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I called $PLTR at $7 in 2022 and $RKLB at $4 in 2024…here is my next 25x 👇🏻
Yo degens, coming at with you my first in depth analysis. Been retardmaxxing on this account with some legit calls here and there but let’s dive deep into these three small caps and what I believe will be my next big hit, this setup is something very clean. These ain’t just random tickers…they’re pick-and-shovel plays feeding the AI-powered battlefield tech pipeline that companies like Anduril ( and the whole DoD) are slurping up.
Palmer Luckey’s crew at Anduril is still private, valuation already north of $80B with massive contracts, and every whisper of IPO (2026-2027 timeline looking real) is gonna spray hype all over the sector. When that happens, these three are positioned to rip because they make the actual hardware eyes, brains, and vision systems the big boys need. A true pick and shovel play mixed with IPO hype.
Let’s break it down ticker by ticker so y’all see why I’m loading the boat:
$KOPN (Kopin Corporation) — Microdisplays are the new meta for soldier systems and AR helmets. They just dropped a $15.4M U.S. Army award for ultra-bright full-color MicroLED displays specifically for next-gen AR soldier gear. On top of that they got thermal imaging wins ($9M+ follow-ons), a fresh $15M strategic partnership with Theon International (NATO’s night-vision king), and a $37M backlog heading into 2026. CEO is guiding $52-60M revenue this year while they pivot hard from components to full application-specific optical assemblies. They’re even using AI for factory inspection and process automation to scale margins. These tiny MicroLED/OLED displays are what give warfighters AI-enhanced situational awareness without the bulk — think real-time overlays, targeting, and sensor fusion in helmets and weapon sights. Defense-first, US-made, and every new soldier system program needs this tech. Anduril-style autonomy runs on exactly this kind of high-res, low-power vision hardware.
Short term pain long term gain, with a recent filing delay in earnings and restructuring of debt management has ensured their longterm plan is working. Safest of the 3.
Current price: $2.74
2028 PT: $35-$40
$LPTH (LightPath Technologies) — Germanium-free IR optics and AI-ready infrared imaging systems. Their proprietary BlackDiamond chalcogenide glass (licensed from U.S. Naval Research Lab) is the only domestic alternative that lets multispectral cameras run without Chinese-controlled minerals. That’s massive for DoD onshoring mandates. They just acquired G5 Infrared, went full “LightPath 3.0” solutions provider, and now ship cooled/uncooled IR cameras, MANTIS systems, EdgeIR, CST-Solo dual-band, and compact shutterless AI-ready cameras for drone detection, long-range surveillance, optical gas imaging, and furnace monitoring. $90M+ backlog (mostly defense/gov), pipeline of programs-of-record that could each print tens of millions annually. They’re targeting $300M+ run-rate in 5 years. These are the eyes for AI-driven threat detection and autonomous platforms — exactly what Anduril’s Lattice AI software needs to plug into real hardware. Multispectral + compact + US supply chain = national security catnip.
Current price: $14.50
2028 PT: $200+
$OPTX (Syntec Optics) — Vertically integrated photonics and custom optics for mission-critical defense. Recent $4M+ in fresh DoD purchase orders across missile guidance, compact lasers, surveillance, targeting, night-vision goggles, and mixed-reality/Off-the-Visor XR systems that are literally AI-integrated battlefield AR. They’re already shipping optics for LEO satellite comms, lightweight NVGs, biomedical, and data-center photonics, but the defense side is accelerating hard under the new NDAA onshoring push. Syntec is one of the largest U.S. custom optics houses with in-house design-to-production — perfect for rapid prototyping the next wave of AI-enabled sensors and head-mounted displays
Current price: $11.05
2028 PT : $100+
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