Tuesday, July 20, 2021

The original investing premise for Microvision: Everyone wants a smaller device and a bigger screen

STILL HOLDS TRUE.

Just add some LiDAR into the mix.

The video (I'm about 4 minutes in so far, is a great explanation of AR, and how MicroVision can create more screen real estate.)

AUGMENTED reality Near Eye Displays are worth at least what LiDAR will be worth.

I think a LOT more. 

We are likely in my opinion to get more value in the near term from LiDAR.

What's it worth? 

My recent price target was Minimum of LAZR X 2 Market cap. 


I stand by all my valuation estimates still and I'm happily holding.

APPLE, GOOGLE, AMAZON & MICROSOFT are ALL WORKING ON AUGMENTED REALITY AND SELF-DRIVING VEHICLES....

 Four Companies are all working on two things as "the next big things" Augmented Reality and Self driving vehicles.

Combined they are worth 6.921 Trillion
Together they have 340 billion in cash

If they have a bidding competition for key technology that will give them an edge against the others, how much would they be willing to pay? 

Is 20 Billion too much? (That's about $130/share)