Grouping autonomous driving software, oil royalties, obscure ETFs, and drone makers into one "Other" category is peak algorithmic laziness. This is stupid and here's why: you can't just sweep assets under the rug when you don't know how to label them. But fine, let's dig into this island of misfit toys and see who is actually working and who is just sleepwalking.

Mobileye (MBLY.US) is having a rough year, underperforming its peers. Amnon Shashua is heading for the exit, and their Q2 2026 revenue of USD 508M is essentially flat. They are promising a cloud-enhanced future with Stellantis by 2027. Why aren't you moving faster? Good luck with that transition.

Viper Energy (VNOM.US) and Fidelity National Info (FIS.US) are the ones actually making bank. Viper saw its Q2 revenue jump to USD 677M, doubling year-over-year while paying out special dividends. Meanwhile, FIS is securing massive core banking wins and rolling out embedded finance platforms. This isn't flashy Silicon Valley hype; it's just quiet, profitable plumbing.

If you want government money, watch Draganfly (DPRO.US) and WidePoint (WYY.US). Draganfly just locked in a multi-million dollar drone system contract with the Canadian military, and WidePoint is sitting on massive Homeland Security orders. While others talk, they ink contracts.

As for the rest—Loop Industries (LOOP.US) setting up PET plastic joint ventures in India, Franklin's Japan Hedged ETF (FLJH.US), Simplify's CTAP.US, the newly rebranded Roundhill WeeklyPay ETF (TOPW.US), and the utterly ghostly FDXF*.US—they are just financial packaging riding along the edges of the market.

The truth is, throwing these into a random bucket just proves markets hate complexity. Some of these are dead weight, but a few are printing real cash. My advice? Stop looking at the labels and start looking at the balance sheets.

This article does not constitute investment advice.