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Deep Dives
Long form studies of the companies riding each wave of disruption. Published as the research is ready.
September 10, 2026
$ANIP: The Only ACTH Gel Left Standing
Cortrophin Gel has no FDA approved competitor and just grew 43.5% year over year. ANI is now deploying 90 new sales reps into gout, a lucrative acute indication with almost no reimbursement history yet…
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September 10, 2026
$DGXX: The Bitcoin Miner That Sold Itself to Cerebras
Digi Power X signed a 10-year, $1.1 billion colocation agreement with Cerebras Systems in May 2026, then reported its first AI revenue the same quarter, $1.1 million over five weeks from a bare metal…
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September 9, 2026
$AAOI: The Laser Maker Running Faster Than Its Own Margins
Applied Optoelectronics just posted its fifth consecutive record quarter, with revenue up 86% year over year and a $200 million hyperscale transceiver order already on the books. The question is whether shareholders will see…
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September 7, 2026
$NEO: The Cancer Lab That Just Turned Profitable
NeoGenomics just posted its first quarterly net profit after years of losses, and its most valuable test just won a third Medicare indication eight days before a major healthcare conference. The margin turn is…
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August 25, 2026
$NPKI: The Mat Company Wiring America’s Grid
NPK International rents temporary access matting to utility crews building high voltage transmission lines, and its margins just did something unexpected: they expanded 400 basis points in a single year while revenue grew 20%.…
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August 24, 2026
$FRVO: The Only Firm Clean Power Before 2030
Fervo Energy sits on $7.2B in contracted revenue it cannot yet touch, with first commercial power from Cape Station targeted for Q4 2026. The stock is trading near $18, the average analyst target is…
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August 20, 2026
$URG: Wyoming’s Second ISR Mine Is Now Running
Ur Energy just drummed 140,873 pounds of uranium in a single quarter, a 47% sequential jump, while Wall Street is still modelling the company as if Shirley Basin doesn't exist yet. The resin transport…
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August 17, 2026
$UMAC: The Only U.S. Drone Parts Maker That Matters Now
On September 3, 2026, Chinese drone components face tariffs of 25% to 100% under a Section 232 proclamation that cannot be struck down in court the way IEEPA orders can. Unusual Machines is the…
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August 13, 2026
$BWEN: The Gear Grinder Powering AI’s Gas Turbine Boom
Broadwind just reported 67% revenue growth from continuing operations while most analysts are still modeling a wind tower company that no longer exists. The re rating hasn't happened yet, and November is when it…
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August 10, 2026
$RCAT: The Army’s Only Certified Drone, at Half Price
Red Cat Holdings grew revenue 849% year over year in its most recent quarter, holds the U.S. Army's sole Program of Record for short range reconnaissance drones, and is sitting on roughly $350 million…
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August 3, 2026
$UAMY: The Only Western Antimony Smelter Ramping Now
When China cut off antimony exports in 2024, it handed a structural monopoly to a small Montana mining company most investors have never heard of. That company just made its first deliveries under a…
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August 2, 2026
$SECZ: The Plumbing for a $5.5 Trillion Market
Securitize just became the first pure play tokenization infrastructure company to list on a major U.S. exchange, with $5B in assets on its platform and 39% revenue growth. The stock has since fallen 50%…
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August 1, 2026
$LYEL: A Phase 3 CAR T Bet Priced Like a Phase 1
Lyell Immunopharma has two pivotal CAR T trials dosing right now, $261M in cash, and an FDA data update due before year end. The stock is sitting 70% below its twelve month high as…
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July 31, 2026
$TENB: The Quiet Giant Waking Up to OT Security
Tenable has spent two decades building the most complete picture of enterprise vulnerabilities. Now CISA mandates and AI accelerated attacks are pulling every factory floor, power grid, and hospital HVAC system into that picture,…
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July 30, 2026
$LMB: The Plumber the AI Boom Can’t Build Without
Wall Street punished Limbach 33% on a margin miss that missed the point entirely. With Q2 earnings in five days and data centers now driving 27% of new bookings, the market is pricing a…
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July 29, 2026
$LEU: The Only U.S. HALEU Maker Signs a $1B Deal
Every next generation reactor being pitched to power AI data centers runs on HALEU, a fuel America has no commercial capacity to produce at scale. Centrus Energy just signed a $900 million DOE contract…
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July 28, 2026
$AEHR: The Burn In Bottleneck Nobody Sees Coming
Every hyperscaler stacking AI chips in a multi die package has a new problem: one bad die poisons the entire module. Aehr Test Systems builds the only production scale tools that catch that problem…
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July 27, 2026
$PLPC: The Wire Company Riding the Grid Super Cycle
The U.S. grid buildout is the biggest capital cycle in a generation, and almost nobody is talking about the 77 year old Ohio company that makes the hardware keeping every transmission line in place.…
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July 27, 2026
$RCAT: The Drone That Ate DJI’s Market
On December 22, 2025, the FCC added DJI and Autel to its Covered List, effectively ending their U.S. government procurement story. Red Cat Holdings is the small cap sitting in the gap they left…
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July 27, 2026
$ITRI: The Intelligence Layer Every Grid Now Needs
Itron sits inside more than 8,000 utility networks worldwide as the software brain coordinating everything from smart meters to distributed solar fleets. With Q2 earnings dropping tomorrow and the stock off 34% from its…
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July 26, 2026
$EOSE: The American Zinc Battery Nobody Is Pricing
Eos Energy is shipping zinc batteries that laugh at fire codes, and its backlog just hit a company record $807 million. The market has repriced the stock down 66% this year even as revenue…
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