Small-cap biotechs are easy to dismiss. Most fail. But every so often, a company produces the kind of clinical data that makes you stop and take a second look. Medicus Pharma (NASDAQ: MDCX) may be one of those companies right now. In the span of just a few weeks, Medicus announced positive topline Phase 2… Continue reading RazorPitch: Medicus Pharma (MDCX): A Small-Cap Biotech Making Moves in 2026
Mark MCKelvie
Four Stocks at the Intersection of Enzymes, Longevity, and the $400 Billion Wellness Boom (CELV, NAGE, MTEX, CDXS)
The global dietary supplements market continues to expand at a steady pace. Recent estimates place the sector at roughly $210 billion today, with projections approaching $400 billion by 2033, implying sustained high-single-digit annual growth driven by aging populations, rising health awareness, and a consumer shift toward preventative wellness. Within that, demand for science-backed, bioavailable formulations… Continue reading Four Stocks at the Intersection of Enzymes, Longevity, and the $400 Billion Wellness Boom (CELV, NAGE, MTEX, CDXS)
Is 2026 The Year of Resource Equity? (XOM, AEM, GSKR, IBG,)
After nearly a decade of relative struggle, resource stocks garnered strong attention and several provided outstanding returns in 2024 and 2025 as tech growth and A.I. CAPEX predictions pushed markets to new highs. However, 2026 seems to be shaping up to potentially favor the resource sector over tech and others amidst a backdrop of international… Continue reading Is 2026 The Year of Resource Equity? (XOM, AEM, GSKR, IBG,)
Is Energy the Bottleneck for the Cited $660 Billion CAPEX A.I. Build-Out? (NASDAQ:NVDA, NYSE:HUT, NASDAQ:IBG)
Tech mogul and benefactor to A.I.’s infrastructure surge Jensen Huang of Nvidia Corporation (NASDAQ: NVDA) sees a $660 billion capex in 2026 as a sustainable possibility, but as grid security plays a major role in the necessary computing power to meet demand, the current administration seeks power independence as a key part of the buildout.… Continue reading Is Energy the Bottleneck for the Cited $660 Billion CAPEX A.I. Build-Out? (NASDAQ:NVDA, NYSE:HUT, NASDAQ:IBG)
PBM’s Under Regulatory Attack-Blockchain Upstart WGRX Belongs on Investor’s Radar
The prescription drug market still runs through three gatekeepers-CVS Caremark (NYSE: CVS), Cigna’s Express Scripts (NYSE: CI), and UnitedHealth’s OptumRx (NYSE: UNH)-but the regulatory vise has squeezed out their most profitable practices. The stocks have already taken a beating but might go lower unless they take action now. This disruption in the market creates an… Continue reading PBM’s Under Regulatory Attack-Blockchain Upstart WGRX Belongs on Investor’s Radar
Innovative Software and Platform Growth on Display Across Public Markets (ATHR, INSE, LAW, KLTR)
Capital is becoming more selective across software. The market is no longer paying for abstract platform narratives or user growth without structure. It is increasingly rewarding businesses that can demonstrate recurring revenue design, embedded workflows, and improving operating leverage. That shift creates opportunity below the mega-cap layer. Smaller public companies that are assembling real platform… Continue reading Innovative Software and Platform Growth on Display Across Public Markets (ATHR, INSE, LAW, KLTR)
Scaling Fragmented Industries Through Distinct Consolidation Strategies (ZENA, FIX, ROL, IBP)
Fragmented, labor-intensive industries have long been targets for consolidation. Thousands of local operators, recurring customer demand, and limited scale advantages create room for larger platforms to acquire, integrate, and expand margins over time. Traditionally, the roll-up model focused on procurement leverage, centralized administration, and disciplined capital allocation. Scale drove efficiency, but the underlying workflows remained… Continue reading Scaling Fragmented Industries Through Distinct Consolidation Strategies (ZENA, FIX, ROL, IBP)
Stocks Making Moves on Real-World Execution This Week (ZENA, ORCL, TTWO, FIVE)
Markets don’t always move on big headlines or earnings days. Sometimes the more interesting signals show up in smaller announcements, shifts in strategy, or early signs that a business is gaining traction in the real world. In weeks like this one, a handful of stocks tend to stand out not because of hype but because… Continue reading Stocks Making Moves on Real-World Execution This Week (ZENA, ORCL, TTWO, FIVE)
The Drone Sector’s Policy Shift: Four Companies Driving Growth (ZENA, RCAT, UAVS, EXALF)
After years of slow and uneven growth, the drone sector is moving into the center of government and infrastructure modernization. Regulatory limits on foreign-made systems, rising defense and public-safety budgets, and a stronger focus on secure data and supply chains are driving demand for drones that meet compliance standards and offer autonomous capabilities. Companies that… Continue reading The Drone Sector’s Policy Shift: Four Companies Driving Growth (ZENA, RCAT, UAVS, EXALF)
From Narrative to Numbers: Where AI Demand Is Actually Converting to Revenue (ZENA, VRT, MU, SMCI)
Artificial intelligence is no longer a narrative built on demos, pilot programs, or speculative launches. It is increasingly reflected in budget allocations, multi-year government contracts, enterprise spending plans, semiconductor supply constraints, and physical infrastructure investment. The companies benefiting most are those already embedded in workflows where AI deployment supports revenue growth, margin expansion, and long-term… Continue reading From Narrative to Numbers: Where AI Demand Is Actually Converting to Revenue (ZENA, VRT, MU, SMCI)