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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 1Q22 results16:20 10-May-22
+1 WFS 1Q22 results and more08:40 09-May-22
-1 jobs, AES and Telus 1Q22 results & much more09:24 06-May-22
+2 Fed, Ebix 1Q22 schedule and more15:22 04-May-22
?2 PHP expansion and Vuzix 1Q22 schedule18:55 25-Apr-22
+2 weekend developments08:08 04-Apr-22
+1 Ebix red herring and more13:44 11-Mar-22
?1 KNTK offering, Schlumberger SEES and more trade notes07:18 09-Mar-22
-4 Vuzix 4Q21 results and eMagin schedule08:17 03-Mar-22
?3 Vuzix 4Q21 schedule & market thoughts09:16 14-Feb-22
?1 Google lawsuit, looking ahead to the midterms and more10:33 18-Jan-22
?2 macro, Ebix and GRoDT updates09:05 13-Jan-22
+2 Shell 4Q21 update & schedule, plus CES22 wrap08:36 07-Jan-22
?3 Vuzix, Log4Shell and Santa Claus rally thoughts15:43 28-Dec-21
+1 spin offs, OMIBs, dividends, hydrocarbons, EVs and more09:07 08-Dec-21
+1 jobs and GRoDT news10:13 03-Dec-21
-3 WFS and Vuzix 3Q21 results17:21 08-Nov-21
?2 Xebec research grant, MACom, Vuzix & PPL schedules and more11:31 21-Oct-21
+1 employment, plus follow-ups and a look ahead09:41 08-Oct-21
+2 pre-expiration market notes and GRoDT news09:08 17-Sep-21
+1 app store harbinger plus Amsc and Ebix news10:12 31-Aug-21
-3 Vuzix 2Q21 results16:17 09-Aug-21
?2 Nokia, Shell & Covanta 2Q21 results and much more08:29 29-Jul-21
?2 WFS & Vuzix 2Q21 schedules and Schlumberger 2Q21 results10:28 23-Jul-21
+2 Orbital solar contract and Lumen video distribution12:43 09-Jun-21
-4 Vuzix 1Q21 results and Orbital schedule16:59 10-May-21
?3 Westport & Vuzix 1Q21 schedules plus LNG & tech news17:43 22-Apr-21
-5 MagnaChip going private, Vuzix placement13:43 30-Mar-21
+2 eMagin 4Q20 results, Schlumberger Lithium, and much more12:51 18-Mar-21
?3 Vuzix 4Q20 results17:47 15-Mar-21
+1 Xebec & eMagin 4Q20 schedules, server move, and much more14:02 11-Mar-21
?3 GRoDT schedules, Clearway 4Q20 results and more16:22 02-Mar-21
?2 adding PPL plus weekly wrap notes12:41 26-Feb-21
+1 PPL 3Q20 results, Shell LNG schedule & sale and much more10:15 18-Feb-21
-2 RESN and communications developments20:19 02-Feb-21
?3 Intel VUZI Preferred Share redemption18:23 29-Jan-21
+2 AES 4Q20 schedule, Virtu Analytics APIs and more09:53 25-Jan-21
+2 Shell & ABB schedules, Vuzix preliminary results and more10:36 15-Jan-21
?1 BGC & Covanta 4Q20 schedules and other market notes17:40 13-Jan-21
?2 Vantage U.K. inclusion official and more19:48 11-Jan-21
+2 Virtu 4Q20 schedule and GRoDT market thoughts10:37 30-Dec-20
?1 Nokia second strategy update and Fed preview15:35 16-Dec-20
?2 Wednesday presentations & more19:34 14-Dec-20
+2 Golar share offering09:19 03-Dec-20
+1 Resonant automotive shipments and more09:15 10-Nov-20
-5 Vuzix 3Q20 results16:21 09-Nov-20
?3 Alphabet & other megacap earnings plus Vuzix 3Q20 schedule21:22 29-Oct-20
+2 Amdocs 4Q20 schedule plus Intel, ABB & Mavenir commentary10:34 23-Oct-20
?1 macro and minor updates09:46 15-Oct-20
+1 Resonant preliminary 3Q20 results and more09:29 07-Oct-20