2026 — AI Valuation & Defense Pivot
2026-03-20
Walt (via Jeffrey)
AIM Intelligent Machines Takeover Theory
Walt believes AIM (autonomous earthmoving, DCVC-backed, defense contracts) will acquire MVIS. Signal: they now share office space in Seattle/Eastside. AIM needs exactly what MVIS makes — compact LiDAR for heavy equipment autonomy. MVIS market cap only ~$190M.
2026-03-20
Jeffrey → mail@ac
Grok Valuation Analysis (Blind — No MVIS Name Given)
Prompted Grok to value a hypothetical company matching MVIS specs. Result: $2–5B market cap, $200–500M NED licensing deal, $6–$16 price target. Peter's technique: tell AI to exclude biased sources.
2025 — Anduril, ZF, NVIDIA Partnerships
2025-07-11
Walt → Jeffrey
MicroVision Retail Investor Day Town Hall (Replay)
Reddit link to the replay of MVIS's retail investor town hall session.
2025-04-05
Walt → Jeffrey
CoPilot Discussion: MicroVision + Anduril, ZF, NVIDIA
CoPilot-generated PDF analyzing MVIS collaborations with Anduril (defense), ZF (auto Tier 1), NVIDIA (AI). Hosted on assets.aesthetic.computer for r/MVIS community.
2024 — Interactive Spreadsheet Analysis
2024-10-09
Walt → Jeffrey
MVIS Lidar Spreadsheet v2 (Autos + Industrial Robots)
Expanded interactive spreadsheet with user-adjustable variables. Hosted as HTML at assets.aesthetic.computer/mvis/fall-2024/spreadsheet.html for Reddit.
2024-03-17
Walt → Jeffrey
MVIS Lidar Spreadsheet v1
"All the cells highlighted are variables where users can input their own ideas." First version of Walt's scenario-modeling spreadsheet.
2021 — TD Ameritrade Review
2021-11-17
Walt → Jeffrey
TD Ameritrade Account Review — Buy Back Recommendation
Jeffrey sold 1,100 shares at avg $13.54 ($14,894 total). Walt urged rebuy at $8.62. Projection: buy at $9, sell at $40 = $34,100 profit. "I am convinced there will be some major announcements."
2020 — Amazon Breadcrumbs & Volume Explosion
2020-07-26
Walt → Jeffrey
Apple / STM / MVIS Blog Post
Document connecting Apple, STMicroelectronics, and MicroVision technology (Apple_STM_MVIS.docx).
2020-05-09
Walt → Jeffrey
Trading Volume Explosion Analysis
842M shares traded Apr–May 2020 vs 14.9M in 2019 (56x). In 6 trading days: 687.6M shares = 5x the entire 130M float. "My gut tells me something big is going on."
2020-01-07
Walt → Peter → Jeffrey
Amazon Breadcrumbs Investigation
Walt discovered MVIS data sheet image matched a Whole Foods salmon platter listing. Peter confirmed: spoke with Amazon engineer who reacted with "shock and startle" about laser projector in Alexa.
2019 — PPS Modeling & Bull/Bear Debate
2019-03-10
Walt → Bob Z → Chad Z → Jeffrey
Future PPS Calculations (Bull vs Bear)
Walt's bull case: 1B units, PE 14, 30%+ margins. Chad's bear case: 35M units, PE 5, $1.70 target. Key debate: is MVIS more like Nvidia or Micron?
2018 — "MSFT and AMZN Are the Mystery Customers"
2018-08-02
Roger → Walt → Jeffrey
Q2 Conference Call & Blog Analysis
Roger: "Hang in there." Walt: "I personally think two of the big ones MVIS has been working with are MSFT and AMZN."
2017 — Analyst Reports & Chinese Smartphones
2017-07-26
Walt → Jeffrey
VOGA V Phone Review (MVIS Engine Inside)
"I think this phone with the MVIS engine will become very popular in China."
2017-03-23
Walt → Roger
RDI Bullish Report + Apple/STM Rumors
"If rumors about STM having large order from Apple for a 3D sensor that includes Microvision's product prove true — this stock could be a real winner."
2016 — "Bottom of the First Inning"
2016-03-08
Walt → Jeffrey
Q4 Conference Call: "Bottom of the First Inning"
"MVIS has a runner (Sharp) on first and another runner (Sony) on second with no outs." Tracked Robohon robot, Xperia Agent, Foxconn acquisition of Sharp.
2016-01-06
Walt → Roger
CES 2016: Sony MPCL1 + Ford HUD
Sony MPCL1 at CES, Celluon PicoPro ($299–$450), Ford HUD partnership. Walt gave Jeffrey a Sony MPCL1 for Christmas 2015.
2015 — The Beginning
2015-07-27
Roger → (15 people) → Walt → Jeffrey
Roger Collamati: "Why MicroVision?"
"Why this company will be the next big investment to have." MVIS trading at $3.40. First appearance of Roger's 15-person distribution list.
2015-06-09
Roger → Walt → Jeffrey
Peter's Blog: "Why MicroVision? Because THIS."
The founding thesis: consumers demand bigger screens, PicoP projection is the answer. This idea would evolve through interactive displays, HoloLens, LiDAR, and defense tech over the next decade.
