IQ

Investor in small and microcap stocks mostly in Canada with focus on underfollowed profitable stocks.

[MicroCapClub @MicroCapClub]

In our latest business breakdowns, @Valuehunte and Joshua Cohen sit down with @renoworks $RW.V CEO Doug Vickerson.

Vickerson discusses Renoworks' shift to an AI-powered platform and its push to convert one-time revenue into recurring revenue, which grew 36% year-over-year in the first quarter of 2026 on roughly 80% gross margins.

https://t.co/5If5EUywiM

[Juan Pablo Montero @jpmontero88]

🔥... and there we go... $IFA.TO lands its 3rd major US retailer. Aura scrubs (IFTNA's own brand this time) launching in ~400 $TGT stores (roughly 20% of TGT's ~2,000 US stores) + online!

https://t.co/LxzyxknbBO

✅ Another mass retailer validating PROTX2 and ecoPEL techs, and at the same time, reducing $WMT concentration!

[Juan Pablo Montero @jpmontero88]

Initiated a position in $ALCH.V today at C$1.10 after its IPO.

I missed the offering, but I was happy to buy in the open market. My thesis is simple: a differentiated nanomaterials platform with a commercial automotive business providing a solid foundation, plus a high-upside defence vertical that could become a major value driver if commercialization continues to execute:

https://t.co/EFyaiFu2PM

🚨 Still very early-stage and high risk, but I believe the risk/reward is compelling at this stage. I’ll be following the story closely!

[Shay Boloor @StockSavvyShay]

KEY LEVELS TO WATCH FOR POPULAR STOCKS

• Bullish: $NVDA, $AMD, $MU, $HOOD, $HIMS
• Hold: $TSLA, $AVGO, $NBIS, $AEHR, $CIFR, $RKLB, $OPEN, $SOFI, $AAOI
• Bearish: $PLTR, $ONDS, $OKLO, $ASTS, $IONQ, $IREN

[Paul Andreola 🇨🇦 @PaulAndreola]

https://t.co/ZGVkh3PDVR

[Shay Boloor @StockSavvyShay]

10 SMALL-CAP NAMES UNDER $2B WORTH WATCHING

1. $JMIA scaling logistics across Africa
2. $CLPT navigation software for neurosurgeons
3. $EOSE zinc storage built for nonstop compute
4. $OSS rugged edge compute for the battlefield
5. $CLFD fiber infrastructure for edge data centers
6. $AMBQ low-power silicon for edge AI robots & devices
7. $VPG force sensing & precision measurement for robots
8. $TE building America’s solar supply chain from cell to module
9. $KRKNF underwater robotics for defense & offshore infrastructure
10. $BZAI edge AI inference platform for real-world autonomous systems

[MicroCapClub @MicroCapClub]

Congrats to member Scamandrios on $TSAT

+333% in 3 years!

🚀🚀🚀

[Chris White - 5i Research @5iChris]

Most investors still think SpaceX is a rocket company.

It's selling excess AI compute to Google and Anthropic at a $26B run rate, more than its entire 2025 sales.

Broke down $SPCX , $BB , and $DDOG on BNN this morning, plus the VIX levels I'm watching:
https://t.co/pTmkcQjIB1

[MicroCapClub @MicroCapClub]

Congrats to member cir2001 on $CLR.MC

+200%

👏👏👏

[Investorfile @IFGerryWimmer]

⭐️⭐️⭐️
Caldwell Partners - $CWL.TO
BEST PICK at $0.74
Last close: $1.11
Current return: +50%
Dividend paid as pick: $0.62/share

No wonder Caldwell Partners' stock price is trending higher as of late. Fiscal Q3 results drove revenue growth and a sharp improvement in profitability, with EPS coming in at $0.054. Even better, the company raised its dividend by 50% — the second increase in nine months.

📰 Read Fiscal Q3 Results:
https://t.co/tsx20Sg27L

[Investor Lens @InvestorLensCA]

$FTG.TO — Firan Technology Group | Q2 FY2026 Results

toronto-based aerospace & defence electronics supplier — printed circuit boards + cockpit/avionics products

📊 Q2 FY2026 Highlights (vs Q2 FY2025):
• Revenue: $52.7M (+8.2%)
• Gross margin: 36.5% (up from 32.6%)
• Net earnings: $5.0M (+45%)
• EPS: $0.20 (vs $0.14)
• Adjusted EBITDA: $10.5M (+20%)
• Free cash flow: $2.7M (vs -$5.5M)

🚀 Bookings & Backlog (records):
• bookings: $86.7M, +89% YoY — book-to-bill of 1.64:1
• backlog: $193.5M, +30% vs prior year-end

🏗️ Segments:
• circuits revenue $34.3M (+1.9%), adj net earnings $3.9M
• aerospace revenue $19.2M (+21%), adj net earnings $1.9M
• calgary site now profitable in 2026 (AFIRS Edge+ sales + licensing)

💰 Balance sheet:
• net debt just $2.9M (0.1x TTM EBITDA), incl $9.4M govt loans
• repaid $3.4M of loans in the quarter

record bookings and backlog are the real story here — a 1.64:1 book-to-bill points to a building revenue runway, with new classified defence programs and the DHC-515 firefighter and C919 ramps adding fresh demand. margins expanded on operational improvements, and the balance sheet is essentially debt-free. execution on that backlog is what to watch into H2.

