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.
| The only profitable humanoid maker and #1 by volume — but the float is a Shanghai-only embodied-AI bet whose revenue is 74% lab demos, not labor replacement, and whose Western TAM is being legislated to zero. | — | 1 | |
| A profitable EV maker priced as a solved-autonomy robotics company — the car business is shrinking, the GAAP profit prop (reg credits) is going to zero, and the entire ~190x multiple now rents on robotaxi + Optimus execution that is real but years behind the price. | — | 1 | |
| A genuinely differentiated case-handling robotics moat wrapped around an ungovernable accounting-and-concentration core — adverse ICFR opinion + active SEC whistleblower probe + >90% Walmart revenue means the multiple is pricing a clean compounder that the filings say does not yet exist. | — | 1 | |
| World-class robotic hands and the #3 humanoid patent estate on Earth, attached to a balance sheet that already had to sell its best asset (the Apptronik stake) to make payroll — this is an IP carcass walking, far likelier to be acqui-hired or stripped for patents than to IPO independently. | — | 1 | |
| The most physically capable humanoid in the world, wholly bankrolled by its own customer (Hyundai) — which is exactly why the standalone economics are unprovable until a third party pays full price in 2027. | — | 1 | |
| The only humanoid actually billing paying customers for real warehouse work — but it is being squeezed between Figure's $39B AI-narrative capital and Unitree's $16K Chinese hardware, and SoftBank already tried to buy the whole thing for under $1B. | — | 1 | |
| 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. | — | 1 |