Some of my small caps are moving nicely today with 5%+ gains $QS $RR $ABCL $SERV This is why patience and buying strong conviction names on weakness matters. Small caps can move fast once momentum returns.
15 stocks where I see early positioning opportunities across different sectors for long term growth: $QS $VLN $EOSE $SIVEF $JOBY $SATL $SOUN $SERV $BBAI $PLUG $ABCL $BB $FABC $RR $KRKNF This basket covers next generation batteries, energy storage, photonics, eVTOL, space, AI software, robotics, defense AI, hydrogen, cybersecurity and deep value turnaround plays. Not every stock will work immediately, and some may take years to fully play out, but that’s how asymmetric investing works. Early bets require patience, conviction and risk management. Big money is usually made by identifying future themes before they become crowded trades. For me, this is about building positions slowly, surviving volatility and giving disruptive sectors time to mature. Patience pays in the long term IMO.
$DGXX $SLNH $SATL $SIDU $LWLG $POET $BB $KEEL $KOPN $VLN $GCTS $SHMD $ASTI $BLNK $ABCL $SIVEF Some good-looking small cap and early-bet setups in this market right now. A mix of Space, photonics, AI infrastructure, biotech, energy, EV, and speculative tech names starting to show improving momentum and accumulation. Still a high-risk area of the market, so position sizing and patience matter, but selective small caps continue to outperform when momentum returns.
20 Stocks That Could Be the Next Market Leaders $JOBY — eVTOL pioneer. FAA cert in final stages. eIPP program launching mid-2026. Air taxi market is real and near. $QS — Solid-state battery game-changer. Eagle Line now operational. First ecosystem partner billings recorded. VW-backed. $900M+ cash runway through 2029. $SERV — Autonomous sidewalk delivery. Uber Eats + DoorDash partnerships. Physical AI playing out in real time. $SATL — Satellogic. Sub-meter satellite imagery. Defense, agriculture, intelligence. Geopolitical tailwinds are massive. $VLN — High-speed connectivity chips for automotive ADAS and camera systems. $SOUN — SoundHound AI. Voice AI before it’s mainstream. Automotive + hospitality deployments accelerating. $NOK — Nokia. 5G infrastructure + optical networking exposure. Massively undervalued relative to peers. $BB — BlackBerry. IoT security + government contracts. The silent cybersecurity play nobody’s watching. $POET — Optical interposer platform for AI data centers. POET’s platform could be the backbone of next-gen interconnects. $LWLG — Lightwave Logic. Electro-optic polymer tech hitting 400G+ speeds. Fortune 500 customer at Stage 3. IP licensing model unlocking. $OPEN — Opendoor. Real estate tech beaten down. Rate cut cycle = massive re-rating catalyst. $RUM — Rumble. Free speech platform with growing creator economy + cloud infrastructure. Political tailwinds turbocharging user growth. $ONDS — Ondas Holdings. Drones for defense + railroads. Government contracts stacking up quietly. $ABCL — AbCellera. AI-driven antibody discovery. Royalty model means high-margin revenue from partner pipelines. $RR — AI-powered service robots for hospitality, food & beverage, healthcare. $TMQ — Trilogy Metals. Copper + cobalt. Critical minerals for the AI/EV infrastructure buildout. $EOSE — Eos Energy. Iron-air long-duration batteries for grid storage. AI data centers need this. $SMR — NuScale Power. Only NRC-approved SMR design. DOE loans incoming. 6 GW pipeline across TVA territory. $TE — Advanced American solar and battery manufacturing $BBAI — AI analytics for defense and intelligence. DoD spending = durable revenue floor. These names span eVTOL, photonics, solid-state batteries, robotics, defense AI, energy, and beyond. Most are early. All carry risk. But the ones that execute? They don’t just go up — they redefine their sectors. Not financial advice.
In this market, you have two choices: Chase overextended names after the move… or build positions early in stocks still in the accumulation phase. I’d rather accumulate where risk/reward is still favorable: $QS $SOUN $JOBY $BB $SERV $CIFR $PATH $ABCL $NOK $SATL $SMR The biggest money is usually made by getting in before the crowd notices — not after the breakout headlines.
Portfolio Update — May 2, 2026 $PLTR +770.82% $CLS +651.53% $ONDS +426.29% $NBIS +307.04% $HIMS +258.82% $OKLO +202.32% $RKLB +170.77% $SOFI +142.97% $IONQ +142.02% $AAOI +104.43% $TSLA +73.50% $ABCL +55.79% $MU +52.72% $AMZN +48.89% $QS +48.22% $GLXY +37.05% $RDW +27.67% $META +24.47% $SOUN +20.76% $PNG +15.68% $RR -3.13% $PATH -4.04% $JOBY -13.05% 20/23 green 3 positions in progress — conviction intact $SOUN officially in the green Cash: 8.6% of portfolio 🙌 Not financial advice.
In 10 months 8/10 gave big returns $AEHR +841% $ASTS +270% $RKLB +267% $OUST +200% $INDI +105% $AQST +94% $QS +79% $ABCL +66% $SOUN -19% ❌ $PCVX -16% ❌
Portfolio Update — April 25, 2026 $PLTR +758.70% $CLS +642.59% $ONDS +443.81% $HIMS +298.95% $NBIS +283.43% $OKLO +206.23% $SOFI +173.08% $RKLB +172.65% $IONQ +126.51% $AAOI +80.27% $NVDA +75.20% $TSLA +66.38% $ABCL +47.72% $AMZN +47.02% $QS +46.40% $MU +39.84% $META +38.04% $RDW +33.56% $GLXY +27.42% $PNG +25.00% $SOUN +1.23% new position $RR -5.06% 🩸 $PATH -7.09% 🩸 $JOBY -19.70% 🩸 Cash: 8.7% of portfolio 21/24 green. 3 positions in progress — conviction intact. $GLXY & $SOUN flipped green. 🙌 Not financial advice. DYOR.
