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Thursday, December 9, 2021

Just a fun read...

 Chris Wood: Longtime readers may recognize the name Kopin (KOPN). It’s a small company that builds and supplies microdisplays to big players. Kopin’s tech is used in most major headsets… from the RealWear HMT-1Z1 to the Toshiba dynaEdge. Google even relies on Kopin for its Google Glass Enterprise 2 headset. Remember, Google is not as vertically integrated as Apple. It needs Kopin to make these AR glasses. 

 Chris R: To be clear, Kopin is not a “buy” today. Your Project 5X readers have already cashed out for a 399% gain. Do you like any other AR microcaps today? 

 Chris Wood: We were happy to book a big win in Kopin. But then late last year, something even better came across my radar: eMagin (EMAN). EMagin has more advanced microdisplay tech than Kopin. One that’s solving a huge problem in the industry.

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