Finbold·2025-12-13 20:32Core Insights - Investment strategist Shay Boloor has identified ten sub-$10 billion market-cap companies poised to benefit from long-term trends leading into 2026, focusing on essential platforms and hard infrastructure rather than short-term narratives [1][19] Company Summaries - Ondas Holdings (NASDAQ: ONDS): Developing a wireless connectivity layer for industrial and autonomous drones, with strong revenue growth momentum and a year-to-date stock increase of over 230% [2][3] - Cipher Mining (NASDAQ: CIFR): Transitioning to a digital infrastructure owner with large-scale power and data-center assets, stock up over 250% year to date [6] - Jumia Technologies (NYSE: JMIA): Refining its e-commerce and logistics model in Africa, with improved order volumes and a stock gain of about 215% [7] - DigitalOcean Holdings (NYSE: DOCN): Regaining investor confidence with strong earnings and positioning as an AI inference cloud, stock up 40% year to date [8] - IREN Limited (NASDAQ: IREN): Expanding compute capacity with record profitability and a nearly 285% stock increase [9] - ClearPoint Neuro (NASDAQ: CLPT): Advancing image-guided navigation platforms for neurosurgeons, with a stock decrease of 18% year to date [10] - Eos Energy Enterprises (NASDAQ: EOSE): Developing zinc-based energy storage systems for high-load environments, stock up 170% year to date [11] - Navitas Semiconductor (NASDAQ: NVTS): Supplies gallium nitride power chips for AI data centers, stock up 145% year to date despite near-term pressures [14] - Viking Therapeutics (NASDAQ: VKTX): Developing GLP-1 therapies for obesity and diabetes, with a stock decrease of about 10% [16] - TransMedics Group (NASDAQ: TMDX): Scaling its organ care system with a focus on logistics, stock up about 90% [18]