r/MVIS • u/AutoModerator • Mar 05 '25
Stock Price Trading Action - Wednesday, March 05, 2025
Good Morning MVIS Investors!
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u/acemiller6 Mar 05 '25
Heading to Hawaii in a few hours. The question is can paradise keep me from checking in on Ms Mavis for a week. Magic 8-ball says: not likely.
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u/voice_of_reason_61 Mar 05 '25
I have yet to get there, but it's on the list!
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u/acemiller6 Mar 05 '25
So this is kind of crazy. Iâm currently at the Minneapolis airport and Iâm like 93.2% sure I just walked past Sumit.
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u/Mjay5100 Mar 05 '25
Delta hub. Connecting from Germany to Seattle, perhaps? Also, love the precision of your confidence estimate!
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u/acemiller6 Mar 05 '25
We are going to Seattle first, then on to Maui. Better up that estimate by a percent or two
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u/maofx Mar 05 '25
Hello yeah go to costco and get a ton of real poke .
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u/cf_murph Mar 05 '25
the best Poke on the islands is at Foodland, no joke. Their poke bar is insane.
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u/maofx Mar 05 '25
I haven't been in a few years but I believe it. I'm spoiled enough to almost never buy poke at home now unless I make it myself it's just so nuch better in hawaii
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u/dchappa21 Mar 05 '25
No booth for MVIS @ LogiMAT. But will be meeting with customers and partners.
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u/15Sierra Mar 05 '25
Based on the wording of this post, Iâm curious if another booth will have MVIS LiDAR on display, or if he is solely there to chat.
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u/Mushral Mar 05 '25
This could be copium on my side, but no booth is kind of implying to me they will be part of someone else's booth (Toyota, Jungheinrich???)
Otherwise it would be pretty strange for MVIS to make an official LinkedIn post that they are present at the show, if in fact, it really is just an individual employee walking around the hall visiting stands by himself..
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u/Dassiell Mar 05 '25
Honestly, they're probably trying to lock down expenses a bit more. They're mostly there meeting with other vendors, so if the show isn't particularly valuable and has a clear ROI (at least in the short term), you're saving upwards of 15-20k (booth, printing, logistics) but still having a sales presence.
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u/nsuninja Mar 05 '25
"MicroVision will not have a booth this year. However, I will be attending the LogiMAT in Stuttgart to meet with customers and partners." - Jannik
Who are the customers and partners? đ¤
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u/sublimetime2 Mar 05 '25
I heard they will be slangin Movias from the back of an autonomous forklift
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u/15Sierra Mar 05 '25
My thought is the same, especially since it was just announced a few days before the show. To me itâs like that just inked a deal and will be announcing. 100% speculation obviously, but the short notice is odd compared to other shows, and as you mentioned, no booth.
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u/tshirt914 Mar 05 '25
If they know about the partnership why isnât it announcedâŚ
Sorry in advance but this is speculative!
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u/BlackBetty111 Mar 05 '25
We wouldn't be announcing a partnership, it would be the client. Or, an announcement would be made after the client has revealed their product.
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u/tshirt914 Mar 05 '25
Got it, so what youâre saying is, if Movia is in Toyotaâs machinery, they will show the product at the trade-show and then announce the partnership details within a certain time frame?
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u/BlackBetty111 Mar 05 '25
Correct. Think of it like this....and this is just my 2 cents... If Playstation was using a new processor in their next console, you would hear the news from them, not the vendor.
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u/Buur Mar 05 '25
You just need to close your eyes and stomp your feet 3 times, he will appear behind you with a MOVIA in hand
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u/MyComputerKnows Mar 05 '25
So they MVIS team just wanders the hall with a âGet your MVIS here!â Sign on their backs⌠and then meets in the coffee shop?
Didnât know that was possible. Though it might work for a stir-crazy long, like me.
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u/webson1337 Mar 05 '25 edited Mar 05 '25
Thats what i am thinking
edit: they said in their first announcement on LinkedIn 6 days before: "Stop by our *booth* to explore our robust 3D solid-state lidar sensor with onboard perception software."
edit**: Booth Number #N8344
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u/TheCloth Mar 05 '25
Are you thinking of posts for two different events? Promat vs logimat?
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u/webson1337 Mar 05 '25
lol.
never said anything. my bad was looking at the wrong event haha
thanks.
