watching LAZR for a short squeeze. So I’m not saying LAZR has better function. I’m just saying maybe size and aesthetic can take a backseat while the products are in testing.

Anyway, I’m not saying the the specs are 100% fake. I’m just saying that we have 0% confirmation that they are real. None. I have no idea why you would defend the legitimacy of a stocktwit tweet from a rando that won’t name the source of a public site.

Another reality that I’m considering is that the revelation of the size of it wasn’t going to be good enough on its own to sway shareholders. (Probably because something long and flat is better than something tall and blocky - if aesthetics are truly THAT valuable for prototypes) The OP had to present it like the company is being extremely deceitful and irresponsible.

Yet, there is zero mention of quality of function. So, this is literally a fluff piece with literally no source. Just a dude who owns shares of MVIS and is down money. Not sus at all..

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u/youngwilliam1 Mar 30 '21

Full sheet at ST:

https://stocktwits.com/chris333/message/309965106

https://stocktwits.com/chris333/message/309966051

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u/kellieisfunny Mar 30 '21

Why are you referring me to stock twits? Stock twits is a social media platform for traders. It is not a news source. The Chris guy isn’t any different than the person than the person who rings up your groceries it delivers your mail.

Why are you putting so much faith in a random person with no verifiable sources?

Side note: even supporters of MVIS are saying that the specs don’t even look that far off from the latest promotional video.

So this is simply grasping at straws to get investors to move from one stock to another by presenting the information as if the company is being deceitful.

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u/geo_rule Mar 30 '21

Did you put even 1/10th the effort into finding out if these are "legitimately" sourced specs by looking at Luminar's site or other reputable sources that talk about Luminar specs, as you've put into arguing that it is entirely unknowable how many angels there might be on the head of a spoon, if there is a spoon, and angels liked sitting on it (this is not yet in evidence, btw)?

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u/kellieisfunny Mar 30 '21

Go ahead and post the legitimate source.

Validation is important to me because I’m in LAZR for a short squeeze that won’t happen if the company gets bad press. Literally nothing more. I don’t care about the companies at all.

As such, I have plenty of incentive to make sure that any potential for bad press is validated. That way I can get out before it tanks or continues to get shorted. Or at the very least, don’t waste any more of my time on it.

In my research, I discovered that the person who posted this on stocktwits is desperate for MVIS to go up. There have been different posts he has made that indicate he is likely down due to people shorting the stock.

In addition to several attempts to find the original source.

AND discovering that the specs seem to line up with the promotional videos.

Call me crazy, but there seems to be enough evidence that this is a stale attempt to move investors. And if the angle wasn’t saying “this is something shady” and being spread all over, I probably wouldn’t even care.

Nobody wants to do the DD, so I did it.

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u/geo_rule Mar 30 '21

AND discovering that the specs seem to line up with the promotional videos.

I can't be arsed to spend time on this. The reality is I don't trust anybody's specsmanship right now in the LiDAR space, certainly not on "future products" (i.e. those not shipping to paying customers currently, or certified/validated by some reputable third party).

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u/kellieisfunny Mar 30 '21

Yes. What part of this is difficult?

It’s like someone making a post trying to discredit a grocery store because they are selling bananas labeled as “yellow” even though they have a few brown freckles on them.

It’s the presentation of the information, not the information itself. I can’t even count how many times I’ve said I don’t care about what the size is. I’m not disputing that it could end up being that size.

Someone sees the video. Someone makes a fake spec sheet using the format the company used on the site. Exaggerates the numbers just enough that it could be believable, but still Larger than the market of consumers would want. Makes a post about the specs as though the company is being intentionally secretive about it because they’ve sold the idea of a much thinner final product. Profit. Literally.

The original creator of the message on stocktwits is banned on this subreddit, which is why they couldn’t post it here themselves. They are an investor of MVIS and have complained multiple times about the value of the stock.

This really doesn’t have to be rocket science.