MicroVision $MVIS is quietly flying under the radar (LiDAR?).
The reverse split and need for cash are holding the share price back for now, but signing a long-term development agreement with 🤫 Caterpillar 🤫 should put the LiDAR sector on notice.
All of the hype, technology, talent and most importantly, partnerships, that Luminar acquired over the years since their SPAC debut, is now all being rolled up under MicroVision Inc.
Caterpillar ✅
Volvo
Gatik
+PlusAI
Mercedes
These are all Luminar deals/relationship that MicroVision CEO, Glen DeVos will look to repair heading into 2027.
And they even future proofed the portfolio by acquiring 1550nm FMCW player, Scantinel Photonics.
$MVIS is a ticker to watch! 👀
🚨HOLY CRAP!!!
The Atlanta TSA line has now stretched to a stunning 153 minute-wait-time... AT 6AM IN THE MORNING!!!!
The line is WRAPPING AROUND BAGGAGE CLAIM!!!
THIS IS PURE INSANITY!!!!!!
I just asked Jensen Huang a question.
Why did he invest $4B $LITE and $COHR?
"the amount of silicon photonics technology capacity that we need is substantially higher than the world has today"
Photonics is next.