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Vuzix has gone from pioneer to manufacturer of smart glasses and other HMDs (head mounted displays).  It also develops the associated software to run the devices and integrate their use with smart phones and computers.  I think the waveguide technology used in the Blade is the best approach for non-commercial use, but though the big bet on Atomistic and microLED looked like the right technology pairing, I cited it as very risky from the start.  I was way out in front of the market in showing how the risks from that development deal had compounded, and discontinued coverage when that became official.

The company does hold many patents awarded or pending, which may help it hang around in the presence of more powerful competitors like Alphabet, which I still cover privately, much like Microvision has.  However, as with most GRoDT companies, dilution is a recurring problem.  Investors often fail to realize just how hard mass manufacturing can be, and I hope that early warning in the face of Vuzix self-promotion was of value to subscribers.


Updates:
-3 Vuzix terminates Atomistic funding22:45 03-Jul-24
+2 Chargepoint LG collaboration, Shell LNG purchase and more09:25 21-Jun-24
+2 Amsc expands to Canadian Navy, CPI & more22:01 13-Jun-24
?2 Himax FOCI investment, Clean Energy LNG expansion and more09:25 11-Jun-24
-3 Vuzix 1Q24 results21:10 09-May-24
?2 MACom & Shell results and more12:04 02-May-24
?2 Alphabet 1Q24 schedule and follow ups10:58 25-Apr-24
+1 Slb 1Q24 results, MACom & Kinetik schedules, war and much more16:25 22-Apr-24
-4 Vuzix 4Q23 results17:24 15-Apr-24
?3 new Vuzix 1Q24 schedule10:36 09-Apr-24
?2 employment report & market outlook adjustments09:32 08-Apr-24
?1 Slb buying ChampionX, Lumen 1Q24 schedule and more16:51 02-Apr-24
?3 Vuzix quarterly report delay18:45 27-Mar-24
?2 WFS 4Q23 schedule, Super Tuesday & more21:45 11-Mar-24
-4 potential VUZI dilution, plus market & Ebix commentary21:53 09-Feb-24
+2 AMSC dilution and more09:29 31-Jan-24
?2 Clean Energy & AES 4Q23 schedules and much more11:30 29-Jan-24
-3 Vuzix preliminary 4Q24, monthly charts and more09:31 17-Jan-24
?2 Intel to acquire Silicon Mobility and other CES news19:37 09-Jan-24
+1 Gimi sail away, the big macro picture & more08:35 20-Nov-23
?2 ChargePoint preliminary 3Q23 revenue, Executive changes and schedule16:52 16-Nov-23
+3 Vuzix Quanta partnership, PPI and more17:48 15-Nov-23
-4 Vuzix 3Q23 results, bond auctions & earnings followups16:15 09-Nov-23
+2 Akoustis 1Q24 schedule and other GRoDT news11:14 06-Nov-23
?2 Telus & Vuzix 3Q23 schedules and currencies14:47 26-Oct-23
?2 WFS plus megacap 3Q23 schedules and much more13:17 18-Oct-23
+2 energy update plus Slb 3Q23 schedule16:55 26-Sep-23
?2 the Fed and all sorts of shutdowns11:34 22-Sep-23
+1 Arm IPO and more11:06 06-Sep-23
+1 monthly charts and more15:17 17-Aug-23
+2 this week's other 2Q23 earnings and more09:15 11-Aug-23
?2 monthly charts, Google & Vuzix 2Q23 schedules and more12:02 24-Jul-23
+2 Golar 2Q23 schedule and more09:39 10-Jul-23
?1 Lumen 2Q23 schedule, website reorg, and more19:21 03-Jul-23
+1 student loan forgiveness blocked and more18:13 30-Jun-23
+2 Vodafone, Shell & Fed moves in the global view11:30 15-Jun-23
+2 a hop, skip, and trip?09:26 14-Jun-23
?2 Amsc 3MW Inox initiation and trade notes16:42 31-May-23
?1 Display Week, deadlines, and Fed run up21:20 22-May-23
+2 Vodafone job cuts and more10:17 18-May-23
?3 Vuzix 1Q23 results, plus Ebix and trade follow up18:13 10-May-23
?2 Akoustis 3Q23 schedule, plus bank & yield notes08:22 02-May-23
-1 PPI plus Nokia & UDC 1Q23 schedules and more13:27 14-Apr-23
+2 BGC corporate conversion and Vuzix sales update15:14 10-Apr-23
-4 Vuzix S-3 filing and Atomistic update08:11 07-Mar-23
-2 penultimate Xebec update, GRoDT 4Q22 results & trade notes16:17 02-Mar-23
?2 UDC 4Q22 results and Vuzix schedule16:32 23-Feb-23
+2 KNTK options available & post-expiry trade follow-up09:17 23-Feb-23
?1 CPI and much more09:14 16-Feb-23
?1 earnings follow ups & PPL 4Q22 schedule14:14 09-Feb-23
+1 Akoustis 2Q23 schedule, Chargepoint battery development & more09:23 31-Jan-23
?1 Golar & AES 4Q22 schedules, NFE utility and more10:06 25-Jan-23
?2 monthly charts and energy stock update17:35 23-Jan-23
-1 trade notes, economic & augmented reality news10:16 18-Jan-23
+1 Kinetik 4Q22 schedule & dividend and more09:20 17-Jan-23
+2 Lumen 4Q22 schedule, Vuzix OEM business and more09:59 10-Jan-23
?1 jobs & Shell 4Q22 business update18:35 06-Jan-23
?2 a hot new year and more CES notes10:24 03-Jan-23
?1 Himax news and website changes08:29 28-Dec-22
+2 Akoustis WLP qualification and more09:24 22-Dec-22
?2 Slb 4Q22 schedule and year-end notes17:29 19-Dec-22
+1 the SEC proposals, Fed, and more16:46 14-Dec-22
+1 this week's important macro data plus trade notes08:43 02-Dec-22
+1 COP27 and a more of the same10:58 25-Nov-22
+2 PPI, Vodafone 2Q23 results, and other trivia10:38 18-Nov-22
-2 Kinetik and Vuzix 3Q22 results, plus crypto macro10:03 10-Nov-22
+2 Polestar funding and more11:10 03-Nov-22
?2 New Fortress US delay and trading notes09:34 01-Nov-22
?2 Kinetik dividend and other 3Q22 schedules, and more18:44 19-Oct-22
+1 semi sales plus BGC and UDC 3Q22 schedules17:49 06-Oct-22
+1 new Akoustis filters, AES 3Q22 schedule & more15:38 04-Oct-22
?2 follow up and trivia16:15 29-Sep-22
+3 Vuzix Blade 2 smart glasses14:55 24-Aug-22
?2 pre-expiration news and trading notes17:05 19-Aug-22
+2 New Fortress Hydrogen agreement and other earnings follow up09:58 12-Aug-22
-2 Kinetik & Vuzix 2Q22 results10:06 10-Aug-22
+1 Pelosi landing in Taiwan & Clearway 2Q22 results12:58 02-Aug-22
+2 numbers vs the media and politics07:29 20-Jul-22
?3 WFS & Vuzix 2Q22 schedules17:56 18-Jul-22
+1 HIMX follow-up and more13:27 05-Jul-22
?1 Virtu RFQ Hub, Polestar YtD sales and more08:42 20-May-22
-4 Vuzix conference call and desalination vote16:59 18-May-22
?3 Vuzix conference call09:48 17-May-22