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In this episode of WTR Small-Cap Spotlight, host Tim Gerdeman and analyst Robert Sassoon speak with Dwight Egan, CEO of Co-Diagnostics Inc. (NASDAQ: CODX), about the company’s evolution from a pandemic-era PCR testing provider to a diversified molecular diagnostics leader. In our discussion, Egan highlights the Co-DX PCR Pro, a portable, cost-effective device that delivers gold-standard PCR testing outside the lab and explains how its patented Co-Primer multiplexing technology sets it apart from competitors. Our conversation also covers Co-Diagnostics’ “razor-and-blade” business model, its pipeline of testing capabilities targeting high-impact infectious diseases, the role of AI in manufacturing and diagnostic optimization, and the commercial strategies needed to achieve long-term financial success.

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In our latest WTR Flashcast, host Tim Gerdeman and technology analyst James Kisner break down Water Tower Research's initiation of coverage on C3 AI (NYSE: AI). They explore how C3 serves as an "enterprise AI operating layer" that sits above cloud providers and foundation models, helping large organizations connect AI capabilities to their internal data and workflows. The discussion covers C3's recent financial reset and leadership transition, the growing importance of federal government customers, and how generative and agentic AI are becoming the front door into the platform. James also walks through why C3 has become a credible acquisition candidate for strategic buyers like Microsoft or IBM.

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Chemicals and Materials Technology analyst Dmitry Silversteyn discusses Avient’s history of evolution from an M&A driven business model to an above-GDP organic grower driven by technology, customer intimacy and new market penetration, led by a strong management team with the right expertise.

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In this episode of WTR Small-Cap Spotlight, host Tim Gerdeman and analyst Robert Sassoon talk with Apyron CEO Jaggi Gill about the company's innovative neurostimulation technology for chronic pain, an all too prevalent affliction affecting millions of people. Gill explains why Apyron’s patient-focused approach stands out, and outlines the market opportunity and commercialization strategy.

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In this WTR Small-Cap Spotlight, host Tim Gerdeman and WTR’s James Kisner speak with James McCormick, CEO of Cloudastructure (NASDAQ: CSAI), about bringing AI to video surveillance and remote guarding. The discussion covers how the company's cloud analytics continuously review site activity, prioritizes real events with AI, and enables trained specialists to perform live interventions to prevent escalation. Other topics include Cloudastructure's land-and-expand momentum with top multifamily managers and expansion into logistics (truck-parking/yard environments), commercial sites, and construction. McCormick also highlights proof points such as high customer retention and ROI, and the 2026 scorecard: revenue growth, deeper penetration and new logos in target verticals, and a disciplined path toward cash-flow positivity and profitability.

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On this week's episode of the WTR Small-Cap Spotlight, Chris Cooper, the new CEO of XCF Global (NASDAQ: SAFX), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research. Cooper shares his extensive aviation and energy industry journey from aspiring pilot to President of Neste US (and more!) and tells us what ultimately attracted him to join as CEO of XCF Global. The conversation covers XCF’s innovative approach to transforming waste and residue feedstocks into SAF, its modular and scalable refinery model, major strategic partnerships like with Phillips 66, the aviation industry's path to decarbonization, and SAF’s role as the only practical and immediate solution. Cooper discusses policy impacts, market challenges, and why XCF is well placed to capitalize on growth opportunities with expansion and new facilities in the US and Australia.

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In this episode of WTR Small-Cap Spotlight, host Tim Gerdeman and analyst Robert Sassoon speak with Shaun Bagai, CEO of RenovoRx (NASDAQ: RNXT). The company is pioneering targeted oncology therapies and commercializing RenovoCath™, an FDA-cleared multi-specialty local drug delivery device for high unmet needs. We discuss the innovation and advantages of its TAMP™ (Trans-Arterial Micro-Perfusion) platform—powered by the proprietary dual-balloon catheter—and how it sets RenovoRx apart in treating hard-to-reach hypovascular tumors like pancreatic cancer. The conversation also covers RenovoCath’s commercialization strategy and key milestones in its Phase 3 clinical trial aimed at proving the platform’s delivery superiority over the current standard of care.

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Homerun Resources, Inc. is developing a vertically integrated HPQ silica to glass enterprise in Brazil that looks to provide a less expensive, environmentally friendly alternative to China’s dominance in solar panel and other technology verticals, augmented by proprietary AI-based energy management systems.