@DZierler I’ve updated my ideal #AR portfolio: Avoiding China

$VUZI 52.5%
$NOK 10%
$MSFT 10%
$EMAN 10%
$GOOGL 5%
$AAPL 5%
$MVIS 5%
Any stock* 2.375%
$KOPN** .125%

*Any stock in any sector that China does not own.
** @kopin has no #AR nor laser nor microLED products https://t.co/ACmrFcrxdk