The Index
400 dossiers
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.
Cloud Computing· AMT
A global tower REIT mid-reset — DISH churn masks 4-5% organic + a CoreSite AI option the market half-ignores; quality compounding at a fair (not cheap) ~17x EV/EBITDA, with leverage and a 2026 "AFFO growth floor" the swing factors. BULLISH-leaning WATCH; conviction unlocks if 2027 reaccelerates as guided.
Cloud Computing· AAOI
A real but sub-scale optical-transceiver share-gainer whose AI-data-center inflection is genuine — but the equity is priced as if it has already won a market that InnoLight, Coherent and Lumentum actually own, while it funds the build with relentless dilution and parks three-quarters of its receivables on one distributor (Digicomm) on stretched terms. The 2017 Amazon-loss crash is the template, not the exception.