Energy·Exclusive·April 18, 2026

Soluna pays $16.5M to take full control of Dorothy 1A, its first proof that the green-datacenter pitch is actually printing cash

The Albany-based miner-turned-AI-host quietly announced Wednesday it would buy out Spring Lane Capital's stake in its flagship Texas facility. The deal, small by datacenter standards, is the first time the company has owned a revenue-generating site outright — and the first time investors can read a clean P&L instead of a joint-venture waterfall.

Bullish NASDAQ · SLNH · By The Desk · 6 min read

Industrials·April 17, 2026

NN, Inc. raises guidance after landing $43M in grid and datacenter work — then nobody bought the stock

The Charlotte-based precision parts maker said Monday it booked new programs in power transmission and AI-datacenter bus-bar assemblies, lifting 2026 revenue guidance to the high end of its previous range. Shares finished the session down.

Bullish NASDAQ · NNBR · 5 min read

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FinancialsBull

California BanCorp joins the S&P SmallCap 600 and nobody's pricing it in

BCAL trades near 11x forward earnings with an 8% deposit growth run-rate. Index inclusion triggers mandatory buying.

BCAL · 5 min

BiotechBull

Clearmind's psilocybin-for-alcoholism trial just hit its primary endpoint

The Phase I/IIa study in 14 patients showed a statistically significant drop in craving scores. The company now has the reg path it needs.

CMND · 6 min

IndustrialsNeutral

Kraken Robotics posts record 2025 results. The 2026 backlog is the real story

The Halifax subsea contractor booked C$91M in revenue — but its order book sits at C$110M going into a NATO spending cycle.

KRKNF · 4 min

TechNeutral

AITX says FY26 revenue will be up 26%. History says you discount that by a third

The security robotics company's preliminary numbers look strong. The share count problem does not.

AITX · 5 min

In-Depth · Thesis

Why the sub-$50M universe is where the real inefficiency still lives

Most "small cap" funds start their universe at $300M. Most sell-side coverage starts at $500M. That leaves a five-year stretch of companies doing real revenue with zero professional eyes on them. Here's what the screens actually show.

Read the piece →

In-Depth · Methodology

How we screen: the 11 filters that get a microcap into our coverage list

Going-concern language, auditor changes, share-count trajectory, insider activity. A walk-through of the quantitative and qualitative gates every name has to clear before it ends up on The Desk.

Read the methodology →

The Desk Today

12 dispatches · Jul 17

NeuCOPR

Soluna pays $16.5M to take full control of Dorothy 1A, its first proof that the green-datacenter pitch is actually printing cash

NN, Inc. raises guidance after landing $43M in grid and datacenter work — then nobody bought the stock

Coverage Pulse

Top Stories

California BanCorp joins the S&P SmallCap 600 and nobody's pricing it in

Clearmind's psilocybin-for-alcoholism trial just hit its primary endpoint

Kraken Robotics posts record 2025 results. The 2026 backlog is the real story

AITX says FY26 revenue will be up 26%. History says you discount that by a third

Why the sub-$50M universe is where the real inefficiency still lives

How we screen: the 11 filters that get a microcap into our coverage list

The Desk Today

Idaho Copper Carries a Mountain-Sized Deposit Onto the NYSE American

Covalent Drug Discovery: A Quiet Renaissance in Small-Molecule Therapeutics

New York City Multifamily Investing: Understanding the Rent Regulation Landscape

The Marcellus Gas Story: Why Takeaway Capacity Is the Quiet Driver

Playboy Sells Half Its China Business to Buy Back Its Balance Sheet

In Vivo Gene Editing: The Next Frontier After CRISPR-Cas9

Hard Rock Lithium and the Case for Geographic Diversification in Battery Supply

Federal Cybersecurity Contracting: How CMMC and Zero Trust Are Reshaping the Market

New Horizon Aircraft's eVTOL story is compelling. The dilution schedule is not

Innodata pulled back 30% and the narrative hasn't changed. That's the whole problem

Advantage Solutions' insider buy is interesting. The Nasdaq non-compliance letter is more interesting

Nightfood's Foxconn press release has all the tells of something you shouldn't own

Soluna pays $16.5M to take full control of Dorothy 1A, its first proof that the green-datacenter pitch is actually printing cash

NN, Inc. raises guidance after landing $43M in grid and datacenter work — then nobody bought the stock

Coverage Pulse

Top Stories

California BanCorp joins the S&P SmallCap 600 and nobody's pricing it in

Clearmind's psilocybin-for-alcoholism trial just hit its primary endpoint

Kraken Robotics posts record 2025 results. The 2026 backlog is the real story

AITX says FY26 revenue will be up 26%. History says you discount that by a third

Why the sub-$50M universe is where the real inefficiency still lives

How we screen: the 11 filters that get a microcap into our coverage list

The Desk Today

Idaho Copper Carries a Mountain-Sized Deposit Onto the NYSE American

Covalent Drug Discovery: A Quiet Renaissance in Small-Molecule Therapeutics

New York City Multifamily Investing: Understanding the Rent Regulation Landscape

The Marcellus Gas Story: Why Takeaway Capacity Is the Quiet Driver

Playboy Sells Half Its China Business to Buy Back Its Balance Sheet

In Vivo Gene Editing: The Next Frontier After CRISPR-Cas9

Hard Rock Lithium and the Case for Geographic Diversification in Battery Supply

Federal Cybersecurity Contracting: How CMMC and Zero Trust Are Reshaping the Market

New Horizon Aircraft's eVTOL story is compelling. The dilution schedule is not

Innodata pulled back 30% and the narrative hasn't changed. That's the whole problem

Advantage Solutions' insider buy is interesting. The Nasdaq non-compliance letter is more interesting

Nightfood's Foxconn press release has all the tells of something you shouldn't own

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