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.
Genomics· TXG
A real consumables-led inflection (Q1 product rev +9%, 70% GM, FCF-positive) is fighting a settlement-inflated optical decline and a +73% YTD melt-up — the business is turning but the price already pays for the turn; WATCHING into the Atera-vs-installed-base cannibalization quarter.
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.