my thinking aligns with yours. although no one can quite pin down the market segment we may usurp definitively and exactly how...mainly due to it being a complex and emergent tech with little to compare it to, clouded in NDA and discretion. there are in my opinion also, many other bits of known info that add up to a feeling of 'congruence' and potential. I've been invested and tuned in since early 2018. i had a few spec stocks over the years, both before and after, and luckily sold most of the duds at a time that market sentiment hadn't changed but my take on their 'congruence' did. I've not sold 4ds and only accumulated in all that time. hoping it not confirmation bias. ah well. it just money.
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