Founder, BWS Financial Inc

Hamed Khorsand

Founder

Independent Stock Specific Research

BWS Financial Inc

BWS provides independent stock specific research focused on companies with distinct value that are going through a special situation where there is a tangible catalyst not priced in. The catalyst can be anything from new product, restructuring, M&A, management change, change in business strategy, etc. BWS’s focus is to understand the change and evaluate the potential return for investors.

BWS utilizes a self formed proprietary approach in discovering stocks by putting great emphasis on deep research. BWS does generate short recommendations following a similar criteria.

Equity Bottom-Up

<ul>
<li>INOD is benefiting from the movement to incorporate artificial intelligence (“A.I.”) into many applications</li>
<li>INOD provides the datasets required for training A.I. and it has quickly become a leading provider of such service</li>
<li>The Company is now on pace to grow at a faster pace than expected and should lead to higher earnings and free cash flow in coming quarters</li>
</ul>


INOD is benefiting from the movement to incorporate artificial intelligence (“A.I.”) into many applications
INOD provides the datasets required for training A.I. and it has quickly become a leading provider of such service
The Company is now on pace to grow at a faster pace than expected and should lead to higher earnings and free cash flow in coming quarters


Research from Water Tower Research, Water Tower Research

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.

Equity Research Firm

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

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

<ul><li>In any portfolio, it’s always good to have a listing of up and coming companies on hand which you may be interested in which may have recently IPO’d, did a significant acquisition, or has introduced a new and exciting product or service.</li><li>These companies may also have parabolic forward Wall St. estimates for both revenue and or profits.</li><li>I generally refer to this listing as my “wild broncos” listing and they generally can have wild price and volume swings (based upon earnings releases, press releases, investor day presentations, or analyst upgrades) and sometimes can often come under attack by short seller reports.</li></ul>

In any portfolio, it’s always good to have a listing of up and coming companies on hand which you may be interested in which may have recently IPO’d, did a significant acquisition, or has introduced a new and exciting product or service.These companies may also have parabolic forward Wall St. estimates for both revenue and or profits.I generally refer to this listing as my “wild broncos” listing and they generally can have wild price and volume swings (based upon earnings releases, press releases, investor day presentations, or analyst upgrades) and sometimes can often come under attack by short seller reports.

<ul><li>Semiconductors- “Big Money” Rabid Buying Spree Continues NVIDIA’s (NVDA) and Marvell’s (MRVL) earnings calls and forward guidance delivered this week resulted in earthquake shock re-rating to all things semiconductors on Thursday and Friday.</li><li>On Thursday, NVIDIA’s $198B market cap gain was the largest market cap gain in market history.</li><li>In the first quarter of this year, Microsoft gave clues that artificial intelligence would emerge as the next great computing platform and then this quarter it appears that Wall St. has woken up to the degree of significant data center retooling and infrastructure spending which will be required to support emerging artificial intelligence computing demand.</li></ul>

Semiconductors- “Big Money” Rabid Buying Spree Continues NVIDIA’s (NVDA) and Marvell’s (MRVL) earnings calls and forward guidance delivered this week resulted in earthquake shock re-rating to all things semiconductors on Thursday and Friday.On Thursday, NVIDIA’s $198B market cap gain was the largest market cap gain in market history.In the first quarter of this year, Microsoft gave clues that artificial intelligence would emerge as the next great computing platform and then this quarter it appears that Wall St. has woken up to the degree of significant data center retooling and infrastructure spending which will be required to support emerging artificial intelligence computing demand.

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul>
<li>Innodata Inc. reported strong financial results for the second quarter of 2025, showing a robust 79% increase in revenue year-over-year, reaching $58.4 million.</li>
<li>This growth was accompanied by a significant rise in adjusted EBITDA, which surged to $13.2 million, representing a 375% increase compared to the same period last year.</li>
<li>The company's financial health continues to improve, with cash holdings increasing from $56.6 million at the end of Q1 to $59.8 million at the end of Q2.</li>
</ul>


Innodata Inc. reported strong financial results for the second quarter of 2025, showing a robust 79% increase in revenue year-over-year, reaching $58.4 million.
This growth was accompanied by a significant rise in adjusted EBITDA, which surged to $13.2 million, representing a 375% increase compared to the same period last year.
The company's financial health continues to improve, with cash holdings increasing from $56.6 million at the end of Q1 to $59.8 million at the end of Q2.


Innodata Just Cracked The AI Code—Here’s Why Big Tech Is Flocking To It!

United States

Innodata Inc. provides services, products and solutions that their clients use to create, manage and distribute digital information.  The Company provides business process, technology and consulting services to assist clients in setting digital content production and product strategies.

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In any portfolio, it’s always good to have a listing of up and coming companies on hand which you may be interested in which may have recently...

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Debate around whether artificial intelligence represents a “tech bubble” was seemingly squashed when both NVIDIA and Marvell put robust forward...

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Innodata Just Cracked The AI Code—Here’s Why Big Tech Is Flocking To It!

Innodata Inc. reported strong financial results for the second quarter of 2025, showing a robust 79% increase in revenue year-over-year, reaching...

Baptista Research

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