Full analysis:
https://t.co/Enwnz4EB78

#TSX #CanadianStocks #Aerospace #Defence #Electronics #Smallcap

[Paul Andreola 🇨🇦 @PaulAndreola]

NameSilo portfolio company ALCHEMY LABS INC completes IPO and lists on TSX Venture Exchange https://t.co/FyVgCrWcfX $URL.C

[YodaStocks @YodaStockInvest]

My 2030 BULL CASE price targets for the stocks in my portfolio: post-Q1
1. $AMD to $1788
2. $NBIS to $1316
3. $IREN to $471
4. $HIMS to $161
5. $SOFI to $138
6. $ASTS to $626
6. $PNG.V to $49
7. $ONDS to $48
For this, obviously a lot needs to go right, including the economy.

[Juan Pablo Montero @jpmontero88]

🔮 My Top 4 Picks for H2’26 (in no particular order). Three of these I flagged in H1, they delivered, and they're still here because the biggest catalysts are ahead. One is a new add:

$CHER.V , $IFA.TO , $TTZ.V , $ZTE.CN

As mentioned in previous posts, these are mostly fast-growing, profitable (or almost) micro caps, with a few exceptions that I’ve included due to near-term catalysts that could materially change their financials. From a technical perspective, all of them also appear to be in very bullish setups.

🚨 As with any micro cap, it’s important to closely monitor both fundamentals and technicals, as most of these are not “buy and hold forever” names.

⚠️ I hold all four, not advice!

Hope you enjoy! 🧵👇

[Uranium and Commodities watcher @AndUranium]

South Pacific Metals (SPMC)🚨
Another 18% today🙈🚀
The smell of copper...🤔
https://t.co/sng0jQJQYp

[SmallCap Discoveries @smallcapdisc]

Find out why $CHER.V is one of our favorite companies. https://t.co/JYZADFNo6Z

[Jonah Lupton @JonahLupton]

This can change week to week based on price action ie valuations & multiples but as of today, my 8 favorite ai stocks outside of data centers and neoclouds are:

$CRDO
$ALAB
$MU
$HYNIX
$AAOI
$LITE
$BE
$FPS

This covers you for connectivity, memory, opticals and power… ie my favorite 2 from each group.

We also own $NVDA $AMD $INTC but those valuations are much less compelling at current prices.

I do think $NVDA looks cheap but it’s already a $5T company and I don’t think the stock doubles over the next few years because of increasing competition from TPUs and ASICs.

NFA.
DYOR.
*We own all 11 stocks mentioned in this post at @FirstWaveFund and we started a new position in $AVGO this morning (premarket).

[Jalal @JalalSali]

Canadian waste management stocks — revenue growth, most recent quarter

$ANRG.TO ($446M mcap): +122.0%
$EVGN.V ($10.9M): +37.6%
$GFL.TO ($17.9B): +7.3%
$WCN.TO ($55.2B): +5.0%
$SES.TO ($4.6B): +1.1%
$YES.V ($39.9M): -3.7%
$VTX.V ($19.0M): -3.9%
$VCI.V ($39.9M): -5.6%

[Paul Andreola 🇨🇦 @PaulAndreola]

$RW.V

[Juan Pablo Montero @jpmontero88]

🎯 H1'26 is now completed, let's see how each of My Top 10 Picks did (Jan 5 -> Jun 30):

🔥 $IFA.TO $1,94 -> $4,60 (+137%)
🔥 $TTZ.V $0,25 -> $0,55 (+120%)
🔥 $CHER.V $1,00 -> $1,75 (+75%)

🟢 $TELI.CN $0,50 -> $0,75 (+50%)
🟢 $ADUR $11,85 -> $15,76 (+33%)

🟡 $TMG.V $0,15 -> $0,16 (+7%)
🟡 $IQ.V $0,52 -> $0,53 (+2%)

🔴 $RW.V $0,43 -> $0,28 (-35%)

🩸 $PDO.CN $0,63 -> $0,20 (-68%)
🩸 $WPR.V $0,32 -> $0,04 (-88%)

----------------------------------------------

✅ EQUAL WEIGHT AVERAGE -> +23%

🧵👇