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.
optical-computing9 names· avg TR 5 | ||||||||
| The purest public-market-bound bet on optical I/O — strategically anchored by Nvidia + AMD + TSMC, but priced at $3.75B into a thesis (third-party CPO chiplets inside the GPU package) that its own anchor investors are simultaneously building in-house. | — | 1 | ||||||
| The best modulator in AI optics — but a modulator-only company in a market where the indium-phosphide laser, not the modulator, is the scarce asset; the $80M Series C buys it a foundry-scale shot at owning the TFLN layer before silicon-photonics incumbents fold thin-film into their vertically integrated stacks. | — | 1 | ||||||
| World's first listed pure-play photonic-computing stock — and a ~640x-sales SOE-backed China name with $15M revenue, a $185M annual loss and Huawei owning 98% of its market; the technology is real, the equity is a momentum trade priced for a future that is 5 years out. | — | 1 | ||||||
| The purest public-markets-bound bet on AI's copper wall — but it is racing NVIDIA, Broadcom and TSMC to commercial CPO from outside the package, and "2027 volume shipments" means the $4.4B mark is paid entirely on a roadmap. | — | 1 | ||||||
| A genuinely differentiated all-optical scale-up fabric with a real CEO and a real AMD/ARIA anchor — but a $93.5M micro-cap fighting $1.2B–$4.4B peers and a hyperscaler-backed open-standard tide; the bet is a strategic acqui-buy (à la Marvell/Celestial), not a standalone IPO. | — | 8 | ||||||
| The best-capitalised, hardest-physics bet in quantum — $4B+ in private + sovereign money betting that silicon-photonic fusion-based computing leapfrogs straight to a million error-corrected qubits by ~2027, with the one fact that matters still unproven (a utility-scale machine running) and a freshly installed operator-CEO signalling the company is now an execution problem, not a science one. | — | 8 | ||||||
| The most credible analog-photonic-compute bet in Europe — a vertically-integrated TFLN coprocessor with a real fab, a first paying cloud customer (IONOS) and an ARM-founder-grade board — but at $80M raised it is a seed-stage David swinging at a $4B-valued field (Lightmatter) and a just-acquired peer (Celestial AI → Marvell, $5.5B); WATCHING for IPO-proximity, not yet tradeable. | — | 8 | ||||||
| The best-engineered way to lose to PsiQuantum — a genuine deterministic-single-photon moat and real machine sales, capitalized at ~1% of its photonic rivals; a sovereign-Europe call option, not a standalone winner. | — | 8 | ||||||
| A credible Oxford/Münster silicon-photonics team that pivoted from a losing optical-compute bet to the right one — all-optical circuit switching — and shipped a real 32-port product, but it is a ~£137M-valued, sub-$50M-raised minnow standing in a lane Nvidia, Lumentum and a $4.4B Lightmatter are all paving; WATCHING, not investable, until a named hyperscaler design win proves the silicon-photonic-OCS approach beats incumbent MEMS in production. | — | 8 | ||||||