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.
No call2 names· avg TR 5 | ||||||||
C CoreWeavecatalyst in 45d | Extraordinary contracted growth ($60.7B RPO) on a leveraged, FCF-negative, accounting-aggressive balance sheet — a leveraged bet on the AI-capex cycle, fairly priced at ~$96 (mid-range of $67–192 analyst targets). WATCH; want a cheaper entry (~$70) or an FCF inflection before paying up. | — | 1 | |||||
| The FY26 10-K turns the bull narrative into audited fact and the bear narrative into a footnote you can now read — $67.4B revenue, $638B RPO, but only 12% converts inside a year, −$23.7B FCF, $129.5B debt, a 13% workforce cut, and a $19B post-quarter purchase commitment; good news kept beating and the stock kept falling (~$166, −52% from peak), which is the whole thesis in one line. | — | 8 | ||||||