BMSInvests
Aggressive-Growth Investor, Ondas Holdings Focus
Hyperfine offers good risk/reward as its first FDA-cleared AI-powered portable MRI moves from R&D to commercialization. It sold 10 units in Q1 2026, is winning approvals in markets such as the UK and India, and works with Nvidia and the Gates Foundation. Gross margin rose to 50.7% from 41.3%, cash burn fell 13%, and $40.8M of cash gives runway into 2028, easing dilution. Insiders own about 31% with hardly any sales, and it is set to join the Russell 2000 after June 26. x.com x.comÂ
Hyperfine is still early in its story as the first FDA-cleared AI-powered portable brain MRI, built for point-of-care use where most of the world lacks timely MRI access. It just passed 1,000 clinical scans and partners with Nvidia on AI imaging. Sales rose 83% last quarter at 51% gross margin, revenue has grown four quarters in a row, and cash runway extends into 2028, though it is unprofitable. Light institutional coverage is a plus; the stock just broke out, with $2.00 a big hurdle. x.comÂ
Medical stocks such as Hyperfine and Butterfly Network could see rotation soon, as Wall Street eventually catches on to the boom AI is driving across all aspects of medicine. x.comÂ
