opc · equity research archive
SEC-sourced deep-dive analyses, cached + indexed
87 companies · 6 dashboards
Cross-Ticker Dashboards
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
AAOI
Applied Optoelectronics, Inc.
AI-datacenter
optical-transceivers
800G
1.6T
photonics
hyperscaler-supply
US-manufacturing
founder-led
pre-profit
revenue-ramp
CATV-DOCSIS4
dilutive-ATM
insider-distribution
copper-AEC-risk
capex-beta
updated 2026-06-13
AAPL
Apple Inc.
consumer-hardware
iPhone
services-platform
Apple-Intelligence
ecosystem-moat
mega-cap
capital-return
2C-terminal-demand
updated 2026-06-13
AMD
Advanced Micro Devices, Inc.
AI
GPU
CPU
Data Center
EPYC
Instinct
Fabless
Semiconductor
ROCm
Helios
capex-beta
AI-datacenter
updated 2026-06-13
AMKR
Amkor Technology, Inc.
OSAT
advanced-packaging
CoWoS-outsourcing
AI-datacenter
capex-beta
Apple-concentration
Arizona-CHIPS
founder-controlled
Kim-family
updated 2026-06-14
AMPX
Amprius Technologies, Inc.
battery
silicon-anode
defense
UAV
drone
robotics
physical-AI
LEV
SPAC
pre-profit
growth
updated 2026-06-13
AMZN
Amazon.com, Inc.
mega-cap
cloud
AWS
AI
Anthropic-investor
OpenAI-investor
e-commerce
advertising
Trainium
Project-Kuiper
capex-beta
AI-infrastructure
updated 2026-06-13
ARM
Arm Holdings plc
IP licensing
CPU architecture
AI infrastructure
Arm AGI CPU
SoftBank
FPI
royalty model
agentic AI
data center
edge AI
unit-shipment-beta
updated 2026-06-13
ASPI
ASP Isotopes Inc.
isotope-enrichment
HALEU
nuclear-fuel
helium
silicon-28
nuclear-medicine
south-africa
pre-commercial
QLE-spinoff
high-dilution
updated 2026-06-13
ASTS
AST SpaceMobile, Inc.
space
satellite
direct-to-device
SpaceMobile
BlueBird
5G
LEO
pre-revenue
pre-profit
capex-heavy
updated 2026-06-13
AVGO
Broadcom Inc.
mega-cap
AI
custom-ASIC
networking-chip
VMware
semiconductor
enterprise-software
Hock-Tan
M&A-integrator
TPU
MTIA
updated 2026-06-13
AXTI
AXT Inc.
InP-substrate
AI-photonics
silicon-photonics
compound-semiconductor
CPO
Tongmei-STAR-IPO
China-export-controls
smallcap-narrative-rerate
high-PS-premium
insider-naked-selling
capex-beta
demand-supply-chain
updated 2026-06-13
BE
Bloom Energy Corporation
fuel-cell
sofc
clean-energy
ai-data-center
on-site-power
oracle-partner
capex-beta
growth-stock
updated 2026-06-13
CAMT
Camtek Ltd.
semiconductor
inspection-metrology
advanced-packaging
HBM
CoWoS
AI-capex-beta
Israel-FPI
WFE
OSAT
updated 2026-06-14
CBRS
Cerebras Systems Inc.
AI-inference
wafer-scale
WSE-3
AI-accelerator
recent-IPO
OpenAI
G42
customer-concentration
Sovereign-AI
NVIDIA-challenger
updated 2026-06-13
CCJ
Cameco Corporation
uranium
nuclear
nuclear-fuel
westinghouse
mining
energy-transition
AI-power
canadian-fpi
updated 2026-06-13
CIFR
Cipher Digital Inc. (formerly Cipher Mining Inc.)
