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.

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FILTERED POSTS

AI InfrastructureSemiconductorsSemiconductor EquipmentData CenterSmall-CapSector AnalysisNovember 2026

8 Best Small-Cap AI Infrastructure Stocks — November 2026

Eight small-cap AI infrastructure stocks ranked by our October 4, 2026 score snapshot — interconnect IP, test handlers, MRAM, power MOSFETs and fibre cabling — with each score checked against its 2026 filings.

Edge AISemiconductorsNPU IPAutomotive ADASMRAMSmall-CapSector AnalysisOctober 2026

8 Best Small-Cap Edge AI Semiconductor Stocks — October 2026

Eight small-cap edge AI semiconductor stocks ranked on our September 27, 2026 score snapshot, with the gap between each score's trailing growth input and the latest quarterly filing spelled out per name.

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.