opc · equity research archive
SEC-sourced deep-dive analyses, cached + indexed
21 companies
AMZN
Amazon.com, Inc.
mega-cap
cloud
AWS
AI
Anthropic-investor
OpenAI-investor
e-commerce
advertising
Trainium
Project-Kuiper
updated 2026-05-28
AVGO
Broadcom Inc.
mega-cap
AI
custom-ASIC
networking-chip
VMware
semiconductor
enterprise-software
Hock-Tan
M&A-integrator
TPU
MTIA
updated 2026-05-28
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 2026-05-28
CLSK
CleanSpark, Inc.
bitcoin-mining
AI-HPC-pivot
HODL-strategy
founder-led
Texas-ERCOT-expansion
convertible-notes-heavy
Sandersville-GA
post-halving
updated 2026-05-28
FORM
FormFactor, Inc.
semi-cap-test
probe-cards
HBM-test
advanced-packaging
AI-memory
CPO-silicon-photonics
quantum-test
non-cyclical-growth-story
updated 2026-05-27
GOOGL
Alphabet Inc.
mega-cap
search
cloud
AI
Gemini
TPU
Waymo
YouTube
advertising
dual-class-stock
updated 2026-05-28
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
updated 2026-05-28
LITE
Lumentum Holdings Inc.
mid-cap
photonics
optical-component
AI-datacenter
800G
1.6T
EML
VCSEL
CPO
NVIDIA-strategic-partner
NASDAQ-100
Apple-supplier
updated 2026-05-28
META
Meta Platforms, Inc.
mega-cap
social-media
AI
Reality Labs
advertising
dual-class
founder-controlled
Superintelligence-Labs
Scale-AI
updated 2026-05-28
MRVL
Marvell Technology, Inc.
AI-datacenter
custom-ASIC
optical-DSP
CPO
hyperscaler-supplier
updated 2026-05-27
MSFT
Microsoft Corporation
mega-cap
cloud
AI
Azure
OpenAI-partner
enterprise-software
updated 2026-05-28
NOK
Nokia Corporation
foreign-private-issuer
AI-RAN
optical
Infinera-acquisition
20F-filer
updated 2026-05-27
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
updated 2026-05-28
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 2026-05-27
OUST
Ouster, Inc.
small-cap
LiDAR
autonomous-driving
robotics
smart-infrastructure
post-SPAC
Velodyne-merger
Physical-AI
founder-CEO
StereoLabs-acquisition
ATM-dilution
updated 2026-05-28
PLTR
Palantir Technologies Inc.
AI
AIP
defense
data-platform
ontology
Foundry
Gotham
S&P-500
Nasdaq-100
founder-controlled
three-class-stock
high-SBC
updated 2026-05-28
POWI
Power Integrations, Inc.
power-management
GaN
AC-DC
high-voltage
fabless
EV-charging
renewable
DC-transmission
CEO-transition
small-cap-semi
updated 2026-05-27
SNPS
Synopsys, Inc.
EDA
AI-chip-design
ANSYS-integration
platform-acquisition
NVIDIA-strategic-partner
Elliott-activist
multiphysics-simulation
Design-IP
duopoly-with-CDNS
updated 2026-05-28
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
cyclical-trough-FY25
NXP-MEMS-acquisition
EIB-financed
updated 2026-05-27
VRT
Vertiv Holdings Co
AI-datacenter
liquid-cooling
NVIDIA-NVL72-ecosystem
hyperscaler-infrastructure
industrial-IG-credit
SPAC-graduate
Honeywell-Dave-Cote
Ohio-HQ
M&A-active
updated 2026-05-27
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 2026-05-28