--- title: "Cut the Earnings Season Noise: From AI Washing to Real Cash in 10 Outlier Stocks" type: "News" locale: "en" url: "https://longbridge.com/en/news/294039041.md" description: "The market is flooded with AI hype, but real money is being made in fintech and infrastructure. These 10 under-the-radar stocks reveal who is actually delivering and who is just faking it." datetime: "2026-07-28T09:12:56.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294039041.md) - [en](https://longbridge.com/en/news/294039041.md) - [zh-HK](https://longbridge.com/zh-HK/news/294039041.md) --- # Cut the Earnings Season Noise: From AI Washing to Real Cash in 10 Outlier Stocks I have spent my entire career hunting for the truth in tech and business. In the summer of 2026, amid the relentless noise of "disruptive innovation" and slick pitch decks, everyone is pretending to be an AI company. But this random assortment of 10 under-the-radar stocks offers the most honest cross-section of the American capital markets: some are actually printing money, some are desperately hiding losses, and others are playing the most absurd conceptual repackaging games. This is stupid and here's why. Let's start with **SuperX AI Technology (SUPX.US)**, which has recently garnered attention as an "AI infrastructure solutions provider." Are you kidding me? This company has faced accusations of pivoting from an interior design business to artificial intelligence. It's like putting lipstick on a pig. By June 2026, they were throwing around proposals to build a 1-gigawatt AI computing park in Kazakhstan. This is textbook AI washing. Their wildly volatile stock performance this year tells you everything you need to know about the market's complete lack of trust. I have zero patience for this kind of charade. In stark contrast, **Enova International (ENVA.US)** is actually using algorithms to generate massive cash. They just posted a staggering **USD 928M** in total revenue for Q2 2026, up over 21% year-over-year, while EPS surged 40%. They are legitimately utilizing machine learning to lend to consumers and small businesses. The stock's recent breakout to new highs proves that Wall Street gets vastly more excited by real cash flows than by any flashy AI buzzwords. Speaking of real money, you cannot ignore **NU Holdings (NUAI.US)**. Their Mexican digital banking subsidiary has crossed **15M** customers and amassed over **USD 5.9B** in deposits. This company already dominates the wallets of nearly a third of all Brazilians and is now conquering Mexico. Unsurprisingly, their stock has been trending upward as analysts like JPMorgan raise price targets. Why aren't the legacy banks moving faster? Wake up and smell the disruption. **IDT Corporation (IDT.US)** is a fascinating case of an old dinosaur learning new tricks. This legacy telecom company has transformed its BOSS Revolution platform into a top-tier digital remittance service. For Q3 2026, revenue climbed to **USD 315M**, alongside record consolidated gross profit. No flashy hype, just quietly taking their cut from the messy world of cross-border money transfers. On the venture debt side, **Horizon Technology Finance (HTFL.US)** is walking a tightrope. They provide high-yield loans to tech and life science startups. They just declared their regular monthly distributions of **USD 0.18** per share. Providing ammo to startups in the still-brutal exit environment of 2026? Good luck with that. Then we have the healthcare hangover. **Arcturus Therapeutics (ARCT.US)** was once a darling of the mRNA craze, but its Q1 2026 total revenue cratered to a measly **USD 2.1M** from USD 29.4M a year ago, with net losses widening to **USD 27M**. The post-COVID reality check is brutal, heavily reflected in its recent stock slump. Meanwhile, epigenetics player **VolitionRx (VNRX.US)** managed to grow its Q1 revenue to **USD 1M**. That is a drop in the ocean. Cancer diagnostics is a notoriously long and cash-burning marathon, and without bulletproof clinical data, the market will not fund your science project. Infrastructure and real estate are still searching for a floor. **Cadeler (CDLR.US)** continues its expansion in offshore wind, taking delivery of its 11th vessel and securing over EUR 200M in green loans in 2026. Green infrastructure is a tough grind, but someone has to do it. As for the **Vanguard Real Estate Index Fund ETF (VNQ.US)**, the commercial real estate minefield is still active, leaving this broad ETF to simply float with the macro tides. And the **Overlay Shares Large Cap Equity ETF (OVL.US)**? Another active ETF promising to beat the market with a proprietary quant model. We have heard that promise a thousand times on Wall Street, and very few actually deliver. My view is crystal clear: when the tide goes out, only companies with actual revenue growth and defensible moats matter. The era of surviving on hype is dead, and the market is ruthlessly returning to the fundamentals. Deal with it. _This article does not constitute investment advice._ ### Related Stocks - [HTFL.US](https://longbridge.com/en/quote/HTFL.US.md) - [ENVA.US](https://longbridge.com/en/quote/ENVA.US.md) - [NUAI.US](https://longbridge.com/en/quote/NUAI.US.md) - [CDLR.US](https://longbridge.com/en/quote/CDLR.US.md) - [ARCT.US](https://longbridge.com/en/quote/ARCT.US.md) - [VNRX.US](https://longbridge.com/en/quote/VNRX.US.md) - [SUPX.US](https://longbridge.com/en/quote/SUPX.US.md) - [IDT.US](https://longbridge.com/en/quote/IDT.US.md) ## Related News & Research - [Enova International Inc Q2 revenue beats estimates on originations growth](https://longbridge.com/en/news/293664713.md) - [Enova Q2 FY26 net income climbs 38% to $105.06 million; revenue rises 22% to $928.93 million](https://longbridge.com/en/news/293665057.md) - [SuperX AI corrects Form 6-K report date to July 21, 2026 from June 21, 2026](https://longbridge.com/en/news/293454920.md) - [Top IDT Executive Makes Eye-Catching Move With Latest Stock Trade](https://longbridge.com/en/news/293411864.md) - [Top 3 Tech And Telecom Stocks That May Fall Off A Cliff This Quarter](https://longbridge.com/en/news/293478223.md)