Falcon 9 Growth+

Manufacturer of zinc-based long-duration energy storage systems for utilities and C&I customers. Non-lithium chemistry positioned for 3-12 hour storage; scaling production at new US factory.

Eos Energy is the long-duration storage dark horse. Their zinc-based battery chemistry avoids lithium supply chain risks and offers a cost-competitive solution for 3-12 hour storage that lithium-ion can't economically address. The new Turtle Creek factory is ramping production, and the DOE loan guarantee provides critical non-dilutive funding. The bull case is that as grid storage needs extend beyond 4 hours, Eos's chemistry becomes the preferred solution. Backlog is growing, and each new utility contract validates the technology.

Distributed power company using solid oxide fuel cell technology to generate on-site electricity. Growing demand from AI data centers needing reliable power independent of the grid; fuel-flexible platform runs on natural gas, biogas, or hydrogen.

Beth Kindig's top 2026 pick. Bloom Energy is a direct solution to the grid bottleneck constraining AI infrastructure buildout. Their solid oxide fuel cells provide distributed on-site power that data centers can deploy in months rather than the 3-5 years it takes to get new grid connections. As AI capex accelerates and power becomes the binding constraint, Bloom's technology becomes essential infrastructure. The fuel cell platform is fuel-flexible (natural gas today, hydrogen tomorrow), giving data center operators a bridge to clean energy without waiting for grid upgrades. Revenue is inflecting as hyperscalers and colocation providers sign multi-year power purchase agreements.

Micro-cap digital media and entertainment company pivoting to Bitcoin treasury and Web3 gaming. Highly speculative; thin float and limited revenue.

Asset Entities is an ultra-speculative micro-cap that's been pivoting into Web3 gaming and Bitcoin treasury. The bull case is purely about optionality at a tiny market cap — if any of their initiatives gain traction, the percentage move could be enormous. This is a position where the entire investment could go to zero, but the entry price is so low that the risk/reward math works for a tiny allocation.

Micro-cap exploration-stage mining company. Early development with speculative resource potential; limited operational history and revenue.

Micro-cap mining exploration play. The bull case is based on early resource potential and the possibility of a discovery that could re-rate the stock by multiples. Mining exploration is inherently speculative, but the asymmetric payoff profile is what attracts investors. Very limited liquidity and institutional coverage means any positive drill results or resource estimates could move the stock dramatically.

Bitcoin mining company focused on low-cost sustainable energy. Rapidly scaling hashrate through acquisitions; exploring AI/HPC colocation as a second growth vector.

CleanSpark is the execution story in Bitcoin mining. Consistently hitting hashrate targets, acquiring facilities at distressed prices, and maintaining one of the lowest cost-per-coin metrics in the industry. The AI/HPC optionality is a free call option on top of an already well-run mining business. If BTC hits $150-200K in this cycle, CleanSpark's earnings power at current hashrate would justify a price multiple of where it trades today. The balance sheet is clean and they're self-funding expansion from operations.

Bitcoin miner and AI cloud services provider with data centers in multiple countries. Transitioning GPU capacity toward AI/HPC workloads alongside BTC mining for dual revenue streams.

Iris Energy is the dual-play that crypto Twitter can't stop talking about. They're running one of the most efficient Bitcoin mining operations globally while simultaneously building out a serious AI/HPC cloud business with Nvidia GPUs. The Childress, Texas expansion is massive, and the power contracts they've secured are at rates that make the economics work for both mining and AI workloads. The bull thesis is that the market is valuing them as a miner when they're increasingly an AI infrastructure company that also mines Bitcoin.

Bitcoin miner operating in Texas with focus on low-cost power. Building HPC/AI data center capacity as a higher-margin complement to mining; infrastructure-first approach.

Cipher Mining is the infrastructure-first Bitcoin miner that's becoming an AI/HPC story. Their Odessa, TX facility and Black Pearl development site give them access to massive power capacity at competitive rates. The bull case is that Cipher is building data center infrastructure that can flex between Bitcoin mining and AI/HPC hosting depending on which is more profitable. The AI hosting contracts they're signing are at dramatically higher revenue-per-megawatt than mining.

Micro-cap holding company focused on acquiring distressed businesses. Speculative deep-value play; limited public information and thin liquidity.

DFDV is a micro-cap deep value play being discussed in small-cap Discord servers. The thesis is based on the management team's track record of acquiring distressed assets at pennies on the dollar and turning them around. With very limited analyst coverage and almost no institutional ownership, any positive business development could cause an outsized move. The liquidity is thin, which cuts both ways — it means the stock can move violently on small volume. This is a pure asymmetric bet.

Thermal management and battery safety technology company serving aerospace, defense, and EVs. Adopted Bitcoin treasury strategy; speculative small-cap with NASA heritage tech.

KULR Technology is a speculative small-cap with an unusual combination: NASA-heritage thermal management technology plus a Bitcoin treasury strategy. The core tech has real applications in battery safety for EVs, aerospace, and consumer electronics. The bull case is that the BTC treasury provides asymmetric upside to Bitcoin price while the underlying business provides optionality on winning contracts in fast-growing end markets.

Telehealth platform offering personalized health and wellness products through subscriptions. Growing rapidly in GLP-1 weight loss, dermatology, and mental health verticals with direct-to-consumer model.

Hims & Hers has transformed from a DTC telehealth startup into a scaled health platform. The Novo Nordisk partnership resolved the GLP-1 legal overhang and secured market access to the fastest-growing consumer health category. Subscription revenue provides recurring visibility, and the expansion into weight loss, mental health, and dermatology dramatically widens the TAM. The platform's personalized approach and strong brand resonate with younger demographics underserved by traditional healthcare.