Far From the Spotlight: 10 "Under the Radar" Companies That Could Shape Your Portfolio in 2026

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Everyone's talking about the "Big Seven" and trillion-dollar giants, but smart investors know that true wealth is built by discovering giants before they become giants.

Here, we're discussing companies with a market value of less than $10 billion, but that hold the "keys" to vital sectors that will shape 2026, from AI infrastructure to medical revolution.

Here's the golden list of 10 promising companies and what makes them unique:
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1. AI Infrastructure Sector (AI Infrastructure)
Cipher Mining ( ‎$CIFR )

Who are they?
A Bitcoin mining company, but more accurately for the next phase, a "data center developer."

Why 2026?
Because they are the "Landlord of the AI utility era" (Landlord of the AI utility era).
With energy and space shortages for AI, these companies are turning into power banks for the infrastructure needed to run electricity-hungry AI models.
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DigitalOcean ( ‎$DOCN )

Who are they?
A cloud services provider focused on developers and small to medium-sized businesses.

Why 2026?
While Amazon and Google struggle over big corporations, DigitalOcean offers the "AI cloud" for developers (Builders).
Simplicity and cost make it the first choice for building upcoming AI applications.
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IREN ($IREN) - formerly Iris Energy

Who are they?
A data center company powered entirely by renewable energy.

Why 2026?
The equation is simple: AI requires massive computing (Industrial Scale Compute) + the world demands clean energy.
"Iren" sits exactly at the intersection of these two trends.
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Navitas Semiconductor ( ‎$NVTS )

Who are they?
A leader in gallium nitride (GaN) power chips.

Why 2026?
AI data centers consume enormous amounts of energy and generate huge heat.
Navitas chips make these centers more efficient and less energy-intensive.
They are the unsung hero "powering" the AI revolution.
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Eos Energy Enterprises ( ‎)(

Who are they?
A manufacturer of zinc-based energy storage systems $EOSE instead of lithium).

Why 2026?
"Zinc storage for nonstop computing."
Data centers cannot afford to stop, not even for a second. Zinc technology is safer and more sustainable for providing the continuous energy this sector needs.
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2. Advanced Technology and Communications Sector
Ondas Holdings ( ‎)(

Who are they?
A developer of wireless data networks for drones $ONDS drone).

Why 2026?
We are heading towards automation of infrastructure and industrial monitoring.
Ondas provides the "connectivity layer" (Connectivity Layer) that enables fleets of drones to operate and communicate effectively.
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Jumia Technologies ( ‎)(

Who are they?
A leading e-commerce and payments platform in Africa.

Why 2026?
Betting on "expanding logistics across Africa."
A frontier market, huge population growth, and increasing digital adoption.
If they succeed in controlling costs $JMIA which they are doing), the future is very promising.
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3. Medical Revolution Sector (HealthTech & Biotech)
Viking Therapeutics ( ‎)(

Who are they?
A biotech company developing treatments for obesity and diabetes.

Why 2026?
The world is currently obsessed with GLP-1 $VKTX weight loss drugs).
Viking is developing oral and injectable options that could compete with giants (like Eli Lilly) and carve out a share of this billion-dollar market.
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TransMedics Group ( ‎)(

Who are they?
A medical tech company revolutionizing organ transportation.

Why 2026?
Instead of transporting organs on ice $TMDX where tissues die), they developed a device that keeps organs "alive" and warm during transit.
This expands the network of transplantable organs and dramatically increases the number of viable organs.
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ClearPoint Neuro ( ‎)(

Who are they?
A navigation and guidance platform for neurosurgery and brain procedures.

Why 2026?
With advances in gene and targeted brain therapies, surgeons need extreme precision. ClearPoint is the "GPS system" for neurosurgeons in the operating room.
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In summary:
These names are not for day trading, but are bets on "structural changes" in the global economy by 2026.

Who solves the AI energy problem, who tackles obesity, and who connects Africa will achieve extraordinary returns.$CLPT