opc · equity research archive

SEC-sourced deep-dive analyses, cached + indexed
91 companies · 26 dashboards

Cross-Ticker Dashboards

决策板 · 买点×估值×内部人×财报日 · 91家（2026-10-10）
2026-10-10
决策板 · 买点×估值×内部人×财报日 · 114家（2026-10-03）
2026-10-03
决策板 · 买点×估值×内部人×财报日 · 100家（2026-09-26）
2026-09-26
决策板 · 买点×估值×内部人×财报日 · 99家（2026-09-19）
2026-09-19
更早的 dashboards（22）
决策板 · 买点×估值×内部人×财报日 · 94家（2026-09-12）
2026-09-12
决策板 · 买点×估值×内部人×财报日 · 94家（2026-09-05）
2026-09-05
决策板 · 买点×估值×内部人×财报日 · 94家（2026-08-28）
2026-08-28
决策板 · 买点×估值×内部人×财报日 · 91家（2026-08-21）
2026-08-21
决策板 · 买点×估值×内部人×财报日 · 100家（2026-08-14）
2026-08-14
决策板 · 买点×估值×内部人×财报日 · 100家（2026-08-08）
2026-08-08
决策板 · 买点×估值×内部人×财报日 · 99家（2026-08-01）
2026-08-01
决策板 · 买点×估值×内部人×财报日 · 99家（2026-07-29）
2026-07-29
决策板 · 买点×估值×内部人×财报日 · 99家（2026-07-24）
2026-07-24
决策板 · 买点×估值×内部人×财报日 · 99家（2026-07-18）
2026-07-18
决策板 · 买点×估值×内部人×财报日 · 45家（2026-07-10）
2026-07-10
决策板 · 买点×估值×内部人×财报日 · 45家（2026-07-08）
2026-07-08
决策板 · 买点×估值×内部人×财报日 · 45家（2026-07-06 全量重跑）
2026-07-06
决策板 · 买点×估值×内部人×财报日 · 45家（2026-07-04）
2026-07-04
决策板 · 买点×估值×内部人×财报日 · 45家（2026-06-27）
2026-06-27
生命科学工具 × CRO × AI制药 · 7家横向比较（2026-06-21）
2026-06-21
800V HVDC 供电生态 · 调研比较 · 9家（2026-06-16）
2026-06-16
决策板 · 买点×估值×内部人×财报日 · 71家（2026-06-13·全员刷新）
2026-06-13
当浪潮换挡：科技巨头的代际切换生死录
2026-06-09
决策板 · 买点 × 估值 × 内部人 × 财报 × 催化剂 · 67 家(2026-06-07)
2026-06-07
49 只多板块 Deep-Dive 估值与买点矩阵 · 2026-05-30
2026-05-30
22 家公司估值矩阵：季度 PEG + Forward PE + 3 档买入价
2026-05-29

Single-Company Deep Dives

00700
Tencent Holdings Limited 腾讯控股有限公司
HK-listedno-SECChina-techgamesbuybackadvertisingfintechcloudAI-capexWeChat-ecosystemfounder-ledinvestment-portfolioSOTPProsus-overhangquarterly-reportingno-WVRmemory-cost-cycle52w-lowvaluation-band-p0
updated 2026-10-10
01347
华虹宏力半导体有限公司 Hua Hong Grace Semiconductor Limited
HK-listedA+Hno-SECSOEfoundryspecialty-processmature-nodepower-semiconductorNVMcyclicalheavy-capexM&A-huali-microlow-ROEAH-premiumdomestic-substitution
updated 2026-10-10
03690
Meituan 美团
HK-listedno-SECChina-consumerfood-deliveryinstant-retaillocal-servicesturnaroundmargin-recoverysubsidy-warloss-making-TTMWVRfounder-leddual-classquarterly-reportingno-dividendbuyback-collapsednet-cashSOTPAI-stakesKeeta-overseasautonomous-deliveryvaluation-band-p052w-low-proximityM&A-pendingregulatory-investigation
updated 2026-10-10
03896
Kingsoft Cloud Holdings Limited 金山云控股有限公司
HK-listedUS-ADRdual-primaryChina-ADRVIEAI-datacentercloud-IaaSGPU-rentalcapex-heavyloss-makinghigh-leveragerelated-party-concentrationXiaomi-ecosystemKingsoft-groupacting-CEOno-guidancegoodwill-riskFPI-transition
updated 2026-10-10