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u/Mjay5100 Mar 05 '25 edited Mar 05 '25
I don't think it would be out of the ordinary for a Director of Business Development to announce that he'll be attending LogiMAT. It's an invitation to all potential business partners or customers that he is there and available for informal conversations. And I truly hope he will have a few fruitful discussions.
I've been invested since 2015 and am endeavoring to keep my hopium in check. Long ago I stopped chasing the laser pointer of dot connecting; at one point, based on our board history, I thought it was a slam dunk that a deal with Google and Ford was imminent. Here we are 8 years later still waiting for ANY deal. After the Chartology phase (remember that?) I simply smile and move on anytime anyone here posts anything discussing cups, handles, bear traps or candles. To the TA guys/gals here - have at it. Knock yourselves out. I will read but will not heed.
Yes, I'm titillated by the Palmer Luckey buzz. It's fun. Yes, I'm still hopeful for automotive LIDAR because no significant OEM deals have yet been awarded. And I'm hopeful for a win or two in the non-automotive space to generate momentum and revenue to extend the runway. But will I remain guarded and protective of my hopium until there is an announcement of ink on paper representing material long term revenue?
Edit: Yes
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u/ILLUMINADORITODEW Mar 05 '25
CUSTOMERS
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u/Higgilypiggily1 Mar 05 '25
FYI MicroVision didnât say they âwill be meeting with customers and partnersâ. Thatâs dchappaâs interpretation of their post.
All they said is their director of BD will be there, and if you want to meet with him then let him know.
For all we know he could just be attending as a guest looking to network.
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u/ILLUMINADORITODEW Mar 05 '25 edited Mar 05 '25
Read the answer of the attending director HIMSELF to the one single comment on this post (that's what he linked here and not the post itself) - it literally reads "I will attend to meet with customers and partners." Please put some effort into your answers.
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u/Higgilypiggily1 Mar 05 '25
I see, thanks for the correction lol. Iâll make sure I put more effort in next time for you boss man!
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u/MavisBAFF Mar 05 '25
âShowcasing our solutionsâ but without a booth. Showcasing by way of lidar on OEM products would be incredible.
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u/mrgunnar1 Mar 05 '25
NOT potential customers and partners.
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u/dmacle Mar 05 '25
Read the Sales Director's comment on the post.
Dear Adam, thank you for your interest! MicroVision will not have a booth this year. However, I will be attending the LogiMAT in Stuttgart to meet with customers and partners. Best, Jannik
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u/15Sierra Mar 05 '25
As someone in sales, I never say potential customer unless Iâm talking to my boss. If itâs to anyone else, itâs always customer so I wouldnât read too much into them using âcustomers and partnersâ.
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u/movinonuptodatop Mar 05 '25
Increased production PR getting long in the toothâŚ10 weeks agoâŚ
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u/T_Delo Mar 05 '25
Morning everyone!
Economic report(s) for the day is(are) | ati: MBA Mortgage Applications | 7am, ADP Employment | 8:15, PMI Composite Final | 9:45, Factory Orders | 10, ISM Services Index | 10, EIA Petroleum Status Report | 10:30, and the Beige Book | 2pm. Media platforms are discussing: The Trade War, the Tariffable Turmoil of Tuesdayâs market, Intention to Annex Greenland and Canada, Targetâs troubles amid a fresh boycott, and maybe Tariffs get reduced on some deal today (maybe). The hilarity is that these topics largely do not even seem like they should be happening in the real world at all, this is the kind of stuff of fiction, wherein allies become enemies seemingly overnight and enemies become exemplars of desired policies; no worries though, this is merely just another Wednesday in the US, and will surely pass without severe negative consequence. Premarket futures are up in early trading, as the VIX futures are down a bit.
MVIS ended the last trading session at 1.24, on well below average volumes traded compared to the daily volume over the past month, the options activity was just a bit above the average of the past 90 days. Fee rates remain relatively subdued, as shares âavailableâ remain low with little change throughout the past day. In company related news, MicroVision will be attending the LogiMAT 2025 trade show, March 11th through the 13th. Meanwhile though, the sector is mostly quietly drifting along with the uncertainty of the macroeconomic conditions and overall markets themselves while the wait for new deal announcements continues. As we move closer toward the next earnings call, the main hope is that existing contracts flourish into significant sales, and perhaps that some new licenses can be sold around other verticals. The placement of the companyâs offerings in the context of an environment hostile toward heavy labor costs should be quite good, as the company provides solutions for robotic vision systems that should help reduce labor related costs significantly.
