ATLsuTiger

CEO responses to our r/OWLT questions. r/OWLT


Added 2k more shares today.

My takeaway from EC.

-SAMs have doubled!
-Two more Tier 1s to be announced this year.
-Tapeouts might take a bit longer than expected.
-Revenue deal announcements probably start hot and heavy this time next year.

Buy and hold any and all dips. This is a long term hold play.
:cheers:

I’ve got fair value at $8-$10 and the gap fill is up near $11.

A tariff refund might be in play too.

Reached out to IR when my daughter was in the NICU and they connected us.

Marvell Announces Acquisition of Polariton Technologies, Advancing Optical Performance Scaling to 3.2T and Beyond

Polariton is LW’s strongest partnership! LW tapped $16.20 in AH

They increased the ATM with Roth by an extra $16m. Minimal impact and the dip is still getting scooped up. TSM hasn't even been made official yet.:lol:

This hits $40 this year.

2031

I’ll add that I think this gets bought out before then. Probably at a lower price unfortunately.

The current CEO has a proven track record of navigating his companies to M&A outcomes.

They have already become adjusted EBIDTA positive and margins are still strong. They probably hit true profitability by EOY 2027. Everything about this company is setup perfectly. They are going to expand their market to +18 months demo and I think this becomes a pediatric telehealth play.

I’ve texted with the CEO recently and he is going to return to our Reddit board to answer retail investor questions after the next earnings call. I’ll link the Q&A thread here as soon as I have it posted on r/OWLT.

Bought more today. Just waiting for this to play out the way I think it will.

MicroVision is also targeting non-automotive markets too and security and defense. There is also an augmented reality display component to MVIS that Anduril is playing with after acquiring IVAS from Microsoft.

The market caps are the only thing I'm looking at. One is fairly valued. The other is still waiting for validation. I always lean towards the more speculative play. I can see both succeeding though for nice gains. Good luck! :cheers:

The one problem with OUST is they are targeting non automotive verticals. The winner of western LiDAR will have to dominate auto OEMs.

MVIS is the better bet. Spinning LiDAR is not the future of LiDAR. It will be FMCW and photonic based.

Buying MVIS today will be like buying OUST 3 years ago. Only MVIS has better connections to the auto industry and better assets after acquiring LAZR, Scantinel, and Ibeo.