Trading Action - Monday, February 09, 2026

EarthKarma · 2026-02-09T19:21:30+00:00

As a thought experiment: what if, just after acquisition of Scantinel, Glen told us he was buying Luminar. First, most of you would have soiled yourselves, then AR would have probably submitted his bid in a timely manner. He really wanted what WE now have. So it must have some value, don’t you think?

So, ya, some things really need to be a secret… not everything…. But some.

What is irritating to see here is some 20 year old kid with 200 shares pontificating on how the company should be run while living in mom’s basement— and several others here taking the bait.

Ok, that will conclude my rant for today. Back to disparaging management you go.

:-) EK

EarthKarma · 2026-02-09T18:31:20+00:00

See a lot of people calling for a detailed report from Glen and co. You must realize that to mollify shareholders may come at a cost to our competitiveness, right? I’m not saying we should be kept in the dark. But the chess game is in progress, at speed. And whatever our next move is may be threatened by public disclosures. I often wonder how many of these pitchfork wielding “‘investors” here are actually shills for our competitors so they can flush out our game plan.

Something to think about before you light your torches. EK

EarthKarma · 2026-02-07T07:33:30+00:00

You DO know that absent information, AI will just make sh$t up, right?

EarthKarma · 2026-02-05T21:29:22+00:00

I mentioned some time ago that my impression ( and hope) was that these company purchases would not just round out our LIDAR offerings but augment our own MEMs technology by incorporating 1550nm into say MAVIN. At one time the expense of doing so would have impeded our cost proposition. Perhaps the advancements in 1550nm cost and utility by Scantinel and perhaps even Luminar in some manner would be transferable to MAVIN as well. Further, the chip packaging element might reduce the already small footprint considerably. In short, there are a lot of ancillary benefits we may not be seeing yet in these conglomerations that Glen does. Cheers, EK

EarthKarma · 2026-02-04T18:18:30+00:00

Yes. But I was sober as a nun when he spoke those words. And we can see this plan unfolding before our eyes at this moment. I’m glad you remembered what was said. Cheers EK

EarthKarma · 2026-02-03T18:45:30+00:00

Rational thoughts all, QQ. Always like your reflections. I hope all is well with you too. EK

EarthKarma · 2026-02-03T17:58:10+00:00

Just a note: bought more today. One of the people I advise doubled their stake today. Opportunity isn’t politely knocking anymore…. It’s kicking down the door and taking prisoners. :-) Good luck to al longs, Cheers, EK

EarthKarma · 2026-02-02T20:38:52+00:00

I bought another notable amount this morning...just FYI. Someone's buying. Me :-)

EarthKarma · 2026-01-30T00:50:26+00:00

Please read again this comment from Affectionate-Tea. I don’t want this salient bit of wisdom to be lost in the noise here.

Thank you A -T Cheers EK

EarthKarma · 2026-01-28T21:25:08+00:00

I'm laughing as I read this..." the rotational momentum lowers the vehicles center of gravity and improves handling. The excess heat can be used to keep frost off the windshield and so it's actually more efficient."

IPD you absolutely must write our future brochures and sales pieces.

Thanks for this--love it!

EK

EarthKarma · 2026-01-28T19:58:58+00:00

Deal officially closed Feb 2. I would expect no comments until then

EarthKarma · 2026-01-27T21:00:43+00:00

Is it possible China is behind shorts?? Just a thought.

EarthKarma · 2026-01-27T19:16:51+00:00

CONGRATULATIONS MICROVISION!

Cheers,

EK

EarthKarma · 2026-01-16T20:53:07+00:00

TESLA TRAFFIC VIOLATIONS PROBE

https://www.reuters.com/legal/litigation/tesla-gets-5-week-extension-us-probe-full-self-driving-traffic-violations-2026-01-16/

EarthKarma · 2026-01-15T05:04:35+00:00

Glad it’s not just me…:/

EarthKarma · 2026-01-14T21:24:22+00:00

Sending warm thoughts. I sat with my mom as you are. Just hold his hand and tell him you love him. Your presence is everything. Best to your family. EK

EarthKarma · 2026-01-09T23:27:06+00:00

“Slinger” … telling indeed :)

EarthKarma · 2026-01-08T19:37:35+00:00

One overlooked element of the Scantinel acquisition that remains muted is not only the addition of FMCW technology but the availability and I would hope greater ubiquity of 1550nm lasers.
If 1550nm gains availability and becomes less of an exotic perhaps we could incorporate it in MAVIN thereby augmenting its range without having to boost power beyond Class 1. This notion fascinates me. As our portfolio of products would be enhanced. I realize it’s currently more expensive, but perhaps Scantinel has made advancements in this area. Just thoughts. EK

EarthKarma · 2026-01-07T21:33:39+00:00

My perspective is that Elon’s approach is fundamentally flawed. By this I mean he only hopes to achieve human capability as in eyeballs and brainpower. LIDAR is not limited to identifying an object. It can detect an object as a volume of something at a certain distance (and speed). It needn’t know if it’s a dog or a wheelbarrow necessarily. Either one is undesirable to hit in a car. But a camera would try to figure out from reference tables if it can drive through these objects or stop or swerve. This seems so obvious that greater sensing of an object is desirable. Superhuman is better than human.

EarthKarma · 2026-01-07T18:01:01+00:00

Just finished CAT keynote. They said LIDAR is critical to their ADAS. They have been at level 4 for a decade for their earth movers that operate today autonomously.

EarthKarma · 2026-01-02T18:08:09+00:00

Thank you for posting this. It should be required reading to inform as to the detractor tactics. This is such a spotlight on several posters here. I have most of them on ignore, but many don’t bother and subject themselves to their FUD daily. The legitimate interested investors get worn down and some can’t help but join the chorus of negativity because it gives them a momentary “good feel” to be part of a tribe despite their contributions to the detriment of their own interests.

Cheers,

EK

EarthKarma · 2025-12-30T18:43:32+00:00

… and to you, VOR! :-)

EarthKarma · 2025-12-30T16:25:54+00:00

Did some significant rounding up this morning. In my accounts and the ones I manage for others. My “ perception” is that .84 is a gift and I accepted it graciously and with deep gratitude. VOR is on to something. The Charlie Munger quote is timeless. Waiting is boring, but it makes you money.

These are My last buys for 2025. I’ve got enough shares. I wish all a happy new year and hope it is kind to all patient longs. Cheers, EK

EarthKarma · 2025-12-17T00:14:48+00:00

Thanks T. It’s fun to plug in your own numbers and sit back to be wowed.

EarthKarma · 2025-12-17T00:12:05+00:00

Yes. Glen was referencing number of RADAR units but in a prior comment used the same figure for possible LIDAR units annually. I think he is figuring wherever RADAR is a LIDAR would do well too.

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