A tsunami of #AR #VR #MixedReality headsets is coming from Apple, Meta, and Pico.
What will the future look like?
podcasts.apple.com/ca/podcast/ing
$AAPL $META $GOOGL $GOOG $MSFT $DIS
$KOPN $EMAN $HIMX $MVIS $SONY $QCOM
#Metaverse #stocks #stockstowatch
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Derrick Zierler
@DZierler
Simply my opinions, not recommendations, & certainly not financial advice. Do your due diligence. I may own #AR #VR #Metaverse stocks highlighted here.
Derrick Zierler’s Tweets
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All the players mentioned above are in one corner of the ring waiting for and its Reality Pro 🥽, which uses proprietary chips and software no other company in the world has access to.
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has partnered with (provides the OS and associated services) and (provides the CPU, GPU, and Wi-Fi + Bluetooth + 5G chips)
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is the new (though Meta was the first company to make a consumer VR headset--the Quest 2-- commercially successful) and they already partnered with ...you know how that ended for both...
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The XR war is starting to look a lot like the mobile war that preceded it. Follow me on this one:
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Application Specific Optical Solutions.
A new highly specialized industry is being created to supply headset makers like $AAPL $META Pico & others.
The company that supplies US DOD primes with complete microdisplay modules to be market leader.
#AR #VR #mixedreality #Metaverse
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#AR #VR investors, see Slides 4/5:
“Application Specific Optical Solutions” (ASOS)
s3.amazonaws.com/b2icontent.irp
- Microdisplay agnostic
- Custom “IC to Eye” display stack
- High value/margin
$KOPN has key Optics designs + AMLCD, LCOS, uOLED uLED.
$AAPL $META
$vuzi $HIMX $EMAN
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It's official:
No global warming for 8 years and 5 months, per NASA satellite data.
That's no warming despite ~475 billion tons of CO2 emissions.
CO2 warming is the biggest scientific hoax of all time.
wattsupwiththat.com/2023/02/03/the
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The world’s first MicroOLED equipped headset from a Tier One (Panasonic)!
Note Meganex has one 2.6K X 2.6K DuoStack MicroOLED panel per eye supplied by $KOPN & fab partner Lakeside. These panels are the current state of the art in MicroOLED.
#VR #MixedReality #Metaverse #stocks
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2/6(月)に秋葉原で開催されるリアルイベント「Virtual Puella」にて、発売目前の超軽量・5.2K OLEDなVRヘッドセット「MeganeX」のコンシューマー向けモデルをご体験頂けます。 twitter.com/vrc_puella/sta…
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I still think @Meta Workrooms is highly underrated.
It's a glimpse into the future where AR/passthrough technology will completely obliterate the traditional monitor setup.
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Application Specific Optical Solutions market opportunity is expanding!
theverge.com/2023/2/3/23584
$KOPN
$META
#AR #VR #mixedreality
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Why is $KOPN considered the King of Microdisplays?
The only provider that offers AMLCD, LCOS, MicroOLED AND MicroLED architectures.
In particular, MicroLED is important:
s3.amazonaws.com/b2icontent.irp
Important DD for #AR #VR #metaverse #investors.
$SONY $EMAN $HIMX $MVIS
#stocks
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MicroLED is what comes next:
news.mit.edu/2023/vertical-
It’s good to own the King of Microdisplays!
$KOPN is the only Microdisplay manufacturer on the planet offering 4 key architectures: AMLCD, LCOS, MicroOLED AND MicroLED.
$EMAN $SONY $HIMX $MVIS
#AR #VR #metaverse #stocks
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That's #PhotonicsWest2023 over. We had some excellent discussions about structured light projection, backplanes, medical imaging and MicroLEDs. 's next tradeshow booth will be Laser Munich at the end of June. We'll see you there with our fast switching SLMs!
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Wow, I’ve been waiting for this - Instant Nerf now in VR. I used my headset to revisit a Nerf I’d done of my mum and my kids. I’m blown away by this. From some photos to a scene I can revisit in VR. #NeRF #neuralnetworks @NVIDIAAIDev awsome progress. #VR #MetaQuest2
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During today's Samsung Unpacked event, Samsung announced plans to create new 'Extended Reality' (XR) hardware in partnership with Google and Qualcomm.
More details here:
uploadvr.com/samsung-xr-har
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Wow, I’ve been waiting for this - Instant Nerf now in VR. I used my headset to revisit a Nerf I’d done of my mum and my kids. I’m blown away by this. From some photos to a scene I can revisit in VR. #NeRF #neuralnetworks awsome progress. #VR #MetaQuest2
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Apple has Won a Patent for Immersive Video Streaming for their Future Mixed Reality Headset
patentlyapple.com/2023/01/apple-
This Tweet is unavailable.
