The Index
400 dossiers · 1 need attention
A research screener for every company we cover. Search a name or ticker, then sort and triage dossiers by coverage freshness, our conviction and trading relevance.
| Real wafer-scale inference moat priced at ~92x sales on demand that is circular (OpenAI is customer + lender + shareholder) and concentrated — the IPO swapped UAE concentration for OpenAI concentration. WATCHING, bear-leaning on valuation. | — | 1 |