Vuzix Corporation (VUZI)

[uksausage]

I am pretty diversified - PLUG is only 50% of my portfolio which contains a number of non-EV/H2 companies like SHOP TTD OKTA TWLO AXON as real long term holds

My more diverse companies are mostly all down 50% or so as I don't really trade them. VUZI fits in there alongside companies like RIDE, NKLA and ARVL and even SIRC. I was lucky to be in GEVO early (a certain Board member helps)

The beauty of these companies is that they can move significantly faster than PLUG now. As demonstrated by ZEV today up 50%. if you trade them you miss out on that initial pop.

I always say have they done anything wrong, lost business, had product issues etc.? All I see with VUZI is that they haven't had the capacity to meet the order demand. no indication that the back log is reduced due to orders being cancelled. So in the long run I expect them to deliver.

Of course if you are looking short term (rest of this year) then PLUG is far better - I just loaded up on Dec call options using all the spare cash I had in my accounts.

Hope that helps you and anyone else.