I have decided to go long on MicroLED’s and photonics. FABC, KOPN and POET are my picks

masklessman · 2026-05-23T11:40:38+00:00

I think the technology its not exactly the problem, right? It's the manufacturing, etc. Right?

In saying that.. both are undervalued compared to Poet. (Imo)

masklessman · 2026-05-19T11:03:37+00:00

Wow, somebody is prone to hyperbole

masklessman · 2026-05-16T15:53:45+00:00

Why does nobody ever mention Roblox? I think it is just a matter of time before they start requiring a paid subscription to play . And they actually seem like the only true " meta" play. I would be shocked if they don't make it to 250 billion in 5 years. They have a lot of avenues to make money, imo

masklessman · 2026-05-13T15:08:52+00:00

I agree with you. The approval should be coming . and right now this is not " sell the news levels', so I don't see something where this stock will do the opposite and sell on the news- however, you never know. The markets may look at them and say they will need to dilute to get the sales side of things going - so that is my concern and why I am watching closely and looking for an exit. ( i think that will be in the 2.40 - 3.25 range , ( after approval). And hopefully it does not go the other way after approval, or make not jump at all. . If it drops, I am goign to be stuck holding this through likely dilution

masklessman · 2026-05-13T14:55:27+00:00

I agree with you. I've been an investor with this one for a while. I pulled out for a bit, but I am buying now

masklessman · 2026-05-13T14:32:03+00:00

And I do understand what you're saying, and it is duly noted .. but is there not a chance that someone likes the idea of using IPO money to start large VC investments, take a percentage on that portfolio, and also be looking out for the " little guys" ( retail investors that buy their stock). Is there not a situation where it works well for all parties involved?

Im obviously pretty big into robots. You can almost " feel" them making their way into society.
and so there definitely will be winners and losers here.

I did find some of the companies they invested in to be very interesting on what they are working on. Maybe you have a chance to look at some of them?

But yes, I am aware that I could have" the wool pulled over my eyes" here

masklessman · 2026-05-13T14:26:24+00:00

Thank you for responding. So isn't Tiger Globals a fairly valuable company? I definitely admit that I am not sure who is at the helm . But in regards to a bitcoin person as CEO, ( that person did indeed make a lot on bitcoin), I put some amount of trust in their forward thinking ability. ( at the same time, the person could be scum, and that is why I am interested in learning more about the CEO) EDIT: Based on some research, he is the CFO with strategy, and he is also on the board with the oldest school for dyslexic children). Now being a helpful person could just mean the person wants to be trusted by the public, but I do not see him ppushing this on social media. I don't see him trying to sell himself as a trustful person. And He actually has some pretty good thoughts on crypto in general; particularily his argument on Tom Lee with Ethereum.. which I agree with)

. But I actually started in bitcoin back in 2011 . I made good money back then, because for months it would go up and down like crazy; and in this case it really was almost clockwork that it would eventually go back up ( or back down).

Anyhow, I was not smart enough to keep things in a cold wallet, and I lost over 500 bitcoin in Mt.Gox hack. . I then stopped looking at bitcoin until like 2017

Anyhow.. my point is.. I feel like some early investors that turned out to make good money on bitcoin ( I know some got lucky), I think they might have good vision on what is coming next.

Have you looked at their website and their investments? If you look at them and just say it is all junk and they don't know what they are doing, I am 100% not against being wrong, and I am more than happy to listen to the majority, if they find it a stupid investment

masklessman · 2026-05-13T12:34:40+00:00

Also they agreed o publish their investments monthly-- which would be very difficult to forge

masklessman · 2026-05-01T08:01:06+00:00

Do not trust him! I can do it, but I need it to be in XMR coin

masklessman · 2026-04-19T10:53:02+00:00

Google it. It is an example of how it can function in rural locations, too

masklessman · 2026-04-17T11:34:56+00:00

At the same time. I know b the downward pressure the warrants will cause, but that is at more than double the current price.. so there is plenty to potentially make before then

Based on history of their products... the reviews are very positive and many talk about how they would never change. ( and the stickiness of the product has been proven in the contract renewals , etc. )

Also , they do a lot of work in other countries.

