--- title: "I'm Told These Non-Traditional Equities—From Space Tech to AI Infra—Are Gearing Up for Major Overhauls" type: "News" locale: "en" url: "https://longbridge.com/en/news/294039088.md" description: "Fringe assets are making bold strategic moves this week. I'm told Intuitive Machines and Sidus Space are pressing ahead with critical launches, while Everpure and ACM Research capitalize on AI and semiconductor booms to accelerate their product rollouts." datetime: "2026-07-28T09:13:00.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294039088.md) - [en](https://longbridge.com/en/news/294039088.md) - [zh-HK](https://longbridge.com/zh-HK/news/294039088.md) generator: "portal-rs" --- # I'm Told These Non-Traditional Equities—From Space Tech to AI Infra—Are Gearing Up for Major Overhauls Amid the broader market volatility, a cohort of non-traditional assets that sit outside standard Big Tech narratives is quietly gaining momentum. I'm told that this eclectic mix—ranging from commercial spacecraft manufacturers to AI data infrastructure providers—is undergoing its most significant overhaul and strategic expansion of the year. People familiar with the matter indicate that as the second half of 2026 approaches, these companies are racing to execute critical product deliveries and acquisitions. ### EVERPURE INC (P.US) Everpure is moving aggressively in the data storage market. I'm told the company officially rolled out new product lines tailored for the AI era in mid-June 2026, including a "Data-Primacy Architecture." According to people familiar with the matter, activist hedge fund Jana Partners quietly built a new position of over **1 million shares** during the first quarter of 2026. The financials suggest they knew what was coming: for the first quarter of fiscal 2027 ended May 2026, Everpure saw revenue jump **35%** to **USD 1.1 billion**, with subscription Annual Recurring Revenue hitting a major milestone of **USD 2 billion**. However, CEO Charles Giancarlo's recent sale of roughly **USD 10.9 million** in company stock in early July has raised some eyebrows. ### ACM Research Inc (ACMR.US) ACM Research is rapidly climbing the semiconductor equipment value chain. I'm told the company shipped its first PECVD SiCN system for advanced packaging applications in April 2026. Despite a slight dip in its traditional cleaning segment, Q1 2026 total revenue still soared **34.2%** year-over-year to **USD 231.3 million**, largely driven by electroplating and furnace technologies. Morgan Stanley recently bumped its price target significantly, citing the firm's robust growth trajectory in China. ### Intuitive Machines Inc (LUNR.US) In the commercial space sector, Intuitive Machines is cementing its status as a core NASA contractor. I'm told the firm just secured its sixth NASA Commercial Lunar Payload Services (CLPS) award at the end of June 2026. This aligns with its stellar Q1 2026 performance, where the company posted a record quarter-end backlog of **USD 1.1 billion**. Although there has been some recent insider selling from leadership, Wall Street analysts are largely maintaining their hold or overweight ratings. ### Sidus Space Inc (SIDU.US) Sidus Space is at a similarly critical turning point. I'm told its core LizzieSat satellite completed vibration testing in June 2026 and is on track for a launch later this fall. To manage this aggressive expansion phase, the company just brought on Alan Khalili—a veteran with over two decades of space and tech experience—as its new CFO in late July. ### Chewy Inc (CHWY.US) The pace of Chewy's expansion is catching many off guard. I'm told the e-commerce giant signed a definitive agreement in April 2026 to acquire Modern Animal, a network of 29 veterinary clinics expected to add over **USD 125 million** in annualized run-rate revenue. For fiscal 2025 ended February 2026, Chewy generated **USD 12.60 billion** in net sales and a record free cash flow. Alongside the acquisition, the board also authorized a massive **USD 500 million** boost to its share repurchase program. ### Revolution Medicines Inc (RVMD.US) On the biotech front, Revolution Medicines is on the cusp of what could be its most important regulatory breakthrough yet. I'm told the FDA officially accepted the New Drug Application for daraxonrasib in July 2026, with the EMA also initiating an expedited review. Clinical data showed the drug reduced the risk of death by **60%** in previously treated pancreatic cancer patients. Catalyzed by these developments, the stock has skyrocketed, logging a year-over-year surge of over **400%** and vaulting its market capitalization into new territory. ### Also Several other niche players in this cohort are worth keeping an eye on: - **YSX TECH CO LTD (YSXT.US)**: The Chinese auto insurance aftermarket provider saw its service volumes jump 28.8% to **6.07 million calls** in fiscal 2026, yet net income slid by **30.3%**. The company also recently secured a U.S. trademark for its brand. - **Paranovus Entertainment Technology (PAVS.US)**: Following a drastic 1-for-100 reverse share split, the company announced a letter of intent in June 2026 to acquire activewear brand Jabanero Inc. for up to **USD 20 million**. - **TEUCRIUM COMMODITY TRUST WHEAT FUND (WEAT.US)**: Structured as a commodity pool tracking CBOT wheat futures, the fund continues to offer unleveraged direct exposure following its reverse split in late 2025. - **Fair Isaac Corp (FICO.US)**: While recent specific catalysts have been quiet, the analytics and credit scoring giant maintains its unshakeable grip on foundational data models across the financial sector. *This article does not constitute investment advice.* ### Related Stocks - [LUNR.US](https://longbridge.com/en/quote/LUNR.US.md) - [SIDU.US](https://longbridge.com/en/quote/SIDU.US.md) - [YSXT.US](https://longbridge.com/en/quote/YSXT.US.md) - [P.US](https://longbridge.com/en/quote/P.US.md) - [ACMR.US](https://longbridge.com/en/quote/ACMR.US.md) - [PAVS.US](https://longbridge.com/en/quote/PAVS.US.md) - [CHWY.US](https://longbridge.com/en/quote/CHWY.US.md) - [RVMD.US](https://longbridge.com/en/quote/RVMD.US.md) - [FICO.US](https://longbridge.com/en/quote/FICO.US.md) ## Related News & Research - [Everpure (P) Stock Could Still Be A Bargain Despite Its 5 Year Run](https://longbridge.com/en/news/296155660.md) - [Renaissance Technologies LLC Takes $603,000 Position in Revolution Medicines, Inc. $RVMD](https://longbridge.com/en/news/296076880.md) - [BlackRock Inc. Invests $2.49 Billion in Fair Isaac Corporation $FICO](https://longbridge.com/en/news/296450275.md) - [YSX Tech files Form 3 initial beneficial ownership statement for director Wu Jifeng](https://longbridge.com/en/news/296394699.md) - [ACM Research director Haiping Dun disposes of 5,000 common shares worth $406,862.80](https://longbridge.com/en/news/296533288.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**