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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.

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Author avatar

Han Tan | Market Analyst

Updated 3 days ago | Published at juillet 9

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

NVDA

NVIDIA Corporation

NVDA

Current price

$175.64

NVIDIA's powerful yet efficient processors are crucial for the on-device AI and graphics processing that will power the advanced features of next-gene...

NVIDIA's powerful yet efficient processors are crucial for the on-device AI and graphics processing that will power the advanced features of next-generation smart glasses.

VUZI

Vuzix Corp

VUZI

Current price

$1.68

As a direct competitor and established leader in enterprise smart glasses, Vuzix is poised to benefit from the increased market validation and interes...

As a direct competitor and established leader in enterprise smart glasses, Vuzix is poised to benefit from the increased market validation and interest in the AR eyewear category.

MBLY

MOBILEYE GLOBAL INC.

MBLY

Current price

$13.89

Mobileye's expertise in developing compact, power-efficient computer vision systems for automotive applications is directly transferable to the techni...

Mobileye's expertise in developing compact, power-efficient computer vision systems for automotive applications is directly transferable to the technical challenges of AR wearables.

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.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+85.99%

Group Performance Snapshot

85.99%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 85.99% over the next year.

14 of 14

Stocks Rated Buy by Analysts

14 of 14 assets in this group are rated Buy by professional analysts.

10.7% vs 4%

Group Growth vs Bank interest

This group averaged a 10.7% return last month, beating the typical 4% bank rate.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

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.

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