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Conversation

Derrick Zierler

$META Quest Pro tear down confirms the #VR #AR #mixedreality industry is moving to All-Plastic Pancake® Optics. John Fan proven correct again! About 5:00 minutes in: youtu.be/LDUJLnrCgow Next step, MicroOLED panels for slimmer & lighter headsets! $KOPN #Metaverse #stocks

Meta Quest Pro Teardown: Inside the $1500 Portal to Mark Zuckerberg’s...

The metaverse has been everywhere lately, for reasons both intriguing and for reasons that are… less so. Facebook’s multibillion-dollar transformation into M...

11:26 PM · Nov 4, 2022

Replying to

Thanks for sharing! Any comments about q3 earnings correction of 1.6M revenue? Do you think it moved to Q4 as an incremental volume?

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Derrick Zierler

Replying to

Yes. I believe the $1.6M Defense revenue will now be in Q4. All else being equal, Q4 should come in very strong…

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Replying to

Seems like hold $Kopn for the next 2 years and it will pay off?!.

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