Hey y’all, stumbled upon Cycurion (NASDAQ: CYCU). It’s currently trading under $1 and has a market cap of just around $15M

Here’s why this caught my eye:

• 📡 They own a cloud cybersecurity arm based in northern Virginia — one of the biggest data center hubs in the world

• 2024 revenue hit $17.8M with ~$1.2M net income, and they’re cash-flow positive

• Recently renewed big contracts — $33M with a university consortium, $22M state police deal, $6M transit system project moneymorning.com

AI angle? Their tech connects to cybersecurity and data operations — not pure-play AI, but it’s using ML/AI as part of its solutions .

Why I’m watching:

• Real revenue and profit in a tiny market cap company

• Strong public-sector contracts in key verticals

• AI-ish angle doable with the cybersecurity angle

⚠️ Risks to keep in mind:

• Still small and barely known — liquidity and volatility are huge

• Could drop hard if contracts fall through

• Not a flashy “AI unicorn” — more “under-the-radar value play”

I’ve only dipped a small toe in for now — not going all in, but it feels more legit than fluff penny plays. Could be a sleeper if they keep deploying that tech.

Anyone else tracking CYCU or seen similar niche AI/cyber microcaps? Would love to hear your takes or other names worth digging into.

https://youtu.be/qLOGii5O2gw

The following is an overview of my interview with CISO CEO David Jemmett. If you have time to watch the interview, there are chapters for faster navigation. After the interview, I have more conviction in this story, where they are going and, in their ability to stop the rampant manipulation.

CISO Global CEO on Profitability, Valuation, and Fighting Back

In this interview, I sat down with CISO Global CEO David Jemmett to discuss the company's transformation and the disconnect between its fundamentals and current valuation.

Key Highlights:

Profitability Achieved: CISO reported unaudited adjusted EBITDA profitability for Q4 2024 and is projecting $39M in 2025 revenue ($34M from services, $5M from software).

Margin Expansion: The company has shifted to a software-led model with 75%+ margins and long-term client contracts.

Balance Sheet Cleanup: High-interest and convertible debt have been eliminated; remaining insider notes are friendly and deferred.

Float Dynamics: Total float sits at ~31M shares, with a large chunk held by insiders. CEO acknowledges past dilution via converts and emphasizes retail now controls the stock.

Valuation Disconnect: I talked about cybersecurity peers trading at 8x–12x revenue, implying a potential >50x valuation upside.

Manipulation Concerns: David and I discussed unusual trading activity, suspected short manipulation, and actions being considered—including a CUSIP change and possible warrant issuance to reset trading mechanics and reward retail.

Retail Support Appreciated: Jemmett emphasizes that retail investors have kept the company alive through the rough patch and believes they’ll help unlock future value.

Growth Roadmap: CISO plans to continue organic growth, push software deployment, and expand visibility—backed by an award naming them one of the Top 25 Cybersecurity Companies Globally.