VUZI Vuzix Corporation

$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 🚀 Bullish AF right now Atlas Signal just initiated coverage highlighting exactly why Vuzix is positioning for a massive leap: • Causeway™ passive glass waveguide bridge already shipping samples + microLED optical-interconnect eval kits (Aug 2026) • Designed for the projected $39 billion co-packaged optics market as AI pushes light closer to the chip • Current eval platform supports up to 19,200 parallel channels (VCSEL versions in development) • Thin, passive glass solution that moves entire spatial arrays of optical data . Pure OEM component play, not another systems vendor On top of that: ✅ Quanta Computer’s completed $20M milestone-based strategic investment ✅ Collins Aerospace waveguide program moved into initial production ✅ $17.3M cash, zero debt (as of 6/30/26) ✅ Jefferies ATM for up to $100M dry powder ✅ Expanding defense/OEM waveguide + head-worn display supply + Ultralite Pro to Amazon for live commercial testing + tier-1 auto manufacturer deliveries Loading more.🔥

$VUZI SI per fintel went up today, increased to 17m+ and 26%. Burn them with light through a waveguide, Paul!! 🔥🔥

$VUZI Vuzix has posted several roles that align with the later stages of an optical‑fabric development cycle. An Optical Waveguide Engineer and a Senior Optical Test & Characterization Engineer indicate active work on NIL, planar routing, and stack stability, which correspond to Phase 3–4 on a 1–5 scale and show where Causeway currently sits. A Manufacturing Technician and a Senior Engineering Technician (Electrical) point to line support, integration, and throughput preparation, consistent with early Phase 5 behavior. A Manufacturing Engineer Co‑op typically supports an operating line rather than research. Taken together, these postings suggest the company is moving from functional validation into reliability and yield stabilization, with initial steps toward production readiness. The hiring pattern matches a 3→4→5 progression. Copilot.

$VUZI 1. On September 30, 2026, (TODAY) U.S. Defense Secretary Pete Hegseth announced the establishment of the Autonomous Warfare Command (Autowarcom), a new unified command dedicated entirely to autonomous, robotic, and AI-driven capabilities. This structure streamlines how the military scales low-cost, smart technologies like drone swarms and the wearable computing systems used to operate or counter them. 2. Rapid Hardware & Waveguide Display Testing Rather than relying on lengthy, purpose-built military design cycles, the Pentagon is turning to off-the-shelf, highly modular commercial hardware to evaluate situational awareness tech in real time. • On September 29, 2026, Vuzix Corporation launched and began shipping initial evaluation units of its Shrike display platform to defense and security customers.

$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 Two separate industry voices on LinkedIn (Ed Tang & Yuval Ofir) just confirmed the same thing: microLED is bailing on AR and shifting toward AI data interconnects. AR displays aren’t ready for mass scale, but AI optical links are exploding. And right as the industry pivots, Vuzix has already shipped Causeway evaluation kits built on waveguide routing — not repurposed display tech. That’s the difference. Others are pivoting from AR; Vuzix is expanding from waveguides. Causeway is already in partner labs while competitors are still trying to reposition. The interconnect race is starting, and Vuzix is already in front in critical testing.

$VUZI Amazon scaling AI Smart Delivery Glasses to 20,000+ drivers by 2027 + another $1.9B into the DSP program (total now $21.7B). Hands-free computer vision for nav, scanning, verification & hazard alerts. Last-mile going full AR/AI. Vuzix already deep inside Amazon: • Expanding M400 across fulfillment centers • Shipping next-gen Ultralite Pro for live commercial/AI testing • Proven logistics traction (warehouse RME remote assist) Fresh catalysts: • Shipped Causeway waveguide samples + microLED eval kits for AI data centers • Atlas Signal coverage on projected $39B co-packaged optics • Quanta $20M investment + Collins into initial production • $17.3M cash, zero debt Enterprise AR + OEM waveguides + Amazon scale = the setup is live. Vuzix right in the middle of it.

$VUZI Waveguide manufacturing tech job posted. Class‑1000 cleanroom, NIL machine setup, troubleshooting, ISO‑9001 production targets. This isn’t R&D — it’s scale‑up, not just maintenance. Vuzix is prepping lines for volume. Something is coming, JMO. Do your own DD.

$VUZI This co should be worth 1-2B market cap. AI data center supplier adds even more value Massive Opportunities on the verge

$VUZI So, so frustrating. So many irons in the fire...so many pilots...and can't sell ice in the Sahara. Let's go boys. Show us the money

$VUZI If vuzix causeway didn't work, and work well, they never would have wasted time, effort and money making it available for evaluation, much less showcasing at OCP. This thing could go supernova any minute.

$VUZI actually I’m really happy with this price, I will continue to buy vuzi till 2,7$ . I want to reach 80/90k shares ✋🏻💪🏻

$VUZI Who are their DATA CENTER optical interconnect customers? $NVDA ? $AMZN ? $META ? Give us their names, the street wants the names.

$VUZI changes in management. Congrats to Mr. Harlas, the new head of Enterprise & OEM sales This was a desperately needed change in upper management. Finally someone is in charge who knows how to run sales

$VUZI Ultra lite pro reference design Causeway eval kits Shrike eval kits. Maybe what PT meant when he said 2026 was it would be a foundational year.

$VUZI defense spending is about to go nuts. Not just US, but are allies also. Word is they are looking for companies that can mass produce components for autonomous drones, underwater optics, and lasers and sensing equipment. Companies in hypersonic propulsion ( kratos) and GEV . The small and micro caps have the potential to 5 to10x. Collin’s builds the eyes for drones. (Vuzix). Key here is MASS PRODUCE for low cost weapons. Just thought you should be aware of this. GL.

$VUZI Here’s an interesting nugget. I asked co-pilot if Amazon has any repeatable tendencies, as it pertains to time of year, when they introduce new technologies to their workforce… and the answer is: YES. See below.

$VUZI Not sure I’d be advertising that at one point the company was an industry pioneer, but now is a dinosaur that has been passed by.

$VUZI fwiw, from CGPT Shrike is a predatory bird known for catching and impaling prey. More importantly in a defense context the AGM-45 Shrike was a U.S. anti-radiation missile designed to home in on enemy radar signals beginning in the early 60’s. So the name already has a strong military lineage.