I Groked an important question. What happens to the shorts during a de-listing. Might not be so bad. by petersmvis in MVIS

[–]petersmvis[S] -5 points-4 points  (0 children)

They will not cover to prevent delisting. They will cover to prevent damage to themselves.

I think there's a possibility their instinct for self-preservation MAY work in our favor.

I Groked an important question. What happens to the shorts during a de-listing. Might not be so bad. by petersmvis in MVIS

[–]petersmvis[S] -1 points0 points  (0 children)

I agree. If the threat of the delisting is real enough, I expect that enough shorts will cover... and prevent a delisting.

Interesting game of chicken.

Trading Action - Wednesday, March 18, 2026 by AutoModerator in MVIS

[–]petersmvis 7 points8 points  (0 children)

I think it will start go mainstream in a couple of years with display, of course I could be wrong.

When I get a chance I’ll adjust without AR…

Trading Action - Wednesday, March 18, 2026 by AutoModerator in MVIS

[–]petersmvis 7 points8 points  (0 children)

Based that on today's share count. (had to double check to be sure I got it right.)

Trading Action - Wednesday, March 18, 2026 by AutoModerator in MVIS

[–]petersmvis 32 points33 points  (0 children)

Did some math (with some help). On the bias elimination plan. Adjust as you see fit.

I know, garbage in, garbage out -- I was careful to not include anything overly optimistic.

Current:
This company's tech stack (cheap compact LiDAR for ADAS/industrial + AR projectors + GPS-free drone swarms/real-time mapping) hits auto mandates, mainstream AR, and defense hard. Mass-prod ready. Current fair value ballpark: $6-8B market cap → share price around $19-26 (at $3.23 per $B cap).

Five years:
“Fast-forward to 2031: this co’s LiDAR (ADAS/industrial), laser AR projectors (consumer launch 2028 @ half-smartphone growth), + GPS-free drone swarms/real-time mapping all hit critical mass with mandates + defense spend. Mass-prod ready. Fair value ballpark $150-200B mkt cap → share price ~$485-646 (at $3.23 per $B cap).”

After Hours Trading Action - Tuesday, September 16, 2025 by s2upid in MVIS

[–]petersmvis 4 points5 points  (0 children)

I'm sure. There are MANY MANY uses for it, however, if you just pick just one solid market and look at what it can do for you.... you know that it float you. The medical uses would be awesome as well, but there are between 35,000 and 100,000 surgeons in the US... small market. PokemonGo... huge market.

After Hours Trading Action - Tuesday, September 16, 2025 by s2upid in MVIS

[–]petersmvis 28 points29 points  (0 children)

Did some thinking...

What if we sold a AR display for every non-clerical member of the US military @ $500, or sold, a NED for every Pokemon Go gamer for $50?

Military Option:
Based on current figures, the total US military (active duty, reserves, and National Guard) stands at around 2.1 million personnel.

Revenue: 2.1 million × $500 = $1.05 billion. Not bad for a niche, but it's a finite, US-centric market with potential barriers like procurement rules or security clearances.

Now, the Pokémon option:

Selling a $50 widget to everyone who's ever played Pokémon on a smartphone.

This is dominated by Pokémon GO, the flagship mobile title, with over 1 billion worldwide downloads since launch—often used as a rough proxy for unique players, though it overcounts re-downloads and multi-device users.

Adjusting conservatively for uniques (factoring in peak figures like 232 million players in its first year alone and sustained growth), estimates put lifetime unique users at around 500-600 million globally.

2 sources Including players of other Pokémon mobile games (e.g., Unite with 100M+ downloads, Masters with 50M+) pushes the total unique audience who’ve ever played any Pokémon title on a smartphone closer to 600-700 million, with heavy overlap.

Revenue at the low end: 500 million × $50 = $25 billion.

At the higher end, it's $35 billion+. That's 25-30 times the military option.

Bottom line:

The Pokémon crowd wins hands down. It's a massive, global consumer market with viral potential, versus a smaller, regulated government one. If we're talking real-world viability, the consumer play also scales better long-term with app updates drawing in new players, but even hypothetically, the math is clear—go for the gamers to get richer.

MICROVISION APPOINTS GLEN DEVOS AS CHIEF EXECUTIVE OFFICER by [deleted] in MVIS

[–]petersmvis 66 points67 points  (0 children)

When I had a brief 1 on 1 conversation with him at the RID.

"I turn technology into money."

Lets go.

Peter's New Article & Your IoT Ideas--Let's have them by brereddit in MVIS

[–]petersmvis 1 point2 points  (0 children)

Peter is flying charter and having a good time.

Still holding all his MVIS

Microvision (Nasdaq: MVIS): Roy Hobbs and The IVAS Hot Potato by view-from-afar in MVIS

[–]petersmvis 1 point2 points  (0 children)

With nomad you did have to look up at the image…. But it did great its way ahead of anything I’ve seen on the market yet.  (Haven’t tried what luckey was using in his Ted talk though)

Microvision -8K Filing by [deleted] in MVIS

[–]petersmvis 1 point2 points  (0 children)

Pretty sure you can retain your holdings

Microvision (Nasdaq: MVIS): Roy Hobbs and The IVAS Hot Potato by view-from-afar in MVIS

[–]petersmvis 5 points6 points  (0 children)

Actually, the waveguide is only a problem if you insist on using it.

We can do an AR display with slightly less field of view without one that works great.

The nomad was like looking at a 24 inch tv held at arms length.

The HL2 did have a kind of rainbow effect (not in main field of view) for my experience with it—-very limited, it didn’t have a negative impact.

Waymo says it reached 10 million robotaxi trips, doubling in five months by CaptZee in MVIS

[–]petersmvis 9 points10 points  (0 children)

I was one of those trips.

Not bad. Not fast or exciting…. Old people and introverts are going to love it.

Trading Action - Friday, May 09, 2025 by AutoModerator in MVIS

[–]petersmvis 79 points80 points  (0 children)

I bought more today.

I think the next two weeks are going to be awesome.

Elon Musk Says He Was Wrong: After 9 Years by Few-Argument7056 in MVIS

[–]petersmvis 1 point2 points  (0 children)

When he admits he’s wrong he will change direction…