AI-datacenter
HPC
bitcoin-miner-pivot
neocloud
power-capacity
Fluidstack-Google
AWS
high-leverage
capex-beta
Texas
Bitfury
small-cap-AI-infra
updated 2026-06-16
CLF
Cleveland-Cliffs Inc.
steel
iron-ore
automotive-supplier
Section-232-tariff-beneficiary
Stelco-integration
Trump-tariff-2026
deeply-leveraged
Goncalves-CEO
Palantir-AI-partnership
rare-earth-optionality
updated 2026-06-13
CLOV
Clover Health Investments, Corp.
medicare-advantage
healthcare-insurance
ai-driven
clover-assistant
counterpart-health
saas-potential
growth-stock
pre-profit
small-cap
star-rating-4.5
cms-litigation-win
updated 2026-06-13
CLSK
CleanSpark, Inc.
bitcoin-mining
AI-HPC-pivot
HODL-strategy
founder-led
super-voting-preferred
Texas-ERCOT-expansion
convertible-notes-heavy
Sandersville-GA
post-halving
updated 2026-06-14
CRCL
Circle Internet Group, Inc.
stablecoin
USDC
crypto-fintech
interest-rate-sensitive
blockchain
Arc-L1
ARC-token
payments-network
CPN
IPO-2025
NYSE
updated 2026-06-13
CRDO
Credo Technology Group Holding Ltd
AI-infrastructure
AEC
silicon-photonics
data-center-interconnect
active-electrical-cable
optical-transceiver
hyperscaler
founder-led
capex-beta
updated 2026-06-13
CRM
Salesforce, Inc.
enterprise-SaaS
CRM
AI-agents
Agentforce
Data-Cloud
dividend
updated 2026-06-15
CRWV
CoreWeave, Inc.
AI-datacenter
GPU-cloud
neocloud
AI-hyperscaler
capex-beta
customer-concentration
debt-financed
NVIDIA-backed
high-loss
updated 2026-06-14
DELL
Dell Technologies Inc.
AI服务器
数据中心
AI基础设施
capex-beta
neocloud
大型机构
PC硬件
存储
企业IT
超大规模数据中心
NYSE
updated 2026-06-13
ELMT
The Elmet Group Co.
tungsten
molybdenum
refractory-metals
defense
aerospace
critical-minerals
non-PRC-supply-chain
high-power-microwave
small-cap-IPO-2026
founder-controlled
squeeze-narrative
updated 2026-06-13
ETN
Eaton Corporation plc
AI-datacenter
electrical-distribution
power-management
800VDC
datacenter-power
grid-electrification
aerospace
industrial-compounder
moat-wide
mobility-spinoff
updated 2026-06-16
FCEL
FuelCell Energy, Inc.
fuel-cell
clean-energy
data-center-power
MCFC
carbon-capture
hydrogen
AI-power
pre-profit
Korea-market
dilution-funded
updated 2026-06-13
FLNC
Fluence Energy, Inc.
bess
energy-storage
clean-energy
ira
ai-data-center
aes
siemens
qia
hyperscaler
capex-beta
india-renew
updated 2026-06-13
FORM
FormFactor, Inc.
semi-cap-test
probe-cards
HBM-test
advanced-packaging
AI-memory
CPO-silicon-photonics
quantum-test
non-cyclical-growth-story
updated 2026-06-13
GEV
GE Vernova Inc.
energy
gas-power
electrification
wind
grid
AI-power
industrial
transformers
supercycle
datacenter-electrification
capex-beta
updated 2026-06-16
GLW
Corning Incorporated
AI-datacenter
optical-fiber
optical-connectivity
Gorilla-Glass
display-glass
glass-substrate
solar-polysilicon
Springboard
NVIDIA-partner
Meta-customer
AWS-customer
capex-beta
updated 2026-06-14
GOOGL
Alphabet Inc.
mega-cap
search
cloud
AI
Gemini
TPU
Waymo
YouTube
advertising
dual-class-stock
equity-raise
Berkshire-stake
updated 2026-06-13
HOOD
Robinhood Markets, Inc.
fintech
crypto
retail-brokerage
gold-subscription
superapp
commission-free
prediction-markets
ipo-underwriter
updated 2026-06-13
IFX
Infineon Technologies AG
800V
HVDC
power-semi
GaN
CoolGaN
SiC
CoolSiC
AI-datacenter
NVIDIA-MGX
automotive-semi
wide-bandgap
blue-chip
non-SEC
German-bluechip
price-increase-upcycle
diversified-power
updated 2026-06-16
INFQ
Infleqtion, Inc.
