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
The best modulator in AI optics — but a modulator-only company in a market where the indium-phosphide laser, not the modulator, is the scarce asset; the $80M Series C buys it a foundry-scale shot at owning the TFLN layer before silicon-photonics incumbents fold thin-film into their vertically integrated stacks.
Optical Computing
World's first listed pure-play photonic-computing stock — and a ~640x-sales SOE-backed China name with $15M revenue, a $185M annual loss and Huawei owning 98% of its market; the technology is real, the equity is a momentum trade priced for a future that is 5 years out.