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

All 2026 AI AI Capex AI Hardware Additive Manufacturing Advanced Reactors Aerospace Aerospace & Defense Battery Beginner Biotech Cash Runway China Consumer Cyclical Cooling Critical Minerals Crypto Cybersecurity Data Analysis Data Center Deep Dive Defense Drone Drones Drug Discovery ETFs Edge AI Edge Computing Education Energy Energy Transition Enrichment Fiber Fuel Cells Fuel Cycle Fundamental Analysis Genomics Gold Gold Miners Governance Grid Growth Stocks HALEU HVAC Healthcare How-To Humanoid Hydrogen Industrials Infrastructure IoT June 2026 LiDAR Lithium MRAM Market Analysis May 2026 Medical Devices Mental Health Metrics Mining Monthly Update NPU Nuclear Optical Interconnect Photonics Portfolio Management Portfolio Strategy Power Pre-Revenue Precious Metals Psychedelics Q2 2026 Quantum Rankings Risk Management Robotics Royalty Companies SMR Satellite Score Analysis Score Distribution Scoring System Sector Analysis Semiconductors Sensor September 2026 Service Robotics Small-Cap Software Solar Space Stock Analysis Stock Picks Strategy Surgical Robotics Switchgear Synthetic Biology Tech Technology UAV Uranium Utilities Valuation aerospace ai ai infrastructure april 2026 automation biotech consumer critical minerals defense eVTOL earnings education energy fda approval fundamental analysis gold guide healthcare industrials investing lithium methodology metrics mining nuclear quarterly rare earth revenue growth robotics scoring sector analysis semiconductors small-cap stock analysis stock picks technology uranium valuation watchlist weekly

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FILTERED POSTS

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.

May 28, 2026

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.

May 15, 2026

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.

May 15, 2026

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.

May 3, 2026