WTR is excited to launch the new Showcase Series podcast, highlighting companies driving innovation, leadership, and growth across industries. For the inaugural episode, Bassett Furniture Industries, Inc. (NASDAQ: $BSET) Chairman & CEO Rob Spilman joined WTR to discuss: 🔹 Bassett’s US-based custom manufacturing advantage and long-term positioning 🔹 New product introductions and opening price-point strategy from Spring High Point Market 🔹 Growth of the Lane Venture outdoor business and the opening of Bassett’s new Cincinnati corporate store Investors can now listen and watch the accompanying slide presentation on Spotify or on the WTR website. Read Douglas M. Lane, CFA's full report for additional detail and access links to the full Showcase Series episode. $BSET #Furniture# #Retail# #Consumer# #Manufacturing# #Podcast# #SmallCaps# #Investing# #NASDAQ# #WaterTowerResearch# @BassettHome

Soluna (NASDAQ: $SLNH) delivered another quarter of strong top-line growth as the company continues scaling its renewable-powered computing and AI infrastructure platform. 🔹 1Q26 revenue increased 58% Y/Y, marking the company’s fourth consecutive quarter of sequential revenue growth 🔹 Long-term pipeline expanded to 4.3 GW, supported by multiple AI-focused projects including Dorothy 3 and Kati 2 🔹 Recent strategic milestones included the acquisition of the 150-MW Briscoe Wind Farm, continued Kati expansion, and full ownership consolidation of Project Dorothy 1A Read John Roy, Ph.D.'s full report for more detail on Soluna’s AI infrastructure pipeline, operational performance, renewable energy strategy, and long-term growth outlook. $SLNH #AI# #DataCenters# #RenewableEnergy# #Infrastructure# #BitcoinMining# #CloudComputing# #EnergyTransition# #Technology# #NASDAQ# #WaterTowerResearch# @SolunaHoldings

First Phosphate Corp CSE: $PHOS – OTCQX: $FRSPF – OTCQX-ADR: $FPHOY – FSE: $KD0 continues advancing its Bégin-Lamarche project as a differentiated North American phosphate platform focused on the growing LFP battery supply chain. 🔹 Recent high-grade infill drilling confirmed broad, continuous phosphate mineralization across multiple zones, further de-risking the project ahead of feasibility-level advancement 🔹 Unlike traditional fertilizer-focused phosphate peers, FRSPF is positioning Bégin-Lamarche as a vertically integrated source of battery-grade purified phosphoric acid (PPA) for North American LFP batteries 🔹 Strong project economics, improving balance sheet strength, and expanding downstream partnerships continue supporting the company’s long-term strategic positioning Read Dmitry Silversteyn's full report for more detail on drilling results, project economics, strategic partnerships, and valuation outlook. $FRSPF #BatteryMaterials# #LFP# #EVs# #CriticalMinerals# #Phosphate# #EnergyTransition# #Mining# #NorthAmerica# #SmallCaps# #WaterTowerResearch# @FirstPhosphate

Check out Dmitry Silversteyn's recap from his recent podcast with Homerun Resources CEO Brian Leeners and our host Shawn Severson. Those interested can listen to the podcast on all platforms or on our website. Links are accessible in our full report! $HMRFF #HomerunResources# #SolarGlass# #Silica# #HighPurityQuartz# #RenewableEnergy# #EnergyTransition# #CriticalMinerals# #CleanTech# #AdvancedMaterials# #SupplyChain# #Decarbonization# #Brazil# #Infrastructure# #SmallCapStocks# #InvestorInsights# #WaterTowerResearch# @HomerunRes

The WTR AI Private Pools Index climbed another 14.8% M/M through May 11, pushing total tracked private AI market value to $2.20 trillion across 38 active constituents. 🔹 Anthropic drove the move higher, adding +$276.8B in value to reach a ~$900.5B valuation, while OpenAI remained the second-largest constituent at ~$839.0B 🔹 The index is now up 64.1% YTD, underscoring continued investor appetite for AI infrastructure, foundation models, and enterprise AI platforms 🔹 Harvey, Figure AI, and ElevenLabs were among the largest monthly gainers, while Cursor saw pressure amidst competition from Anthropic’s Claude Code and other AI coding tools Read James Kisner, CFA's full report for more detail on private AI valuation trends, index composition, top movers, and secondary market activity shaping the AI ecosystem. #AI# #ArtificialIntelligence# #PrivateMarkets# #Anthropic# #OpenAI# #GenerativeAI# #MachineLearning# #Technology# #Investing# #WaterTowerResearch#

