The National Defense Authorization Act (NDAA) for 2025 is here, and it's shaking up the defense and tech industries in BIG ways. If you're into LiDAR, AR, and defense tech, this is your moment. And if you’re watching MicroVision ($MVIS) , buckle up—this could be HUGE. 💥 🚨 NDAA 2025 = The Game-Changer for U.S. Defense, Tech, and MicroVision (MVIS) 🚨 --- 1️⃣ Chinese LiDAR Ban = Massive Opportunity for U.S. Suppliers. The NDAA 2025 bans Chinese-manufactured LiDAR in defense-related applications (hello, national security!). This clears the field for domestic companies to dominate. 🏆 🔑 MicroVision Advantage: U.S.-developed solid-state LiDAR = no regulatory red flags. ✅ BEST IN CLASS! = Compact, high-res, super reliable = perfect for military, industrial, agricultural, autonomous use. 🚀 Currently scaling up their production ramp! And also competing for SEVEN large volume RFQs from top automotive OEMs! With Chinese LiDAR out of the picture, MVIS is in the driver’s seat for industrial, agriculturalz defense, and automotive contracts. --- 2️⃣ IVAS + Microsoft: The Future of Military AR The Army’s Integrated Visual Augmentation System (IVAS) program is moving forward with renewed funding. Microsoft’s HoloLens AR is at its core, and guess what it needs? Precision mapping tech like LiDAR. 🔍 Why MicroVision? Advanced sensors are CRUCIAL for NED (Near-Eye Display) tech. MVIS provides the "miracle engine" that powers the Hololens 2 from Microsoft. MVIS has a patent MOAT around Laser Beam Scanning. Holelens 2 is the underlying tech behind IVAS. Microsoft $MSFT is trying to win a contract worth at least $22 billion. They need MVIS to help them do that. MVIS holds a lot of leverage here! MVIS sensors = next-level situational awareness for soldiers on the field. This could position MicroVision as a key player in the future U.S. military contracts. 💼 --- 3️⃣ The Short Squeeze Powder Keg MVIS isn’t just ready for growth—it’s primed for a short squeeze that could send the stock 🚀. 🔥 Key Metrics: High Short Interest: Approximately 21.70% of outstanding shares are sold short, totaling 47.52 million shares. Days to Cover: The short interest ratio is 22.0, indicating it would take 22 days of average trading volume to cover all short positions. Cost to Borrow: The annualized borrow fee rate is around 10.13%, reflecting the cost for short sellers to maintain their positions. Float and Trading Volume: With 219.02 million shares outstanding and an average daily trading volume of approximately 2.48 million shares, the significant short interest relative to trading volume could amplify price movements if short sellers are compelled to cover their positions. These factors create a scenario where positive news or increased buying pressure could lead to a short squeeze, potentially driving the stock price higher. --- 4️⃣ Regulations and Catalysts: Why MVIS Could Soar 📜 NHTSA and U.S. Government Regulation: The National Highway Traffic Safety Administration (NHTSA) mandates LiDAR use for autonomous vehicle safety. New AEB rules are causing automotive OEMs to upgrade their sensors. ADAS is massive. Telsa won't get far without lidar! NDAA’s Chinese LiDAR ban means defense contractors must go domestic. 💥 Big Catalysts for MVIS: Chinese LiDAR ban = explosion in domestic demand. IVAS funding Growing use of Lidar in multiple sectors Combine these with short squeeze pressure, and MVIS is a ticking time bomb for shorts. --- 🚀 Why MVIS is the Play for 2025 🔗 Connecting the dots: LiDAR demand: NDAA makes MVIS a key U.S. supplier. Defense + AR: Perfect match for IVAS + military contracts. Short interest: High pressure + low float = potential breakout. Other Bullish signs: - Signs of revenue are starting to show up on earnings - CEO has bought shares with his own money - healthy balance sheet - Growing number of employees and offices --- TL;DR: The stars are aligning for MicroVision. With game-changing fundamentals, regulatory tailwinds, and short squeeze potential, MVIS is one of the most exciting plays for 2025. Don’t sleep on this! 🛡️💼💥 --- 📢 Disclaimer: Not financial advice. Do your own research. #Microvision #MVIS