03952
Zhejiang Laifual Drive Co., Ltd. 浙江來福諧波傳動股份有限公司
HK-listedno-SEChumanoid-robotharmonic-reducerChapter-18Crecent-IPOmicro-floatlockup-overhangloss-makingcapex-heavycost-leaderChina-domestic-substitutioncustomer-concentrationno-sellside-coverageno-guidanceno-dividend
updated 2026-10-10
1810
Xiaomi Corporation 小米集团-W
HK-listedno-SECWVRsmartphonesmart-EVAIoTAI-foundation-modelXRING-SoCmemory-cost-cyclebuybacknet-cashfounder-led
updated 2026-10-10
600674
四川川投能源股份有限公司 Sichuan Chuantou Energy Co., Ltd.
A-shareSSE-main-boardno-SEChydropowerinvestment-holdingYalong-Riverequity-method-earningsprovincial-SOEhigh-dividenddividend-policy-50pctpumped-storagecontrolling-shareholder-buyingdrought-cycleChangjiang-Power-strategic-holdergroup-restructuringasset-injection-optionX-zero-coverage
updated 2026-10-10
600900
中国长江电力股份有限公司 China Yangtze Power Co., Ltd.
A-shareSSE-main-boardno-SEChydropowerutilitySOEcentral-SOE-parenthigh-dividenddividend-70pct-commitmentwide-moatlow-growthrate-sensitiveparent-accumulationpumped-storage-pipelinePeru-overseasH1-2026-reported
updated 2026-10-10
688017
苏州绿的谐波传动科技股份有限公司 Leader Harmonious Drive Systems Co., Ltd.
A-shareSTAR-marketno-SECno-HKEXhumanoid-robotharmonic-reducerembodied-AIrobotics-componentsindustrial-robotimport-substitutionstory-stockextreme-multiplegross-margin-compressionH-share-filing-plannedSSE-inquiry-letterannual-report-restatedcapex-project-delayedfounder-family-controllednet-cashno-equity-incentiveno-sell-side-price-target
updated 2026-10-10
688521
芯原微电子（上海）股份有限公司 VeriSilicon
A-shareSTAR-Marketno-SECloss-makingAI-ASICsemiconductor-IPdesign-servicechipletNPU-GPU-VPU-IPorder-backlog-surgeH-share-filingno-controlling-shareholderSSE-inquiry-letter
updated 2026-10-10
6981
Murata Manufacturing 村田製作所
JP-listedno-SECTSE-PrimeMLCCpassive-componentsAI-datacenterAI-server-BOMcyclicalwide-moatpricing-powercapex-betasmartphoneautomotive-xEVnet-cashbuyback-cancelcross-shareholding-unwindvaluation-band-p95post-bubble-drawdownstock-split-2023
updated 2026-10-10
AAOI
Applied Optoelectronics, Inc.
AI-datacenteroptical-transceivers800G1.6Tphotonicshyperscaler-supplyUS-manufacturingfounder-ledNG-profit-inflectionrevenue-rampCATV-DOCSIS4dilutive-ATMinsider-distributioncopper-AEC-riskcapex-beta
updated 2026-10-10
AAPL
Apple Inc.
consumer-hardwareiPhoneservices-platformApple-Intelligenceecosystem-moatmega-capcapital-return2C-terminal-demand
updated 2026-10-10
AEHR
Aehr Test Systems
semicapburn-inwafer-level-testAI-datacentersilicon-photonicsSiCsmall-capstory-stock
updated 2026-10-10
ALAB
Astera Labs, Inc.
