Vendredi 19/06/26 • MetaOptics Ltd — 139 M$

🔬 Heading to #MetaQuanta 2026 at IISc Bengaluru? As a Gold Sponsor of the Annual Workshop – MetaQuanta, #CADFEM is excited to be part of this premier gathering Join us on 15th June from 4:00 PM – 4:45 PM IISC Bengaluru #IISc #Photonics #Nanophotonics #QuantumOptics #MetaOptics

MetaOptics to Issue 3 Million ADS for Proposed Nasdaq Listing - marketscreener.com news.google.com/rss/articles…

This Week's IPOs Confirmed today: ERock, Inc. (EROC), a natural gas generator company with $190.77M in TTM revenue and 42.5% revenue growth YoY. Confirmed today: Parabilis Medicines, Inc. (PBLS), a clinical-stage biopharma company. Estimated Thursday, June 11: Forbright, Inc. (FRBT), a financial services platform with $591.80M in TTM revenue and 12.0% revenue growth YoY. Estimated Friday, June 12: MetaOptics (MOT), an optical lens company with $613.2K in TTM revenue and 891.2% revenue growth YoY. Estimated Friday, June 12: Space Exploration Technologies Corp. (SPCX), a spacecraft manufacturer and space transport company with $19.30B in TTM revenue and 33.2% revenue growth YoY.

Singaporean optical lenses manufacturer MetaOptics decreases ADSs offered by 25% ahead of $18 million US IPO $MOT $IPO #IPO zpr.io/sgayup9chKjX

$SPCX IPO Week: The Nasdaq-100 Fast Entry Rule Game Changer 🚀 Jun 12, 2026. SpaceX goes public. $135 IPO price. $1.77T market cap. $19.3B revenue. This is not just "another IPO." This is a PASSIVE BUYING CATALYST. **THE SPACEX STORY** 🛸 IPO Details: • Price: $135/share • Shares: 555.5 million • Deal Size: $75 BILLION (one of largest ever) • Market Cap: $1.77 TRILLION • Revenue: $19.3B (profitable, growing) • Exchange: NASDAQ Why it matters: SpaceX has been privately held. Forge Global and Hiive pre-IPO access window is CLOSING. Public market entry = new capital flows. **THE NASDAQ-100 FAST ENTRY RULE** 📋 If SPCX is added to QQQ on opening day (likely): • 555.5M shares at $135 = $75B base • Fast Entry Rule = passive funds MUST buy on day 1 • Estimated passive buying flow: $175-280B • Impact: QQQ rebalancing shock volatility spike This is YOUR thesis catalyst. You've been positioning pre-IPO. Public launch = pressure release valve. **THE CAPITAL DEPLOYMENT WINDOW** 💰 This week is CRITICAL: • Jun 9-12: 8 IPOs hit market • SPCX is headline • But also: EROC ($4.71B), PBLS ($2.14B), FRBT ($944M), MOT (optics!) • 3 SPAC acquisition vehicles pricing at $10 If you've been dry powder holding for IPO window = THIS IS IT. **OTHER CATALYSTS** 📈 Don't sleep on: • EROC (ERock) - $190.77M revenue, $4.71B market cap • PBLS (Parabilis) - Biotech play, $2.14B market cap, $17-19 range • MOT (MetaOptics) - Optical tech aligned with your AI infrastructure thesis • FRBT (Forbright) - $591.8M revenue, energy/infrastructure • 3 SPAC vehicles at $10 = acquisition targets **TRADING IMPLICATIONS** 🎯 SPACs at $10 are low-risk entry points IF you believe in the acquisition thesis. Floor is $10 NAV. IPO IPOs ($17-23 range for EROC/PBLS/FRBT) = more volatile, higher beta. SPCX at $135 = will trade on macro flows QQQ positioning. **YOUR MOVE** 💡 1. Monitor SPCX pre-market Jun 12 for opening print 2. Track QQQ Fast Entry rule activation (likely same day) 3. Watch passive flow ($175-280B estimate) hit market 4. Deploy accumulated dry powder on dislocation/gaps 5. SPCX Forge/Hiive pre-IPO window closes = last exit window This is capital deployment season. 40-50% dry powder hitting market this week. @unusualwhales @BullflowIO for options flow on SPCX day 📊 Not financial advice. DYOR. 🙏 Humble Trader | Gemini Trading

Singapore Exchange Limited, MetaOptics Ltd, First Real Estate Investment Trust & United Hampshire US REIT Singapore Broker’s Digest 🇹🇭 Thailand - Bangkok Chain Hospital PCL, Central Pattana PCL, SC Asset Corporation, Krungthai Card PCL, Ratch Group PCL, Carabao Group PCL

👓 Full-color VR just got closer. A new nano-template tech prints 3D metalenses that conquer chromatic blur, paving the way for lighter, scalable VR displays. azonano.com/news.aspx?newsID… #Nanotechnology #VirtualReality #MetaOptics @NatureComms

Singaporean optical lenses manufacturer MetaOptics sets terms for $33 million US IPO $MOT $IPO #IPO zpr.io/L4bmAyMHBn2U

JUST IN: METAOPTICS LTD HAS LAUNCHED ITS U.S. IPO OF 4,000,000 AMERICAN DEPOSITARY SHARES, PER ITS SEC FILING

$POET $LITE $GLW $COHR | Singapore’s MetaOptics files for a $23M Nasdaq IPO under symbol MOT. As a pure play metalens leader, the firm uses chip making processes to replace bulky glass with ultra thin optics for AI, AR or VR, and smartphone camera modules.