Nebius Group delivered strong 1Q results as accelerating AI infrastructure demand, expanding contract visibility, and rising pricing continued to support the company’s hypergrowth trajectory. 🔹 1Q revenue, adjusted EBITDA, and gross margin all exceeded consensus expectations, driven by sold-out GPU utilization and pricing strength 🔹 Management highlighted surging demand trends, including a ~3.5x Q/Q increase in pipeline generation and record customer prepayments 🔹 The recently announced $27B Meta agreement and expanding contracted power capacity significantly improve long-term visibility into future growth Management also raised capex guidance as Nebius continues investing ahead of committed 2027 demand, while maintaining expectations for ~40% full-year adjusted EBITDA margins. Read James Kisner, CFA kisner's full report for additional detail on demand trends, AI cloud economics, capacity expansion, valuation, and long-term growth outlook. $NBIS #AI# #ArtificialIntelligence# #CloudComputing# #DataCenters# #Technology# #Infrastructure# #Semiconductors# #Investing# #GrowthStocks# #WaterTowerResearch# @nebiusgroup

Check out John Roy, Ph.D.'s management series, including a recap and transcript of his recent fireside chat with Gorilla Technology Group Chairman & CEO Jay Chandan and CFO Bruce Bower. This conversation can be accessed on demand. The link is accessible in our full report! $GRRR #GorillaTechnology# #ArtificialIntelligence# #AIInfrastructure# #DataCenters# #GPU# #SovereignAI# #CloudComputing# #DigitalTransformation# #SmartCities# #Cybersecurity# #EdgeComputing# #TechInfrastructure# #Semiconductors# #SmallCapStocks# #InvestorInsights# #WaterTowerResearch# @GorillaTechGrp

Read Robert Sassoon's recap from his recent podcast with Stephen R., Head of Global Planning and Strategy at SBC Medical Group Holdings_Global. Those interested can listen to this podcast on all platforms or on our website. Links are accessible in our full report! $SBC #SBCMedicalGroup# #Healthcare# #Aesthetics# #Longevity# #Wellness# #MedSpa# #HealthcareInnovation# #ArtificialIntelligence# #MedicalServices# #PreventiveHealthcare# #GlobalExpansion# #Biomarkers# #ConsumerHealth# #SmallCapStocks# #InvestorInsights# #WaterTowerResearch# @SBCmedical @sbcmedical_hd

(NASDAQ: $FLWS) reported 3QFY26 results ahead of WTR estimates as ongoing cost reduction initiatives and improved operating discipline continued to support profitability trends despite softer top-line demand. 🔹 Management achieved its full $50MM annualized cost savings target ahead of schedule, helping adjusted EBITDA outperform expectations 🔹 Floral & Gifts remained pressured by marketing pullbacks and evolving search engine dynamics, while Gourmet Foods & Gift Baskets outperformed supported by wholesale strength and favorable Easter timing 🔹 Management continues to position FY26 as a foundational transition year focused on stabilizing operations, improving marketing efficiency, and returning the business to profitable growth Read Douglas M. Lane, CFA's full report for additional detail on FLWS’ transformation strategy, profitability outlook, cost savings execution, and FY27 considerations. $FLWS #Ecommerce# #Retail# #Consumer# #DigitalMarketing# #NASDAQ# #SmallCaps# #Investing# #ConsumerTrends# #Flowers# #WaterTowerResearch#

Check out the recap from John Roy, Ph.D.'s latest podcast with Oren Hershkovitz, CEO of Enlivex Ltd. (NASDAQ: $ENLV). Those interested can listen to the podcast on all platforms or on our website. Links are accessible in our full report! $ENLV #Enlivex# #Biotech# #Immunotherapy# #DigitalAssets# #Crypto# #Blockchain# #PredictionMarkets# #HealthcareInnovation# #ClinicalTrials# #DrugDevelopment# #Web3# #Tokenization# #SmallCapStocks# #InvestorInsights# #WaterTowerResearch# @Enlivex