Vacationing in Japan currently Just flew down from Tokyo to Fukuoka on Thursday Didn't realize it was prime business travel time - the entire flight was filled with business people and the 4 of us sticking out like a sore thumb Meanwhile, my portfolio is taking a nice roller coaster up while the market is red hot. Some people who missed the boat is paralyzed and shocked by how fast the market is going up This is why you need to have mechanical rules to get you back into the market even if your analysis is incomplete This is where nailing down your technical analysis is super important While the market is hot, it might be time to take profits soon as usually we would experience a correction after a V shape recovery of 6 weeks So I would start accumulating cash to enter into the next discounted opportunity​​​​​​​​​​ Cheers, Eric --- Eric Seto Chartered Professional Accountant (CPA) Chartered Investment Manager (CIM) Founder of 5MinInvesting.com In May, I’m helping 15 people to become better at investing through Investing Accelerator. During the free strategy call, you can discuss which area of analysis you need the most help with (finding discounted stocks vs generating income). You can discuss your knowledge on options (and whether or not you are looking to learn a specific option strategy e.g. covered calls, cash secured puts, spreads) We can identify if you would benefit from the techniques covered in the program from technical, fundamentals to buying / selling options We can also discuss the tax advantages / disadvantages of using different retirement / investing accounts for each strategy. If you are interested, you can schedule a free strategy call here to see if you are a good fit. Schedule a free call

I’ve been holding VCX (Fundrise Innovation Fund) since it was only available through Fundrise before its NYSE listing in March 2026. VCX is essentially a publicly traded venture capital fund — one of the first and largest of its kind, giving retail investors access to high-growth private technology companies. Current holdings include Anthropic, Databricks, OpenAI, and SpaceX — companies most retail investors can’t access directly. The fund focuses on late-stage private tech companies across AI, machine learning, data infrastructure, and adjacent technologies, with a 1.85% annual management fee. The catch: since going public it’s been trading at a significant premium to NAV. I bought early so my cost basis is much better. Wouldn’t buy at current prices personally. Anyone else holding VCX since the early Fundrise days?

Investors, big move yesterday —Meta snapped up Assured Robot Intelligence (ARI) on May 1st to power its humanoid robotics ambitions. ARI's AI crushes robot dexterity, manipulation, and adaptive learning for real-world humanoids. Meta Platforms Inc. acquired Assured Robot Intelligence (ARI), a startup specializing in AI models for robots, to advance its humanoid robotics efforts. The deal closed on May 1, 2026, with financial terms undisclosed. Acquisition Details ARI develops robotic intelligence that enables robots to understand, predict, and adapt to human behaviors in dynamic environments. The startup's team, including co-founders Lerrel Pinto (NYU professor and former Fauna Robotics co-founder) and Xiaolong Wang (former Nvidia researcher and UC San Diego associate professor), will join Meta's Superintelligence Labs. ARI, founded in May 2025 and backed by AIX Ventures, focuses on high-precision dexterity, manipulation, robot control, and self-learning for whole-body humanoid applications. Meta's Robotics Strategy Meta aims to build software and AI for humanoid robots, positioning itself like Android in mobile—licensable to hardware makers—rather than producing its own initially. This acquisition bolsters efforts in consumer-facing humanoids for tasks like household chores, drawing on Meta's expertise in hand tracking, sensors, and Llama AI. Competitors include Tesla's Optimus and Figure AI, amid a race toward a potential $5 trillion market Key Highlights: - Co-founders Lerrel Pinto (NYU prof) + Xiaolong Wang (ex-Nvidia) join Meta's Superintelligence Labs. - Meta eyes "Android for humanoids"—software/AI stack for licensing to hardware makers (no initial hardware). - $5T market potential vs. Tesla Optimus, Figure AI—Meta leverages Llama, hand-tracking, sensors. NVDA/Mag 7 holders: This accelerates the robotics boom. Positioned for explosive growth! Thoughts on META's play? Load up? 👇 #RoboticsInvesting #Humanoids #MetaAI #NVDA https://www.bloomberg.com/news/articles/2026-05-01/meta-acquires-assured-robot-intelligence-to-help-build-humanoid-technology?utm_source=superhuman&utm_medium=newsletter&utm_campaign=robotics-special-japan-puts-humanoid-robots-to-work-at-airport&_bhlid=4a2572e8a72fc78766e49c61a7480c960aaef381&embedded-checkout=true

Unitree Robotics (Hangzhou, China) just unveiled a game-changing low-cost bipedal humanoid—upper-body only, starting at $4,290 (26,900 yuan). Modular design with fixed base or mobile chassis, 5-7 DOF per arm (up to 31 total DOF), ±0.1mm gripper precision, and 4.4 lb arm payload. Investor Highlights: - Builds on G1's viral feats (skating, flips, 2 m/s speed) and R1 ($5,900 full humanoid). - Unitree dominates shipping: Thousands of G1/H1 units in 2025, new factory targeting 20K+ in 2026, eyeing $7B Shanghai IPO. - Quadruped success playbook now hits humanoids—affordable hardware sparking dev ecosystems vs. pricey US rivals (Optimus) https://interestingengineering.com/ai-robotics/china-unitree-humanoid-robot?utm_source=superhuman&utm_medium=newsletter&utm_campaign=robotics-special-japan-puts-humanoid-robots-to-work-at-airport&_bhlid=fd3c1c49adeb26094e7e89def54f9a188f3ccecc

When I login to Fidelity outside US, they will try to verify my identity by sending one time code to my phone every time. This is very annoying so I set up WireGuard to use my office as VPN so I appear logging in to Fidelity from my office even I am actually in Japan. WireGuard is a modern, fast VPN protocol — much simpler than OpenVPN or IPSec. Here’s my setup: • WireGuard server running on my home router (QNAP QHora-301W) • WireGuard client on iPhone/iPad • When connected, all traffic routes through my NYC office IP • Fidelity sees my home IP and skips the verification step Why WireGuard over traditional VPN? • Extremely fast — barely noticeable latency • Simple config — just a few lines • Battery friendly on mobile • Free and open source The setup took about 30 minutes. Now I can trade from Japan without any friction. Works great for Fidelity, Interactive Brokers, and accessing my trading system remotely. Happy to share the config details if anyone wants to try it!