$HIMX Q1'26 Earnings Preview Himax is caught in a downturn affecting consumer electronics and automotive markets. Roughly half of the company’s revenue comes from its automotive division, and leadership has issued a low outlook due to the expiration of EV incentives in China. Only 5 sellside analysts are providing coverage so it’s clear the information going into the print is limited. The earnings for this quarter will likely not be good and to the disatisfaction of the market. However, the critical point of momentum is what is said on the call about CPO and glasses. Here are the very relevant points to be focused on for the call: 1. CPO mass production timing & 2026 revenue contribution I will be focused on updates whether CPO has officially entered mass production, or if it’s still “trial production.” The phrase is whether management affirms or increases the “over $100 million annualized in early-stage mass production” number Jordan Wu floated on the Q2 2025 call. Also going to listen for whether they pull forward Gen 1 ramp timing or push it: Wu has said exact MP timing is “customer-dependent.” Any hint of customers or platform tie-ins would be massive. 2. Gen 2 / >6.4T product readiness for the GPU market This is the bigger long-term chance in scale-up the GPU-side, late 2027/early 2028. Any reference to bandwidth specs (6.4T, 12.8T). Wu has previously framed Gen 2 as a “nine-figure annual revenue opportunity even in early stages of MP” Context of timing, dollar size, customer count changes the 2028 model. 3. Smart glasses customer ramp Wu said on the last call that “a leading brand’s smart glasses are poised to enter mass production later this year.” Any update on that timeline, unit volume guidance, or which Himax components are shipping WiseEye sensors (~$10–15 ASP) is the near-term, butany mention of microdisplays or WLO nanoimprint waveguides going into the same program. Then for capacity expansion commentary/hiring that would corroborate the DigiTimes report on Taiwan AR optics suppliers raising capex. 4. Non-driver segment as % of total revenue (mix shift) Non-driver going from <20% of 2025 sales to ~50% by 2028. Listen for the segment breakdown in the quarter and any forward color on mix. Management characterizes non-driver as higher margin and less cyclical: so any margin uplift in the segment, or commentary on gross margin trajectory tied to non-driver mix, validates the research. 5. WLO / nanoimprint capacity and capex Both CPO and AR glasses run through the same nanoimprint lithography manufacturing line that Himax has been operating since the iPhone X Face ID era. Capex guidance, capacity utilization commentary, or any mention of expanding nanoimprint tooling. If they’re guiding capex up meaningfully, that’s a tell on customer commitments behind the scenes. Any reference to Himax IGI (their precision optics subsidiary), which is where the metalens / metaoptics work lives (where Gen2 CPO likely is). Thanks for reading! None of this is financial advice. This is a high-conviction, speculative position. Do your own diligence. I may sell or modify positions at any time without publicizing those holdings.

Singapore: MetaOptics Ltd (SGX: 9MT) M. Cap ~ US$ 178 M This is supposedly the world’s first pure-play metalens company to list publicly. Headquartered in Singapore, it is a vertically integrated designer and manufacturer of advanced meta-optics components and products. Have a very tiny position, looking at adding more . What do you guy’s think ? LMK.

Singapore: MetaOptics Ltd (SGX: 9MT) M CAP ~ US$ 178 M
This is the world’s first pure-play metalens company to list publicly. Headquartered in Singapore, it is a vertically integrated designer and manufacturer of advanced meta-optics components and products. Its core technology uses nanofabrication to create flat, glass-based metalenses that replace bulky traditional lenses, enabling miniaturisation and high-performance imaging. Key applications include smartphones (reducing camera bumps), AR/VR, LiDAR, head-up displays, IoT devices (e.g., infrared/colour cameras, pico projectors), and AI-enhanced imaging. What do you guys think ? Not a financial advice.

We are excited to present you with the symposium, Metasurface and Metaoptics at the 3rd International Conference on AI Sensors and Transducers. For more information about the conference, please visit the AIS 2026: sciforum.net/event/AIS2026

Optical skyrmions with tunable/reconfigurable topology via spin-decoupled metaoptics onlinelibrary.wiley.com/doi/… @QuantumIQC @NIST @UBuffalo @JQInews

[PDF] Optical Skyrmions with Tunable or Reconfigurable Topology Using Spin‐Decoupled Metaoptics 🛸goo.gl/scholar/1TV27w

SemiVision put out an incredibly thorough article about CPO and Metalens that spotlights $HIMX very nicely (pg108-119). Acknowledges role in Gen1/2 COUPE and looks at where their tech is headed (and already well underway) in metalens and metaoptics via Himax IGI

MetaOptics Ships Automatic Metalens Tester to Taiwanese Partner Pin-Jye Nano Technologies voxnion.com/metaoptics-ships…

3D contactless fingerprint biometrics shrink toward smartphone-ready format MetaOptics reports progress on its compact metalens-based module #biometrics #smartphones biometricupdate.com/202603/3…