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.
10 companies
Optical Computing
A genuine top-4 global optical-component IDM riding the AI interconnect wave — but it is the low-margin generalist (~8% net) trading at a specialist multiple after a 5x run, with consensus targets implying ~55% downside. Real franchise, priced for a margin structure it has never earned.
Semiconductors
Replacing the copper wires inside chips with beams of light. 8 terabits per second between processors — backed by NVIDIA, AMD, and Intel simultaneously.