There was a time—around January 2020—when investing in a little-known biotech stock called Moderna seemed like a gamble. Months later, it was the hottest ticket on Earth. The reason? A sudden, global event thrust one niche technology into mainstream necessity.
Now ask yourself: what’s the next Moderna?
I’m not saying it is eye tracking—but I’m saying it might be, and almost no one is paying attention.
Why Eye Tracking Is the Next Untapped Frontier
Companies like Tobii have been quietly building some of the most advanced eye-tracking technologies on the planet. What was once used for lab studies and accessibility is now inching toward mass adoption—and it’s not just a pipedream.
-
VR headsets like the PlayStation VR2 already use eye tracking for foveated rendering, which improves performance by tracking where you look.
-
Apple Vision Pro, the most hyped mixed-reality device of the decade, places eye tracking front and center in its UX philosophy.
-
Enterprise use is growing too, from driver monitoring systems to medical diagnostics and even lie detection.
The writing is on the screen—literally. Where you look is data. And in the age of attention monetization, eye movement is gold.
Undervalued, Underwatched
The problem? The market hasn’t caught on yet. Stocks like Tobii are still trading as if eye tracking is a gimmick. But we’ve seen this before:
-
Touchscreens were once novelties.
-
Biometric sensors seemed unnecessary.
-
Vaccines for a specific virus were considered niche until the world changed overnight.
With each leap in hardware capability, eye tracking becomes cheaper, faster, more accurate. When the tipping point comes—and it will—those early positions will look genius.
The Caveat: Time Beats Timing
This isn’t a call to max out your margin account and go all-in on Tobii tomorrow. Markets are moody, and even the most promising tech can lag before it lifts. Timing is a sucker’s game.
What matters is positioning, and more importantly, patience.
If you believe in the trajectory of immersive tech, human-computer interaction, and smarter UI/UX systems, then owning a stake in eye tracking now may be like owning vaccine stocks before the storm.
Just don’t expect the surge to follow your calendar. It never does.
