High-variance, small-cap ideas with real optionality.
Micro-Cap Home Run
Jan 20, 2026
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6 min read
When Waste Stops Being Free, Entire Industries Reprice
Dec 30, 2025
4 min read
The AI bottleneck hiding beneath the GPU trade
Dec 21, 2025
Selling the Stock Isn’t Selling the Thesis
Why mispriced assets don’t always live in microcaps — and why that’s the edge
Why $CLPT isn’t a medtech stock — it’s infrastructure hiding in plain sight
