Algo_Fati
674 posts

Algo_Fati
@algo_fati
Father • Veteran • Trader • $SUI $BTC $TAO The bottom is only known in hindsight. "Don't hurry to trade, hurry to wait for the right one."




Man accidentally walks in while they are filming……. 👀


Replacing Copper With Light Kopin And Fabric AI Tackle $fabc semiconductorinsight.com/blog/replacing…


$KOPN just hit ATH!! 21% $KOPN Q1 2026 call — the forward numbers are real now. CEO @MiTknlg on MicroLED revenue ramp: "I think it is going to be a huge revenue driver for us this year of at least 15 million next year, at least 25 million is what we are seeing right now, potentially up to 50 million of revenue. The year after that, I think this chipset could be larger than our entire defense business." That's $15M → $25-50M → bigger than the existing defense business by 2028. Plus: "The Department of War is funding Kopin to build a high rate MicroLED production line right here in the United States. And that production line will be capable of millions of units." The Government is funding the capacity expansion. No dilution required. On competition: "Our competitors are figuring out that it is not just throwing a bunch of LEDs onto a backplane. It is very difficult technology to build. They are struggling with it, and we see them struggling with it. Many of them have approached Kopin to help." On drones: "Congressional line items of record are 1 million drones in the budget this year, and a third of those will be first person view. 3,000,000 in the 2027, 2028 time frame, a third of those will be first person viewers." "Drones are the new bullets and first person viewers are the gun." On the OLED line announced yesterday: "I would have spent the money to put in an OLED deposition line if we did not see tremendous demand from very real customers that we vetted... They cannot use Chinese materials, even glass or OLED materials itself. So that provides Kopin with a very unique opportunity for growth."















