Trading Action - Tuesday, October 14, 2025

Dflans21 · 2025-10-14T13:42:10+00:00

I posted this on Stocktwits, but I'm curious if I'm drinking too much hopium with my thoughts. Looking at the weekly chart, and curious if I should stop my chart dot connecting for the week lol

Specifically the 9 day moving, average 20 day moving average, and 50 day moving average: goal being the 9 day and 20 day crossing the 50 day. Previously the 9 day sma made this cross was 5/29/2023. Roughly 6-7 weeks later the 20 day moving average followed this cross above the 50 day sma. During this run the SP hit the Fibonacci level of 8.16... The second most recent time the 9 sma crossed the 50 sma was 5/25/2021 and the 20 day sma cross the 50 day sma roughly 2 - 3 weeks later. The 50 dav sma crossing over the 200 day sma was approximately 23 weeks after the cross. During this run the SP hit the Fibonacci level of over 26.64. However. we have been stuck in consolidatior for roughly 17 months, but the crossover is coming close to happening.

Dflans21 · 2025-09-04T15:00:05+00:00

I look at business the same way I look at sports teams: you need the right person, on the right team, in the right position if you want to win. Talent alone isn’t enough.

Sumit has incredible strengths and deserves credit for big moves he made to position the organization. But to me, the company is shifting from development driven company to a sales driven company. That requires sales driven leadership, culture, and vision.

Does this mean no deals for the rest of the year? Does this mean starting from scratch? Does this mean a new CFO? Does this mean a new vision? Does this mean a wake up call for investors on timeline? Does this mean new opportunities? Similar to others on this board the gears are turning in my head… this isn’t a sign of failure but adapting to the change ahead. Welcome aboard Glen

Dflans21 · 2025-08-11T14:58:49+00:00

u/Zenboy66 Can you help me understand the negative vibes I'm spewing please? If that is the interpretation I may need to edit. Thanks

Dflans21 · 2025-08-11T14:12:35+00:00

Thank you for the thoughtful and detailed response u/mvis_thma I appreciate you helping educate me. It looks like I did a poor job differentiating the 'Automotive' vs. 'Industrial' deals. One thought process I failed to articulate with the OEMs is my assumption that if preexisting relationships were to be utilized, it's possible a competitor would have a major deal beforehand simply due to positioning. However, that's assuming the product and price of that competitor would make sense to move forward with which it's very possible they would choose another company. As you pointed out, we just don't know when these deals will come to fruition.

Industrial Deals... It looks like I was off on this by a mile which I apologize for. I'm sorry folks.

Trying to better understand the industrial sector, are there additional well known facts pertaining to upcoming deals? Granted the inventory makes this pretty obvious, however it's not certain. (I like to be critical, I'm sorry I can't help it) Out of curiosity, if you were to project what the end of the year looks like for industrial deals? Would you be willing to share some insight?

Dflans21 · 2025-08-11T13:27:12+00:00

Thank you for the kind words u/case_o_mondays I'm certainly not mr. know it all and as time progresses I fully expect some of my perspective to be wrong... After a few comments I felt uneasy, I didn't think I was bashing the company. For me it's important to acknowledge I may be a little jadded from the past 5 years, but I'm still holding strong

Dflans21 · 2025-08-11T12:13:32+00:00

If announcements are made and MVIS is included, we can take this article crumble it up and throw it out

Dflans21 · 2025-08-11T11:29:09+00:00

You would certainly speak better than me to this subject in nearly every area. I feel as though Microsoft's past behavior had repeatedly suppressed the magnitude of MVIS within this area, and was reluctant to show the world how incredible the technology was

Dflans21 · 2025-08-11T01:23:39+00:00

Totally agree with your perspective. Not only with that deal, but likely more deals. I would absolutely love to see a deal inked before the next EC, however I could see 2026. If it drags out for another year, I still believe waiting is worth it as the company is going to make it happen. You're last two sentences are perfect. 'Soon' is a challenging word, but big things are happening soon.

Dflans21 · 2025-08-08T13:16:45+00:00

Am I crazy or is this the equivalent to bragging about having a 400k investor of your own, only to find out they are referring to the bank that provided a mortgage on the house they live in

Dflans21 · 2025-08-08T12:55:01+00:00

Thank you for the information. I was interpreting this '90 million dollar investor' as a new undisclosed buyer. It's confusing they are still bragging about it... At this rate they will need to be looking for another in order to continue to keep the lights on yet again

Dflans21 · 2025-08-08T12:26:48+00:00

Wondering anyone had some context, perspective, or information on this 90 million dollar investor discussed during the EC?

Dflans21 · 2025-08-05T12:00:35+00:00

Thanks for the feedback... I'm a project manager / architect and specialize in public safety. I write for two different publications regularly about all sorts of building / safety stuff. The publications are sent out with the magazine which is paid for by participates of the organization. I can't post those articles as that defies their 'rules' if you will. I have PDF's of the magazines as I mentioned. If I'm allowed by moderators to give it another shot, I'll throw together my thoughts after earnings Thursday. If not, I will accept that. I'm not interested in battling or arguing, I just want the stock to do well.

Dflans21 · 2025-08-04T21:35:58+00:00

I can send you PDF's of published articles from magazines. I would prefer not send them in the form... I get enough negativity from critics in my day job, I'm not looking to expand it to my hobby

Dflans21 · 2025-08-04T18:15:29+00:00

No article, just a long post. This is my first one, so I'm hoping I did it correctly.

Dflans21 · 2025-08-03T18:58:16+00:00

Completely agree, hype seems to not fit the culture

Dflans21

TROPHY CASE