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