AI-datacenterAI-connectivityPCIe-retimerscale-up-switchUALinkCXLhyperscalercustomer-concentrationcapex-betafounder-ledheavy-SBCnet-cashIPO-2024
updated 2026-10-10
AMAT
Applied Materials, Inc.
semiconductor-equipmentWFEdeep-cyclicalhigh-qualitydeposition-etch-CMP-implantadvanced-packagingHBM-DRAMleading-edge-logicChina-exposureAI-capex-betadividend-payerbuyback
updated 2026-10-10
AMD
Advanced Micro Devices, Inc.
AIGPUCPUData CenterEPYCInstinctFablessSemiconductorROCmHelioscapex-betaAI-datacenter
updated 2026-10-10
AMKR
Amkor Technology, Inc.
OSATadvanced-packagingCoWoS-outsourcingAI-datacentercapex-betaApple-concentrationArizona-CHIPSfounder-controlledKim-family
updated 2026-10-10
AMZN
Amazon.com, Inc.
mega-capcloudAWSAIAnthropic-investorOpenAI-investore-commerceadvertisingTrainiumProject-Kuipercapex-betaAI-infrastructure
updated 2026-10-10
ARM
Arm Holdings plc
IP licensingCPU architectureAI infrastructureArm AGI CPUSoftBankFPIroyalty modelagentic AIdata centeredge AIunit-shipment-beta
updated 2026-10-10
ASTS
AST SpaceMobile, Inc.
spacesatellitedirect-to-deviceSpaceMobileBlueBird5GLEOpre-revenuepre-profitcapex-heavy
updated 2026-10-10
AVGO
Broadcom Inc.
mega-capAIcustom-ASICnetworking-chipVMwaresemiconductorenterprise-softwareHock-TanM&A-integratorTPUMTIA
updated 2026-10-10
AXTI
AXT Inc.
InP-substrateCoherent-6inch-InP-MDSAAI-photonicssilicon-photonicscompound-semiconductorCPOTongmei-STAR-IPOChina-export-controlssmallcap-narrative-reratehigh-PS-premiuminsider-naked-sellingcapex-betademand-supply-chainCasela-InP-supply-contractboard-expansion-Tracy-Liuboard-expansion-Jia-Bin-Duh-ex-Cisco-MS-ChinaLumentum-6yr-take-or-pay-87M-depositQ2-FY26-blowout-first-profitable-quarterSP-SmallCap600-index-addition
updated 2026-10-10
BABA
Alibaba Group Holding Limited
China-techcloud-AIe-commerceFPIVIEADRdual-listedQwenholdco-SOTPAI-capexquick-commerce
updated 2026-10-10
BE
Bloom Energy Corporation
fuel-cellsofcclean-energyai-data-centeron-site-poweroracle-partnercapex-betagrowth-stock
updated 2026-10-10
CBRS
Cerebras Systems Inc.
AI-inferencewafer-scaleWSE-3AI-acceleratorrecent-IPOOpenAIG42customer-concentrationSovereign-AINVIDIA-challenger
updated 2026-10-10
CEG
Constellation Energy Corporation
AI-datacenter-powernuclearnatural-gasgeothermalPJMERCOTIPPhyperscaler-PPAMicrosoftMetaCalpinenuclear-PTCCrane-restartbuybackAdjOpEPS
updated 2026-10-10
CIFR
Cipher Digital Inc. (formerly Cipher Mining Inc.)
