Telaria, An Emerging CTV King
Here is another company that benefits from the streaming revolution, and it seems pretty well-placed to continue to grow revenues at a very fast pace. Telaria is benefiting from a […]
Intelligent Systems’ Growth Is Only In The Early Innings
The shares seem to have shaken off the short reports, even though the company is bombarded with lawsuits. In the meantime, the company produced another stellar quarter, producing 64% revenue […]
Blow-Out Quarter At Orion Energy Systems
The company enjoyed a blow-out quarter based on a big national retrofit contract. Tripling revenues didn’t require any increase in CapEx or OpEx, which is something to keep in mind. […]
Trade War: The Free Lunch Is Over
So far, the trade war with China, which has been fought on a host of misconceptions, has not produced serious economic consequences for the US economy and markets. But after […]
Data I/O Is In A Firm Down-Cycle
Data I/O is experiencing the worst cyclical downturn since 2012-2013, according to its CEO. Yet, the company is weathering this downturn much better than previous ones due to a greatly […]
Sooner Or Later, The Progress At Intevac Will Push The Shares Higher
The company’s outlook is given a big boost by a new significant contract win for their photonics business. Their VERTEX and MATRICS platform evaluation wins also increase the odds for […]
Bull Thesis In Zynex Confirmed By Q2 Figures
The company produced stellar Q2 figures despite a rather epic sales force ramp that took S&M 111% higher in the quarter. The company can easily afford this sales ramp, and […]
Smith Micro Has An Open Ended Upside
The company is enjoying unprecedented growth with just one of its revenue streams at one carrier. This growth has only just began and has quite some way to go. The […]
ams AG Is In A Strong Recovery, We Feel Not All Is Priced In Yet
The stock had sunk way too far late last year, and booming business is now bringing it back up. The company is a main winner in the 3D sensing arena, […]
Ebix Is Booming In All But The Share Price
A complex, fast growing multiple platform company, mostly in travel, finance and insurance, with large potential economies of scale and scope. The company is also a serial acquirer and many […]