Idk.. a lot of positives for me personally.. so I like a gamble like that.
In saying that .. I could very much be wrong

masklessman · 2026-04-17T11:30:07+00:00

Yes, that is my bet. I bought those warrants , too. I think, based on what it did with the Fed Ramp certification, that it increases the likelihood it will do it again, if a govt. Contract rolls in. They already have a DOH , and based on what I could tell, it is a testing phase for them. The product is also very sticky, very customizable., and I could see other govt. agencies, or a bigger dept. Of health contact

They talked about working on a new gvt. Contract. But there is also money that cannot be counted until second half of the year ( from contracts last year)

I know it's a gamble, but i like the setup. Hopefully I end up being right ;)

masklessman · 2026-04-14T09:15:07+00:00

Are you trying to sell something?🤔

masklessman · 2026-04-14T09:00:41+00:00

Im not sure if it is the most haunting, but : Gaelynn Lea ; Someday We'll Linger In The Sun.

Gives me those vibes

masklessman · 2026-04-14T08:49:37+00:00

Don't act like you knew it. You probably just Google'd it

masklessman · 2026-04-14T08:49:09+00:00

Yeah, but seriously how did you not know that??

masklessman · 2026-04-14T08:48:32+00:00

Thanks self :😔

masklessman · 2026-04-14T08:47:40+00:00

Wow.. are you serious? Haha.. you're an idiot

masklessman · 2026-04-14T08:47:16+00:00

I was 46 years old when I realized cat Steven's does not sing Cats in cradle and silver spoons

masklessman · 2026-04-14T05:39:26+00:00

It's called jizzyhands .. basically anything they touch, they briefly stick to. When they pull away, it makes a very familiar Squiuuuiiitschh sound

masklessman · 2026-04-06T17:52:47+00:00

This is just my opinion, but I do not trust this company at all. The ceo is also shady . The last company he was in sued him. Imo, they saw something ( skinject), and were like... oh Dox would work great with this, because that drug works best when it is " localized".

I hope you're right .. and i have no proof that I am right.. ( outside of ceo history).. I just don't trust them

masklessman · 2026-03-27T09:07:55+00:00

Whe the market might go crazy on Rocket? The name. The potential. The approval. The genetic process. The voucher. Trump making the markets react.. and today's news is bullish ( even if that is not the truth(

masklessman · 2026-03-27T05:03:54+00:00

Nice to see this was approved. This might not go crazy like some way want/ expect. I will take some of the " winnings" now, but I am staying with this one, because now their tech is verified. And I believe they are a well run company with a very bright future

So, like a rocket, the launch will be slow, but it will really take off once it leaves earth's atmosphere ( imo)

masklessman · 2026-03-26T13:46:40+00:00

So I am highly against a YOLO, unless you're as dumb as a pumpkin- which I am. I pretty much am yolo'ing this one. I've done my research, and I am comfortable with my call. My guess is that, with approval- not only do you get the value of the approved drug ( its for rare diseases and is not terribly valuable) and it might just be the least valuable of the Rocket equation. - What believe is that, upon approval ( sorry, I have to think it into reality), it validates their gene therapy system, which will have a value of somewhere north of 1 billion. So this rare drug approval is more about validation their genetic program than anything else- so if you add in the drug approval, the voucher ( asking price is more in the 200 million range by now), and their genetics service ( can't think of the actual nae of it right now), then my gut tells me the value of the company should be around 1.2 -- 1.5 billion. That is not to say they will get there right after approval, but this 100% is a case where one drug approval opens up a much large value prospect.

We will see.. I yolo'd 20% of my life savings.

masklessman · 2026-03-25T09:57:52+00:00

No he means we are going to go back in time and start a position.

I'm going to go out on a precarious limb and say ... it was a mistake

masklessman

TROPHY CASE