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 · Cloud Computing
Cloud Computing
A real but sub-scale optical-transceiver share-gainer whose AI-data-center inflection is genuine — but the equity is priced as if it has already won a market that InnoLight, Coherent and Lumentum actually own, while it funds the build with relentless dilution and parks three-quarters of its receivables on one distributor (Digicomm) on stretched terms. The 2017 Amazon-loss crash is the template, not the exception.
Cloud Computing
A genuine pick-and-shovel monopoly on PCIe-Gen6 datacenter connectivity, growing 90%+ with 76% gross margins — but priced at ~26x forward sales with one customer (AWS) at ~70% of revenue; the moat is real, the price is the bet.