Hello,

I hope everyone is doing good and enjoying their weekend. I want to extend a warm welcome to all the readers of this thread. My intention for this thread is to expose people to a great trade on the market and an awesome company that deserves more recognition. I also want to present my first DD in a well formatted thread. I hope you enjoy the read!

Now let’s get down to business. It’s been 3 months since we last talked about Microvision ($MVIS). Our market cap fell below $500 million, but a lot of fuckin great things have taken place since the last MVIS DD was posted to WSB. Buckle up for this trip. I’m about to blow your fuckin mind. Here is a summary recap of everything we got going on:

MicroVision, Inc. engages in the development of laser beam scanning technology. It integrates micro-electrical mechanical systems (MEMS), lasers, optics, hardware, algorithms and machine learning software into its proprietary technology to address existing and emerging markets.

1st vertical: Lidar (specifically automotive lidar) (MAVIN by MVIS)

• It uses its technology (software & hardware) to develop automotive lidar sensors and provide solutions for advanced driver-assisted systems (ADAS).
• Driving automation will most likely require multiple types of sensors (cameras, lidar, radar, sonar). A pure vision only system will never reach the highest levels of driving automation.
• This is due to compliance and government regulations set by NHTSA | National Highway Traffic Safety Administration. (Sorry, but I think Tesla might be in trouble with the government).
• MVIS literally have the best automobile lidar product on the market, and no one can really compete with them. Can’t stress this enough. MVIS has existed for a long time, and they have a MOAT of patents around MEMs based technology.
• MVIS will claim at least 40% of the global automotive lidar market!
• MVIS recently required ibeo and now have connections to ZF (tier 1 OEM supplier). Meaning they have inside sales channel to major automobile OEMs.
• They are shipping samples of their lidar to major OEMs and waiting on RFQs. Revenue will be hitting the books soon!
• Here is a powerpoint from the company that dives deeper into this vertical: MVIS automobile lidar Presentation

2nd vertical: Augmented reality

• MVIS also develops micro-display concepts and designs for head-mounted augmented reality (AR) headsets, as well as 1440i MEMS module that can support AR headsets
• MVIS has a miracle light engine display based off MEMs technology.
• This is currently being used in Microsoft’s Hololens Product: Microsoft’s Hololens Product.
• Microsoft has a $22b contract with US Army to develop Integrated Visual Augmentation System (IVAS).
• IVAS uses MVIS’s miracle light engine. Microsoft is fucked on the contract without MVIS!
• A lot of FUD around IVAS. Congress is not halting funds to it. Microsoft’s Deal To Develop IVAS 1.2 Worth $125 Million, Army Aims To Field In FY ‘25
• Rumors of a buyout have existed for quite some time. This rumor coupled with the meme stock run is what caused the squeeze last time.
• MVIS is always quiet about this vertical…. strangely quiet.

Market forces and mechanics:

• Lidar market has consolidated and MVIS stands strong.
• Oddly enough MVIS got looped in with the “meme” stocks. It squeezed but now its bottomed out. Great time to enter a position.
• A lot of the folks over at the MVIS subreddit mutually agree that MVIS has been shorted like crazy. There is a strong possibly connection/correlation with MVIS share price and other “meme” stocks.
• There is a strong potential that MVIS will squeeze. If MVIS does squeeze, I hypothesize that other “meme” stock will also see a rise in their share price.
• Volume is slowly returning.
• Volatility is still pretty low.
• Compared to the market leader in the lidar sector, MVIS is undervalued!

Technical analysis:

Massive Bull Flag formed using LOG chart

• Microvision has formed a HISTORIC sized bull flag and had a confirmed breakout last week.
• MicroVision could be looking at a run to $574.60 within the next few months or year!
• Chart is LOG chart. LOG charts are used for looking at long time frames & for massive percent movers
• The zoomed in chart will show you the bull flag and how BEAUTIFUL it has formed and where the vertex is located.
• Wyckoff distribution pattern shows reversal in share price!

Trading Strategies:

• Any bullish strategy will work. Just choose one that works with your financials.
• Accumulating and holding shares is a safe bet. Coupled with DCAing will have the lowest risk and a decent payout. You can also get a lower tax rate if you hold for more than a year.
• LEAPs are a good idea but have more risk to them. Just make sure you buy contracts with a far out enough expiration date.
• Day/option traders just need to wait for the volume and volatility to make some decent swing trades.

Conclusion:

• The company has incentive plans for the C-suite that is fully granted at $36 /share by ’25, and that price must be sustained for at least 20 days.
• Really good trade on the market that is has a lot of deep value that is about to be recognized.
• Current price is only around $3.25! Get in while it’s still cheap!

Sources:

1. MVIS Subreddit
2. Searching MVIS in WallStreetBets brings up a good amount of awesome DD