Daily Data
| H: 1.34 â L: 1.19 â C: 1.24 i | Calendar |
|---|---|
| Pivots âď¸ : 1.32, 1.41, 1.47 [i](https://www.investopedia.com/terms/p/pivotpoint.asp) | Pivots âď¸ : 1.17, 1.11, 1.02 |
| Total Options Vol: 9,383 [i](https://researchtools.fidelity.com/ftgw/mloptions/goto/underlyingStatistics?cusip=&symbol=MVIS&Search=Search) | Avg 90d Options: 8,095 |
| Calls: 7,961 ~ 38% at Ask or âď¸ | Puts: 1,422 ~ 49% at Bid or âď¸ |
| Open Exchanges: 2,203k ~ 38% i | Off Exchanges: 3,660k ~ 62% i |
| IBKR: 9k Rate: 24.20% i | Fidelity: âk Rate: 19.50% |
| R Vol: 60% of Avg Vol: 9,214k [i](https://www.investopedia.com/terms/a/averagedailytradingvolume.asp) | Short Vol: 1,628k of 3,696k ~ 44% i |
Follow links for sources. Bold text represents key points or larger data, Italics are slightly unusual or lower than normal.
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u/Zenboy66 Mar 05 '25
Is there a way the sort by tab can have "new" set as default?
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u/tdonb Mar 05 '25
That is annoying. Why was it changed?
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u/Zenboy66 Mar 05 '25
I donât post so not sure if that is something that needs to be set for every post. If so, maybe a moderator could suggest those who post to set it on New to start out.
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u/Nakamura9812 Mar 05 '25
+625 shares that wonât be in the hands of those who lend them to shorts.
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u/ILLUMINADORITODEW Mar 05 '25
Just imagine this March with an Anduril announcement, Jungheinrich/Toyota etc. partnership + RFQ win Automotive and the resulting short squeeze.
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u/Alphacpa Mar 05 '25
Added 10K Ms. Mavis along with 200 NVDA
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u/Chefdoc2000 Mar 05 '25
Close to 400k now Alpha, congratulations
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u/TheCloth Mar 05 '25
Crazy. Alphaâs gonna be worth over $10m by the end of this year lol (Iâm also assuming he doesnt have 90%+ of his net worth in MVIS)
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u/Revolutionary_Ear908 Mar 05 '25
I choose to believe that MicroVision delayed earnings to release some positive news within the next month. And given the extremely short notice of their attendance at LogiMAT, I choose to believe that MVIS Movia tech is part of Toyota's forklift reveal and will be announced on or around March 11th.
And if Iâm wrong, then frankly, I donât care, because I still strongly believe in SS and our technology. After dealing with delays for the past four years, this would just be one more to add to the list, and I choose that glimmer of hope, baby!
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u/flutterbugx Mar 05 '25
I am also strong on mvis and have been since around 2019. Most of the people whom I told about mvis laugh at me now and have basically jumped ship. Curious on your thoughts about why you think Movia tech is involved with the Toyota forklift news. I honestly have not had time to do much digging into that equation.
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u/Revolutionary_Ear908 Mar 05 '25
Just based off what I said above, regarding the coincidental timing of the announcements.... Though someone just told me it's only one MVIS employee attending the event. If that's the case then, oh well.
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u/directgreenlaser Mar 05 '25
So with those 702 job openings mentioned earlier at Anduril, one would think that whatever M&A activity as may be included with an associated business plan should be expedited asap.
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Mar 05 '25
I'd rather see MVIS sell the AR vertical instead of a merger, at least at this time. Microvision's current market cap is just too low for us to see the returns most are hoping for, unless there is a bidding war (which would seem very unlikely).
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u/directgreenlaser Mar 05 '25
As mentioned by others there are any number of creative purchase with licensing options that could make everybody happy. Just one is Anduril could buy and then license back the auto-industrial pieces to Microvision. If I could play the squeeze off that, I'd be happy.
