Researching 4 new stocks this weekend.
$OUST $20.80
LiDAR + computer vision. Acquired StereoLabs in February - now selling a full Physical AI sensing platform, not just sensors. Revenue up 52% in 2025, shipping 25,000+ units. 1,200 contracted sites. Analysts have it at $39 average target.
$MITK $13.85
Identity verification and fraud prevention. Q1 revenue up 19%, fraud & identity segment growing 30% YoY. Just integrated with Ping Identity. Named a market leader by Datos Insights. Trading at a fraction of where fintech peers trade.
$CRDO $120.20
AI data center connectivity. Q3 revenue hit $407M - up 201% year over year. Five hyperscaler customers, three contributing 10%+ of revenue each. Just launched 800G optical transceivers for AI networks. $1.2B cash, almost no debt.
$LWLG $10.59
Electro-optic polymer modulators for silicon photonics. Integrated with GlobalFoundries and Tower Semiconductor PDKs. Fourth Fortune 500 customer just hit Stage 3 design wins. Targeting 200-400Gb/s solutions for hyperscale data centers and AI factories.
If you’re invested in any of these companies let me know!