AI-datacenterHPCbitcoin-miner-pivotneocloudpower-capacityFluidstack-GoogleAWShigh-leveragecapex-betaTexasBitfurysmall-cap-AI-infra
updated 2026-10-10
CLSK
CleanSpark, Inc.
bitcoin-miningAI-HPC-pivotHODL-strategyfounder-ledsuper-voting-preferredTexas-ERCOT-expansionconvertible-notes-heavySandersville-GApost-halving
updated 2026-10-10
CME
CME Group Inc.
derivatives-exchangeclearinghousewide-moatinterest-rate-futuresdividend-variableFMX-competitionperpetual-futures-CFTC-lawsuitCEO-transitionmulti-year-low-valuation
updated 2026-10-10
COHR
Coherent Corp.
large-capphotonicsoptical-transceiverAI-datacenter800G1.6TInPSiCdatacomNVIDIA-strategic-partnerdeleveragingdivestiture
updated 2026-10-10
CRCL
Circle Internet Group, Inc.
stablecoinUSDCcrypto-fintechinterest-rate-sensitiveblockchainArc-L1ARC-tokenpayments-networkCPNIPO-2025NYSE
updated 2026-10-10
CRDO
Credo Technology Group Holding Ltd
AI-infrastructureAECsilicon-photonicsdata-center-interconnectactive-electrical-cableoptical-transceiverhyperscalerfounder-ledcapex-beta
updated 2026-10-10
CRM
Salesforce, Inc.
enterprise-SaaSCRMAI-agentsAgentforceData-Clouddividend
updated 2026-10-10
CRWD
CrowdStrike Holdings, Inc.
cybersecuritySaaSendpointXDRNG-SIEMAI-securityFalcon-Flexplatformhigh-SBCfounder-CEOS&P-500Nasdaq-100wide-moatextreme-valuationvaluation-band-p100stock-split-2026July-19-outage
updated 2026-10-10
CRWV
CoreWeave, Inc.
AI-datacenterGPU-cloudneocloudAI-hyperscalercapex-betacustomer-concentrationdebt-financedNVIDIA-backedhigh-lossfounder-controlledbattleground
updated 2026-10-10
DDOG
Datadog, Inc.
SaaSobservabilityusage-basedAI-native-exposureOpenAI-concentrationcloud-consumptionhigh-SBCdual-classNevada-redomicileS&P-500
updated 2026-10-10
FICO
Fair Isaac Corporation
credit-scoresmortgage-toll-boothpricing-powerregulatory-binaryFHFA-vantagescore-livenegative-equitybuyback-heavyinsider-sellingevent-drivenlender-choice-duopolycovenant-constrainedthesis-reset-2026-09
updated 2026-10-10
FORM
FormFactor, Inc.
semi-cap-testprobe-cardsHBM-testadvanced-packagingAI-memoryCPO-silicon-photonicsquantum-testnon-cyclical-growth-story
updated 2026-10-10
GEV
GE Vernova Inc.
energygas-powerelectrificationwindgridAI-powerindustrialtransformerssupercycledatacenter-electrificationcapex-beta
updated 2026-10-10
GOOGL
Alphabet Inc.
mega-capsearchcloudAIGeminiTPUWaymoYouTubeadvertisingdual-class-stockequity-raiseBerkshire-stake
updated 2026-10-10
HOOD
Robinhood Markets, Inc.
fintechcryptoretail-brokeragegold-subscriptionsuperappcommission-freeprediction-marketsipo-underwriterconvertible-notesagentic-trading
updated 2026-10-10
INTC
Intel Corp
semiconductorfoundryx86CPUAI-infrastructureturnaroundgovernment-backedIntel-18AIntel-14Acapex-beta
updated 2026-10-10
IREN
IREN Limited (formerly Iris Energy)
FPI-convertedbitcoin-miningAI-datacenterGPU-cloudneocloudpower-firstNVIDIA-partnerMicrosoft-customerhigh-dilutionhigh-beta
updated 2026-10-10
ISRG
Intuitive Surgical, Inc.
