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.

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<div><ul><li>The WTR AI Flow Newsletter highlights recent developments in AI and, in the future, will spotlight individual companies and their AI initiatives.</li><li>AI Flood Watch. December’s AI landscape was defined by surging infrastructure bets colliding with mounting financial scrutiny.</li><li>At CES 2026, Nvidia unveiled its Vera Rubin platform, promising 5x training gains and dramatically cheaper token generation, while AMD showcased competitive alternatives as the compute arms race shows no signs of cooling. </li></ul></div>

The WTR AI Flow Newsletter highlights recent developments in AI and, in the future, will spotlight individual companies and their AI initiatives.AI Flood Watch. December’s AI landscape was defined by surging infrastructure bets colliding with mounting financial scrutiny.At CES 2026, Nvidia unveiled its Vera Rubin platform, promising 5x training gains and dramatically cheaper token generation, while AMD showcased competitive alternatives as the compute arms race shows no signs of cooling. 

AI Flow Newsletter : Monitoring The "Currents" Of AI - 9 January 2026

<ul><li>Investors are rightfully looking at AI investments, but it can be difficult to find the right ones.</li><li>They might be just straight big tech companies like Google or Microsoft, or they might be private, like OpenAI. So, what should investors look for in SMID-cap AI stocks?</li><li>First, the fundamentals of investing still apply. Investors need to consider business fundamentals (revenue growth potential is critical), market position (watch the competition), management (the ability to handle the inevitable ups and downs of a SMID-cap tech company), and valuation (relative to its peers is a good place to start).</li></ul>

Investors are rightfully looking at AI investments, but it can be difficult to find the right ones.They might be just straight big tech companies like Google or Microsoft, or they might be private, like OpenAI. So, what should investors look for in SMID-cap AI stocks?First, the fundamentals of investing still apply. Investors need to consider business fundamentals (revenue growth potential is critical), market position (watch the competition), management (the ability to handle the inevitable ups and downs of a SMID-cap tech company), and valuation (relative to its peers is a good place to start).

Tech Talk: AI Investing Questions Is Investing in AI That Different?

<ul style="list-style-type: disc;">
<li>Artificial intelligence (AI) is a diverse field affecting many industries.</li>
<li>With an estimated market size of $137 billion in 2022, it is projected to grow significantly to $1.8 trillion by 2030, a CAGR of 38%.</li>
<li>While deep learning large language models (LLMs) like ChatGPT have recently caught the imagination of many, we also want to highlight machine learning (ML), computer perception, and natural language processing (NLP).</li>
</ul>


Artificial intelligence (AI) is a diverse field affecting many industries.
With an estimated market size of $137 billion in 2022, it is projected to grow significantly to $1.8 trillion by 2030, a CAGR of 38%.
While deep learning large language models (LLMs) like ChatGPT have recently caught the imagination of many, we also want to highlight machine learning (ML), computer perception, and natural language processing (NLP).


United States

OpenAI, L.P. operates as a software company. The Company specializes in AI research and deployment that aims to ensure that artificial general intelligence benefits all of humanity. OpenAI serves customers worldwide.

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OpenAI (2193707D US)

Tech Talk: AI Investing Questions Is Investing in AI That Different?

Investors are rightfully looking at AI investments, but it can be difficult to find the right ones. They might be just straight big tech companies...

Water Tower Research

Tech Talk: Artificial Intelligence

With an estimated market size of $137 billion in 2022, it is projected to grow significantly to $1.8 trillion by 2030, a CAGR of 38%.

Water Tower Research

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