Sandy
1.7K posts






Everyone’s chasing semiconductors, space, and AI right now, and honestly same, I’ve been deep in all of it. But there’s one company I keep coming back to quietly, one that’s building something in a completely different direction. That’s $DMRC Digimarc, and let me explain why it’s been on my radar. They do digital watermarking. Embedding invisible identification into content so you can prove what it is, where it came from, and whether it’s been tampered with. They’ve been doing this for nearly 30 years, and one of their longest running deployments is with a consortium of the world’s central banks to deter currency counterfeiting. Not a new idea for them at all. And honestly the reason this feels more urgent now is pretty obvious when you think about it. AI generated content is everywhere, deepfakes, synthetic images, AI written text, and the question of is this real is getting harder to answer every single day. Digital watermarking is one of the most viable solutions to that problem at scale, and $DMRC has been quietly building the infrastructure for exactly this for decades without much fanfare. The 2026 piece is worth paying attention to though. The EU AI Act comes into full force in May 2026, and it mandates watermarking and labeling of AI generated content across the board. Non compliance means fines up to 15 million EUR or 3% of global annual turnover, whichever is higher. This applies to any AI company operating in Europe, which is basically everyone. What kind of got me was this part. $DMRC developed the industry’s first digital watermarking solution compliant with C2PA 2.1, the standard the industry is converging around, and they co-chair the watermarking task force for that standard. So they’re not just selling into this space, they’re literally at the table where the rules are being written. That’s a different kind of positioning. The honest risk is the financials are still rough. Small cap, still burning cash, stock has been quiet for a while. The story is ahead of the numbers right now. But regulation moving in this direction with $DMRC sitting at the center of the standard, that’s not nothing. Staying on my watchlist for sure.



$DMRC 👀 YTD the short in DMRC has risen ~1.2m shares (~$6 avg) to 2.7m ~14.5m float 5/15 data tmrw Top 4 holders (TCM Altai, BLK, Ocho) hold 7.31m shares 33% 🤔 TCM CEO's firm Altai billionaire w $25+ cost BLK is index funds Ocho active, cost unknown likely $20+ @TradeIdeas






AIs replace UIs and APIs.




With $BIRD up 400% on announcing they are just transitioning into AI dont forget other forgotten, beaten down, heavily manipulation names in the AI space $DMRC tech relates specifically to copyright protection in an AI world They were way ahead




$SMX 👀 Looks like Kenny might need to fire up the LULD team @kshaughnessy2



Marc Andreessen: Software isn't precious anymore. In this new world, high quality software is infinitely available. "We've always lived in a world in which software is this precious thing that you have to think about very carefully." "It was really hard to generate good software, and there was only a small number of people who could do it." "Those days are just over." "If you need new software to do X, Y, or Z, you're just going to wave your hand and get it." "Things that used to be hard, or even seem like an insurmountable mountain to get through, all of a sudden, I think, become very easy." @pmarca with @latentspacepod




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