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Re: Fruno post# 225410

Sunday, 11/09/2025 9:12:11 AM

Sunday, November 09, 2025 9:12:11 AM

Post# of 232328
Fruno, my reasons for suspecting Nokia aren’t as simple as you say. Yes AI could be wrong. I don’t blindly trust AI. But Marcelli doesn’t care about accuracy. He cares about perception. We know that he has misled investors many times over the years, That’s not even debatable.

And we know that the company has traditionally announced collaborative progress in plasmonics before they announced progress with more traditional modulator technology.

You are missing the point about stockspro. First, you don’t address the fact that he called out Nokia going into stage three the very day before the PR. We can see that as a coincidence, but that’s a statement of faith, not fact. If it was a coincidence, it was a pretty massive coincidence. Are you not able to acknowledge that?

Second, my point to Walter was that if there is evidence that it is not Nokia which he has obtained from the company and not just IR which could be guessing based on AI themselves, he should post it because the number of likes on stonkspro post a couple of days ago which states that Nokia now is in stage three are pretty high. Walter prides himself in being a shareholder advocate. Well, here’s his chance to help the shareholders by steering them in a better direction, which should also be helpful for the share price.

Your last point about the state of the commercialization for Polariton is a reasonable speculation on the surface. . But there is a reason why the industry says it is years away from commercialization. Do you know all of the hurdles that remain?

I despise the fact that the company took a highly speculative technology that was 10 years or more away from commercialization and used it to give the illusion to shareholders that they were on the cutting edge of commercialization. I can’t help but think that that is still the case. They have never been forthcoming about this relationship and proximity to commercialization. They didn’t even announce them as the partner or even one of the partners in their first commercial acceptance press release. Yet we know it was a partnership that involved Polariton because it was only a matter of weeks after that when Polariton’s website said that they were commercializing products for the first ttime in their history as a company — and we knew their products had lightwaves materials in them!

And Lightwave’s announcement was on the day of ASM - used as an excuse to not review the company’s goals for their nonplasmonic development. Do you not see how deceptive that was? You are willing to give them a pass on all of that just because they have a webpage that talks about reliability results. I think that is the wrong position to take. It is naïve. Skepticism on plasmonic progress is absolutely the more reasonable stance to take.

We can’t just let our dreams put shutters over our eyes. Yes we can be happy when good things happen, but with this company even with YVES as CEO, we need to keep asking the hard questions because they will do everything they can to keep us in the dark because that’s what keeps the money rolling in. That’s not cynicism. That’s just how things have always worked with this Marcelli run company. They have to prove that they changed their stripes. They haven’t done that yet.

Surely deep down everyone here knows I’m right about all of these things. Anyone that puts a negative emoji on this post is either a fool or a tool.

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