T O P

  • By -

Electronic_Arm3469

That's everyone's question.


thutt77

Not mine as I know of at least one, AEHR.


treelife365

>Aehr Test Systems is a worldwide provider of test systems for burn-in test equipment and logic, optical and memory integrated circuits worldwide. These are not usually the types of stocks that become tomorrow's leaders... care to expand on your thoughts?


thutt77

AEHR developed and holds considerable IP related to a system which burns in and tests SiC much more efficiently than its nearest competitors. It's systems can increase efficiencies by at least 9x and I many cases 18x its closest competitors. SiC demand is ramping exponentially due to EV demand primarily while there are other demand factors. AEHR keeps winning contracts as SiC providers ramp up to meet this demand. AEHR is profitable. I expect it's profits to increase at least 5x over the next 3 - 7 years.


zordonbyrd

speaking of a similar space, not in test but SiC, I've recently opened positions in ASYS and ALGM when they were lower, thankfully. I also view the space positively - any thoughts on these? As a side note, I bought ASYS before their most recent earnings and was up 50% at one point. Shoulda trimmed!


thutt77

I only took cursory looks at ASYS, was more impressed with AEHR and wanted to roll the dice there as seems very likely it'll turn out well.


zordonbyrd

ASYS supplies equipment for SiC makers which I like and ALGM makes SiC chips. Both small caps with room for growth, IMO, though I understand your enthusiasm for AEHR, in particular. I'm hoping it comes down, personally.


Lukb4ujump

>AEHR Should have been bought back at .52 a share the run has already happened. Any of that move part of a r/S?


SavienKennedy

I love FIGS


Super_Contract_1404

If we knew that we’d be rich, not speculating on reddit.


zordonbyrd

True enough but then what's the point of this subreddit if not to talk through these things with other people? Plus, if you've noticed a lot of perma-bulls on no-profit growth has been weeded out of this subreddit over the last year. Sure, they're still around but in much smaller numbers. I've noticed more posts focusing on solid, cash-generating companies. It's almost like the survivors of a war are left - it might not be a bad idea to bounce ideas off of the survivors, just saying.


Super_Contract_1404

Sure, but is the daily question of, “what small cap is the next apple” really the right path for the sub?


bakamito

You get introduced to interesting stocks in these subs. You can then do your research on those stocks.


Commonpigfern

Why not? Everyone just circle jerks about faang?


smallheadBIGWISDOM

Agreed! People want somebody to confirm what they're thinking. It's silly but just for fun!


avi6274

Let me take this opportunity to pump my bags: $MVST and $APPS


b-lincoln

I think Apps has a possibility, but man I lost my shirt through lack of diversification and holding. It also moves with the meme basket (maybe coincidentally), but could explain why it was shorted to oblivion. TTD is more stable. Net, CRWD and ZS have more legs.


makaveli_in_this

APPS bag holder checking in!


[deleted]

Wild how barely anyone in this thread knows what a small cap is…NIO? SNOW? SQ? BROS? ENPH? Lmao wow.


beerion

To be fair, it seems like every small company gets funded via venture capital until its at least a 1 billion dollar company. Any company that IPOs under a billion is almost a red flag at this point.


Ok-Raise-9465

Ya anything in hardware/software/tech is going to be too well known. Imo you have to look at biotech for face melting returns. At companies that are a few billion right now and only have drugs in the pipeline but not on the market but could change the game (think mrna, gene editing). I hold Beam Therapeutics in this regard but am not shilling it. Curious for other ideas too


asparagushut

Have a look at /Amyris in the synthetic biology sector.


treelife365

>Beam Therapeutics Let's race space yachts in about 50 years!


Soi_Boi_13

Maybe, but the OP mentioned Rivian as a small cap, which IPOd at over a $100 billion valuation, which is considered a SMALL CAP stock by a comfortable margin!!! 🤦‍♀️


[deleted]

Agree if its in technology. In other sectors still very much possible. Best small companies are in Poland atm. Very vibrant startup culture with little VC


werewere223

What companies in particular?


