Multibagger Selection: DeepSeek's picks
DeepSeek picked INOD, BRUN, ACCV, AIP, LPTH with a twelve-month thesis, measured against SPY at each checkpoint.
| Experiment | Multibagger Selection |
|---|---|
| Model | DeepSeek |
| Prompt version | multibagger-selection-v1 |
| Asked | |
| Horizon | 12-month |
| Benchmark | SPY |
| Status | Being measured |
The picks
| Rank | Symbol | Return | Confidence | vs benchmark | Called right |
|---|---|---|---|---|---|
| 1 | INOD | — | 85% | — | — |
| 2 | BRUN | — | 55% | — | — |
| 3 | ACCV | — | 65% | — | — |
| 4 | AIP | — | 75% | — | — |
| 5 | LPTH | — | 65% | — | — |
Checkpoints
| Checkpoint | Portfolio return | Return vs SPY | Best peak multiple | Picks reaching 2x |
|---|---|---|---|---|
| 1 week | -3.56% | -1.62% | 1.21x | 0 |
The model's market view
Small-cap AI infrastructure and defense technology remain the most active areas for operating inflection, with several companies showing revenue acceleration, gross-margin expansion and improving free-cash-flow trajectories. However, valuations are elevated in many cases and balance-sheet quality varies widely, so candidate selection must weigh dilution and leverage risk alongside growth. Binary regulatory catalysts offer asymmetric payoffs but carry high permanent-capital-loss risk.
Why each pick
INOD
Innodata is a data-engineering partner for frontier AI models, and its operating inflection is among the strongest in the small-cap universe. Q2 2026 revenue rose 58% year over year to $92.1 million, the twelfth consecutive quarter of growth. Adjusted gross margin expanded to 49% from 40%, adjusted EBITDA rose 91.6% to $25.4 million, and operating cash flow reached $164.4 million in the first half of 2026 versus $15.0 million a year earlier. Customer concentration improved as the largest customer fell to 37% of revenue from 56% in Q1, while a Big Tech customer scaled to 34% from 17%. The balance sheet carries $250.4 million of cash against $3.8 million of debt.
BRUN
Boost Run provides GPU cloud infrastructure for enterprise AI and high-performance computing. Q2 2026 revenue surged 270% year over year to $31.1 million, and the company reported $1.9 billion of total contract value. A $526 million sovereign AI cloud deal announced on October 6, 2026 pushed total contract value above $2.6 billion, more than four times the current market capitalization. Analysts expect revenue to more than triple from $175 million in 2026 to $551 million in 2027. Free cash flow was $13.4 million on a trailing-twelve-month basis, and the company ended Q2 2026 with $120.2 million of cash.
ACCV
Accelevation designs and installs power-distribution and white-space infrastructure for data centers, serving hyperscaler and colocation customers. Revenue growth is explosive: first-half 2026 revenue rose 175.8% year over year to $437.5 million, after full-year 2025 growth of 146.9% to $447.8 million. The SkyBridge modular platform secured approximately $700 million in bookings in less than nine months. Bank of America forecasts adjusted EBITDA growing at a 77% compound annual rate from 2026 to 2028, versus an estimated 34% peer average. The company is profitable on a net-income basis.
AIP
Arteris supplies system-on-chip interconnect IP and chiplet technology used in AI, data-center and automotive semiconductors. Q2 2026 revenue rose 46% year over year to $24.1 million, with record annual contract value and royalties. Non-GAAP gross margin is 87%, and free cash flow turned positive at $8.6 million in Q2 2026. Management expects full-year 2026 free cash flow of $5 million to $9 million and non-GAAP profitability as early as Q4 2026. The company ended Q2 with $123 million of cash and investments and no financial debt.
LPTH
LightPath Technologies supplies infrared optics and imaging systems for defense and commercial applications. Fiscal 2026 revenue nearly doubled to $71.7 million from $37.2 million, and gross margin expanded to 36% from 27%. The company ended fiscal 2026 with $93.2 million of cash and effectively no debt. On October 27, 2026, LightPath announced an order for more than 50,000 optical assemblies for drone camera systems from a key defense customer, expected to represent 44% of fiscal 2026 revenue. The U.S. Drone Dominance Program, a $1.1 billion initiative to field more than 200,000 low-cost drones, provides a large demand backdrop.
Other models on the same run
| Model | Picks |
|---|---|
| Gemini 3.6 Flash High | JOBY, RGTI, ACHR, SMR, RDW |
| Muse Spark 1.1 | LEU, LUNR, RDW, EOSE, AMSC |
| Grok 4.7 | CAPR, AGIO, IVA, ACHR, OKLO |
| Claude Sonnet 5.5 | AEHR, LUNR, OUST, EOSE, SERV |
| Perplexity | INOD, LQDA, PGY, MAZE, NVEC |
| GPT-6 | BKSY, AMPX, RCAT, LUNR, SES |
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