I concur with your assessment of NANO's limited (batch) production capacity compared to QMC's patented scalable continuous flow production. I recall reading an opinion somewhere a while back that suggested NANO, despite touting CF dots, hadn't generated "actual CF" material.

Given it's production limitations with respect to the demand potential, whether NANO has or hasn't / can or can't produce CF dots will likely become irrelevant, eclipsed by QMC in the long run... which is exactly the driver to stay and/or accumulate QTMM long. I'm looking forward to the next "totality".