Used the Smart Money prompt (“Identify small caps discussed by hedge fund analysts or domain experts”) from the prompt library in grok today. This one caught my eye. It’s Energy-as-a-service (EaaS). Going to have to do a deep dive on the financials soon. Here is a summary of the company: Capstone Green Energy Holdings, Inc. (OTCQX: CGEH) is a micro-cap company (market capitalization around $110-115 million as of late March 2026) specializing in microturbine-based clean energy solutions. It provides modular on-site power systems, microgrids, and Energy-as-a-Service (EaaS) offerings, including rentals and power purchase agreements, for commercial, industrial, and utility customers.

The U.S. Treasury is set to hold multiple meetings in the coming weeks with domestic and global insurance regulators to address rising concerns around turbulence in private credit markets, according to two sources familiar with the situation. If private credit starts to unwind, what do you think would actually break first? https://seekingalpha.com/news/4570056-us-treasury-to-consult-insurance-regulators-on-rising-private-credit-risks-report

New model “Claude Mythos” has capabilities way beyond Opus, with big jumps in coding, reasoning, and cybersecurity. - Internally flagged as posing “unprecedented cyber risk” - Only in early access (expensive, not public yet) - Led to a major sell off in cyber security stocks - Ironically, it leaked because of a basic security mistake