2 P's on a Pod: AI Disruption or AI Delusion?

Feb 17, 2026

Watch on YouTube 

In this week’s fast-paced smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 stock ideas.

00:00 Raspberry Pi 
06:05 Seeing Machines 
13:15 Pinewood Technology 
19:25 Intuit
22:35 Beeks Financial Cloud 
28:35 GB Group 
33:55 Boohoo 
40:20 Spire Healthcare 
43:05 Dunelm 
46:40 TPXimpact 
51:15 Cohort 
58:30 Brickability 
61:35 Springfield 
66:45 SkinBioTherapeutics 
70:35 Transense Technologies 
73:15 LBG Media 
79:30 Trainline 
81:50 On The Beach 
 

 

Disclaimer & Declaration of Interest

The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.