The Index
Every company in our coverage — the builders, studios and houses we write about. Each one gathers its articles, jobs and listings in a single place.
19 companies · Semiconductors
Semiconductors
The number-two AI compute franchise is finally real (DC $16.6B FY25, MI450/OpenAI 6GW signed) — but at ~58x forward EPS with 320M warrant shares of dilution overhang and an analyst PT below spot, the stock has already priced the win. WATCHING, not chasing.
Semiconductors
A genuine edge-AI vision SoC franchise finally inflecting to growth and operating leverage — but it is still GAAP-unprofitable, ~70% revenue routes through one distributor, and the stock prices both a re-acceleration AND an unresolved M&A bid. Quality asset, demanding price, binary catalyst.