Aug. 11 at 3:29 PM
$KOPN excellent action as anticipated (it's one of our 2027 'pick of the year candidates' and wrote up just the other day). We were in other photonics, from Coherent (expensive now) to LightPath (low and traded and ok). Embraced Kopin for MicroLED products 'and' forthcoming optical interconnects. Read Forbes article on Kopin to understand how this reinforces seamless fast 'light' connectivity .. couple with Quantum Computing (like D-Wave
$QBTS) and data-center bottlenecks get mitigated; to wit: more compute; less heat, hence less power drain and smaller data-centers with more output. If KOPN delivers it's likely a high double (or even triple) digit ticker.. possibility. However they have a couple NDA's with major semiconductor companies; so a buyout might happen sooner. I don't know; but expect double digits coming. There are other photonics stocks also doing well like Syntec Optics (we like
$OPTX Warrants); while for sure in our (opinion) Ondas (
$ONDS) remains the best overall play.
