2 P's on a Pod: The AI Winners Nobody's Talking About

Feb 11, 2026

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In this week’s fast-paced smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 16 stock ideas.

00:00 MONY / Moneysupermarket
06:00 Craneware 
09:50 Future jobs to survive the brave new AI world
12:00 St James Place  and possible AI winners/losers
17:55 Some US tech ideas
18:40 Synthomer 
23:05 Iomart 
30:45 Frontier Development , TinyBuild  & gaming stocks
36:45 Seeing Machines 
42:50 hVIVO 
46:10 PZ Cussons 
48:20 Vp Plc
54:35 MJ Gleeson 
58:55 Warpaint 
1:04:55 Brave Bison 
1:10:40 Gaming Realms 
1:13:10 Power Probe
1:15:15 UK IPO advisory fees & rotation into US value

 

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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.