VUZI Vuzix Corporation

$VUZI List of things I want an update on: Quanta orders, other consumer waveguide interest, Amazon orders, Collins orders, other defense projects, SHRIKE orders, automotive client mentioned 2 quarters ago, other enterprise developments, Causeway waveguide interest and optical interconnect project updates, 7-figure contract orders mentioned 2 quarters ago. Let's see what we actually get. Never seem to offer anything concrete in these calls and always leave out the items they failed to deliver on. We are far from mass adoption in any space, but far enough from initial adoption to have this little market penetration. They can't talk in circles forever.

$VUZI Wow, another 40 cents down, and it's at the dollar mark. What a pathetic management team.

$VUZI We have enough operating capital for roughly 1.5 quarters. Absent a substantial cash infusion, we’ll be broke at some point in the first quarter of 2027. That is insufficient time for any of our promising projects to be realized. Aggressive use of the ATM, at these depressed prices, will only serve to drive us out of compliance without producing any meaningful income. (On the dark side, the last ditch effort may be to RS and start afresh.) Obviously, the pitiful revenue we do generate is inadequate; that could change if Quanta, Amazon, Collins or somebody places a monster order. So here we are. One thing’s for sure: something is going to happen soon. Maybe PT sees the writing on the wall and sells.

$VUZI If this leadership team had any integrity, they’d significantly scale back, or even stop taking compensation. They’ve been exorbitantly overcompensated for what they’ve delivered. Will be interesting to see if BOD has the guts to finally take action and make appropriate changes.

$VUZI Let’s look past the headline noise on today's Q3 print. Yes, core revenues landed at a mere $0.7M and the burn is real. But if you actually listened to the CC instead of just dumping, Paul Travers dropped major breadcrumbs that change the thesis. For starters, they signed a co-development LOI for the Causeway platform and have active NDAs/engagements with over 10 companies in the AI optical interconnect ecosystem. More importantly, Travers explicitly acknowledged there are other data center product opportunities on the table beyond just Causeway—validating at least what my research has shown. Add in that Q4 Shrike orders to date already top the entire Q3 revenue figure, and we may actually have something. Light is the future!

$VUZI My biggest hope for Vuzix is that we get to the point where Paul Travers is being pursued by smoking hot Chinese Women

$VUZI if we don't see some massive Form 4s here I guess nobody else can be blamed for having ZERO confidence in the company. Step up BOYS.

$VUZI This dual projector patient just justified an exotic FOV (example 70). A pilot could have two completely different displays on different locations of a waveguide at the same time. Both of which are software driven

$VUZI A rare appearance by Paul Travers will take place Thursday and it will be the same thing we’ve seen over and over and over and over and over before.

$VUZI Approaching a 2 year low. Fanfkgtastic. PT said fall was going to be exciting. Well....here ya go.

$VUZI In the closing remarks of the Q1 2026 call (May 14, 2026), Travers said the business is coming and the back half of the year should be exciting. It’s going to be an exciting fall” IS ANYBODY EXCITED??? Guess Paul thought his words would be forgotten as usual.

$VUZI in reality it really does not matter what they did last quarter or what they did up until this moment because we know what they’ve been developing. All I wanna hear is credible truthful words that give us an idea if this is day one for them on menny fronts I care about defense I care about CPO clarity, etc. I wanna see Paul earn credibility. and if I see signs that he did, it is a buy with two hands, regardless of what the stock price is in my opinion if I don’t see any of that well decisions have to be made. 

$VUZI ​"Is Quanta Computer's investment in Vuzix solely about smart glasses? ​QCT (Quanta Cloud Technology), Quanta Computer's cloud and network equipment subsidiary, reportedly entered the CPO (Co-Packaged Optics) switch prototyping stage as early as 2022. Furthermore, on March 16, 2026, it is participating in a collaborative project led by Lightmatter to develop a next-generation CPO open reference architecture for AI systems. ​Is it just a vague speculation to think that Vuzix might have co-developed 'Causeway' with Quanta over the past few years?"

$VUZI I can’t believe management has the time to circulate letters to employees telling them not to talk to certain shareholders. These people are really stupid asinine. They’re more focused on what people say about them than doing their jobs. 

$VUZI Interesting Vuzix patent that recently caught my attention: a dual-projector system feeding into a single waveguide.Instead of one powerful projector trying to cover a large FOV at high brightness, they use two projectors that each handle a portion of the image/angular range and couple into the same waveguide. The advantages are pretty compelling: Better energy efficiency — two projectors running at moderate power can deliver higher overall brightness to the eye than one projector driven hard. This also helps with heat management in a slim glasses form factor. Larger usable field of view without the usual efficiency and uniformity penalties that come with a single wide-FOV projector. Improved brightness uniformity and reduced optical artifacts across the FOV.More flexibility in packing the optics into thin temples. This kind of architecture makes a lot of sense if you’re aiming for all-day wearable smart glasses that need decent outdoor brightness without killing battery life.

$VUZI I added. Causeway moving along ao much in 90 days with inbound interest. This is our Post It Note. Using the developed technology for another application.

$VUZI business is good! Earnings not so much but all the big companies struggled at the beginning!! I believe in vuxiz

$VUZI Price action is showing people are a little nervous about earnings report. Fingers crossed that we beat estimates. Afterhours trading might get fun?

$VUZI Wouldn’t put it past Paul to say “unfortunately issues at a very large company (per NDA can’t say which one) parted ways with the CEO that was adopting our CPO tech, but I still expect big things in 2027”

$VUZI Within just 90 days, the company has shipped evaluation samples, secured a letter of intent (LOI) for co-development, and entered into active discussions with more than 10 companies in the AI optical interconnect space (covering light sources, packaging, optical engines, and hyperscaler research teams). Given the early stage and the size of Vuzix, this is truly remarkable. Based on my research, this is not an empty promise. The industry is well aware of the limitations associated with copper. Paul confirmed that the focus is on optical routing—specifically, the precise guidance and redirection of light (including 90-degree turns) within a waveguide. This is precisely what is needed to eliminate the "spaghetti" of optical cables currently found on circuit boards. As far as I am aware, no other company in the U.S. currently offers a comparable solution. Having 10 active engagements in just three months is highly significant in this context.