Coverage reports
A company explained from its own record: filings, releases, products, management and what it has said it will do next. Updated as the record changes.
From public filingsFirst Look Today · Monday, November 2, 2026
What moved on our beat today.
Every weekday morning the board reads the companies’ own releases and the week’s headlines, counts each story once, ranks it, and shows what people are searching for and asking. Publishers’ words, linked to the source. Not a view on anything.
US market hours: 9:30 AM to 4:00 PM ET, Monday to Friday
The full board Headlines on our beat
- India Large Caps Gain Favor Amid Global AI Selloff, Small-Cap SlumpBloomberg4h ago1 outlet
- Solstad Maritime (OB:SOMA) Stock May Still Look Reasonable On New Vessel ContractsYahoo Finance5h ago1 outlet
- Small Cap watch: ASX small caps ease after strong week as NewPeak, Orthocell and Anteris advance drilling, sales and dataYahoo! Finance Canada7h ago1 outlet
The full board Board built Monday, November 2, 2026, 12:15 AM CST · 607 headlines read · 10 trends checked
People are searching
Nothing trending in the US touched our beat at this build. The board checks again at the next build.
People are asking
microvisionmicrovision stock · microvision inc · microvision stock price · microvision news · microvision console
veritoneveritone stock · veritone stock price · veritone inc · veritone news · veritone stock news
Brunswick4.00
Veritone3.00
Genasys3.00
Microvision2.00
Intellicheck2.00
Red Cat2.00
Outlets carrying each company's stories across the 18 stories on the board, Monday, November 2, 2026. Source: First Look Today.
607headlines read
18stories kept
6names people asked about
The board counts a story once however many outlets carry it, so a company with many outlets on few stories is being talked about, and a company with few outlets on many stories is talking. Both are visible here before anyone writes a word about them. The weekly issue picks up where the counting stops.
First Look Five before the bell
US market hours: 9:30 AM to 4:00 PM ET, Monday to Friday
- 1Next US dataJobs report: Employment Situation (October): Fri 6 Nov, 8:30 AM ET (Bureau of Labor Statistics)
- 2Reporting this week on our beatHimax Technologies (HIMX) (Thu 5 Nov); Malibu Boats (MBUU) (Thu 5 Nov)
- 3Newest SEC filing from our companiesRed Cat (RCAT) filed Form 4, insider transaction (form 4), Fri 30 Oct
- 4Most carried on our beatMicroVision Expands Collaboration with FieldAI Across Government and Industrial Autonomous Systems Programs (Markets Insider, and 1 more outlet)
- 5What people are asking"microvision stock" and "microvision inc"
Built from our own data at Mon, Nov 2, 1:15 AM ET: the official release calendars, the companies’ results dates, SEC EDGAR, and the day’s board. Facts and links only. Research, not advice. The full board · Calendar · Filings
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Small companies making big waves.
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The SI and AR screen
13 small public companies building with SI and AR
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8 marine companies to keep an eye on · affiliate list
What we publish
Three kinds of research. One standard for all of them.
We cover companies building with SI and AR because it is the work our founder’s own companies do, which is also why anything we publish about those companies is labelled related-party. The research is impersonal, published on a regular schedule, and the same for every reader.
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Where a company stands against what SI (people working with AI) and augmented reality now make possible in its industry, what closing the gap would take, and who is already there.
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How the market prices the story today, with the public comparables and the multiple each one carries laid out side by side. No targets, no ratings, no calls.
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The First Look Weekly · Thursdays · free
The board gathers. A person reads, writes and signs.
One featured company from its filings, the week’s releases from the SI and AR screen as the companies wrote them, the questions people asked and the answers the public record gives, the calendar, and the disclosures on every issue. Issue 1 is scheduled for Thursday, November 5, 2026.
FeaturedCompanies read from their own filings. November and December: Vuzix (related party disclosed) and Mitek Systems, chosen by the method from a 26-company screen.
Big wavesThe week's company releases, headline for headline, with what each changes and the source.
AskedWhat people searched and asked on the daily boards, answered from the public record.
DisclosedWho paid us anything (nobody, today), positions held, related parties, the lines we never cross.
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Featured coverage rebuilt from the filings, a sector landscape with the supply chain mapped, the marine watchlist with every number sourced, and the full score method. Abstracts and findings are public; the bodies open after one click on the link we send.
Field notes from the water · an affiliate’s journal
Where the technology meets a deck.
Luxury Marine Life, AIEDGE Holdings’ marine business and an affiliate of ours under common control, writes from the water. Shown as published, for the operator’s view. Not research; never coverage.
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The Uncharted Boardroom
Private meetings aboard in Miami, from 2027.
Timebroker.ai
A private SI Evaluation; score 60 or more; a related party.
Who writes this
Written by an operator who has sat on the issuer’s side of the table.
Delray P. Wannemacher founded First Look Equities in 2015. He was previously Founder, Chairman and CEO of Edge Data Solutions (OTC: EDGS), an SEC-reporting company, where he signed the Sarbanes-Oxley certifications himself. Today he is Chairman of the Board of AIEDGE Holdings, Inc. and Founder and Chairman of Luxury Marine Life, the companies whose SI and AR work gives this research its operator’s view, and which is why anything we publish about them is labelled as related-party.
2015First Look Equities founded
OTC: EDGSFormer Founder, Chairman & CEO, Edge Data Solutions (SEC-reporting)
SOXSigned the Sarbanes-Oxley certifications
MiamiHome of The Uncharted Boardroom
Asked often
Plain answers.
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No. First Look Equities publishes impersonal research of general and regular circulation. It is not a broker-dealer or a registered investment adviser, and nothing it publishes is an offer, a solicitation, a recommendation or advice tailored to any reader.
Are you paid by the companies you cover?
Never for coverage or for a First Look Score: no company can buy either, and no covered company has paid First Look Equities for its coverage. Covered companies scoring 50 or more may buy labeled investor-relations services at flat, published prices, never success-based. Whenever an issuer pays us anything, directly or indirectly, the relationship and the amount are disclosed on the piece itself under Securities Act Section 17(b).
What is the First Look Score?
A score from 0 to 100 that every covered company receives, built from public information only against a published method, v2: eight pillars (SI and AR readiness, business quality, liquidity and runway, capital structure and dilution, governance and disclosure, market and position, momentum and attention, investor access), forty factors, a confidence grade and a register of red flags. Each score is dated, versioned, timestamped and never edited or deleted. It is not a rating of any security or a recommendation.
What does SI mean?
SI is Super Intelligence: people plus AI. We use it for our own research, where an analyst works with AI tools and a person signs every piece, and for what we score: how well a company puts its people and AI to work together, alongside augmented reality (AR). The chat desk on this site is the automated part, and it says so.
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What is First Look Equities' relationship to AIEDGE Holdings?
First Look Equities is a separate firm and a related party of AIEDGE Holdings, Inc. under common control. It is not a division of AIEDGE Holdings or of Luxury Marine Life. Any coverage touching AIEDGE Holdings or its businesses is labelled as related-party coverage.
What is The Uncharted Boardroom?
Investment board meetings on the water: private sessions in Miami aboard a 102-foot Leopard, where covered companies meet investors face to face. Charters run through licensed operators. It is the 2027 release.
Research of general and regular circulation. Not an offer, not a solicitation, not advice tailored to you.