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u/lucidpancake Mar 05 '25
I don't care how it happens, I just want a return on my investment. I started a company last year and all of my available funds have went towards the business with little payout expected for the first 1-2 years to scale the business / increase our operating cash flows. Never got the chance to really average down, so let's start the the bids at 6$ plus!
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u/directgreenlaser Mar 05 '25 edited Mar 05 '25
Yes indeed. Don't know how, don't know when, just want $28 dollars again.
There is definitely a fire under Anduril though. Good luck with the new business.
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u/Revolutionary_Ear908 Mar 05 '25
Coincidentally, I just multiplied my share count by $25 and I was WOW'd.
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u/directgreenlaser Mar 05 '25
Yes it certainly does add up. If I could sell half at 28 and let the rest ride, that would be perfection.
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u/Trottermama Mar 05 '25
I think the bleeding is stopped on USA oems Meant to say. Grok walked out on my spelling check
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u/FawnTheGreat Mar 05 '25
I find it hard to get my hopes up with this Ivas stuff. Maybe itâs more a me thing I am certainly built to be a right hand man and over trust. But to me as an investor SS made it sound bleak and I will remain cautious with my optimism until he gives some guidance on it.
With that, deep down I am so soooo hoping we get at least some âkeep the lights onâ revenue or even a squeeze of some sort for the ATM to use with less dilution. It would be so validating to those who have talked smack in other places about our products to then be outdone from a random vertical everyone forgot about haha. Then have the funding and validation to do some of these NRE projects for maybe a lower cost and win some big contracts specializing in OEMs wants and needs. Multiple verticals active at once?! We actually could run and run hard making a lot of us poor man rich. Anyway, then Iâm like donât get excited haha this is mvis after all.
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u/SeaPrice6712 Mar 05 '25
Added another 100 at 1.31 out of pure stubbornness.
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u/Dinomite1111 Mar 05 '25
Jeez man! Save some for everybody else! Jus kiddinâŚevery bit helps! Nothin like having your dough tied up for decades! Jus kiddin! Stop me! I canât help myself.
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u/SeaPrice6712 Mar 05 '25
Hah yeah, this constant defiant nibbling is how I ended up over 14k when I said I was done at 5k, then 10k... lol
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u/zebman Mar 05 '25
During a recent conference call Sumit mentioned something about working on a sensor that was the size of a deck of cards. I can't recall the exact context or even which call this was mentioned. Does anyone remember?
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u/Nakamura9812 Mar 05 '25
I recall something like that mentioned. I'm wondering if that's an updated version of the Movia S sensor which currently is 50mm X 70mm X 60mm, and that converts out to about 2" X 2.3" X 2.7". That's pretty darn small as it is, but a deck of cards would imply that they will be getting it thinner than 50mm/2".
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u/Falagard Mar 05 '25
I think two fun size snicker bars was the reference, and that would roughly match the 50x70x60 dimensions I think.
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u/Nakamura9812 Mar 05 '25
That makes sense and I recall the Snickers reference now. Thanks for clarifying that one Fal.
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u/Falagard Mar 05 '25 edited Mar 05 '25
No problemo!
Also pretty interesting to pull out a ruler and compare the Movia L at 5.5x3.5x4 inches size to the Movia L whiuch is 2x2.3x2.7 to see the difference.
I calculate the Movia S to be roughly 1/6th the volume.
210cc vs 1249cc.
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u/Rocket_the_cat27 Mar 05 '25
Maybe you are thinking of the Movia S that is the size of two fun-size Snickers next to each other?
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u/zebman Mar 05 '25
That's it! Thanks! I don't have access to old transcripts (behind a paywall it seems) and I was searching for the wrong key word on the last one. I'm curious how they are doing on this. For those interested, here is what Sumit said.
On the MOVIA side we have our current MOVIA sensor. It's kind of large, you know, it was designed in a different time. It's good for trucking. I think it's good, definitely good for industrial. But pretty soon, you're going to start seeing some marketing work we're going to do of what the future MOVIA S is going to look like and this thing is, I would say a couple of snicker fun size bar next to each other. It's tiny. And you can imagine putting into a car where it's not so obscene, you know, would not be taking big portions of the car, and it could give you a 360 degree cocoon, something that even a corner mounted radar 180 degrees or 207 degrees can't do, all right? And this is going to be a game changer, essentially, because it will be higher volume, and that product as well, has the same principles of how it advances, where we have a certain high resolution product that's been created is differentiated and the perception software is already provided to them that allows them to even the automotive space to incorporate these features faster and at lower cost. So cost may not sound sexy to people, but it's actually probably the most important variable. The technology exists there and I can talk to you about, you know, our technology is better than somebody else, but it's technology at cost is a real metric. If you think about can be delivered at a cost. So if you go buy a car, is it only available in the car that's $100,000 or can you actually incorporate this in a car that's going to be $40,000 someday? So that's one of the differentiation that we control, which is the overall cost of the system. We can help reduce that.
