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.
Robotics
A genuine engineering bet (tendon-driven safe humanoid + in-home data flywheel) wrapped in a marketing fiction — NEO ships "autonomous" but runs on stranger-in-a-VR-headset teleop, and the company most likely to make it work, OpenAI, just became its competitor.
Robotics· AEVA
A genuine FMCW technology lead and a watershed exclusive-OEM win, priced at ~28x forward sales against ~24 months of runway and a 2028 start-of-production — the technology is real, the chasm between here and revenue is the trade.