opc · equity research archive

SEC-sourced deep-dive analyses, cached + indexed
100 companies · 16 dashboards

Cross-Ticker Dashboards

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

A
Agilent Technologies, Inc.
life-science-toolsanalytical-instrumentsmass-specchromatographyCrossLab-recurringdiagnosticspharma-biopharmaChina-exposurewide-moatFYE-October
updated 2026-08-01
AAOI
Applied Optoelectronics, Inc.
AI-datacenteroptical-transceivers800G1.6Tphotonicshyperscaler-supplyUS-manufacturingfounder-ledpre-profitrevenue-rampCATV-DOCSIS4dilutive-ATMinsider-distributioncopper-AEC-riskcapex-beta
updated 2026-08-01
AAPL
Apple Inc.
consumer-hardwareiPhoneservices-platformApple-Intelligenceecosystem-moatmega-capcapital-return2C-terminal-demand
updated 2026-08-01
AMAT
Applied Materials, Inc.
semiconductor-equipmentWFEdeep-cyclicalhigh-qualitydeposition-etch-CMP-implantadvanced-packagingHBM-DRAMleading-edge-logicChina-exposureAI-capex-betadividend-payerbuyback
updated 2026-08-01
AMD
Advanced Micro Devices, Inc.
AIGPUCPUData CenterEPYCInstinctFablessSemiconductorROCmHelioscapex-betaAI-datacenter
updated 2026-08-01
AMKR
Amkor Technology, Inc.
OSATadvanced-packagingCoWoS-outsourcingAI-datacentercapex-betaApple-concentrationArizona-CHIPSfounder-controlledKim-family
updated 2026-08-01
AMPX
Amprius Technologies, Inc.
batterysilicon-anodedefenseUAVdroneroboticsphysical-AILEVSPACpre-profitgrowth
updated 2026-08-01
AMZN
Amazon.com, Inc.
mega-capcloudAWSAIAnthropic-investorOpenAI-investore-commerceadvertisingTrainiumProject-Kuipercapex-betaAI-infrastructure
updated 2026-08-01
ARM
Arm Holdings plc
IP licensingCPU architectureAI infrastructureArm AGI CPUSoftBankFPIroyalty modelagentic AIdata centeredge AIunit-shipment-beta
updated 2026-08-01
ASPI
ASP Isotopes Inc.
isotope-enrichmentHALEUnuclear-fuelheliumsilicon-28nuclear-medicinesouth-africapre-commercialQLE-spinoffNobleAfrica-NOBA-spinoffENDRA-reverse-mergerhigh-dilution
updated 2026-08-01
ASTS
AST SpaceMobile, Inc.
spacesatellitedirect-to-deviceSpaceMobileBlueBird5GLEOpre-revenuepre-profitcapex-heavy
updated 2026-08-01
AVGO
Broadcom Inc.
mega-capAIcustom-ASICnetworking-chipVMwaresemiconductorenterprise-softwareHock-TanM&A-integratorTPUMTIA
updated 2026-08-01
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-quarter
updated 2026-08-01
BE
Bloom Energy Corporation
fuel-cellsofcclean-energyai-data-centeron-site-poweroracle-partnercapex-betagrowth-stock
updated 2026-08-01
CAMT
Camtek Ltd.
semiconductorinspection-metrologyadvanced-packagingHBMCoWoSAI-capex-betaIsrael-FPIWFEOSAT
updated 2026-08-01
CBRS
Cerebras Systems Inc.
AI-inferencewafer-scaleWSE-3AI-acceleratorrecent-IPOOpenAIG42customer-concentrationSovereign-AINVIDIA-challenger
updated 2026-08-01
CCJ
Cameco Corporation
uraniumnuclearnuclear-fuelwestinghouseminingenergy-transitionAI-powercanadian-fpi
updated 2026-08-01
CIFR
Cipher Digital Inc. (formerly Cipher Mining Inc.)
