Michael Murray is an engineer by training who spent over a decade at Analog Devices and ran the cyber business at UK defense firm Ultra Electronics. He took over as CEO of Kopin in 2022 as a turnaround CEO, owns ~1.5% of the company, and has guided the stock from under $1 to over $4 while pivoting the 40-year-old MIT spinout from consumer AR/VR to defense microdisplays and AI infrastructure.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Kopin is the only US company with a domestic microLED production line, giving it a critical moat for military AR headsets (Soldier Mission Command) and a fast-growing AI interconnect business; the CEO reaffirms $60M+ revenue in 2025, $75-80M in 2026, and $100M in 2028, with a single AI infrastructure win potentially scaling revenue to $500M-$1B post-2030.
Fabric AI is paying Kopin to develop neural IO technology, representing early validation of Kopin's microLED interconnect approach for AI infrastructure; Kopin also reports strong interest from semiconductor companies, foundries, and rack/pod builders for its CPO microLED strategy.
Mojo Vision received a parallel Army contract for Soldier Borne Mission Command microLEDs but Kopin CEO emphasizes they are the only US firm with an actual production line and production history, making Mojo a lesser competitive threat.