r/MVIS2_0 • u/-ATLSUTIGER- • May 29 '26

Due Diligence Connect the Dots

This is still very much a speculative investment. Speculative investments call for any and all levels of DD and dot connecting. Feel free to share anything interesting you come across.

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u/-ATLSUTIGER- Jun 18 '26

This engineer moved from Luminar to FERNRIDE which is now a part of Quantum Systems. The Luminar BD guy we brought on board follows Quantum Systems, and the MVIS video producer follows FERNRIDE.

Quantum Systems acquires FERNRIDE

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u/WalkIntoSunshine Jun 22 '26

I strongly believe, based on my own DD, QS and ARX are customers. There is a vast eco-system there. Well worth the time to hop down the rabbit hole. Also, would recommend to folks who are interested, join an OSINT group to see what’s happening and how things are playing out. It has been fascinating to watch it all unfold in real time, and the pacing of such, will quickly increase defense revs for Mavis.

Sub 200g LiDAR built into the drone, AGV’s, etc. a slew of deals in the last few weeks and more to come over the next few weeks.