AI-datacenterHPCbitcoin-miner-pivotneocloudpower-capacityFluidstack-GoogleAWShigh-leveragecapex-betaTexasBitfurysmall-cap-AI-infra
updated 2026-08-01
CLF
Cleveland-Cliffs Inc.
steeliron-oreautomotive-supplierSection-232-tariff-beneficiaryStelco-integrationTrump-tariff-2026deeply-leveragedGoncalves-CEOPalantir-AI-partnershiprare-earth-optionality
updated 2026-08-01
CLOV
Clover Health Investments, Corp.
medicare-advantagehealthcare-insuranceai-drivenclover-assistantcounterpart-healthsaas-potentialgrowth-stockpre-profitsmall-capstar-rating-4.5cms-litigation-win
updated 2026-08-01
CLSK
CleanSpark, Inc.
bitcoin-miningAI-HPC-pivotHODL-strategyfounder-ledsuper-voting-preferredTexas-ERCOT-expansionconvertible-notes-heavySandersville-GApost-halving
updated 2026-08-01
CME
CME Group Inc.
derivatives-exchangeclearinghousewide-moatinterest-rate-futuresdividend-variableFMX-competitionperpetual-futures-CFTC-lawsuitCEO-transitionmulti-year-low-valuation
updated 2026-08-01
CRCL
Circle Internet Group, Inc.
stablecoinUSDCcrypto-fintechinterest-rate-sensitiveblockchainArc-L1ARC-tokenpayments-networkCPNIPO-2025NYSE
updated 2026-08-01
CRDO
Credo Technology Group Holding Ltd
AI-infrastructureAECsilicon-photonicsdata-center-interconnectactive-electrical-cableoptical-transceiverhyperscalerfounder-ledcapex-beta
updated 2026-08-01
CRL
Charles River Laboratories International, Inc.
preclinical-CROresearch-modelssafety-assessmentDSARMSbiotech-funding-cycleelliott-activistFDA-NAMs-riskNHP-supplyvalue-stockbuyback
updated 2026-08-01
CRM
Salesforce, Inc.
enterprise-SaaSCRMAI-agentsAgentforceData-Clouddividend
updated 2026-08-01
CRWV
CoreWeave, Inc.
AI-datacenterGPU-cloudneocloudAI-hyperscalercapex-betacustomer-concentrationdebt-financedNVIDIA-backedhigh-lossfounder-controlledbattleground
updated 2026-08-01
DELL
Dell Technologies Inc.
AI服务器数据中心AI基础设施capex-betaneocloud大型机构PC硬件存储企业IT超大规模数据中心NYSE
updated 2026-08-01
DHR
Danaher Corporation
life-sciences-toolsbioprocessingdiagnosticsserial-acquirerDBSquality-compounderGLP-1-adjacentChina-exposed
updated 2026-08-01
ELMT
The Elmet Group Co.
tungstenmolybdenumrefractory-metalsdefenseaerospacecritical-mineralsnon-PRC-supply-chainhigh-power-microwavesmall-cap-IPO-2026founder-controlledsqueeze-narrative
updated 2026-08-01
ETN
Eaton Corporation plc
AI-datacenterelectrical-distributionpower-management800VDCdatacenter-powergrid-electrificationaerospaceindustrial-compoundermoat-widemobility-spinoff
updated 2026-08-01
FCEL
FuelCell Energy, Inc.
fuel-cellclean-energydata-center-powerMCFCcarbon-capturehydrogenAI-powerpre-profitKorea-marketdilution-funded
updated 2026-08-01
FLNC
Fluence Energy, Inc.
bessenergy-storageclean-energyiraai-data-centeraessiemensqiahyperscalercapex-betaindia-renew
updated 2026-08-01
FORM
FormFactor, Inc.
semi-cap-testprobe-cardsHBM-testadvanced-packagingAI-memoryCPO-silicon-photonicsquantum-testnon-cyclical-growth-story
updated 2026-08-01
GENB
Generate Biomedicines, Inc.