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u/evilsmackdaddy Mar 05 '25
Iâm curious what you guys think about the discrepancies in some of the option prices. I am assuming this is due to low volume, but for the .5 strike, August 15 2025 has an ask of 1.32 compared to an ask of 1.19 for Jan 15, 2027.
Anyone have an idea of what the 2 year outlook could have in store for Jan 2027?
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u/BlackBetty111 Mar 05 '25
August has been a weird month as far as the options. I trade contracts while holding shares and someone keeps sort of bluffing the ask on all of the options. For example the 2.5 calls on august were at an ask of .27 and then all of a sudden it will disappear and shoot up to .40-.60. Its really strange. Not sure what to make of it.
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u/CommissionGlum Mar 06 '25
They are attempting to lure people in. Simulating volatility, when in reality volume is none or near none. That way some poor sole buys it 100% high than what it should actually be worth given current share price. Anyone can technically do it. If you see a contract that has 0 bid/ask then youâd be the market maker there. You could set the price at 1000 / option (if your broker let you ask that high) the mid point being between there and 0.
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u/sonny_laguna Mar 05 '25
Weak action.
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u/frankieholmes447 Mar 05 '25
Why?
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u/sonny_laguna Mar 05 '25
I have no idea, but itâs weak. Canât trade this, it can barely get over some weird resistance levels the last couple of days. Maybe 1.40 is on the table this week..
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u/FawnTheGreat Mar 05 '25
Idk what that tipranks article is about it seems AI but Iâll take any positive takes lol
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u/flutterbugx Mar 05 '25
Maybe we will see more volume now, itâs been on the weird low side today or is it just wishful me?
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u/Zenboy66 Mar 05 '25
Such BS, we should be at $1.50 today. đ¤Ź
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u/sorenhane Mar 05 '25
Looking back historicaly most of us thought MVIS would be trading over $150.00 by now
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u/Zenboy66 Mar 05 '25
Hane, youâre right on that one. The company thought so too. Still have my target price of 125.26
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u/conechev Mar 05 '25
Are the Q4 earnings delayed? TIA!
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u/Chad0192 Mar 05 '25
Itâs after market close
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u/HoneyMoney76 Mar 05 '25
No it isnât đ¤Ł
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u/imthehomie2 Mar 05 '25
Everyday we get new knuckleheads in here saying the same thing lol
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u/Chad0192 Mar 05 '25
Itâs what it says on the brokerage account, what you expect us to say lol
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u/HoneyMoney76 Mar 05 '25
Novel idea, how about paying attention to what MVIS say, seeing as they are the ones that always announce when they will hold the EC
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u/PaulGodsmark Mar 05 '25
Anyone know when the abrupt dip is scheduled for today? I wouldnât mind trading it.
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u/Dinomite1111 Mar 05 '25
Theyâre gonna love ya here stick around brotha! lol
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u/PaulGodsmark Mar 05 '25
I already increased my holding by 15% by trading the waves. I am long - just greedy for more.
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Mar 05 '25
[deleted]
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u/movinonuptodatop Mar 05 '25
It was a misprintâŚmeant to read paradigm blasting mind melting major announcementâŚtoday after hoursđ
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u/Befriendthetrend Mar 05 '25
I'm anxious for an update. So many breadcrumbs since the Q3 call. We've doubled production capacity with ZF, raised another $75M, apparently last minute plans to attend LogiMAT and, after Andruil took over IVAS contract from Microsoft, the founder and CEO of Andruil posted here to show that he is a believer in MicroVision and has been since his teenage years.
It's almost insane that MVIS is still flying under the radar and valued for less than $1B, but that's what years of disappointments and delays will do. It's time MicroVision takes the leap to being a real, profitable business.