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Uranium Breaks $100: Why Small-Cap Nuclear Stocks Are Moving in Opposite Directions
Weekly market commentary
Feb 13
•
Davide Lomeo
1
Understanding the small-cap nuclear landscape in 2026
I explore what the nuclear stock landscape looks like in 2026 and what small to mid-cap stocks may benefit from recent regulatory easing
Feb 10
•
Davide Lomeo
1
Robotics Valuation Reset: What Investors Learned in January 2026
January 2026 has been a reality check for many overvalued stocks, including small caps. Investors understand that revenue is more important than…
Feb 4
•
Davide Lomeo
1
January 2026
Robotics Stocks Shift to Execution Mode
Robotics stocks prepare for an exciting 2026, while new research projects robotics market to reach $235 billion by 2033
Jan 22
•
Davide Lomeo
1
1
EV/Sales vs P/S: Why I Changed How I Value Small-Caps
This is why I think EV/Sales is more useful to evaluate small cap stocks
Jan 20
•
Davide Lomeo
1
1
CES was not that revealing for small cap robotics stocks
Week 02 of the short market commentary newsletter where I put together the most important news about small and mid-cap stocks of the sector of the…
Jan 15
•
Davide Lomeo
2
1
Serve Robotics (SERV) - Deep Dive
Is Serve Robotics (SERV) really worth the recent hype? Read along to find out my investment thesis and see if I consider the stock a buy or not.
Jan 13
•
Davide Lomeo
3
1
Small cap robotics stocks off to a good start of 2026
Week 01 of the short market commentary newsletter where I put together the most important news about small and mid-cap stocks of the sector of the…
Jan 8
•
Davide Lomeo
3
2
1
Why US small and mid-cap robotics stocks could be the surprise of 2026
The reality of small and mid-cap robotics companies and what I will do next
Jan 6
•
Davide Lomeo
3
2
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