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15 handpicked stocks

AI in Your Eyes: The Smart Eyewear Revolution

Meta's $3.5 billion investment in Ray-Ban's parent company signals a major shift from smartphones to AI-powered eyewear. This carefully curated collection features companies across the entire smart glasses ecosystem, selected by our analysts for their growth potential in this emerging market.

Author avatar

Han Tan | Market Analyst

Published on July 9

Your Basket's Financial Footprint

Market capitalisation breakdown for the 'AI in Your Eyes' smart eyewear basket.

Key Takeaways for Investors:
  • Large-cap dominance tends to reduce volatility and idiosyncratic risk, aligning performance with broader markets.
  • Use as a core, long-term portfolio holding rather than a speculative, short-term growth position.
  • More likely steady, gradual appreciation rather than rapid, explosive short-term gains.
Total Market Cap
  • NVDA: $4.40T

  • VUZI: $305.50M

  • MBLY: $12.22B

  • Other

About This Group of Stocks

1

Our Expert Thinking

Meta's investment validates the immense potential of smart eyewear as the next frontier of personal computing. We've identified companies across the entire value chain that stand to benefit from this acceleration, from component makers to software developers who will power this wearable AI revolution.

2

What You Need to Know

This collection offers focused exposure to a high-growth emerging technology sector. Companies in this group range from established tech giants to specialized component manufacturers and software developers, all positioned to benefit as AI-powered eyewear moves toward mainstream adoption.

3

Why These Stocks

Our analysts have carefully selected companies that provide critical technologies for smart eyewear, including micro-display makers, sensor developers, chipmakers, and software platforms. Each plays a strategic role in the ecosystem that will enable AI glasses to become the next must-have consumer technology.

Why You'll Want to Watch These Stocks

🔮

The Next Computing Revolution

Just as smartphones transformed our daily lives, AI-powered smart glasses represent the next major shift in personal technology. Meta's massive $3.5 billion investment signals this transformation is accelerating now.

💡

Early Days, Huge Potential

We're at the starting line of smart eyewear adoption. These companies are positioned at the foundation of a market expected to grow exponentially as the technology matures and consumer demand increases.

🔍

Hidden Tech Champions

This collection includes specialized component makers and software developers that most investors overlook. These companies provide the essential building blocks for smart glasses without the spotlight bigger tech names receive.

Get the full story on this Basket. Read our detailed article on its risks and potential.

Read Full Insight

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