quantum
neutral-atom
quantum-sensing
quantum-computing
quantum-software
defense
NASA
SPAC
de-SPAC
pre-profit
government-contracts
superstaq
updated 2026-06-13
INTC
Intel Corp
semiconductor
foundry
x86
CPU
AI-infrastructure
turnaround
government-backed
Intel-18A
Intel-14A
capex-beta
updated 2026-06-13
IONQ
IonQ, Inc.
quantum
quantum-computing
quantum-networking
defense
government
pre-profit
full-stack-platform
SkyWater-acquisition
updated 2026-06-13
IREN
IREN Limited (formerly Iris Energy)
FPI-converted
bitcoin-mining
AI-datacenter
GPU-cloud
neocloud
power-first
NVIDIA-partner
Microsoft-customer
high-dilution
high-beta
updated 2026-06-14
ISRG
Intuitive Surgical, Inc.
robotic-surgery
da-vinci-5
razor-and-blade
moat
medical-devices
Ion-bronchoscopy
Single-Port-SP
China-Fosun-JV
CEO-transition-2025
52-week-low-2026
tariff-headwind
Medtronic-Hugo-competition
procedure-volume-demand-chain
4th-platform-cardiac
updated 2026-06-13
KULR
KULR Technology Group, Inc.
battery-storage
thermal-management
bitcoin-treasury
defense
space
NASA
AI-robotics
electric-aviation
small-cap
pre-profit
ATM-dilution-risk
BTC-price-sensitive
updated 2026-06-13
LAC
Lithium Americas Corp.
lithium
critical-minerals
pre-revenue
construction-stage
DOE-loan
thacker-pass
nevada
domestic-supply-chain
GM-JV
energy-independence
EV-battery-demand
updated 2026-06-13
LITE
Lumentum Holdings Inc.
large-cap
photonics
optical-component
AI-datacenter
800G
1.6T
EML
VCSEL
CPO
NVIDIA-strategic-partner
NASDAQ-100
Apple-supplier
updated 2026-06-13
LPKF
LPKF Laser & Electronics SE
glass-substrate
advanced-packaging
LIDE
through-glass-via
TGV
CPO
semiconductor-equipment
pick-and-shovel
German-smallcap
turnaround
activist
patent-moat
AI-supply-chain
updated 2026-06-14
MA
Mastercard Incorporated
payments-network
card-rails
duopoly
value-added-services
stablecoin
wide-moat
compounder
cross-border
updated 2026-06-13
META
Meta Platforms, Inc.
mega-cap
social-media
AI
Reality-Labs
advertising
dual-class
founder-controlled
Superintelligence-Labs
Scale-AI
Manus
ARI-robotics
AI-capex
updated 2026-06-13
MP
MP Materials Corp.
rare-earth
critical-minerals
defense
magnetics
NdPr
DoD-strategic-partner
Apple-partner
mine-to-magnet
robotics-supply-chain
China-decoupling
pre-profit
updated 2026-06-13
MPWR
Monolithic Power Systems, Inc.
AI-datacenter
power-management-IC
PoL
vertical-power-delivery
BCD-fabless
NVIDIA-supplier
800V-HVDC
automotive
diversified-analog
founder-led
updated 2026-06-16
MRVL
Marvell Technology, Inc.
AI-datacenter
custom-ASIC
optical-DSP
CPO
hyperscaler-supplier
updated 2026-06-13
MSFT
Microsoft Corporation
mega-cap
cloud
AI
Azure
OpenAI-partner
enterprise-software
capex-beta
updated 2026-06-13
MU
Micron Technology, Inc.
HBM
HBM4
DRAM
NAND
AI存储
CHIPS Act
半导体
内存超级周期
数据中心
capex-beta
updated 2026-06-13
NBIS
Nebius Group N.V.
FPI
AI-cloud
GPU
neocloud
AI-datacenter
NVIDIA-backed
early-stage
capex-beta
sum-of-parts
updated 2026-06-14
NOK
Nokia Corporation
foreign-private-issuer
AI-datacenter-networking
optical-DCI
AI-RAN
NVIDIA-investment
Infinera-acquisition
ICEYE-investment
insider-buying-cluster
20F-filer
patent-licensing
updated 2026-06-13
NVDA
NVIDIA Corporation
AI
GPU
Data Center
Semiconductors
Blackwell
CUDA
LLM Infrastructure
Agentic AI
NVLink
Silicon Photonics
Autonomous Vehicles
Robotics
updated 2026-06-13
NVTS
Navitas Semiconductor Corporation
GaN
SiC
power-semi
AI-datacenter
800V-HVDC
NVIDIA-MGX-ecosystem
EV
fast-charger
grid-energy
small-cap
unprofitable
momentum
Navitas-2.0
founder-departure
updated 2026-06-16
OKLO
Oklo Inc.
