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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:
?2 Xebec research grant, MACom, Vuzix & PPL schedules and more11:31 21-Oct-21
+2 pre-expiration market notes and GRoDT news09:08 17-Sep-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
?3 GRoDT schedules, Clearway 4Q20 results and more16:22 02-Mar-21
?2 adding PPL plus weekly wrap notes12:41 26-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
?2 Vantage U.K. inclusion official and more19:48 11-Jan-21
+2 Virtu 4Q20 schedule and GRoDT market thoughts10:37 30-Dec-20
?2 Wednesday presentations & more19:34 14-Dec-20
+2 Golar share offering09:19 03-Dec-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
+3 Vuzix Blade Upgraded available & Golar update08:04 01-Oct-20
?3 Vuzix 2Q20, debt & politics16:25 14-Aug-20
?3 Vuzix 2Q20 schedule and more10:11 28-Jul-20
?2 Covanta & Clearway 2Q20 schedules and much more08:27 15-Jul-20
+3 Vuzix+Verizon first responder development and Trump taxes10:47 09-Jul-20
?3 Vuzix and Google thoughts13:44 02-Jul-20
?2 Nokia, the pandemic and market pricing08:51 16-Jun-20
+3 Vuzix OMIB, CenturyLink dividend and India cylcone16:44 20-May-20
?3 Vuzix 1Q20 results and dilution14:58 11-May-20
?3 WFS & Vuzix 1Q20 schedules and much more11:41 29-Apr-20
+2 MACom 2Q20 schedule plus Clearway & Vuzix news13:44 22-Apr-20
-3 Vuzix 4Q19 results and much more12:39 17-Mar-20
?3 Vuzix 4Q19 schedule, RESN OMIB and geopolitics16:11 14-Feb-20
+2 VUZI OMIBs and other follow-ups11:07 14-Jan-20
-3 Vuzix and other warnings ignored so far12:38 10-Jan-20
+2 Himax 4Q19 projection plus CES & more Ebix11:45 07-Jan-20
?2 more follow-up on VUZI, CTL and the Fitbit spread10:19 15-Nov-19
-2 Vuzix 3Q19 results and Hololens 2 available02:09 08-Nov-19
?4 Vuzix schedules 3Q19 report20:10 29-Oct-19
+2 Vuzix M400 shipments, CUI OMIB and other news10:53 17-Sep-19
-2 Vuzix 2Q19 results13:01 09-Aug-19
?4 FedNow payments plus AMSC, CUI and VUZI schedules15:29 05-Aug-19
-5 Vuzix dilution and more09:28 01-Jul-19
?3 Vuzix short squeeze and more macro09:30 20-Jun-19
+3 Clearway and Vuzix news11:26 10-Jun-19
?3 AMSC, ABB and Vuzix OMIBs08:41 07-Jun-19