Well, we added another stock to our Open Forum Focus Model Portfolio during the live Open Forum that took place on Thursday at 11 AM EST. It fits right into our aerospace and defense themes, which have already surfaced a number of multibaggers for our community. We think the stock has near-term double potential, with long-term multibagger potential. You can see the report here.

I also mentioned that Leatt Corp. (OTCQB:LEAT) could have qualified as our favorite stock selection of the month, based on its strong quarterly results. It was really a coin toss.

The COO of Crexendo, Inc. (NASDAQ:CXDO) was additionally brought on to discuss Q1 results and the company’s AI agent products.

It’s not often that we come across a stock trading at a P/E of less than 10x that meets all ten of the quality factors we use to qualify a stock for inclusion in our Model Portfolios… But it just happened… more inside…

This was a heavy earnings week across the GeoInvesting coverage universe. Key themes in the best reports continue to include expanding AI/data center infrastructure exposure across a wider range of businesses. This week, we are also highlighting a podcast discussion I had with Lukas Milosic (@Pixelresearch_ on X) on short-term vs long-term investing.

I’ll start out this week with a clip from our live management briefing Skull Session with the CEO of BIOREM…covering Q4 2025 results, a record backlog, and the company’s view on the geopolitical environment, with the discussion reinforcing improving near-term visibility, supported by stronger order flow and backlog expansion.

I love that the CEO is incredibly transparent about how to think about the potential quarter-to-quarter lumpiness in the business, within a favorable long-term growth outlook. The stock is currently selling at a trailing P/E 12.6x.

The main development this week was the introduction of Cvd Equipment Corporation (NASDAQ:CVV) as a special situation, alongside the publication of our Reasons For Tracking note. CVV has long been a structurally challenged, loss-making business, but a recent asset sale (SDC unit) and data center narrative could have meaningfully reshaped the setup. With a stronger cash position and a debt-free real estate base that’s recorded on the balance sheet at well below market prices, we argued that the stock was trading comfortably below our book value calculation, even before assigning value to the operating business. 

Before we get started, I’m excited to share that we’ve published our recap of my Skull Session with Lukas Milosic of Pixel Research (@Pixelresearch_ on X), where he breaks down his process for screening high-conviction ideas. Before I get into the Research pipeline, I just wanted to mention that even though we don’t rank stocks at Geoinvesting and we’re not a recommendation service, we want you to know that if we were issuing rankings, Flexible Solutions International and…

Friday’s near intraday multibagger move in Energy Focus, Inc. (NASDAQ:EFOI) (lighting solutions), from its open price, continues to convince me that the data center trend is the new industrial revolution or gold rush.

EFOI is a struggling commercial lighting solutions company that got hit hard after COVID. It was once a legitimate company that we had actually followed at GeoInvesting in the past. We had essentially stopped actively covering it because a recovery to its earlier days looked pretty unlikely.

The company hadn’t issued a press release since 2022, and then suddenly, last Friday at 9:00 a.m., it dropped a release tied to hyperscaler data center contracts.