AI-drug-discoverygenerative-biologyNVIDIA-backedclinical-stageprotein-designFlagship-Pioneeringrecent-IPOloss-makingbiotech
updated 2026-08-01
GEV
GE Vernova Inc.
energygas-powerelectrificationwindgridAI-powerindustrialtransformerssupercycledatacenter-electrificationcapex-beta
updated 2026-08-01
GLW
Corning Incorporated
AI-datacenteroptical-fiberoptical-connectivityco-packaged-opticsGlassBridgeGorilla-Glassdisplay-glassglass-substratesolar-polysiliconSpringboardNVIDIA-partnerMeta-customerAWS-customercapex-beta
updated 2026-08-01
GOOGL
Alphabet Inc.
mega-capsearchcloudAIGeminiTPUWaymoYouTubeadvertisingdual-class-stockequity-raiseBerkshire-stake
updated 2026-08-01
HOOD
Robinhood Markets, Inc.
fintechcryptoretail-brokeragegold-subscriptionsuperappcommission-freeprediction-marketsipo-underwriterconvertible-notesagentic-trading
updated 2026-08-01
INFQ
Infleqtion, Inc.
quantumneutral-atomquantum-sensingquantum-computingquantum-softwaredefenseNASASPACde-SPACpre-profitgovernment-contractssuperstaq
updated 2026-08-01
INTC
Intel Corp
semiconductorfoundryx86CPUAI-infrastructureturnaroundgovernment-backedIntel-18AIntel-14Acapex-beta
updated 2026-08-01
IONQ
IonQ, Inc.
quantumquantum-computingquantum-networkingdefensegovernmentpre-profitfull-stack-platformSkyWater-acquisition
updated 2026-08-01
IQV
IQVIA Holdings Inc.
CROclinical-researchhealthcare-datareal-world-evidenceAI-healthcareNVIDIA-partnervalue-stockFCF-buybackbiotech-funding-cyclewide-moat-data-asset
updated 2026-08-01
IREN
IREN Limited (formerly Iris Energy)
FPI-convertedbitcoin-miningAI-datacenterGPU-cloudneocloudpower-firstNVIDIA-partnerMicrosoft-customerhigh-dilutionhigh-beta
updated 2026-08-01
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 2026-08-01
KLAC
KLA Corporation
semiconductorsemi-capWFEprocess-controlmetrologyinspectionyield-managementwide-moatAI-infrastructureadvanced-packagingHBMcapex-beta10-for-1-splitChina-exposuredividend-grower
updated 2026-08-01
KULR
KULR Technology Group, Inc.
battery-storagethermal-managementbitcoin-treasurydefensespaceNASAAI-roboticselectric-aviationsmall-cappre-profitATM-dilution-riskBTC-price-sensitive
updated 2026-08-01
LAC
Lithium Americas Corp.
lithiumcritical-mineralspre-revenueconstruction-stageDOE-loanthacker-passnevadadomestic-supply-chainGM-JVenergy-independenceEV-battery-demand
updated 2026-08-01
LITE
Lumentum Holdings Inc.
large-capphotonicsoptical-componentAI-datacenter800G1.6TEMLVCSELCPONVIDIA-strategic-partnerNASDAQ-100Apple-supplier
updated 2026-08-01
LRCX
Lam Research Corporation
wafer-fab-equipmentetch-depositionmemory-capexHBM-DRAMNANDChina-WFE-risksemi-cap-cyclicaldeep-cyclical-high-quality
updated 2026-08-01
MA
Mastercard Incorporated
payments-networkcard-railsduopolyvalue-added-servicesstablecoinwide-moatcompoundercross-border
updated 2026-08-01
META
Meta Platforms, Inc.
mega-capsocial-mediaAIReality-Labsadvertisingdual-classfounder-controlledSuperintelligence-LabsScale-AIManusARI-roboticsAI-capex
updated 2026-08-01
MP
MP Materials Corp.
rare-earthcritical-mineralsdefensemagneticsNdPrDoD-strategic-partnerApple-partnermine-to-magnetrobotics-supply-chainChina-decouplingpre-profit
updated 2026-08-01
MPWR
Monolithic Power Systems, Inc.
AI-datacenterpower-management-ICPoLvertical-power-deliveryBCD-fablessNVIDIA-supplier800V-HVDCautomotivediversified-analogfounder-led
updated 2026-08-01
MRVL
Marvell Technology, Inc.