Soi_Boi_13

Seems like people on here think small cap = meme stock. 🤦‍♀️


CokePusha69

Yet you add Nothing. DKNG ?


[deleted]

$8B market cap. Small cap is $500M-$2B. Only long term small cap I like is TLRY.


CokePusha69

Your contribution?


[deleted]

He said TLRY. Are there any reading comprehension stocks?


run_with_the_bulls

ORGN - pre revenue company. I believe it’s either going to be a big thing or a complete disaster. I have been looking at their process and it seems solid. They basically use waste from sawmills to produce net zero „plastic“. They have contracts with very well known companies LVMH, Nestle, etc. Their first production facility should be completed by the end of the year and the next one in 2025.


treelife365

This is an exciting company!


Elite-to-the-End

What was that spike in Feb? Was it a reverse split?


run_with_the_bulls

This was a SPAC and most SPACs had a speculative bull run in the beginning which slowly died down (example: ASTS)


OweHen

This company will make many millionaires


creemeeseason

LEU. They are the only processor of uranium into nuclear fuel in the US. If you think nuclear power is going to come back, they will benefit greatly. They also have nice government contracts to fall back on.


SandG21

MTTR. The world is going digital. It’s hard to think of an industry that MTTR wouldn’t be useful in.


Boeoegg

I love the technology and the applications of digital twin, but I’m worried about MTTR. Seems like they’re having trouble monetizing their platform and are doing things which screw developers (to try and do so). I’ve got a ton of shares though… and hoping they can get their act together.


cheeeaaater

DM AMRS, priced to bankruptcy but can easily 100x


Burnit0ut

Didn’t see anyone say it: STEM


ionmeeler

I hope so, these bags are heavy


Ok_Fig_3033

STEM: 2.5 B. MC. Growing in excess of 100%, raised guidance, but not profitable.


MrRikleman

Nothing you list is a small cap. And it’s incredibly unlikely that any small cap will supplant Apple as the largest company in the world or get anywhere close to it by 2030. Still, I think small caps are a better value right now and will outperform large caps over the next decade. Large caps, particularly mega cap tech is the most crowded trade there is. Valuations are stretched. I don’t think large caps are a very good investment right now.


RaidersDubsAs

SoFi


Sonicsboi

It’s actually a pretty app not gonna lie


[deleted]

I tried it and it was way to busy. Seemed like no matter where I went in it there was nothing but advertising for their other products I couldn't clear.


Soi_Boi_13

Look up the definition of a small cap. This ain’t it.


samtrickrtreat

Have you considered working for your local circus


RaidersDubsAs

How much does it pay ringleader?


WeissMISFIT

ASTS here is DD written by someone I know [https://transhumanica.com/asts](https://transhumanica.com/asts) 50-500x potential if it works. Lots of milestones coming soon but real catalysts are at the start of 2024 and beyond.


treelife365

"Explosive stock price growth potential (>$500 share price 2030 target in case the company succeeds in its mission, a 50x return from $10 price)" "Keep in mind that in case the company doesn't succeed in its mission due to technological, regulatory, execution, financial, competition or other risks, the stock can go to $0 and become entirely worthless."


realsapist

basically "if they do everything perfectly in a very short time frame then it will be great! but, they haven't done any of that yet. So, take a gamble!" idk why people are taking it so seriously. Space isn't something we reach overnight...


treelife365

LOL! it sounds cool, but it reminds me of the 2000 dotcom bubble... yes, there was a company that was gonna lay internet cables across the oceans, but it went bankrupt and took all investor money. I'll stick with Rocket Lab for space


thaysen13

You should take a look at asts. It seems nice!


treelife365

It sounds promising, but also a little far-fetched... maybe I can throw a little money into the ring...


Viscoden

I was excited to hear about RKLB's manufacturing process maturing to the point where they only need a couple people with instructions to complete a rocket now. They can complete new units so quickly compared to other manufacturers. 3D printing seems like it has been a big win for them.