nuclear
SMR
advanced-reactor
fast-reactor
fuel-recycling
AI-power
pre-revenue
Sam-Altman
data-center-power
updated 2026-06-13
ON
ON Semiconductor Corporation (onsemi)
SiC
EliteSiC
power-semiconductor
800V
AI-datacenter
automotive
image-sensor
IDM
cyclical-recovery
intelligent-power
GaN-SiC-peer
updated 2026-06-16
ONDS
Ondas Inc. (formerly Ondas Holdings Inc.)
defense
autonomous-systems
drones
counter-UAS
Palantir-partner
Israeli-defense-roll-up
small-cap-to-mid-cap
Blue-UAS
speculative-growth
dilution-heavy
Eurosatory-LADOS
updated 2026-06-13
ONTO
Onto Innovation Inc.
semicap
process-control
metrology
inspection
advanced-packaging
HBM
AI-datacenter
yield-software
capex-beta
updated 2026-06-14
ORCL
Oracle Corporation
AI-infrastructure
OCI
Oracle-Cloud-Infrastructure
RPO-mega
Stargate-OpenAI
founder-led
mega-cap
data-center-buildout
capex-heavy
fiscal-may
updated 2026-06-13
OSCR
Oscar Health, Inc.
health-insurance
ACA
individual-market
tech-enabled
pre-profit-turning
managed-care
updated 2026-06-13
OUST
Ouster, Inc.
small-cap
LiDAR
autonomous-driving
robotics
smart-infrastructure
post-SPAC
Velodyne-merger
Physical-AI
founder-CEO
StereoLabs-acquisition
ATM-dilution
NVIDIA-partner
Fujifilm-partner
Rev8-color-LiDAR
ARGUS-counter-drone
FieldAI-robotics
defense-perception
updated 2026-06-13
PDD
PDD Holdings Inc.
FPI
20-F
China-ADR
e-commerce
Pinduoduo
Temu
cross-border
VIE
no-guidance
net-cash
updated 2026-06-13
PL
Planet Labs PBC
space
earth-observation
saas
defense-intelligence
satellite
ai-platform
pre-profit
atm-dilution
updated 2026-06-13
PLTR
Palantir Technologies Inc.
AI
AIP
defense
data-platform
ontology
Foundry
Gotham
S&P-500
Nasdaq-100
founder-controlled
three-class-stock
high-SBC
extreme-valuation
updated 2026-06-13
POWI
Power Integrations, Inc.
power-management
GaN
AC-DC
high-voltage
fabless
EV-charging
renewable
DC-transmission
CEO-transition
small-cap-semi
AI-datacenter-800V-HVDC
updated 2026-06-16
QBTS
D-Wave Quantum Inc.
quantum-computing
quantum-annealing
gate-model
pre-profit
dual-platform
QCI-acquisition
CHIPS-Act
ATM-dilution
insider-selling
story-stock
updated 2026-06-13
RDDT
Reddit, Inc.
social-media
advertising
AI-data-licensing
Google-OpenAI-deals
post-IPO-2024
founder-led
dual-class
S&P500-candidate
updated 2026-06-13
RGTI
Rigetti Computing, Inc.
quantum
superconducting
full-stack
pre-profit
CHIPS-Act
on-premises
Fab-1
chiplet-architecture
updated 2026-06-13
RKLB
Rocket Lab Corporation
space
launch
satellite
defense
neutron
vertical-integration
pre-profit
growth
nasdaq-100
extreme-ev-sales
updated 2026-06-13
SMR
NuScale Power Corporation
SMR
nuclear
NRC-approved
TVA-6GW
ENTRA1
RoPower-Romania
Fluor-exit
ATM-dilution
pre-order
data-center-power
datacenter-firm-power
updated 2026-06-13
SNDK
Sandisk Corporation
NAND
AI存储
超级周期
NBM
BiCS8
HBF
分拆新股
数据中心存储
Kioxia合资
Flash Ventures
capex-beta
hyperscaler-capex
updated 2026-06-13
SNPS
Synopsys, Inc.
