Micah Zimmerman

Bentley Systems could become one of the long-term winners of the global infrastructure and AI era.

FormFactor is powering parts of the quantum computing build-out with essential cryogenic testing infrastructure, while investors focus elsewhere.

Samsara may be one of the most overlooked artificial intelligence infrastructure plays in the market today.

The market is still treating Arlo Technologies and Evolv Technologies as speculative hardware plays, but both are building sticky AI-powered subscription businesses that could be dramatically bigger a few years from now.

Samsara may not look like a classic Buffett stock, but its AI-driven data moat and sticky operational software business make a compelling long-term investment case he might appreciate.

Quantum computing may still be years away, but Infleqtion is already generating real-world revenue from quantum sensing, atomic clocks, and defense-grade infrastructure today.

A speculative but compelling AI biotech investment can be built around Absci and its attempt to rewire drug discovery itself.

Innodata is evolving from a behind-the-scenes data vendor into a strategic AI infrastructure player spanning enterprise and defense markets.

Here's why Wall Street is overlooking one of the most compelling consumer goods stocks in the pet and garden industry.

Two retail giants, two very different compounding engines, are offering long-term investors durable dividend growth.

Three "monster stocks" -- Amazon, O'Reilly Automotive, and Nike -- show how dominant companies can keep compounding for decades by layering new growth engines on top of durable, real-world demand trends.

Wall Street may still overlook Zeta Global, but the smart money already sees an AI infrastructure play hiding inside enterprise marketing.

The AI boom is no longer just about chips. Arista Networks is emerging as one of the essential infrastructure winners powering the massive data flows behind every modern AI cluster.

Patient investors can turn steady, reliable dividend growers into powerful long-term income engines that outperform high-yield strategies over time.

If you are building a long-term consumer growth portfolio with just $1,000, these three stocks offer a compelling mix of scale, expansion, and upside potential.

IBM is a reliable AI compounder, pairing real enterprise AI growth with one of the strongest dividend track records in large-cap tech.

Companies solving the heat and power problem behind dense GPU clusters -- especially Vertiv -- could be the long-term winners of the AI build-out.

This nascent technology is beginning to move out of the realm of theoretical research and into the early stages of practical applications.

After a sharp sell-off in March, MongoDB may finally offer long-term investors a more compelling entry point into one of the strongest independent database platforms in software.

Not every high-dividend yield consumer stock is a bargain. These four are at different stages, but combined can support a long-term portfolio well.