We had some meaningful information arbitrage (InfoArb) developments this week. Ligerclub (@realLigerCub) of Byron Street Research Substack did some excellent sleuthing that helped confirm that Rouchon Industries, Inc. (OOTC:RCHN) has transitioned its chip cooling technology to target the data center market, and that it belongs on our data center screen. The stock is now up 144% since being added to the screen on January 8, 2026.

We also identified InfoArb developments surrounding Acorn Energy, Inc. (NASDAQ:ACFN) and discussed Ieh Corp. (OTC:IEHC)’s record backlog announcement. Meanwhile, last Thursday’s March 2026 Open Forum introduced our new High Conviction Research policy, along with model portfolio updates, screen additions, and a new Focus Model Portfolio entry.

By the way, this week I will be sharing insights from my guest appearance with Pixel Research the Pixel Research Substack (@Pixelresearch), where I discussed how I hunt for alpha in the microcap jungle.