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Investment Thesis ChargePoint is a leader in EV charging infrastructure, with a large and growing network and recurring SaaS revenue. Despite its scale and strategic positioning, the stock has dropped ~50% over the past year and trades with low valuation…
Ticker: APLDCurrent Price: ~$11.40Market Cap: ~$2.8 billionIndustry: AI/Data Center Infrastructure & Digital Services Investment Thesis Applied Digital (APLD) provides digital infrastructure, AI-focused data center services, and HPC/cloud hosting. Built upon repositioning legacy crypto-data campus assets into AI-ready infrastructure, the company aims…
Ticker: AEVACurrent Price: ~$24.20Market Cap: ~$1.4 billionIndustry: 4D LiDAR / Autonomous Sensing Investment Thesis Aeva is a leading provider of 4D LiDAR-on-chip technology, offering both distance and velocity detection within a compact silicon-photonics platform. With strategic partnerships across automotive (e.g., Daimler/Torc),…
Ticker: AEHRCurrent Price: ~$11.32Market Cap: ~$337 millionIndustry: Semiconductor Test Equipment Investment Thesis Aehr provides specialized test and burn-in systems for high-demand semiconductor sectors, including silicon carbide (SiC) used in EVs and power electronics. Its proprietary FOX-XP and FOX-P wafer-level systems…
Ticker: ACHRCurrent Price: ~$10.28 (as of June 16, 2025) (barrons.com)Market Cap: ~$5.48 billionIndustry: eVTOL / Urban Air Mobility Investment Thesis Archer Aviation produces electric vertical takeoff and landing (eVTOL) aircraft—Midnight and others—targeted at transforming urban air mobility. With significant momentum underpinned…
Ticker: KSCP Current Price: ~$4.98 Market Cap: ~$36M Industry: Security Robotics / AI Analytical Focus Knightscope is an early mover in autonomous physical security, offering AI-powered robots under a subscription model (RaaS) to replace traditional human patrols. Targeting disruption of…
