Thanks to the Magnificent 7, technology stocks have been in the spotlight for the past 15 years, prompting increasing investor enthusiasm to replicate their outperformance in smaller-cap stocks.
That said, with billions in dry powder to vie for, it’s no surprise that the majority of companies competing for these dollars tell compelling stories that fail to stand up to due diligence, once you put their feet to the fire when it comes to long-term value creation.
As Google, Amazon, Apple, Meta and friends settle in to their multi-trillion-dollar market capitalizations, with most of their growth likely behind them, it’s never been more important for active investors to be rational and data-driven in their quest to identify winning companies before the market herds in and sends their stocks to the moon.
In the latest edition of Stockhouse’s Weekly Market Movers, I’ll consider two technology stocks whose underlying companies are solving global unmet needs in markets that will only grow more essential over your investing lifetime.
Terra Innovatum
Our first technology stock with grand ambitions is Terra Innovatum, in the process of going public through GSR III Acquisition (NASDAQ:GSRT), whose team is in the process of bringing a modular, low-cost, low-carbon micro nuclear reactor to market expected to expedite the ongoing multi-trillion-dollar energy transition.
This article is disseminated in partnership with technology stocks Terra Innovatum Srl and ZenaTech Inc. It is intended to inform investors and should not be taken as a recommendation or financial advice.
The 10-metre, cube-sized device, known as the SOLO Micro-Modular Reactor, is designed with off-the-shelf components to run on low-enriched uranium (4.85 per cent) and function at full capacity for 15 years straight before refueling, with operating life expandable to 45 years utilizing high-assay low-enriched uranium (5-20 per cent).
Users stand to save on taxes and distribution costs, generating up to 1 MW of off-grid electricity or 5 MW of thermal energy per unit for an estimated US$0.07/kWh, making it an appealing foundation across a diversity of applications, including datacenters, mining, defense, healthcare, hard-to-abate industrial production, as well as grids in rural and remote locations.
The SOLO, in development since 2018, is slated to hit the market in 2028, having excelled in its first in-field demonstration and attracted partnerships to streamline commercialization, setting Terra Innovatum up to capitalize on clean energy demand guided by a management team with more than 180 years of experience in nuclear engineering, design, operations and regulation (see slides 13-14 of the September 2025 investor deck).
With a pre-IPO valuation of US$475 million, GSR III’s market capitalization sitting at US$345 million as of October 3, and trillions in market value up for grabs as fossil fuels exit stage right, look for this energy disruptor’s brand recognition to ramp up exponentially, should it deliver on its future-proof plans.
Giordano Morichi, Terra Innovatum’s chief business development officer and head of investor relations, joined Stockhouse’s Coreena Robertson to discuss the company’s new partnership with Ameresco (NYSE:AMRC), a top name in energy solutions, to establish the SOLO’s global supply chain. Watch the interview here.
ZenaTech
We end with ZenaTech, market capitalization US$173.14 million, a provider of artificial intelligence (AI)-powered autonomous drones, enterprise software and quantum computing for mission-critical business and government applications spanning defense, law enforcement, agriculture, logistics, land surveying and industrial manufacturing.
Operating out of offices in North America, Europe, Taiwan and the United Arab Emirates (UAE), ZenaTech is vying for a meaningful share of the global commercial drone market – which is expected to grow from US$33.96 billion in 2025 to US$93.78 billion by 2033, according to Straights Research – through the following catalysts:
- Technology that differentiates itself from competitors, including drones capable of performing small indoor operations, such as inventory management, as detailed on slide 22 of the August 2025 investor deck.
- A strategic combination of acquisitions and roll-outs/expansions of the company’s Drone-as-a-Service subscription, allowing clients to benefit from the technology while sidestepping hardware, pilot and regulatory hurdles. The company plans to close at least 20 acquisitions over the next year.
- A new manufacturing facility in Arizona, complementing an existing 40-drone-per-month facility in the UAE.
Led by a management team highly aligned with investors at 60 per cent insider ownership, and stacked with drone, software and sales experience, ZenaTech is positioning itself to be a bridge between legacy, labor-intensive practices and streamlined, tech-enabled operations that help clients cut costs and improve margins, while enhancing compliance and safety, which is about as evergreen as value propositions get.
Propelled by positive revenue (US$1.96 million in 2024) and exponential growth in the company’s sights, investors have been rallying behind the business plan, lifting ZenaTech stock (NASDAQ:ZENA) by 34.02 per cent since inception in October 2024, setting a prospective tone for the near-term future.
Linda Montgomery, vice president of corporate development, sat down with Stockhouse’s Ricki Lee to discuss the company’s development of a quantum computing hardware platform to power its drones and vastly expand data collection and analytical capabilities. Watch the interview here.
Thanks for reading! I’ll see you next week for a new edition of Weekly Market Movers, where I delve into companies that sat down with Stockhouse for an interview over the past week. Here’s the most recent article, in case you missed it.
Join the discussion: Find out what investors are saying about these technology stocks on the Terra Innovatum Srl and ZenaTech Inc. Bullboards and make sure to explore the rest of Stockhouse’s stock forums and message boards.
Stockhouse does not provide investment advice or recommendations. All investment decisions should be made based on your own research and consultation with a registered investment professional. The issuer is solely responsible for the accuracy of the information contained herein.
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