
I have decided to go long on MicroLED’s and photonics. FABC, KOPN and POET are my picks
I’ve been seeing a lot of people online be bullish on copper and energy companies due to the AI demand. However I’m looking at it from a different angle. MicroLED’s and photonics in general stand a strong chance to greatly diminish the demand for copper and energy in GPU processing. I just wanted to explain to you guys what it was for those who are unfamiliar. I don’t think very many people on the market are aware of how revolutionary microLED’s are for processing.
MicroLED’s replace traditional copper wires and expensive laser systems by using microLED display sensors as optical transceivers. It drastically reduces the strain on several things that traditional copper or fiber optic system endure. Like high power usage, heat, water cooling, etc.
It also has me questioning why some of these data centers are getting put on pause too. It would make sense if they are getting hesitant to invest billions in infrastructure they may possibly be outdated soon. On top of the power and copper constraints already in action.
Some of you may remember me talking about QCLS a few months ago; it is a similar tech. I passed on it as a long hold though because the fundamentals looked a bit too high risk for me. FABC on the other hand has $30m in cash and plans to demonstrate the tech before the end of the year. They also have 2 NDA's signed with industry leading chip makers. Also KOPN has partnered with them on this. KOPN has about a 20% stake in the company. This isn't striking me as a typical penny stock.
Also, if you look at the chart on FABC it is down quite a bit from the high. However FABC started trading under Fabric.AI in late April 2026. It's essentially a new company but the chart is deceptive. It used to be a completely different company.
Anyway, I don't think KOPN would've partnered with them if they weren't onto something. I've been looking to gain exposure on this tech for a while and POET, KOPN and FABC are the three that I think will benefit from it.
Do some research on it though. I think this is very promising tech we need to keep an eye on. Good luck out there guys!