This week, we held our monthly Open Forum, where we delved into the hot topic of the last two weeks: what to make of software stocks getting pummeled because of advancements in AI. We took a quick, cursory glance at four buckets investors should consider to understand where the risk is and where the opportunity lies. On that note, we dug deep into our 1,500+ microcap stock archives to resurface an old MultiBagger that we think actually benefits from what’s going on with AI and fits squarely in between the third and fourth buckets we discussed.

This week’s coverage focused on our Skull Session with Buda Juice, Inc. (NYSE:BUDA) following its recent IPO. The CEO/co-founder shared insights on scaling fresh juice brands nationally, expanding distribution, and maintaining profitability while managing supply chain and operational challenges. The discussion highlighted early revenue traction, customer expansion, and capital spend decisions that the company hopes will drive long-term growth.

We usually don’t look at IPO’s in microcap land. So many tend to be too aggressively priced or are losing money. We generally would like to wait to see how things play out after the company goes public. However, BUDA caught our attention because it’s actually making money, and beverage companies, in general, are known to post mountains of losses as they chase revenue and market share.