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.
Optical Computing
Path-to-tradeable already resolved — Marvell bought Celestial for $3.25B upfront (+$2.25B earnout) and closed Feb 2, 2026; the only way to own this thesis is MRVL, and the bet is whether photonic scale-up I/O hits a $1B run-rate by FY29 or stalls at a science-fair demo.