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Samsung, Google and Qualcomm are collaborating on a mixed reality platform. Story from and myself: cnet.com/news/samsung-g #Unpacked2023
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Is your #portfolio ready for $AAPL #AR #VR #MixedReality headset?
digitaltrends.com/computing/appl
MicroOLED + Pancake Optics are the technologies Apple (& others) will require - at Consumer scale!
$KOPN $SONY have CF OLED fabs.
$EMAN has no fab access for dpd mass production.
$vuzi
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BOFA: INVESTORS NOT CONVINCED OF BULL TRANSITION, CURRENTLY HOLDING RECORD CASH LEVELS; $5 TRILLION OF CASH SITTING IN U.S. MONEY MARKET FUNDS: INSIDER
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Apple has Won a Patent for Immersive Video Streaming for their Future Mixed Reality Headset bit.ly/3Yt3UmT
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Apple is reportedly developing software for its upcoming mixed reality headset that make it easy to build AR apps.
uploadvr.com/report-apple-a
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Putin took Crimea under Obama and now it looks like he’s going to take Kyiv under Biden
You know who didn’t let Putin take a single blade of grass from Ukraine?
Trump
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Make or break week for stocks
AAPL AMZN GOOGL META report earnings
Fed and powell press conference on Wednesday
Job numbers on Friday
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Yes! $KOPN + Lakeside + Panasonic building the world’s ONLY DuoStack color filter MicroOLED fab with two 12” lines:
businesswire.com/news/home/2023
Increased yields, lower costs!
#AR #VR #MixedReality demand trigger by $AAPL is coming!
$EMAN has no comparable fab access.
$SONY does.
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".. Within Apple Inc., some of the top managers in charge of launching its new mixed-reality headset believe the category could ultimately supplant the iPhone as the company’s hallmark product."
$AAPL
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Oh.
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Renowned MIT Professor and Drug Safety Analytics Specialist Calls for Immediate Suspension of all mRNA COVID Vaccines ift.tt/8FD4ZzV
Back to the future...
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$AAPL is about to “bet the company” on a breakthrough Video See-Through #AR headset using MicroOLED + Pancake Optics.
VST vs. OST debate settled in 2023: Optical See-Through #AugmentedReality using waveguides is a non-starter for Consumers.
$vuzi $ARKK
#Metaverse #VR #stocks
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Power On: Apple’s upcoming mixed-reality headset will be nothing like the original iPod, iPhone, iPad and Apple Watch and put the company’s reputation as a guaranteed hit maker on the line. Here’s why — bloomberg.com/news/newslette
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FORD TO SIGNIFICANTLY INCREASE PRODUCTION OF MUSTANG MACH-E IN 2023, REDUCES PRICES ACROSS BOARD
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Apple is about to “bet the company” on a breakthrough Video See-Through #AR headset based on MicroOLED + Pancake Optics.
As discussed, Optical See-Through #AugmentedReality using waveguides is a non-starter for Consumers.
$vuzi $ARKK
$KOPN $SONY $EMAN
#Metaverse #VR #stocks
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Power On: Apple’s upcoming mixed-reality headset will be nothing like the original iPod, iPhone, iPad and Apple Watch and put the company’s reputation as a guaranteed hit maker on the line. Here’s why — bloomberg.com/news/newslette
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This NYT headline is now my resume =
1. Demonstrates foresight
2. Undeterred by false narratives
3. Unafraid to do the right thing
4. Data informed
5. Decisive
6. Influences effectively
7. Leverages power of social media
8. Leads
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Why Powell (correctly, in my opinion) is so focused on reining-in inflation. Here is an update. It is far worse than the 40% rate I often site.
Creating a booming wealth effect will not help these people stretch their dollars further.
There’s a new version of this Tweet
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$AAPL creates MicroOLED demand.
$KOPN & Lakeside provide supply:
“…to provide global customer silicon-based microdisplays with low cost and excellent performance, so that customers can produce their #VR end-user product with better experience.”
businesswire.com/news/home/2023
$EMAN
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Power On: Apple’s upcoming mixed-reality headset will be nothing like the original iPod, iPhone, iPad and Apple Watch and put the company’s reputation as a guaranteed hit maker on the line. Here’s why — bloomberg.com/news/newslette
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Power On: Apple’s upcoming mixed-reality headset will be nothing like the original iPod, iPhone, iPad and Apple Watch and put the company’s reputation as a guaranteed hit maker on the line. Here’s why — bloomberg.com/news/newslette
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