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In this episode of the Small-Cap Spotlight, we welcome back Dr. Amit Kumar, Chairman and CEO of Anixa Biosciences (NASDAQ: ANIX) who explains why 2026 is shaping up to be a pivotal year for the company. Building on the momentum of 2025, Dr. Kumar walks us through key developments across Anixa’ clinical pipeline and strategic direction. He outlines the company’s plans as its breast cancer vaccine progresses into Phase 2 following strong Phase 1 results. At the same time, he emphasizes the striking efficacy signals emerging from the Phase 1 study of Lira‑Cel, Anixa’ CAR‑T therapy for ovarian cancer, observed in a terminally ill patient population. Dr. Kumar also details key protocol enhancements in the ongoing Phase 1 trial, to help steer the program toward potentially groundbreaking curative outcomes. Finally, supported by Anixa’s capital‑efficient business model, Dr. Kumar notes that the expansion of clinical data in 2026 could drive meaningful opportunities for pharma partnerships and further validate the company’s broader immunotherapy strategy.

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Dmitry Silversteyn, WTR’s Chemicals & Materials Analyst, and Tim Gerdeman discuss the key themes emerging from the 2026 PDAC conference and the growing attention the critical elements mining and processing industry is receiving from investors and governments seeking to reduce reliance on China‑controlled supply chains.

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On this week’s episode of the WTR Small-Cap Spotlight, Matt Edelman, CEO and Chairman of Super League Enterprise (NASDAQ: SLE), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and James Kisner, Technology Analyst at Water Tower Research. Super League helps brands reach gaming audiences through scalable ad products and interactive experiences inside platforms like Roblox, Fortnite, and Minecraft, and applies play-driven behavioral insights to drive advertising performance across digital video, social media, and connected TV. Edelman walks through the company’s successful recapitalization, which eliminated all debt and positioned the business to scale, and highlights recent brand campaigns with Google and Panda Express. He describes how recent acquisitions and partnerships are consolidating gamer data into a unified intelligence platform, and discusses growing operating momentum heading into 2026 as the company targets sustainable profitability.

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In this episode of the WTR Small‑Cap Spotlight Video Podcast (recorded on 3/9/2026), members of the Water Tower Research Energy Team — Jeff Robertson, Richard Tullis, and Chris Degner — join host Tim Gerdeman to break down the rapid surge in oil prices following escalating geopolitical tensions in the Middle East.

With elevated oil prices and disruptions affecting shipping through the Strait of Hormuz — a corridor that typically handles about 20% of global oil flows — the team examines how supply interruptions, strategic petroleum reserve releases, and OPEC dynamics may shape energy markets in the weeks ahead.

They also explore how quickly U.S. shale producers could respond, why gasoline prices are rising so rapidly, what the oil futures curve is signaling about tightening supply, and which segments of the energy sector may be best positioned if elevated prices persist.

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In this episode of the Small‑Cap Spotlight podcast, Jeff Robertson, WTR Natural Resources Analyst, joins Tim Gerdeman, Vice Chair, Co‑Founder, and Chief Marketing Officer of Water Tower Research, to break down how small‑ and mid‑cap producers are navigating the latest oil spike and rising uncertainty. Jeff explains how companies are maintaining stable production plans, prioritizing cash returns, and accelerating deleveraging despite the volatility.

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In this episode of the WTR Healthcare Happenings, Adam Fraser, COO of Omniscient Neurotechnology—a privately held, Australian‑based but U.S.-focused company pioneering AI‑driven brain mapping—joins Water Tower Research Co‑Founder Tim Gerdeman and Healthcare Analyst Robert Sassoon for a deep dive into the future of clinical connectomics. The discussion explores how Omniscient’s flagship platform, Quicktome, uses advanced AI to transform complex brain data into intuitive, Google‑Maps‑style network visualizations that enhance neurosurgical planning, support coma and mental‑health assessments, and inform broader brain‑care decisions. Fraser also walks through the company’s growth trajectory, funding milestones, and strategy to scale across the U.S. hospital market while laying the groundwork for global expansion and broader neurotech partnerships. The conversation concludes with Omniscient’s long‑term vision to build a comprehensive “brain data economy” capable of powering next‑generation innovations—from BCIs and DBS to emerging solutions like TMS for major psychiatric conditions.

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Join Dmitry Silversteyn, Managing Director – Chemicals & Materials Technology Analyst, and Tim Gerdeman, WTR Vice Chair, Co‑Founder, and Chief Marketing Officer, as they discuss the potential impact of the Middle East conflict on the chemicals and materials industry over the short to medium term.

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Bassett Furniture (NASDAQ: BSET) Chairman & CEO Rob Spilman and CFO Mike Daniel join host Tim Gerdeman of Water Tower Research to discuss the company’s evolution into a leader in customized home furnishings. They discuss Bassett’s restructuring mindset, fast domestic manufacturing, product innovation across upholstery and case goods, and growth opportunities as independent furniture retailers consolidate.

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In this WTR Small Cap Spotlight episode, Richard Tullis breaks down why oil & gas still dominate the global energy mix—and how AI data-center power demand is reshaping the next decade. With markets re-pricing geopolitical risk after the Iran conflict and threats to traffic through the Strait of Hormuz, Richard explains what’s moving crude and natural gas right now—and how he builds his monthly price outlook. 

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Water Tower Research Co-founder Tim Gerdeman and Managing Director Dmitry Silversteyn were joined by Mayo Schmidt, Executive Chairman of Brazil Potash Corp. to discuss the strategic importance, development progress, and logistics-driven cost advantages of the Autazes Potash Project as Brazil seeks greater fertilizer self-sufficiency.