Aside from bringing a medical device stock with 100% upside into our coverage universe, my favorite features this week included earnings updates from Cineverse Corp. (NASDAQ:CNVS), Firan Technology Group Corporation (OTC:FTGFF) (TSX:FTG) and Burnham Holdings, Inc. (OOTC:BURCA), and a skull session with quant investor, Carlos Morales.

We have earnings coverage updates from Aluula Composites Inc. (OTCQB:AUUAF) (TSXV:AUUA), Qualstar Corp. (OOTC:QBAK), Invitro International (OTCQB:IVRO), Sifco Industries, Inc. (NYSE:SIF), Calian Group Ltd. (OOTC:CLNFF) (TSX:CGY).

We also review AUUAF’s capital raise to expand capacity, a new product launch from Qualstar Corp. (OOTC:QBAK) to attract larger customers, the addition of Calian Group Ltd. (OOTC:CLNFF) (TSX:CGY) to our Defense Screen, and a defense contract announcement for Velo3d, Inc. (NASDAQ:VELO).

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.

This week’s coverage primarily included earnings highlights from $LRGR & $FSI, $ZDPY going private news, and a new addition to our Run To $1.00 Model Portfolio that has also quietly signaled, but it might be a takeover candidate. I also recorded two Skull Sessions that heavily focused on trend investing.

Looking ahead, another Skull Session will feature $BUDA following its recent public listing. On January 29, we’ll meet with Horatio Lonsdale-Hands, CEO and co-founder of BUDA. The company recently went public on the NYSE with a $20M IPO. It has already achieved profitability, with $9.71M in revenue and $2.86M in net income for the first nine months of 2025, and we’ll explore plans to scale nationally while maintaining margins.

This week’s coverage was anchored by a live “You Make the Call” session with Kidoz Inc. (OTCQB:KDOZF) (TSXV:KDOZ), where management walked through the company’s mobile advertising platform funded with $23 million over the past 5 years and its strategy to finally scale growth. The discussion added useful context around demand and regulatory trends, improving customer mix, and how the team is thinking about profitability under its tweaked business model.

This is the fourth installment of the “You Make the Call” interview series. It is a Skull Sessions subseries where investors hear company pitches and decide which ideas have potential.

Outside of the KDOZF session, companies across our coverage universe posted a series of updates through earnings results, contract wins, research collaborations, and shareholder actions. A recurring theme this week was the continued shift toward more predictable revenue models, particularly among smaller companies working to reduce volatility and improve visibility after several uneven years.

This year, we want to step up our goal of hosting timely live Skull Sessions with management teams of companies from our coverage universe that just had significant news, so we can gain more color. Our January Open Forum kicked this off with surprise appearances from Qhslab Inc (OTCQB:USAQ) and Acorn Energy, Inc. (NASDAQ:ACFN), followed up with a chat with the CEO of Tecogen Inc. (NYSE:TGEN) the next day, and a roundtable discussion with Nicholas Cortellucci (@NickCortellucci) and Rivemont Microcap Fund’s Mathieu Martin (@Stocks_Stones), on Rubicon Organics Inc. (OTC:ROMJF) (TSXV:ROMJ), to cap off the week.

Aside from the Open Forum and Skull Sessions, several companies across our coverage universe and model portfolios posted meaningful updates through earnings results, key partnerships, and shareholder-friendly capital raises that support the progress we’ve been tracking over the past few quarters.

With it being a slow week in the market last week, I had a chance to reflect on how GeoInvesting has evolved over the past 16 years. Furthermore, being laid up in bed after throwing my back out by just waking up also put me in a reflective moment. Welcome to life after 50! I guess I need to start paying closer attention to all those “get ripped after you turn 50” pitches on my X feed. 
We reached a record number of subscribers in 2025, so I think it’s important to put some things in context as we wrap-up the year and look ahead to 2026 and why our evolution matters now, more than ever. It should help you understand how to get the most out of our microcap research platform.