robotic-surgeryda-vinci-5razor-and-blademoatmedical-devicesIon-bronchoscopySingle-Port-SPChina-Fosun-JVCEO-transition-202552-week-low-2026tariff-headwindMedtronic-Hugo-competitionprocedure-volume-demand-chain4th-platform-cardiac
updated 2026-10-10
KLAC
KLA Corporation
semiconductorsemi-capWFEprocess-controlmetrologyinspectionyield-managementwide-moatAI-infrastructureadvanced-packagingHBMcapex-beta10-for-1-splitChina-exposuredividend-grower
updated 2026-10-10
LITE
Lumentum Holdings Inc.
large-capphotonicsoptical-componentAI-datacenter800G1.6TEMLVCSELCPONVIDIA-strategic-partnerNASDAQ-100Apple-supplier
updated 2026-10-10
LRCX
Lam Research Corporation
wafer-fab-equipmentetch-depositionmemory-capexHBM-DRAMNANDChina-WFE-risksemi-cap-cyclicaldeep-cyclical-high-quality
updated 2026-10-10
MA
Mastercard Incorporated
payments-networkcard-railsduopolyvalue-added-servicesstablecoinwide-moatcompoundercross-border
updated 2026-10-10
META
Meta Platforms, Inc.
AIAI-capexARI-roboticsManusMeta-Model-APIMuse-SparkReality-LabsScale-AISuperintelligence-Labsadvertisingdual-classfounder-controlledmega-capsocial-media
updated 2026-10-10
MP
MP Materials Corp.
rare-earthcritical-mineralsdefensemagneticsNdPrDoD-strategic-partnerApple-partnermine-to-magnetrobotics-supply-chainChina-decouplingpre-profit
updated 2026-10-10
MPWR
Monolithic Power Systems, Inc.
AI-datacenterpower-management-ICPoLvertical-power-deliveryBCD-fablessNVIDIA-supplier800V-HVDCautomotivediversified-analogfounder-led
updated 2026-10-10
MRVL
Marvell Technology, Inc.
AI-datacentercustom-ASICoptical-DSPCPOhyperscaler-supplier
updated 2026-10-10
MSFT
Microsoft Corporation
mega-capcloudAIAzureOpenAI-partnerenterprise-softwarecapex-beta
updated 2026-10-10
MU
Micron Technology, Inc.
HBMHBM4DRAMNANDAI存储CHIPS Act半导体内存超级周期数据中心capex-betadeep-cyclicalpeak-cycle-riskSCA锁量
updated 2026-10-10
NBIS
Nebius Group N.V.
FPIAI-cloudGPUneocloudAI-datacenterNVIDIA-backedearly-stagecapex-betasum-of-parts
updated 2026-10-10
NOK
Nokia Corporation
foreign-private-issuerAI-datacenter-networkingoptical-DCIAI-RANNVIDIA-investmentInfinera-acquisitionICEYE-investmentinsider-buying-cluster20F-filerpatent-licensingdiscontinued-ops-recastAI-Cloud-order-intake
updated 2026-10-10
NVDA
NVIDIA Corporation
AIGPUData CenterSemiconductorsBlackwellCUDALLM InfrastructureAgentic AINVLinkSilicon PhotonicsAutonomous VehiclesRobotics
updated 2026-10-10
NVT
nVent Electric plc
AI-datacenterliquid-coolingcapex-betaelectrical-enclosuresdata-center-power-distributionNVIDIA-partnerIrish-plc-US-domestic-filerPentair-spinoffM&A-activeMaverick-Power-pendingMinnesota-HQ
updated 2026-10-10
NVTS
Navitas Semiconductor Corporation
800V-HVDCAI-datacenterEVfast-chargerfounder-departureGaNgrid-energyhigh-betamomentumNavitas-2.0NVIDIA-MGX-ecosystempower-semiSiCsmall-capunprofitablewolfspeed-patent-litigation
updated 2026-10-10
ON
ON Semiconductor Corporation (onsemi)
800VAI-datacenterEdge-AIEliteSiCGaNGaN-SiC-peerGaNEXUSIDMLTSA-6.1BNVIDIA-MGXPhysical-AISiCSynaptics-M&Aautomotivecyclical-recoveryimage-sensorintelligent-powerpower-semiconductor
updated 2026-10-10
ONTO
Onto Innovation Inc.