$ABCL AbCellera Biologics — The Antibody Engine Nobody Is Talking About Most biotech investors chase companies with one shot at a blockbuster drug. AbCellera is building something different — a platform that discovers, develops, and manufactures antibody medicines across multiple disease areas simultaneously. And 2026 is shaping up to be the most important year in the company’s history. What They’ve Built AbCellera started as a drug discovery platform — helping partners like AbbVie find antibody candidates faster using AI, microfluidics, and single-cell screening. That partnership engine now has 104 cumulative program starts with downstream economics. 19 molecules have reached the clinic — up from just 14 two years ago. But the company has quietly made a major pivot: from platform partner to clinical-stage biotech with its own pipeline of first-in-class medicines. The Pipeline — Where It Gets Interesting ABCL635 — Women’s Health / Menopause → Potential first-in-class non-hormonal treatment for hot flashes (vasomotor symptoms) → Targets NK3R — a clinically validated receptor on neurons that regulate body temperature → Phase 1 safety data showed encouraging results + strong target engagement → fast-tracked into Phase 2 → Phase 2 is a randomized, double-blind, placebo-controlled study in 80 postmenopausal women → Top-line results from both Phase 1 and Phase 2 expected Q3 2026 This is a massive addressable market. ~30% of menopausal women experience moderate-to-severe symptoms. Most existing non-hormonal options have significant side effect profiles. A long-acting antibody approach could be a genuine category creator. ABCL575 — Immunology / Atopic Dermatitis → Phase 1 underway for moderate-to-severe atopic dermatitis → Targets OX40L — a regulator of inflammatory pathways → Engineered for every-6-month dosing convenience → Potential expansion into broader autoimmune conditions ABCL688 + ABCL386 — Both advancing into IND/CTA-enabling studies. 20+ programs in discovery. 1–3 new INDs per year planned going forward. Financial Foundation → FY2025 revenue: $75.1M (vs. $28.8M in FY2024 — massive jump) → Net loss narrowing: $146.4M in 2025 vs. $162.9M in 2024 → ~$500M plus in available liquidity — runway well beyond 3 years → Clinical manufacturing facility now operational The cash position is the key. AbCellera isn’t going to be diluted into oblivion chasing its pipeline. They have the runway to let the science play out. Why 2026 Is the Inflection Year The company entered 2025 as a platform business. It enters 2026 as a clinical-stage biotech with: → Two programs in active clinical trials → Top-line data from both expected this year → Two more candidates moving toward the clinic → A fully built manufacturing platform Q3 2026 ABCL635 readout is the single biggest near-term catalyst. Positive data in a large, underserved women’s health market could reprice this stock significantly. The Honest Risks → Still burning ~$150M/year — profitability is years away → Clinical-stage biotech = binary data risk (Phase 2 can fail) → Partnering revenue is lumpy and hard to model (Q4 2025 was inflated by a one-time patent settlement) → Stock has been under significant pressure — down sharply from its 2021 peak This is not a safe, steady compounder. It’s a high-conviction bet on the science. The Bigger Picture AbCellera has spent years and hundreds of millions building an antibody discovery and development engine that most companies can only dream of. The platform is complete. The clinical manufacturing facility is live. The pipeline is moving. Now they have to deliver data. If ABCL635 works — non-hormonal, long-acting, antibody-based relief for millions of women — this company looks very different by 2027. Watching closely.
20 Small Cap Stocks Across 20 Sectors — A 5-Year Framework $CIFR — AI Data Centers $BKSY — Space AI / Earth Intelligence $SOUN — Voice AI $RXRX — AI Drug Discovery $POET — Photonics $QS — Solid state battery $BTBT — Crypto + AI Infrastructure $SATL — Sovereign Satellites $SPIR — Space Data $KULR — Energy Storage $SERV — Delivery Robotics $ZETA — AI powered marketing $EVER — Insurtech $PATH — Enterprise automation $ABCL — AI drug discovery $GFAI — AI Security Robotics $ONDS — Defense Autonomy $AEYE — Accessibility SaaS $ADUR — Clean Tech $INFQ — Quantum Computing I will share short description and my favourite from this list later.
25 Growth Stocks Poised to Be Big Winners - $IREN – AI infrastructure backbone $IONQ – quantum computing leader $RKLB – next-gen aerospace launch $ASTS – space-based connectivity $NBIS – emerging NeoCloud play $SOFI – fintech disruptor $EOSE – long-duration energy storage $ONDS – wireless + drone networks $QS – solid-state EV battery innovator $OKLO – small modular nuclear energy $HIMS – digital health platform $OSCR – tech-first insurance model $ZETA – AI-driven marketing data $ADUR – chemical recycling tech $AAOI – photonics infrastructure $CLPT – neuroscience breakthrough $PATH – enterprise automation + AI $JOBY – electric air mobility pioneer $MP – critical rare-earth supply chain $KTOS – autonomous defense $RR – robotics + automation $ABCL – AI-powered drug discovery $GLXY – digital asset + fintech $TE – solar + battery ecosystem $SOUN – voice AI platform Theme is clear: AI • Energy • Aerospace • Automation • Infrastructure Capital is rotating into the future — and these are the companies building it. Stay early. Stay positioned.
I’ve created generational wealth by calling the bottoms on the following stocks… 1. $PLTR at $42 2. $NVDA at $85 3. $HOOD at $29 4. $AMD at $76 5. $HIMS at $22 My next picks to breakout are $ZETA, $OSCR, $LMND, $IREN, $ABCL, & $RKLB. Don’t miss my updates posted here on X… https://t.co/VWIB9lot9c
