Geopolitics is fueling a massive order book for M-Tron (MPTI). With a $58.8M backlog, this small-cap defense player is a critical supplier for modern warfare. But can margins recover from tariff headwinds?
Great tech, poor visibility. While Aehr's (AEHR) burn-in systems are essential for the AI supply chain, management's refusal to provide guidance makes the near-term risk too high. Here is why we are waiting.
You can't build AI on bad data. Innodata (Nasdaq: INOD) provides the essential RLHF and data engineering for Big Tech's models. With record Q3 revenue and 45%+ projected growth, this is our top AI infrastructure play.
