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Recent picks
Curated candidates from our pipeline. Updated every couple of days. Our highest-conviction picks stay Pro-exclusive for the first 30 days.
EDN: Edenor’s power-play on Argentina’s tariff reset
Empresa Distribuidora Y Comercializadora Norte S.A. (Edenor)
Electricity isn’t optional: homes, factories, data centers, and EV chargers all depend on a reliable grid. Edenor is effectively a toll collector for power in a big slice of Greater Buenos Aires. As Argentina pushes to clean up its finances and modernize infrastructure, regulators are allowing higher power-distribution charges so companies can maintain and upgrade networks. For investors who want exposure to the “keep-the-lights-on” side of the energy transition—wires, poles, and meters rather than oil wells—Edenor is a direct way to play that theme. The flip side is heavy exposure to Argentina’s politics, inflation, and currency swings.
NVAX’s comeback attempt: leaner Novavax swings at the next wave
Novavax Inc
COVID isn’t front-page news anymore, but shots are likely sticking around like the yearly flu vaccine. Novavax sits in the middle of a long-term shift where vaccines become a regular adult habit, not just something kids get. Its protein-based approach is more like old-school vaccines, which some people prefer over newer mRNA shots. If Novavax and Sanofi can build reliable yearly COVID and combo (COVID + flu) boosters, this taps into the broader health and genomics trend where better tools and data turn vaccines into a recurring, predictable business instead of a one-off pandemic spike.[1][2][5]
RAPP: a fresh precision‑neurology IPO aiming at epilepsy and beyond
Rapport Therapeutics, Inc. Common Stock
Brain disorders like epilepsy, chronic nerve pain, and mood issues are huge, long‑term health problems, and current drugs often come with tough side effects or don’t work well enough. Rapport is part of a bigger trend toward "precision" medicine—designing drugs to hit specific switches in the brain instead of carpet‑bombing the whole nervous system. If its approach works, it could open the door to more effective, better‑tolerated treatments in conditions where patients and doctors are hungry for new options, and where successful drugs can become multi‑billion‑dollar products.
OOMA’s quiet growth story is still in motion
Ooma, Inc. Common Stock
This is a plain-English version of a bigger theme: businesses want cheaper, smarter phone systems that work in the cloud and help them handle calls without hiring more staff. Ooma sits in that middle ground between old-school telecom and newer software tools, so it can benefit from the move to remote work, automation, and AI-assisted customer service.[1][2] If small businesses keep looking for simpler phone setups with built-in call insights, companies like Ooma can keep winning deals without needing a giant brand name.
MTLS: 3D-printing software refocuses for a leaner next chapter
Materialise NV
If you believe factories, hospitals, and device makers will keep shifting from old‑school manufacturing to digital, on‑demand 3D printing, Materialise sits right in that lane. Its software helps engineers and surgeons design lighter, more efficient parts and custom medical implants, which can cut waste and shipping and support climate and efficiency goals. As more companies and hospitals look to local, on‑demand production instead of huge centralized plants, the tools that plan and run those 3D‑printing jobs become critical—and that’s where Materialise makes its money.
ALLO: small-cap CAR-T player chasing big cancer wins
Allogene Therapeutics, Inc. Common Stock
Cancer cell therapies today are often slow and expensive because each dose is made from a single patient’s own cells. Allogene is trying to flip that model by creating **off‑the‑shelf** treatments manufactured in bulk from healthy donor cells.[1][2] If this works, it could mean faster treatment, easier scaling, and potentially lower costs for some blood cancers. For investors, this sits inside the broader genomics and next‑gen medicine wave—similar in spirit to how AI is transforming software, but here the goal is to re‑engineer immune cells to fight tumors.[1][2]
TE’s quirky de‑SPAC story: momentum, money raises, and maybes
T1 Energy Inc.
If you care about big trends like electrification, data centers using more power, and the push for smarter energy hardware, TE sits in that crossroads. It is not a nuclear reactor play; it’s about the chips and devices that help manage energy. As more cars, factories, and servers go electric and digital, demand grows for reliable power‑related components. A small‑cap name that just came public, has fresh cash, and is tied to that theme can move a lot if good news keeps coming. For retail investors, this is more of a “keep on your radar” story than a sleepy blue‑chip.
HIVE's AI pivot is turning heads fast
HIVE Digital Technologies Ltd. Common Shares
This matters because the big story is not really about Bitcoin alone anymore — it is about the race to build the computing power behind AI. Think of HIVE as trying to turn electricity, land, and data centers into a product that AI customers can rent. For regular investors, that is easier to understand than crypto jargon: if the AI buildout keeps growing, companies that own the physical capacity can win real business. The tradeoff is that this is still a fast-moving, high-risk setup, so the stock can swing hard in both directions.[1][2][3]