Liger Cub

Long-biased microcap stock picker. Author of Byron Street Research. Read my disclaimer on each report.

[Liger Cub @reaLigerCub]

LAST IDEA BEFORE A 9-MONTH BREAK:

CDTi Advances Multi-Sector Catalyst Programs as Blue-Chip Partners Near Production

(1/17) https://t.co/NKwWAxPfHn

[Liger Cub @reaLigerCub]

CDTi Advanced Materials, Inc. ($CDTI) is a $7 million nanocap advancing multiple catalyst programs from development through pilot and production scale for some of the largest corporations on earth.

It hasn't made a customer or commercial announcement in almost eight years.

[Liger Cub @reaLigerCub]

Btw, in my report I said that $NURS.V was founded with backing from an unnamed private investor. Turns out he's a billionaire. https://t.co/yQdlFPzaYt

[Liger Cub @reaLigerCub]

https://t.co/yQdlFPzIO1

[Liger Cub @reaLigerCub]

A lot hiding in plain sight on $WSTL:

- Awarded middle-mile contract in California's Broadband for All initiative last month (largest state-level program at the time of its passage)
- Funding disbursements under the $42.45 billion federal BEAD program could scale this nationally

[Liger Cub @reaLigerCub]

https://t.co/oOlcNqRp01

[Liger Cub @reaLigerCub]

On $NURS.V, "rumors have started circulating around 5,500+ licenses sold by mid-February." If accurate…

[Liger Cub @reaLigerCub]

On $NURS.V, "rumors have started circulating around 5,500+ licenses sold by mid-February." If accurate…

[Liger Cub @reaLigerCub]

Re $WATT, the Walmart deployment may not even be the largest:

"This is the largest public deployment of Ambient IoT [...] and the second largest overall after the other open secret project with a major online retailer (Amazon)." - ABI Research

Public infra from Wiliot shows POC

[Liger Cub @reaLigerCub]

My first deep dive, a 60+ page report on $NURS.V, is now live at byronstreetresearch[.]com.

It took a few weeks, but the full story is finally out there. It covers everything, from methods to systematically identify business partners to a detailed list of licens

$HYDTF $VST.CN

[Liger Cub @reaLigerCub]

$SODI Announces Fiscal 2026 Third Quarter Results

[Liger Cub @reaLigerCub]

With $NURS.V back to May-level pessimism, I've been thinking about how the market might react if it learned, with evidence, that the company is onboarding or has already onboarded:

• A licensee with 200K+ members, ranked #1 in several high-profile industry rankings
• Another

[Liger Cub @reaLigerCub]

$AMPG - New Watchlist Model

AMPG is a designer and manufacturer of advanced radio-frequency and microwave signal-processing components and systems for satcom, 5G telecom, defense, and quantum computing applications. After years of modest revenues, heavy R&D spend, and

[Liger Cub @reaLigerCub]

Uploaded the following investment classics into NotebookLM. Have I just created a real superinvestor or will the value guys end up fighting the growth ones?

• 100 Baggers - Christopher W. Mayer
• A History of the Theory of Investments - Mark Rubinstein
• A Random Walk Down

[Liger Cub @reaLigerCub]

Catalyst Watch just hit its 40th issue and I’ve removed the paywall for Christmas.

Below are this week's most actionable microcap press releases in North America:

1. Progressive Planet Solutions Inc

[Liger Cub @reaLigerCub]

Making the most out of Substack’s minimal functionality

By clicking "Request Model" on the new and growing Model Requests watchlist, subs automatically generate the following email draft:

"Hello,
I'm a paid subscriber to Byron Street Research and would like to request a model

[Liger Cub @reaLigerCub]

Will be available on my blog or individually at the link below, but it’ll get more useful as more companies are added: https://t.co/TLb90wLreb

[Liger Cub @reaLigerCub]

Join us for our new live Zoom masterclass tomorrow at 1PM, where you'll learn the true source of your power to create. Replay will be available if you can't attend live. https://t.co/WMKWEQEzqZ #LOA #manifestation

[Liger Cub @reaLigerCub]

There Are No Shortcuts https://t.co/acTWzuQ0Ad

[Liger Cub @reaLigerCub]

Which Voice Are You Listening To? https://t.co/0xPY2LNIEL