market analysisMedical AI, defense drones, quantum crypto, and a return of funds to small and mid-sized growth with material clarity (2025.09.11)
Clear material stocks tied to regulations, institutions, and policies are strong, such as TEM's FDA approval, RCAT's NATO accreditation, and IONQ's establishment of a new division. Small- and mid-cap growth is attracting funds against the backdrop of the highest US stock prices and the prospect of interest rate cuts.









