Perma Fix Environmental Services INC

• WB White Brook Capital Third Quarter 2026 Commentary ↗ White Brook Capital favors compute enablers and advertising-rich platforms over frontier-model providers, adding Nvidia, Taiwan Semiconductor, SK Hynix, Alphabet and Meta while arguing FuboTV and Netflix can benefit from shifting media economics. Its small-cap strategy retains Perma-Fix, Rapid Micro, Ascent, CareCloud, OptimizeRx and Codexis despite execution delays, capital concerns and policy-driven demand disruptions. Third Quarter 2026 ACNT $122MCCLD $112MCDXS $105M +11
• WB White Brook Capital First Quarter 2026 Commentary ↗ White Brook Capital bought S&P Global during an AI-related sell-off and added ICON after its revenue-recognition inquiry, arguing both prices discount durable franchises. It expects Perma-Fix’s Hanford ramp, Sanara’s hospital penetration, and Rapid Micro’s follow-on orders and vendor savings to drive upside, while warning that oil, inflation and AI uncertainty complicate the outlook. First Quarter 2026 ICLR $15BPESI $331MRPID $38M +2

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