semicapprocess-controlmetrologyinspectionadvanced-packagingHBMAI-datacenteryield-softwarecapex-beta
updated 2026-10-10
ORCL
Oracle Corporation
AI-infrastructureOCIOracle-Cloud-InfrastructureRPO-megaStargate-OpenAIfounder-ledmega-capdata-center-buildoutcapex-heavyfiscal-may
updated 2026-10-10
OUST
Ouster, Inc.
small-capLiDARautonomous-drivingroboticssmart-infrastructurepost-SPACVelodyne-mergerPhysical-AIfounder-CEOStereoLabs-acquisitionATM-dilutionNVIDIA-partnerFujifilm-partnerRev8-color-LiDARARGUS-counter-droneFieldAI-roboticsdefense-perception
updated 2026-10-10
PANW
Palo Alto Networks, Inc.
cybersecuritySaaSplatformizationNGS-ARRhigh-SBCM&A-serialCyberArkidentity-securityAI-securityS&P-500Nasdaq-100stock-split-2024valuation-band-p99
updated 2026-10-10
PFE
Pfizer Inc.
big-pharmapatent-cliffdividend-high-yieldSeagen-ADCobesity-Metseracost-cuttingCOVID-wind-down
updated 2026-10-10
PLTR
Palantir Technologies Inc.
AIAIPdefensedata-platformontologyFoundryGothamS&P-500Nasdaq-100founder-controlledthree-class-stockhigh-SBCextreme-valuation
updated 2026-10-10
POWI
Power Integrations, Inc.
power-managementGaNAC-DChigh-voltagefablessEV-chargingrenewableDC-transmissionCEO-transitionsmall-cap-semiAI-datacenter-800V-HVDC
updated 2026-10-10
PWR
Quanta Services, Inc.
AI-powergridtransmissionutility-capexdatacenter-electrificationspecialty-contractorEPCcraft-laborcapex-betaserial-acquirerindustrial-compoundermoat-narrowS&P500
updated 2026-10-10
QCOM
QUALCOMM Incorporated
semiconductorshandset-SoCIP-licensingautomotiveAI-datacenterAmazon-warrantdividendbuyback
updated 2026-10-10
RDDT
Reddit, Inc.
social-mediaadvertisingAI-data-licensingGoogle-OpenAI-dealspost-IPO-2024founder-leddual-classS&P500-member-2026-08-18
updated 2026-10-10
RKLB
Rocket Lab Corporation
spacelaunchsatellitedefenseneutronvertical-integrationpre-profitgrowthnasdaq-100extreme-ev-salesiridium-mergerm-and-a
updated 2026-10-10
RXRX
Recursion Pharmaceuticals, Inc.
ai-drug-discoverytechbioclinical-stageloss-makingnvidia-backedexscientia-mergercash-runway-watch
updated 2026-10-10
SKHY
SK hynix Inc.
foreign-private-issuerKorea-listedADS-premiumno-Form4deep-cyclical-memoryHBM-leaderAI-datacenterNVIDIA-supplierLTA-long-term-agreementsKioxia-stakeSolidigmchaebol-SK-groupbuyback-40T-KRWinsider-buy-controller6K-filer
updated 2026-10-10
SMCI
Super Micro Computer, Inc.