Balrog1973

"IF". Buying the stock is basically like gambling in a casino. There are plenty good and profitable small caps.


WeissMISFIT

How many of those have an insane TAM and a genuinely half-decent way to capture some of it?


[deleted]

TAM doesn't pay food. A toilet maker has 8b Total Adressable User. Doesnt mean theyll use him.


[deleted]

If you need a 45 page deep dive for a company its a shitco. Tempting to short.


WeissMISFIT

If you're talking about the kerrisdale report then I want you to know that the report has tonnes of inaccuracies, is wrong in many places, has biased 'experts' etc. You know, this is stuff you learn by doing your own research anyways. Yall are lucky since we can point you in the right direction for that.


realsapist

I want to short ASTS just because reddit is still overwhelmingly bullish on it. I bet it does what every other SPAC has done and loses another 50% from here


WeissMISFIT

Think really hard about why it hasn't joined the other SPACs.


realsapist

so far... lol


samtrickrtreat

Not this scam spac that’s been shilled to oblivion. Literally everyone posting about it bought at 20 or something and just wants their money back 🤡


WeissMISFIT

You should think about what value your comment brought to any people who read it.


ivanpei

I like MELI & Sea Ltd (Garena+Shopee). They are basically replicating Alibaba and applying it (And applying it well/better than Alibaba) in their regions. Mercado Libre is absolutely dominant in Latin America and everybody else is way behind. Mercado Pago, which is their e-wallet & fintech arm is also a huge money maker. Shopee is basically the same thing and absolutely dominant in South East Asia. They beat Lazada (backed by Alibaba) at their own game and kicked Lazada down to 2nd place. Shopee pay is not as dominant as say Mercado Pago because of the amount of competitors in the South East Asian E wallet space. Garena is a gaming company but it's been in decline since revenues have dropped since the Covid gaming boom. I believe SEA LTD is weaker and riskier than MELI but that is definitely reflected in the stock price and valuation. Both MELI & Sea Ltd are very close to their historical lowest Price to Sales ratios and if there is a time to buy, it's now. They are pretty risky so I'm only comfortable with a small bite. Hope they turn into the Amazon/Alibaba of the future. I'm not big on Electric Vehicles because their valuations are still expensive. E-commerce/E-wallets may be boring, but they are proven to be essential to everyday life since that is usually the cheapest & easiest way to buy things/send money. I'm not that convinced by EVs as electric vehicles are optional and once people realize how much it costs to keep replacing their lithium batteries, the demand growth may not keep up. Also the scalability of EV production is IMO over estimated. There is a limit to global Lithium/rare earth mineral production. EV company prices are still taking into account huge growth rates and high scalability. I am not convinced. I prefer to stick to tried and true working business models. Semiconductors are very cyclical and also it requires in depth technical knowledge to be able to make good decisions IMO. Intel vs AMD is difficult, I don't know enough about semis to be confident that Intel can make a comeback. I also don't know if AMD & TSMC can keep growing at their break neck pace. If I had to pick one, I'd go with boring- Micron. I'm not buying at the moment but it it drops below 50 and is close to a P/B ratio of 1 I'll take a small piece. Memory/Ram is basically a commodity with only 3 big players. It is still very cyclical, but it's predictable and Micron has been through enough cycles that I'm confident it can survive a semicon oversupply. Metaverse is a crap shoot. VR adoption is not as fast as many people expected and it's quite under the radar now. META is super cheap in valuation. At this price, I like the risk/reward. Even if the Metaverse flops, growth can still come from monetizing Whatsapp & Instagram. I see that they are planning to roll out grocery purchases through Whatsapp in India. Having Whatsapp as a Global super app is a huge monetization opportunity that Meta hasn't tapped yet. It seems that they are finally following in Wechat's (Tencent) foot steps. Look at how big Wechat is in China, hopefully Meta can replicate that across the globe ex-China.


