Top 10 Small-Cap Holdings & Why I’m Invested

• Providing end-to-end satellite launches, manufacturing & data solutions -- positioning itself as the “FedEx of Space” in a $400B+ space economy.

2. $Jumia Technologies AG(JMIA)$

• Building a logistics & fintech ecosystem to drive e-commerce growth in Africa -- targeting the underpenetrated $75B online retail market.

3. $IONQ Inc.(IONQ)$

• Powering quantum with scalable trapped-ion technology, offering superior reliability & accessibility over superconducting qubit -- positioning it for growth in a projected $1.3T market by 2035.

4. $Viking Therapeutics(VKTX)$

• Advancing metabolic & endocrine treatments with a leading NASH & obesity pipeline -- addressing a $50B+ market opportunity in weight loss & liver disease.

5. $AST SpaceMobile, Inc.(ASTS)$

• Pioneering satellite-based mobile broadband with SpaceMobile -- aiming to provide seamless global connectivity by bridging terrestrial networks and tapping into a $1T+ telecom market.

6. $Recursion Pharmaceuticals, Inc.(RXRX)$

• Leveraging AI-driven drug discovery to accelerate biotech innovation -- optimizing molecule design & targeting a $100B+ precision medicine market.

7. $Aehr Test(AEHR)$

• A key enabler of silicon carbide (SiC) & advanced semiconductor testing -- capitalizing on the $40B+ shift to next-gen power electronics for EVs and AI.

8. $Industrial Minerals Ltd(IND.AU)$

• Powering automotive innovation with highly integrated mixed-signal semiconductors -- leading in ADAS & EV applications within a $50B+ automotive chip market.

9. $Fastly, Inc.(FSLY)$

• Delivering ultra-low-latency edge computing & security solutions -- optimizing AI-driven content delivery & performance across a $40B+ CDN & cloud security market.

10. $Navitas Semiconductor Corp(NVTS)$

• Enabling next-gen power efficiency with GaN semiconductors -- transforming energy consumption in EVs, data centers & industrial applications in a $20B+ market.

Image

AI Companies and Industry DIG

AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Top 10 Small-Cap Holdings & Why I’m Invested

Comments