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5 companies · Optical Computing
Optical Computing
A real, scarce, China-gated InP asset that AI-optics demand made strategic — but the stock already priced an ~80x melt-up to a ~$5.9B cap on an $88M-revenue, loss-making, single-country-manufacturing base; the asset is genuine, the multiple is a dare.
Optical Computing
A real moat in AEC reliability and an n-1 cost edge, riding a verticalizing AI-interconnect ramp — but ~84% of revenue sits in three hyperscalers and ~41x forward earnings already prices in the optical pivot working. Bullish business, expensive stock; conviction gated on customer diversification proving out.