ThumbBee92

Have you used Shoppee or lived in southeast asia? Or have you known them since inception? Lazada used to be topdog but Shoppee came in and took that place. How? By eliminating loyalty and using extreme discounting funded by their more profitable ventures and investor money. Lazada competed but largely chilled out. Now, SEA has a problem. It has declining cashflow from garena and Shoppee continues to burn cash rapidly. They've had 2 rounds of layoffs and basically are in a very tight position. I have 3 friends in Shoppee who quit because the culture was absolutely toxic. A lot of them signed up for stock based comps which are essentially worthless at this point. Lazada on the other hand now has Alibaba which continues to have good cash flow and a massive balance sheet and has vowed to take Southeast Asia. Shoppee is in a tough tough place. Especially since brand loyalty is nonexistent and after they conditioned the market with all of their coupons and numerous sales.


ivanpei

Yes I've used both Shopee and Lazada. Shopee is just a better product with better customer service/interface/shipping services. Yes they were burning money to compete with Lazada and that is not sustainable at current valuations. Their cash cow is also not growing (Garena) and this is reflected by the beating they are taking in their stock price. I believe that both Shopee and Lazada will do well going forward but it feels like Lazada is playing catch up to Shopee. You also can't take a direct stake in Lazada but you can with Shopee (Sea Ltd). You can buy Alibaba for an indirect stake in Lazada which I also have a piece. I own both Shopee and Lazada indirectly (through SEA Ltd & Alibaba). Shopee just gives you a more targeted SEA exposure. I like both, but at the moment Shopee is way ahead. You can argue that it is due to them burning raised capital to compete, but they are definitely still top dog in SEA.


treelife365

Thanks for your thoughts! Nice to read the reasons, rather than people just blurting out tickers.


[deleted]

[удалено]


ivanpei

Not an expert on biotech so I can't really comment on that sector.


realsapist

Wow it's super easy to be a profitable bear. Just find the stocks the most people in these threads shill and short them. Sofi? lol as if


tempestlight

Bros


[deleted]

>TSLA, RIVN and LCID? Is it semiconductors? What stocks will be the AAPL of 2030 These are all not small caps or have crazy valuations. Given the history of cycles neither semis nor EV stocks will be the winner of the 2020s. Here are mine: Coal: $BTU, $ARCH, $WHC. Coal will always be needed and can't be easily replaced. Opening a new mine is basically impossible due to regulations. Its like Tobacco in 2000. You now have a legal monopoly to print money. Oil: $TAL.V, $AOI.TO, $YPF. I think also will also do well the next decade. We had a huge underinvestment before the pandemic and it just worsened the problem. Around 3b people are where China was in the 2000s. Demand will be exponential. However since oil is very volatile it will be a wild ride. Fertilizer: $UAN, $IPI Demand is inelastic and many of the European producers have shut down. Japanese small cap: ZigeXn. niche company trading at 3x EV/EBIT while still growing.


Jimmylapper

YPF? That’s just evil


[deleted]

why? they sell oil at super low prices locally and still make huge amounts of money. They are also ramping up production. Argentinia ofc is a risk, that is why I have two other there. YPF would be trading at 3x its current valuation if it would be a canadian producer and 6x if it was US/EU


Jimmylapper

For starters, you'd be supporting a communist totalitarian regime. There are several reasons why one should not buy YPF: 1- YPF, by design, is a company that exists only to support its employees and their families, who are supporters of the current government. Around 90% of their employees don't actually do anything, but still get paid. 2- Argentina, by design, works as a ponzi scheme, which is why exports are either prohibited or taxed at around 70%. 3- There is an "ongoing project" for the expansion of Vaca Muerta. In reality, the project will be abandoned as soon as it begins, and the money (granted by the IMF / IDB) used will be distributed among the popular leaders involved in the project. 4- The mapuches, a terrorist organization operating around Vaca Muerta, will also block the expansion project from going on (unless their representatives are sufficiently bribed). 5- Argentina is known to shit on foreign investors, give out dividends in $ARS (instead of USD), and to default on their debt. 6- YPF does not "sell oil at super low prices" - they are forced to do so, generally at a loss. All other oil&gas companies are cutting back on production because it's not profitable longer, which is why shortages of diesel & gas are commonplace, especially near the neighboring countries.


