Watch List

$ETWO - End to End cloud supply chain software.
Takeaway: Watch for hidden growth.

$CLPT - NSGY navigation device company, future as drug delivery tool.
Takeaway: Watch for drug approvals, and revenue projections on drug delivery.

$5253.T, $COVCF - VTubing - Mix of Anime/YouTube streaming with live concerts and merchandising.
Takeaway: No purchase, not a market I feel strongly enough to hold on downswing.

$AMTM - Defense Technology Service
Takeaway: Watch for more sell off, consider at $15. Review DOGE cuts prior to purchase.

$CANOF
Materials science microcap company trying to move from R&D to production. Just lost their major customer. Expecting stock will fall back to baseline of $0.15 range after which it may be worth monitoring for updates. They have worked with major players including Boeing and many universities. No direct competitors in the industry to make specific materials (example: heat resistant shields for space).
Substack for reference: https://welfarecapital.substack.com/p/california-nanotechnologies-cnov