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$SPCB Q1'26 earnings are out! Revenue: $7.6mm; +8% YoY Gross Profit: $4.8mm (10yr. record); +8% YoY EBITDA: $3.3mm (10+yr. record); +33% YoY Cash of $11.0mm SPCB's Q1'26 EM quarterly U.S. recurring revenue increased 88% due to the expansion. SPCB's ARR is accelerating, reflecting 180%+ growth from May 2025 to May 2026.

Duolingo Q1 Results Revenue +27% Free Cash Flow +45% Total Bookings +14% Paid Subscribers +21% MAUs +6% DAUs +21% $DUOL: -14.4% after hours

Duolingo in a snapshot. - Subscription Revenue: +28% YoY - Paid Subscribers: +20.7% YoY - MAUs: +5.84% YoY - DAUs: +21% YoY $DUOL

The next company I’ll be covering is a deeply misunderstood one. CEO has called the current industry environment a “bloodbath". Companies are going bankrupt left and right due to a regulatory change. The stock got sold off with the entire sector… but here’s the twist: This company should actually benefit massively from the change. It has a razor-blade recurring revenue model with extremely lucrative margins. In Q4’25 alone they sold a massive amount of devices, roughly 20% of everything the company has sold in its entire history. This is directly tied to the regulatory shift. Valuation doesn’t screen cheap, but accelerating revenues on already fast growth, combined with economies of scale as they ramp, should drive earnings. I believe the stock is extremely undervalued. Full write-up dropping on my Substack soon. Stay tuned!

$ACUVI One of the most compelling micro-cap opportunities I’ve seen in European deep tech right now At market cap (€38–40m), Acuvi AB (formerly PiezoMotor) is a Swedish precision-engineering powerhouse with a technology that sits at the absolute edge of what’s physically possible: Their proprietary LEGS® piezo motors deliver nanometer-level positioning in an ultra-compact, backlash-free, non-magnetic package – exactly where conventional steppers and servos hit hard limits. This isn’t just another motor company. Acuvi is becoming a critical enabler for the next wave of megatrends: Semiconductor manufacturing (sub-nm wafer handling & inspection) Surgical robotics & advanced life-science automation High-end optics and photonics And now… Formula 1 and US Defense In April 2026 alone they secured: A strategic development partnership with a leading F1 team (deliveries starting H2 2026) Two major follow-on defense orders via their US subsidiary TPA Motion totaling $3.2 million – recurring, high-margin, 24–30 month visibility These wins signal that Acuvi’s technology has moved from lab-grade excellence into elite, high-reliability applications where size, precision and robustness are non-negotiable.

I notice people mentioning dilution risks in $SIVE. I've said it before, a dilution less than 5% is enough for $SIVEF to grow into a profitable company. Dilution is a non-factor at these valuations. When I bought at $0.3, the dilution risk was real. Now? Not at all.