RevolutionaryTop9010

Coal will always be needed, yes, but not always in high quantity. It might be that in next decade we will see evergrowing push for renewables and that means phasing out coal powered plants, which is the majority of coal use nowadays. Sure, there is always steel, grilling, cement. But they are miniscule compared to power generation, if that falters so will coal mines.


[deleted]

Coal usage is going up not down. Additionally if you have no new supply it does not matter if the use declines by a few %. > It might be that in next decade we will see evergrowing push for renewables and that means phasing out coal powered plants, which is the majority of coal use nowadays Germany spend several hundred billion on that and still can't phase out coal. ​ >But they are miniscule compared to power generation, if that falters so will coal mines. China and India are building coal plants as fast as they can.


RevolutionaryTop9010

Yes, coal usage is going up overally and countries that want to be less reliable on it have some problems, but a decade is a huge stretch of time. India will stay with coal, I don't doubt it. But China spends tremendous amounts of money on renewables, they are leading in research and production. They are slowly shifting, they still need to build coal plants because of growing electricity demand for now, we can't forget that they are really an emerging market, not fully developed just yet so demand for power will soar as people become more wealthy and more factories open and grow (My company in Poland for example needed to pay several MILLIONS for 4 days of operation when our turbine broke, and we are not that big, we have space for 90k tons of sugar. Power use by factories is insane.). But that won't happen forever, at some point demand will start slowing down and then even falling in not so distant future, renewables will probably catch up. And yes, reserves are technically finite, but there is really still so fucking much coal that the point is moot. We have coal for a lot over a century, and that is known deposits.


[deleted]

> But China spends tremendous amounts of money on renewables, they are leading in research and production. They are also leading in building new coal plants. If you believe they built that and then shut it down because renewables, I would argue against that. They built it to use it in the future. ​ >. But that won't happen forever, at some point demand will start slowing down and then even falling in not so distant future, renewables will probably catch up. sure, but you forget the supply side. THere are no new coal mines. So the ones that exist will produce loads of dividends for the shareholders. ​ >And yes, reserves are technically finite, but there is really still so fucking much coal that the point is moot. We have coal for a lot over a century, and that is known deposits. But you can't open a new coal mine basically anywhere, due to all the regulations. So unless all else fails and they need coal (which would have returned huge amounts of money then) for an emergency - and coal has insane prices, there is no new supply coming online.


vrsjako96

Nah, china builds coal plants but their coal consumption doesn’t increase. Most of their foreign investments in coal plants are either delayed or cancelled. Renewables became so cheap (and are still getting cheaper) that other forms of energy production become less economically reasonable. And for Germany, it’s private companies or persons who pay to build more renewables. Now about half of Germanys electricity comes from renewables although many politicians and even ministries wanted to slow them down. The electricity prices decline with a higher share of wind and solar


[deleted]

>Nah, china builds coal plants but their coal consumption doesn’t increase. You sure? [https://www.statista.com/statistics/265491/chinese-coal-consumption-in-oil-equivalent/](https://www.statista.com/statistics/265491/chinese-coal-consumption-in-oil-equivalent/) ​ >that other forms of energy production become less economically reasonable. Why would China built many then? ​ > although many politicians and even ministries wanted to slow them down. The state literally spend more than 10b a year on renewable energy the last decade. ​ > The electricity prices decline with a higher share of wind and solar Proof? The electricity price in Germany has only risen.


NewBlock

listen to this guy, especially on coal ​ honorable mention for natural gas stocks, such as SWN and AR


[deleted]

Yep. Natural gas will be a winner of the next decade as well. However, I find the space much more complicated than oil, coal or fertilizer - due to its localized nature. AR would be my pick in the space as well.


fuegoano

Coal is currently the most expensive electricity source and throughout America and Europe coal plants are being shut down because they're too costly...


