Slider

Achievements: - 1st job was in london - 2nd in france - 3rd in rome - 4th was 3 miles away from my hometown ... now i only have to walk into my house office. 16yrs

awesome $KOPN read

Boooooooom $FLNC +20% on ER Banking some here for a good 40% profit and leaving others run.

Well. Thinking out loud $FABC at 5-6m mcap is a no brainer buy and hold. Will it be diluted? Very likely. But still any diluition before 40-50m mcap makes no sense. Optical connectors will be a thing. Sooner than many thinks and having $KOPN that has a solid execution track makes it even better

That wasnt a bad idea at the end. :P $UUUU

time to reload Uranium? $UUUU

Amazon deserves a short just bc alexa is so dumb stupid!

@ugosemh1 nope just watching... will wait, i dont like ER plays

@CryptoSlider any expectations for todays earnings release?

I like this setup $TDC

@CM_X_CM @kopin @FabricAIFABC do some DD on $ALESE too, you will not regret :)

More people joining the $KOPN and $FABC movement. I own them both, because you simply cannot own one without the other. @kopin even took a stake into @FabricAIFABC of 19.9 percent. So your bag should be at least 20 percent of how much $KOPN you own.

@CM_X_CM yep, uspide here is mindblowing.. even a few ks can be life changing if they deliver..

@CryptoSlider Welcome to the $FABC to 400million marketcap in 18 to 24 months. We ride the x100 together

Shine Little star $KOPN Also adding some $FABC ...looks a steal at 4M mcap.

@fundmyfund The optical vs copper theme is quite hot tho. All they need is a solid er and a good guidance. No fireworks.

@CryptoSlider I would not expect fireworks this quarter plus it has a huge run into the print This is still more of a 'future' play latter 2026 and into 2027

$KOPN continues to be amonst the strongest things

@CM_X_CM @FabricAIFABC nice one!

Fabric AI $FABC $4M mcap trades at 10-40x undervalued vs photonics/AI hardware peers, per 3 standard models applied to its, $KOPN 15$ milion first order by @FabricAIFABC, and its 21.5$ mill raise. They co develop MicroLED optical interconnects to replace copper wiring. At peer multiples, fair value hits $40-160M (10x-40x) on zero-rev base with AI factory optics upside. @kopin ,750 mill mc company, also took a 19.9% stake in @FabricAIFABC, they have a very deep strategic partnership and share IP rights. $KOPN picks their partners selectively( $ONDS, $UMAC) You can already smell that Kopin holders are also going to grab a bag of $FABC and that Kopin will give them visibility via their X, i mean even Kopin took a stake in Fabric AI. Its up2you to decide if you foolish to skip this just because its a ultra micro cap or if you are gonna be buying at a huge premium later on. Raise Purpose The funds finance Fabric.AI's pivot to AI infrastructure, specifically the Joint Development Agreement with Kopin for Neural I/O™ MicroLED optical interconnects—covering the $15M development payment to Kopin and anticipated $15-25M production phase. This supports GPU-to-GPU, board-to-board tech deployment in AI data centers, alongside rebranding, new preferred structures (6-7% dividends), and extended maturities to 2027. Fabric.AI's Role Fabric.AI leads system-level design, marketing, sales, and fabless semiconductor integration tailored for "AI factories"—optimized data centers scaling intelligence production. It funded the $15M order and drives commercialization, combining Kopin's hardware with its AI-specific architecture for a patent-protected edge over copper or laser alternatives. Key Advantages MicroLED outperforms OLED with inorganic materials that resist burn-in, degradation, and deliver longer lifetimes (no organic compounds to break down). It's more efficient and brighter than copper or laser interconnects, ideal for AI data centers where Kopin adapts it for ultra-fast, low-power GPU communications via bi-directional NeuralDisplay™ architecture. Kopin-Fabric Context In their partnership, MicroLED chipsets replace copper wiring for rack-to-rack links, slashing power use and latency in AI factories—targeting a $100B market bottleneck. At peer multiples, fair value hits $40-160M (10x-40x) on zero-rev base with AI factory optics upside. Valuation models and the road to 100x or more. 1. Price-to-Book (P/B) Model Current 1.1x P/B crushes peer avg 4.9x (Fly-E 0.2x, peers 14x NRDE). At 4.9x → $20M cap (5x). At photonics norm 10x P/B → $40M (10x). Book ~$3.6M post-raise justifies re-rating on cash runway. 2. Revenue Multiple (Sum-of-Parts) Pre-rev, but comps price $15-20M projected rev (POET-like ramp via Kopin) at 20-30x sales → $300-600M potential, or conservatively 8x AI hardware avg → $160M (40x today). Backlog + Malaysia fab peers confirm. 3. DCF (Risk-Adjusted) $21.5M cash funds to $50M 2027 rev at 60% margins (fabless), 35% FCF ramp → $120M NPV at 25% WACC (microcap AI risk). Terminal 15x FCF → $80M cap (20x). Bottom Line: 10x locked on P/B alone; 40x if Q4 pilots hit. Photonics heat makes $FABC steal sub-$5M. Photonics is 🔥 rn. $POET proves it: $500K rev → $763K TTM → $906M cap (9,000% rip). Fabric AI $4M cap, Kopin MicroLED AI factory play) needs identical setup for 100x to $400M: $15-20M rev in 18mo, $50M backlog, 60% margins via hyperscaler wins. Fabric AI executes? 100x locked. LINK:businesswire.com/news/home/2026… $LITE $SIVER $CRDO $POET $AAOI $ALMU $LWLG

@fundmyfund c5.5 jan are pretty cheap tbh.

Pulled some off in pre $6.20s for a nice quick gain in a few market days. $BB Hoping it has some pull back and then can keep going and maybe be more of a leader next leg of mkt

i ll gladly rebuy the ones ive sold today in the $12 area, thank you. $LWLG

loading $KOPN

push sweethart, push! $FLNC

100% and out. Thanks $AAPL