AI服务器capex-betaNVIDIA液冷DCBBS低毛利硬件客户集中xAI治理风险出口管制审计师辞职重大缺陷强制可转优先股NASDAQ
updated 2026-10-10
SNDK
Sandisk Corporation
NANDAI存储超级周期NBMBiCS10HBF分拆新股数据中心存储Kioxia合资Flash Venturescapex-betahyperscaler-capex
updated 2026-10-10
SNOW
Snowflake Inc.
consumption-SaaSdata-cloudAI-data-platformCortex-AIhigh-SBCGAAP-lossconvertible-notes
updated 2026-10-10
SNPS
Synopsys, Inc.
EDAAI-chip-designANSYS-integrationplatform-acquisitionNVIDIA-strategic-partnerElliott-activistmultiphysics-simulationDesign-IPduopoly-with-CDNS
updated 2026-10-10
SOFI
SoFi Technologies, Inc.
bank-holding-companyconsumer-lendingfintechneobankpersonal-loansinsider-buying
updated 2026-10-10
SPCX
Space Exploration Technologies Corp.
mega-IPO-2026StarlinkStarshipxAI-GrokAI-datacenterStarshield-defensecontrolled-companylockup-overhangstory-stock-SOTP
updated 2026-10-10
SPGI
S&P Global Inc.
credit-ratingsindicescapital-markets-infrastructurewide-moattoll-boothspin-off-2026buyback-heavyinsider-buying
updated 2026-10-10
STM
STMicroelectronics N.V.
foreign-private-issuer20F-filerFR-IT-state-controlledanalogMEMSMCUSiC-powerautomotiveindustrialApple-supplierTesla-SiC-supplierSpaceX-StarlinkAI-datacentercyclical-trough-FY25NXP-MEMS-acquisitionEIB-financedconvertible-bond-2026
updated 2026-10-10
TSLA
Tesla, Inc.
EVrobotaxiFSD-autonomyOptimus-humanoidenergy-storageAI-computeMuskmega-capstory-stock
updated 2026-10-10
TSM
Taiwan Semiconductor Manufacturing Company Limited
semiconductorfoundryAITSMCFPIHPCadvanced-processTaiwanArizona2nmCoWoS
updated 2026-10-10
TWST
Twist Bioscience Corporation
synthetic-biologyAI-drug-discovery-wet-labNGS-toolspre-profitstory-stock
updated 2026-10-10
VICR
Vicor Corporation
800VHVDCVPDvertical-power-deliveryfactorized-powerFPAAI-datacenterpower-modulesIP-licensingITC-litigationCerebrasfounder-controlleddual-classcapex-betalumpy-revenuesingle-customer-concentration
updated 2026-10-10
VPG
Vishay Precision Group, Inc.
humanoid-roboticsforce-torque-sensorstactile-sensingphysical-AIprecision-resistorsstrain-gagedefense-avionicsfamily-controlleddual-classnarrative-reratingsmall-capdemand-supply-chain
updated 2026-10-10
VRT
Vertiv Holdings Co
AI-datacenterliquid-coolingcapex-betaNVIDIA-NVL72-ecosystemhyperscaler-infrastructureindustrial-IG-creditSPAC-graduateHoneywell-Dave-CoteOhio-HQM&A-active
updated 2026-10-10
VST
Vistra Corp.
AI-datacenter-powernuclearnatural-gasERCOTPJMIPPhyperscaler-PPAAWSMetaFCFbGbuyback-compounderHelix-KKR-NVIDIAhybrid-notes
updated 2026-10-10
WDC
Western Digital Corporation
HDDAI存储超级周期HAMRePMRUltraSMRnearlinehyperscaler-capexcapex-betaSandisk分拆母公司duopolySeagate竞争
updated 2026-10-10
WOLF
Wolfspeed, Inc.
silicon-carbideSiCpower-semiconductorEV-supply-chainMohawk-Valley-200mmChapter-11-emergence-2025post-bankruptcy-restructuringfresh-start-accountingCHIPS-Act-recipientRenesas-strategic-investorApollo-controlled-boardAI-datacenter-emergingturnaround-CEO
updated 2026-10-10