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Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

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Equity Bottom-Up

<div><ul><li>From eye implants to a commercial platform. Hanson’s University of Michigan research targeted “smart dust”, cubic-millimeter computers developed for intraocular implants for glaucoma patients.</li><li>The tiny batteries forced the team toward subthreshold computing, an approach dating to the late 1970s that never widely took off.</li><li>Hanson spun the technology out of the university in 2010.</li></ul></div>

From eye implants to a commercial platform. Hanson’s University of Michigan research targeted “smart dust”, cubic-millimeter computers developed for intraocular implants for glaucoma patients.The tiny batteries forced the team toward subthreshold computing, an approach dating to the late 1970s that never widely took off.Hanson spun the technology out of the university in 2010.

WTR Small-Cap Spotlight Recap (AMBQ) : Intelligence Everywhere

Thematic (Sector/Industry)

<ul><li>Software led a broad May rally, but the largest names did most of the heavy lifting. </li><li>The WTR AI Index rose 14.9% M/M, outpacing the S&amp;P 500 (+5.1%), Russell 2000 (+4.3%), and Nasdaq (+10.5%), with every sector up double digits.</li><li>After barely participating in April’s advance (+2.6%) even as Semiconductors ran +34%, Software (20% of the index) led all sectors at +28.0%, ahead of Internet &amp; Data Services (+13.8%), Other Tech (+13.0%), Semiconductor (+12.8%), and Other Industries (+12.8%). </li></ul>

Software led a broad May rally, but the largest names did most of the heavy lifting. The WTR AI Index rose 14.9% M/M, outpacing the S&amp;P 500 (+5.1%), Russell 2000 (+4.3%), and Nasdaq (+10.5%), with every sector up double digits.After barely participating in April’s advance (+2.6%) even as Semiconductors ran +34%, Software (20% of the index) led all sectors at +28.0%, ahead of Internet &amp; Data Services (+13.8%), Other Tech (+13.0%), Semiconductor (+12.8%), and Other Industries (+12.8%). 

AI Flow Index : Sailing a Sea of Companies in AI - Jun 1, 2026

United States

Ambiq Micro, Inc. provides semiconductor technology solutions. The Company offers ultra-low power semiconductor platforms and solutions for battery-powered AI devices. Ambiq Micro serves customers in the United States, China, Taiwan, and Singapore.

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Ambiq Micro (AMBQ US)

WTR Small-Cap Spotlight Recap (AMBQ) : Intelligence Everywhere

The tiny batteries forced the team toward subthreshold computing, an approach dating to the late 1970s that never widely took off. Hanson spun the...

Water Tower Research

AI Flow Index : Sailing a Sea of Companies in AI - Jun 1, 2026

The WTR AI Index rose 14.9% M/M, outpacing the S&P 500 (+5.1%), Russell 2000 (+4.3%), and Nasdaq (+10.5%), with every sector up double digits.

Water Tower Research

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