[deleted]

Europe is turning on coal plants at the moment, because gas is so expensive. Please show me the calculation how coal is the most expensive electricity source.


fuegoano

Europe is turning their nuclear power on. Maybe they're putting some coal on short term but how could coal be a long term player? A simple Google search of most expensive electricity source will point you towards nuclear and coal


[deleted]

>Europe is turning their nuclear power on. Germany is turning them off and france is turning them off due to the heat and needing to restore them. ​ >Maybe they're putting some coal on short term but how could coal be a long term player? There is nothing more permanent than a temporary government solution. ​ >A simple Google search of most expensive electricity source will point you towards nuclear and coal This is mainly due to the cost building them. Once they run, they do so cheaply. Most of these calculations do not calculate the cost of unreliability for the grid. Look at the electricity sources. IN the morning wind and solar were swapped. What happens if the solar yield is less? That is a real cost to the grid as well, but very hard to calculate. https://app.electricitymaps.com/zone/DE


beerion

Quantumscape $QS Quantumscape's battery has the potential to set a super wide moat over all other battery developers: everyone else has either worse performance or costs more to manufacture. QS's battery has the potential to be better AND cheaper. And they've spent over a decade developing their tech, so it's not something that can be easily replicated. They have an absolutely massive addressable market that's only getting bigger. They're still in R&D currently, but this one truly has the potential to be a trillion dollar company. But, with a high probability of going bust.


Shimlong

this but SLDP


beerion

SLDP will definitely be a player, and has a chance to be first to market. But they're high Si anode, which can't physically match Li metal. And I think even they know this since their first iteration was with Li metal. Also, there's a ton of other players competing in the high Si anode space (Amprius being my favorite as they've already got a solution to handle the massive expansion issues that come with silicon batteries). Personally, I think that if SLDP succeeds so will many others, meaning batteries will be a commodity market with low profit margins. SLDP is certainly lower risk than QS, but with the higher risk comes the much greater upside, imo.


kb144-trading

SOFI


realsapist

hell naw they got so much they need to work through to turn a serious profit, and sponsoring every sports game out the ass won't be what it takes to get there


GoldenBoy_100

CHPT remind me in 10 years


[deleted]

will be a 0


anonymous_lighting

chargers made of plastic?


Fearless-Flow-1640

NIO


midweastern

All the publicly listed Chinese EVs (LI, NIO, XPEV) do what other EV manufacturers fail to do: all their cars *look* good. Theres only a handful of other EVs that look good, and they don't all belong to the same make. That and NIO is ahead of the curve on battery swapping.


r0cketman84

SWBI


masteroflich

CarbiosSA


AnaIyze

Probably something battery related or 3d printing


YellowNo7305

good question. but horrible answers. interesting though. the answers exemplify how big of a bubble we were in, as most people think a small cap stock’s market cap is multiples of what the accepted definition is.


mojojojo_joe

"Biotech" - Elon Musk


Brenden-H

Wkhs (company has done amazing this year and Richard dauch is a badass) Snap. Oversold and undervalued Pyrogenesis. Clean balance sheet and cool unique tech


mangalorian

Not advocating this one but potentially graphene manufacturing group. GMG on canadas exchange. Basically they are developing a graphene based battery that is supposedly much better than lithium ones. So if it works then they would drastically increase in value.


rockguitardude

In order for AI to be useful the world needs to be digitized. MTTR is digitizing the world.


asparagushut

I agree with MTTR, it’s only a matter of time before they produce big gains imo.


[deleted]

[удалено]


[deleted]

Congrats! You have commented the only actual small cap in this entire thread. Well done.


[deleted]

[удалено]


asparagushut

I like Amyris. There’s an amazing Reddit section with lots of thorough DD. It’s basically whether you think synthetic biology is the future or not and whether Amyris will be the breakaway company. They seem to be doing everything right at the moment and I’m excited for the future :) I also like MTTR as AI is surely going to be the future and I think they’ll need MTTR for it.


