Sep. 10 at 2:13 PM
$KSCP I’ve followed this company for years. I was an IPO investor, and that investment turned into a disaster.
So spare me the lecture about what this company “really is.” I’ve watched the promises, pivots, financing, dilution, product claims, and stock performance firsthand.
And the biggest question is still:
WHAT IS THE MOAT?
Security surveillance is not some impossible robotics breakthrough. If a well-funded robotics company decides this market is worth entering, adding cameras, AI detection, remote monitoring, alerts, and patrol logic is hardly science fiction.
The real reason the giants may not be crushing this niche already could simply be that the market is too small for them to care about, YET.
That should worry investors.
So don’t tell me I haven’t done the homework.
I paid dearly for that education.
Is KSCP protected by superior technology — or just brely surviving because the big boys don’t care yet?
Because if it’s the second one, that is NOT a moat.
