Neural Capital: Investing in tomorrow’s innovators. AI-driven insights, market analysis, and smart investing strategies.
Joined April 2025
- Tweets104
- Following80
- Followers73
- Likes38
The next AI winners won't just build better models. They'll own the workflows that generate revenue.
$PLTR is transforming enterprise operations. $AIRDF ($AIDR) is bringing AI-powered infrastructure to independent physicians.
Different markets. Same question: Who gets paid?
neuralcapital.ai/articles/be…
🤖 Made with AI
AI's next big bottleneck may not be computing power. It may be electricity.
$VRT, $GEV and $BE are helping build the infrastructure powering the AI revolution.
Our latest Neural Capital article examines how these three companies are capitalizing on surging demand for data center power.
#VRT #GEV #BE
neuralcapital.ai/articles/th…
🤖 Made with AI
NeuralCapital retweeted
There it is.
Over 60% of the S&P 500's components are now in bear market territory, down -20% or more from their record highs.
Four of the Magnificent 7 stocks are now in bear market territory, with these seven names erasing a combined -$4 trillion in market cap since their highs.
We are in a "stealth" bear market.
And, we believe it's a huge opportunity as we outlined below on October 15th.
NeuralCapital retweeted
$AMZN: reaction seems a bit extreme on actual results even if whispers weren't met. AWS +39% was 6th consec Q of acceleration, best # since 4Q 2021, backlog tripled, next 2 years guide of 40% at 40% OM. Retail demand remains strong - tuf Prime Day comp. Ads + DD. 15x EPS.
NeuralCapital retweeted
Notebook has just unlocked over 700 textbooks from the world’s leading publishers. Every single one is available to you, completely free of charge! @Gemini_Notebook
The future of AI isn't just in the cloud. It's behind the wheel.
$CRNC, $SOUN and $NVDA are helping bring conversational AI into the automotive industry.
Our latest Neural Capital profile explores Cerence's technology, financial progress and growth opportunities.
#CRNC #SOUN #NVDA
neuralcapital.ai/articles/th…
🤖 Made with AI
NeuralCapital retweeted
A seismic shift just occurred in the clean-tech landscape, and most of the market is still looking at the old map. In just 100 days, my outlook on Aduro Clean Technologies has shifted from promising to pivotal.
Last week’s patent filing was the spark that ignited a TAM explosion, fundamentally rewriting the ceiling for this company. We aren’t just looking at a growth play anymore; we’re looking at a total industry disruption. @makingmoneynow1 @ClassicValueInv
open.substack.com/pub/gannon…
AI in the enterprise is hitting its moment of truth.
The hype phase is over. Now it’s about ROI—and most deployments aren’t making the cut.
Winners: $MSFT, $CRM, $NVDA
Losers: everyone else (for now)
What’s actually working—and where investors should look next:
neuralcapital.ai/articles/en…
🤖 Made with AI
$AIRDF
Rocket Doctor AI Hits 15 Million Covered Lives Milestone
youtu.be/fOOFIkCoyYs?si=3qU8…
Brought to you by Rocket Doctor AI
$KDKRW
Kodiak AI is taking a focused approach to applied AI, targeting long-haul freight where reliability, safety, and economics matter most.
Our latest deep dive 👇
neuralcapital.ai/articles/ko…
$ABSI
Absci is applying generative AI to biologic drug creation, designing therapeutic antibodies in software and validating them rapidly in the lab.
With early clinical programs and major Pharma partnerships, Absci offers a compelling look at how AI may reshape drug discovery.
Read our article and follow for more.
neuralcapital.ai/articles/ab…
NeuralCapital retweeted
storytelling is the only way to impose meaning on abundance, coherence on noise, & legitimacy on power.
strategy, ops, & capital are all downstream. without narrative control, none it will ever stick.
this has been the core premise of my account. in a world of infinite output, story is the scarce primitive. whoever can compress chaos into something ppl can feel, remember, forgive, & rally around actually runs the system. this skill is worth more than the entire c suite combined.
NeuralCapital retweeted
Voice AI is going to explode in 2026. Here’s what I’m seeing:
1. Dictation has completely changed how I work
I go on walks where I dictate to Otter for 40min. I built an app this weekend while lifting weights. The productivity gain is real.
2. Phone booths everywhere
I visited the offices of two large AI companies last week. They have phone booths everywhere. I watched someone walk into one, dictate, then walk right back out. That’s it.
3. Microphones at every desk
I visited Wispr Flow’s headquarters in October (see pic). Every single employee had a $60 microphone on their desk and can whisper tasks all day long to AI. You cannot hear them even if you’re at the neighboring table.
4. OpenAI says typing is the bottleneck
Alexander Embiricos, head of product for Codex, just went on the @lennysan podcast that the “current underappreciated limiting factor” to AGI-level productivity isn’t model capability, it’s human typing speed.
We are literally being held back by our fingers.
Check out our list of AI Microcaps. We are adding to it everyday. Are we missing any companies?
neuralcapital.ai/ai-microcap…
$DUOT
neuralcapital.ai company feature
Small cap industrial AI is where some of the most important transformation is happening. Duos Technologies is a great example. The company builds automated railcar inspection systems that blend computer vision, edge AI, and real time analytics to modernize a critical part of North American infrastructure...
$DUOT
What makes Duos compelling is the shift from manual, time intensive inspections to high speed, AI assisted analysis. Their portals capture thousands of data points as railcars move through, improving safety, reducing downtime, and creating a digital record operators can actually use...
$DUOT
Our full breakdown looks at their technology, market position, risks, and potential as rail networks adopt intelligent inspection at scale. Duos may be small, but the problem they are solving is not. Read the full analysis here.
neuralcapital.ai/articles/du…