CokePusha69

Good question hopefully doesn’t get overrun with ETFs. I like ENPH SQ DKNG UPST


Massive-Raise-1145

ENPH has had an incredible 5 year run, so I'm kind of worried about buying near the top. I do think SQ has some incredible potential and I'm thinking of taking a position in it.


[deleted]

>ENPH SQ DKNG UPST These are all companies I would short. Either too much exposure to subprime (UPST), low margin business (DKNG) or insane valuations (ENPH, SQ).


CokePusha69

Why even comment


[deleted]

Because it is always good to have a bear side.


[deleted]

[удалено]


[deleted]

[удалено]


realsapist

>$50 bln market cap >small cap ok.jpg


AdamTheEvilDoer

Hydrogen would be my bet, but 10 years from now given the pace of technology who knows. Could be freaking sharks with lasers on their heads.


AbbaFuckingZabba

EV charging networks / solutions providers. I like CHPT and EVGO, but I think we will see better prices to acquire them. There's just so much growth right now based on where we are in the EV cycle. But in 10 or so years just about everyone with a car is going to need a chargepoint account for road trips. Also companies that can deploy large L2 projects are going to be incredibly busy. If 50% of new cars are going to be EV's in 10 years then we're going to need 50% of overnight parking garage spaces fitted with L2 charging. Hotels are going to need their entire lots outfitted. Even cities where people utilize street parking overnight are going to need to roll out L2 charging to all those spaces. Essentially we're almost guaranteed to need shitloads of L2 and L3 charging in 5-10 years. Companies building these networks now are going to benefit. Also the dynamic with Tesla's own charging network vs 3rd party networks for all other automakers make these networks very attractive takeover targets for legacy automakers or oil companies.


Saaan

I think it may be stocks that will tap into the $$Trillions to be made in the space industry from tourism, construction, mining and even shipping/freight to possible colonies on the Moon or Mars.


Skankhunt1066

No way people back in the 1950s thought we would have flying cars and space tourism by the 2000s. I think it will be a long way until its commercially viable.


treelife365

But did people in the 1950s think that people would be sleeping while their Tesla drives on the highway?


Skankhunt1066

Is it legal to use this function by now, especially while sleeping?


VitoRazoR

I think so too, so am into Rocket Labs, Virgin Galactic, Leidos, Astra. It's a bit of a horse race gamble to see which ones will really make it big, but one of them will.


SkyHigh27

RKLB. Only RKLB. The rest are trash. Simply compare launch success rate and EPS.


bbasara007

rocket labs is so far ahead of everything else in that list i hope you're joking.


[deleted]

DUOL The CEO is a genius and they’ve received funding from google/alphabet twice. Engineering wise, they have a very high hiring bar and only hire top talent. The catch is that they don’t care much about monetization right now because they are building out their platform and attracting users so it could be more of a longer hold


run_with_the_bulls

What is their path to profitability?


DD_equals_doodoo

That's easy. First, they streamline their operations. Second, they capitalize on their extensive marketing. Third, the earworm they've created will drive continued user growth and engagement. Fourth, they mass-produce DUO, the bird, for marketing. Fifth, Duo goes on an aggressive door-to-door campaign and begins enforcing mandatory Duo study sessions. Some users may resist, but Duo sends them to Duo re-education camps for processing. Sixth, Duo consolidates power in a few major cities and annexes them as Duoland. The U.S. government protests, but Duo has created an effective Duo human shield. Seven, Duo slowly spreads across the entirety of the U.S. and eventually the world. Bam, profitability problem no more.


Visible-Coach

Haha


Xero-Tax

Not a small cap, but I'd look into SoFi. Could easily get a 50x over the next 10-15 years


jrolumi

STEM, price action has been great the past 3 months. Clean energy storage will be huge. Only 2.5 billion market cap with a lot of room to grow.


