Microvision (MVIS) is pitched as a long on its LIDAR/edge AI for defense drones with 2026 upside and CES catalyst.
MVIS — LONG The author argues Microvision is the only American LIDAR company with edge AI and perception for drones, giving it a unique defense/security capability. Demand is driven by military mapping and strategic dominance; board ties to Anduril, Nvidia, and APTIV support the thesis. The near-term catalyst is the CES demo, with the author expecting MVIS to rise in 2026.
In 2026 Microvision (MVIS) will rise again and you get to be in on it early.