Good Evening Market Enthusiast,

Happy New Year! 🎉

AR and VR have been “the future” for so long that most people stopped listening.

I get it.

We have all seen the demos.
We have all heard the big promises.

And most of the time, it feels like the same loop: cool tech, unclear timing.

But over the holidays, I actually used it at home in a normal setting, not a staged booth demo.

And it finally clicked.

Not “that’s neat” clicked.
More like “this changes how we see information” clicked 👓⚡

That’s the moment your brain starts racing:
How does this reshape work, training, repairs, warehousing, field service, safety, healthcare, defense, even how teams coordinate in real time?

Now here’s why I’m emailing you tonight.

We have covered a past big winner before in this space.
And in the last month, it has been triggering our indicators again and again, pulling our focus back on it like a magnet.

It is not just one headline.
It is the cadence.

When a company is quiet, you get vague promises.
When a company is gearing up, you start seeing timestamps.

And lately, this one has looked busy in the exact way you want to see heading into a year that could be transformative.

Here’s the tease, without giving anything away:

✅ A major program just cleared a difficult approval gate, with an early 2026 timeline now visible
✅ Repeat deployments are showing up, the kind that expand quietly before most people notice
✅ A scale partner is involved in a way that points to manufacturing readiness
✅ A major early January stage is being used to show deployable solutions, not just hardware
✅ 2026 has multiple calendar markers that could force the market to pay attention

This is the part of the cycle where the crowd is still debating whether it is real.

Then the next phase hits:
Rollouts.
Production.
Visibility.

And the story stops being theoretical.

⏰ Full release drops tomorrow at 9:30AM EST.

No company name tonight.
No ticker tonight.

Just a heads up that something we have already seen win before is back on the radar, and 2026 could be the year it stops being a promise and starts being a timeline.

Talk in the morning,

Max Masters

Co-founder, Market Tips Newsletter

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