Tech·PDYN·Bullish
Palladyne AI's Air Force HANGTIME contract is the proof point the thesis needed
Counter-UAS autonomy software, funded by AFWERX, named program. Exactly the category of DoD award that validates a pre-revenue robotics platform.
Tech·INOD·Bearish
The Innodata pullback is telling you something the revenue number isn't
30% drawdown while top-line prints. Customer concentration remains the single most important slide in the deck.
Tech·DVLT·Bearish
Datavault rebrands toward quantum. The financials tell a different story.
Classic microcap narrative escalation: AI data vault → HPC → quantum. The revenue, share count, and operating loss trajectory have not meaningfully changed.
Tech·AITX·Neutral
AITX preliminary FY26: growth is real, the path to profitability still isn't
26% revenue growth above sector. The question is no longer whether the product works — it is whether the unit economics scale.
Tech·HOVR·Bearish
New Horizon Aircraft: the eVTOL dilution cycle, continued
ATM facilities, reverse-split anniversaries, engineering milestones on the blog. The familiar eVTOL microcap pattern.