Opendoor's impressive rally has drawn meme stock comparisons, but the retail army quickly achieved CEO resignation and demanded strategic change. The company could transform from an iBuyer into an AI-native platform, potentially disrupting America's outdated trillion-dollar real estate market.

Zeta Global built a massive consumer data network outside Big Tech, reaching 90% of U.S. adults via AI marketing. Unlike cookie-dependent ad tech, Zeta's model creates compounding advantages: each client adds data that makes the platform smarter for all users, disrupting digital marketing.

Since 1961, Frequency Electronics' precision timing instruments have kept the Voyager and Apollo missions, as well as over 1,000 satellites, synchronized with Earth. With an expected increase in commercial satellites and UAVs, demand for FEIM's atomic clocks is expected to surge.

Since its inception in August 2024, the I&F Portfolio has gained over 100%, outpacing the S&P 500 by 85%, driven by standout performances from Rocket Lab (RKLB), Verona Pharma (VRNA), Navitas Semiconductor (NVTS), and others.

Powell Industries is poised to benefit from the growing need for sophisticated power distribution solutions for AI data centers, reshored manufacturing driven by robotics and automation, and a booming nuclear energy sector.