Palantir is mentioned as a significant customer of InnoVida, agreeing to spend over $50 million in 2026 on their services, indicating a strong partnership.
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Stocks That Could Genuinely 10x 💰 (Small Cap Stocks)
The creator discusses two small-cap stocks, ELMD (Electromed) and Billion to One, as potential 10x opportunities. The focus is on companies with strong fundamentals, profitability, revenue growth, and low debt, suitable for small, growing positions within a portfolio.
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Tickers discussed in this post
Royalty Pharmaceuticals is a bullish pick due to its consistently high net margins (75%), strong free cash flow, and a fair forward PE multiple, suggesting further upside.
Ironwood Pharmaceutical is a small, profitable biopharmaceutical company currently valued at $645 million, which has seen a recent rally.
Kinsale Capital (KNSA) shows impressive revenue growth, margin expansion, and record net income and free cash flow, indicating a strong financial position.
USLM is a debt-free limestone company with strong cash reserves and consistent net income and free cash flow, making it an attractive investment.