RESEARCH

Monthly research. One thesis per theme.

Start with a trend — drones, uranium, defense, biotech — and get the small-caps scored for financial stability, not hype. Refreshed monthly.

FILTERED: SEMICONDUCTORS
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FILTERED POSTS

Quantum ComputingPost-Quantum CryptographyCybersecuritySemiconductorsSmall-CapSector AnalysisOctober 2026

5 Best Small-Cap Quantum Computing Stocks — October 2026

Five small-cap quantum stocks under $2B — post-quantum cryptography chips and software, quantum random-number hardware and a photonics fab — ranked on our September 13 score snapshot. Successor to our May 2026 list.

AI InfrastructureSemiconductorsOptical InterconnectMemory & StorageSmall-CapSector AnalysisOctober 2026

7 Best Small-Cap AI Infrastructure Stocks — October 2026

Seven small-cap AI infrastructure stocks — optical DSPs, interconnect IP, MRAM, compute-in-memory, server power and test capacity — ranked on our September 6 score snapshot. Successor to our April list.

Edge AISemiconductorsAI HardwareNPUMRAMSensorIoTSmall-CapSector AnalysisJune 2026

7 Best Small-Cap Edge AI Semiconductor Stocks — June 2026

Edge AI is the inference layer that runs on-device — the small-cap silicon stack that enables it. 7 names exposed to NoC IP, NPU/DSP IP, SWIR sensors, MRAM, eFPGA, and secure elements. Ranked on fundamentals.

AIPhotonicsOptical InterconnectSemiconductorsSmall-CapSector AnalysisJune 2026

5 Best Small-Cap AI Photonics Stocks — June 2026

AI photonics is the optical layer of the AI build-out. The big-cap winners are obvious — small-cap pure-plays are rarer. 5 names with current exposure to optical interconnect, ranked on fundamentals.

aiai infrastructuresemiconductorssmall-capsector analysisapril 2026May 2026

Best Small-Cap AI Infrastructure Stocks — May 2026 Update

7 small-cap AI infrastructure stocks for April 2026, ranked on balance sheet, cash, and growth. Chip IP, networking, LiDAR, memory — real fundamentals.

AISemiconductorsEdge ComputingSmall-CapSector AnalysisMay 2026

6 Best Small-Cap Edge AI & Embedded Compute Stocks — May 2026

Edge AI is not the same as datacenter AI. Inference at the edge happens on auto SoCs, IP-licensed DSP cores, embedded perception sensors, and optical interconnect. 6 small-cap names, with the model-specific framing each requires.