Jul. 12 at 12:52 AM
Hunting for the next small-cap winners?
I'm keeping a close eye on companies under roughly
$2B market cap that are exposed to long-term secular growth themes like AI infrastructure, robotics, energy storage, and defense tech.
$JMIA - Expanding e-commerce and logistics across Africa
$CLPT - AI-assisted navigation solutions for neurosurgery
$EOSE - Long-duration energy storage and grid-scale batteries
$OSS -Rugged edge computing for defense and AI applications
$CLFD - Fiber connectivity supporting AI, broadband, and edge infrastructure
Small caps can be volatile, but that's often where the biggest growth stories begin. Which one is on your watchlist?
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