EDA
AI-chip-design
ANSYS-integration
platform-acquisition
NVIDIA-strategic-partner
Elliott-activist
multiphysics-simulation
Design-IP
duopoly-with-CDNS
updated 2026-06-13
STM
STMicroelectronics N.V.
foreign-private-issuer
20F-filer
FR-IT-state-controlled
analog
MEMS
MCU
SiC-power
automotive
industrial
Apple-supplier
Tesla-SiC-supplier
SpaceX-Starlink
AI-datacenter
cyclical-trough-FY25
NXP-MEMS-acquisition
EIB-financed
updated 2026-06-13
TE
T1 Energy Inc.
solar
manufacturing
domestic-supply-chain
45X
FEOC
G2_Austin
energy-transition
hyperscaler
AI-infrastructure
BESS
KORE-Power
energy-storage
Treaty-Oak
Meta-PPA
datacenter-power
short-target
updated 2026-06-13
TMC
TMC the metals company Inc.
deep-sea-mining
critical-minerals
pre-revenue
nickel
cobalt
copper
rare-earth
NOAA
Korea-Zinc
Allseas
ESG-contrarian
Trump-regulatory-tailwind
updated 2026-06-13
TSLA
Tesla, Inc.
EV
robotaxi
FSD-autonomy
Optimus-humanoid
energy-storage
AI-compute
Musk
mega-cap
story-stock
updated 2026-06-13
TSM
Taiwan Semiconductor Manufacturing Company Limited
semiconductor
foundry
AI
TSMC
FPI
HPC
advanced-process
Taiwan
Arizona
2nm
CoWoS
updated 2026-06-13
UMAC
Unusual Machines, Inc.
drone
defense
NDAA
FPV
small-cap
hypergrowth
pre-profit
updated 2026-06-13
USAR
USA Rare Earth, Inc.
rare-earth
magnets
critical-minerals
defense
AI
robotics
mine-to-magnet
NdFeB
pre-profit
government-backed
updated 2026-06-13
UUUU
Energy Fuels Inc.
uranium
rare-earth
critical-minerals
nuclear-energy
EV-supply-chain
defense-materials
pre-profit
convertible-notes
CEO-transition
updated 2026-06-13
VICR
Vicor Corporation
800V
HVDC
VPD
vertical-power-delivery
factorized-power
FPA
AI-datacenter
power-modules
IP-licensing
ITC-litigation
Cerebras
founder-controlled
dual-class
capex-beta
lumpy-revenue
single-customer-concentration
updated 2026-06-16
VPG
Vishay Precision Group, Inc.
humanoid-robotics
force-torque-sensors
tactile-sensing
physical-AI
precision-resistors
strain-gage
defense-avionics
family-controlled
dual-class
narrative-rerating
small-cap
demand-supply-chain
updated 2026-06-13
VRT
Vertiv Holdings Co
AI-datacenter
liquid-cooling
capex-beta
NVIDIA-NVL72-ecosystem
hyperscaler-infrastructure
industrial-IG-credit
SPAC-graduate
Honeywell-Dave-Cote
Ohio-HQ
M&A-active
updated 2026-06-13
VST
Vistra Corp.
AI-datacenter-power
nuclear
natural-gas
ERCOT
PJM
IPP
hyperscaler-PPA
AWS
Meta
FCFbG
buyback-compounder
updated 2026-06-20
WDC
Western Digital Corporation
HDD
AI存储
数据中心
云存储
Sandisk剥离后纯HDD
capex-beta
近线HDD短缺
updated 2026-06-13
WOLF
Wolfspeed, Inc.
silicon-carbide
SiC
power-semiconductor
EV-supply-chain
Mohawk-Valley-200mm
Chapter-11-emergence-2025
post-bankruptcy-restructuring
fresh-start-accounting
CHIPS-Act-recipient
Renesas-strategic-investor
Apollo-controlled-board
AI-datacenter-emerging
turnaround-CEO
updated 2026-06-13
XE
X-Energy, Inc.
nuclear
SMR
HTGR
advanced-nuclear
Xe-100
TRISO
AI-energy
IPO-2026
DOE-ARDP
pre-revenue
Amazon-backed
updated 2026-06-13