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.
7 companies · Energy
Energy
A real, first-mover aviation/drone battery franchise inflecting to its first profitable year — but priced at ~17x guided 2026 sales with a China related-party supplier (Berzelius, ~36% of COGS, tied to the founder) now the subject of an active short report; the franchise is bullish, the stock is a show-me on revenue quality.
Energy
A profitable-at-the-EBITDA-line, 100%-domestic-content solar-tracker #2 trading at half Nextracker's multiple — but the equity is a thin slice trapped beneath $400M of compounding 6.25%→cash preferred, a collapsed Brazil segment, and a 2026 OBBB safe-harbor cliff that turns its record order book into a coin-flip on timing.