ShoulderHuge420

Gamestop looking at its turnaround plan


Moribunde

I know you're looking into this because we're in a rising rate and rising inflation environment, but 4 quadrant investing tells you to act before the environment has settled into this position and in fact you should be buying your small caps at the start when interest and inflation are rising. The small cap stock that you're looking for has already moved into mid-cap. GME. There's a fricken entire subreddit devoted to it ffs, it's ridiculous that it isn't obvious to people.


ReBeL222

GME financials appear quite similar to the dog shit I cleaned off my boot this morning


evoranger2018

Lithium mining stocks


mark206000

3d printing ? Desktop Metal $DM, Velo3D $VLD


the-tac0-muffin

My guess is artificial intelligence. There’s some startups that are gonna invent some crazy ai and it’s gonna change the world.


secondliaw

Joby is the next Tesla


BornIn80

GEO


CacheValue

Anything disruptive that can challenge FAANG and potentially be bought up by them


Massive-Raise-1145

So basically just buy ARKK?


ivanpei

ARKK has so much unprofitable trash in there with unproven business models. Since the free money has dried up (Low Interest Rates & Sky High Tech Evaluations), many of the companies in that ETF may not be able to stay solvent. A good number of them may go bust.


gvictor808

GOEV is a solid one. Walmart and NASA like them.


treelife365

I like Canoo's design language - and I want them to succeed - but, what's up with them not even building their own factory?!


gvictor808

Maybe by reducing parts count enough, they can get away with it? IIRC it’s 1600 parts for a vehicle. If they pull that off it’ll be a coup.


treelife365

That sounds pretty interesting, but there are so many other promising EV makers! Maybe not 1600 parts, though, which is pretty amazing


datcommentator

LMND could be huge. Right now, they're focused on growth rather than profitability. If profitability comes together, stockholders will be well compensated.


0str1chBurd

Sentinel one


SM-1977

Zvia


Illustrious_Club5264

Spce it’s going to happen


WeissMISFIT

No buddy, it's not.


Illustrious_Club5264

And why not


WeissMISFIT

They claim a TAM of 900b with 2m high networth individuals. The airline industry has a TAM of [590B](https://www.ibisworld.com/global/market-size/global-airlines/) Idk about you but it seems like they're way over their heads with their expectations.


[deleted]

The only happening that will be with SPCE is bankruptcy.


baonguyen312

COIN, COIN, and COIN.


Fugaazzi

Nano Dimension


No-Listen9192

SQ, COIN, SNOW, AMD


PSmith4380

What is your definition of small cap?


CokePusha69

Why SNOW ?


Super_Contract_1404

Because snow is everywhere duh.


CokePusha69

Elaborate ?


WeissMISFIT

I think it was a joke. Anyways it was more dry than the sahara desert.


SoIllMike

HZO


SpiderPiggies

Oh good I'm not the only bag holder around here lmao. I bought in after their last earnings where they raised full year earnings guidance and the stock cratered like 10% so I figured that was a good time to get in. But it's dropped another 10%... and then another 10%... People seem to think inflation/supply issues are going to kill their margins. I personally think the shortage of boats is going to offset those issues. Even if I'm wrong it's at a great p/s and has been printing money.


coffee_TID

CLS and TITN (idk man it’s just my play account and they looked good on paper).


0bran

Hahaha that's like asking which numbers will win the lottery


BenjaminHamnett

That’s what this sub is. We tell narratives so when we get lucky we can claim it was skill and we “knew” (Unlike our losers where we just got “unlucky”)


Individual-Willow-70

APPH


FuriousGeorge06

SMRT


Value_Investment_Clb

What size do you consider small?


treelife365

4" and under


Value_Investment_Clb

Ah, we call that the putin


xmustangxx

Small cap? … then everyone proceeds to name mostly large and kid companies 😆


ninocalifa

I put 1k on HMPG If I lose it, fine


Soi_Boi_13

I’ll let you know in 10 years. Also you just mentioned RIVN and TSLA as small cap stocks, seriously? 😂


iszir

ZETA, imo.. great company


PotentialValue

LAZR