The tech world spins faster, you know? Everyone chasing the shiny, the artificial, the intelligent. Headlines scream about trillion-dollar companies and chatbots. Makes a person tired just thinking about it. But underneath all that, there’s a quieter story. A story about the things that enable the shiny. The picks and shovels, as they say. So it goes.
It’s not always about the brains of the operation. Sometimes, it’s about the plumbing. The wires. The little bits that make everything else possible. Those are the companies that might actually do well. The ones building the foundations. The ones selling the stuff that doesn’t get much glory. A sad truth, perhaps, but a profitable one, potentially.
Here are three such companies. Three little bets on the infrastructure of tomorrow. Don’t expect miracles. Just… possibilities. And a little bit of luck, naturally.
1. Duos Technologies Group
Duos Technologies (DUOT +6.65%) had a good year. A really good year. Revenue jumped 288% in 2025, from $7.3 million to $28 million. A nice little surge. They build these modular data centers, little boxes of computing power, and put them near where people actually live. The idea is simple: AI needs speed. And speed needs proximity. So it goes.
It’s all about edge computing, apparently. All the heavy lifting—the training of the AI—happens in these massive, centralized facilities. But the using of the AI—the inference, as they call it—needs to happen closer to the user. Faster response times, you see. Duos builds those little outposts. Makes sense, in a bleak, technological sort of way.
They even started a new division, serving other data centers. Signed $7 million in contracts in the first quarter. And they’re making a profit. A small one, admittedly, but a profit nonetheless. They raised $65 million, which should buy them some time. A little breathing room in a world that rarely offers any.
Their contract backlog is $25.8 million. If they can hit $50 to $60 million in revenue in the next year or so, the stock might… well, it might do something interesting. That’s the hope, anyway. A fragile thing, hope.
2. Indie Semiconductor
Indie Semiconductor (INDI +2.05%) makes the chips and software that help cars see and drive. Radar, LiDAR, all that jazz. They’re trying to build self-driving cars, or at least assist with the driving. A noble goal, perhaps. Or a dangerous one. So it goes.
Revenue was up 8% in the fourth quarter of 2025, hitting $58 million. Not bad. They started shipping radar chips to a major partner. A new revenue stream. Full-year revenue was $217 million. A respectable number.
The trend is clear. Safety features—automatic braking, lane keeping—are becoming standard. Everyone wants them. Or will be forced to have them. Indie estimates there could be 50 million units needed annually. A lot of chips. Each one needing multiple chips, naturally. A cascade of silicon.
They’ve won some contracts: a Chinese EV maker, Mahindra in India, even a deal for LiDAR lasers in robotics. They’re expanding. A little bit at a time. They’re not profitable yet, which is a risk. But semiconductor companies are valued on potential, not current earnings. Hundreds of design wins. Exposure to self-driving cars and robots. The big themes of the next decade.
The stock is trading around $2.44 a share. It could go up. It could go down. That’s the nature of things. But it’s worth a look, perhaps.
3. Credo Technology Group
I recently wrote about Credo Technology Group (CRDO +5.49%). I still think it’s a good bet. They make cables and optical chips for data centers. The stuff that connects everything. A seemingly mundane business, but essential nonetheless. So it goes.
Their cables are reliable. A thousand times more reliable than the optical alternatives, they claim. In a world of massive GPU clusters, that matters. A single unreliable link can crash an entire training run. Reliability trumps price, apparently.
They had a rough patch in 2023 when a customer cut orders. But they’re expanding their customer base. Two hyperscalers contributing more than 10% of revenue in 2024. By 2026, that number had risen to three, with a fourth on the way.
They’re also developing new products: optics, PCIe retimers, optical DSPs. Expanding their market opportunity. Management expects more than 50% growth in 2027. A parabolic surge, they hope. A hopeful thought, in a world that rarely offers guarantees.
Read More
- Building 3D Worlds from Words: Is Reinforcement Learning the Key?
- Spotting the Loops in Autonomous Systems
- The Best Directors of 2025
- The Glitch in the Machine: Spotting AI-Generated Images Beyond the Obvious
- 2025 Crypto Wallets: Secure, Smart, and Surprisingly Simple!
- Umamusume: Gold Ship build guide
- 20 Best TV Shows Featuring All-White Casts You Should See
- Mel Gibson, 69, and Rosalind Ross, 35, Call It Quits After Nearly a Decade: “It’s Sad To End This Chapter in our Lives”
- Gold Rate Forecast
- Uncovering Hidden Signals in Finance with AI
2026-03-15 14:42