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 · Optical Computing
Optical Computing
A genuine top-4 global optical-component IDM riding the AI interconnect wave — but it is the low-margin generalist (~8% net) trading at a specialist multiple after a 5x run, with consensus targets implying ~55% downside. Real franchise, priced for a margin structure it has never earned.
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.