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: AI
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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.

AIBiotechDrug DiscoverySmall-CapSector AnalysisMay 2026

4 Best Small-Cap AI Drug Discovery Stocks — May 2026

AI drug discovery splits into three monetization models: software-to-pharma (SDGR), platform-to-partner (ABCL, ABSI), and own-pipeline (RXRX). Each has different unit economics and different bull-case shapes.

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.

aismall-capearningstechnologystock analysis

Veritone (VERI) Surges 22% on AI Revenue Guidance

Veritone (VERI) surged 22% on $130–145M AI revenue guidance. Full breakdown of the AI data marketplace play, fundamentals, and our score.