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.
Optical Computing· AXTI
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· CRDO
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.