AI-datacentercustom-ASICoptical-DSPCPOhyperscaler-supplier
updated 2026-08-01
MSFT
Microsoft Corporation
mega-capcloudAIAzureOpenAI-partnerenterprise-softwarecapex-beta
updated 2026-08-01
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 2026-08-01
NBIS
Nebius Group N.V.
FPIAI-cloudGPUneocloudAI-datacenterNVIDIA-backedearly-stagecapex-betasum-of-parts
updated 2026-08-01
NFLX
Netflix, Inc.
streamingsubscription-2Cadvertising-growthcontent-IPWBD-deal-terminated10-for-1-split-2025founder-Hastings-exit
updated 2026-08-01
NOK
Nokia Corporation
foreign-private-issuerAI-datacenter-networkingoptical-DCIAI-RANNVIDIA-investmentInfinera-acquisitionICEYE-investmentinsider-buying-cluster20F-filerpatent-licensingdiscontinued-ops-recastAI-Cloud-order-intake
updated 2026-08-01
NVDA
NVIDIA Corporation
AIGPUData CenterSemiconductorsBlackwellCUDALLM InfrastructureAgentic AINVLinkSilicon PhotonicsAutonomous VehiclesRobotics
updated 2026-08-01
NVTS
Navitas Semiconductor Corporation
800V-HVDCAI-datacenterEVfast-chargerfounder-departureGaNgrid-energyhigh-betamomentumNavitas-2.0NVIDIA-MGX-ecosystempower-semiSiCsmall-capunprofitablewolfspeed-patent-litigation
updated 2026-08-01
OKLO
Oklo Inc.
nuclearSMRadvanced-reactorfast-reactorfuel-recyclingAI-powerpre-revenueSam-Altmandata-center-power
updated 2026-08-01
ON
ON Semiconductor Corporation (onsemi)
SiCEliteSiCpower-semiconductor800VAI-datacenterautomotiveimage-sensorIDMcyclical-recoveryintelligent-powerGaN-SiC-peerSynaptics-M&APhysical-AIEdge-AI
updated 2026-08-01
ONDS
Ondas Inc. (formerly Ondas Holdings Inc.)
defenseautonomous-systemsdronescounter-UASPalantir-partnerIsraeli-defense-roll-upsmall-cap-to-mid-capBlue-UASspeculative-growthdilution-heavyEurosatory-LADOS
updated 2026-08-01
ONTO
Onto Innovation Inc.
semicapprocess-controlmetrologyinspectionadvanced-packagingHBMAI-datacenteryield-softwarecapex-beta
updated 2026-08-01
ORCL
Oracle Corporation
AI-infrastructureOCIOracle-Cloud-InfrastructureRPO-megaStargate-OpenAIfounder-ledmega-capdata-center-buildoutcapex-heavyfiscal-may
updated 2026-08-01
OSCR
Oscar Health, Inc.
health-insuranceACAindividual-markettech-enabledpre-profit-turningmanaged-care
updated 2026-08-01
OUST
Ouster, Inc.
small-capLiDARautonomous-drivingroboticssmart-infrastructurepost-SPACVelodyne-mergerPhysical-AIfounder-CEOStereoLabs-acquisitionATM-dilutionNVIDIA-partnerFujifilm-partnerRev8-color-LiDARARGUS-counter-droneFieldAI-roboticsdefense-perception
updated 2026-08-01
PDD
PDD Holdings Inc.
FPI20-FChina-ADRe-commercePinduoduoTemucross-borderVIEno-guidancenet-cash
updated 2026-08-01
PL
Planet Labs PBC
spaceearth-observationsaasdefense-intelligencesatelliteai-platformpre-profitatm-dilution
updated 2026-08-01
PLTR
Palantir Technologies Inc.
AIAIPdefensedata-platformontologyFoundryGothamS&P-500Nasdaq-100founder-controlledthree-class-stockhigh-SBCextreme-valuation
updated 2026-08-01
POWI
Power Integrations, Inc.
power-managementGaNAC-DChigh-voltagefablessEV-chargingrenewableDC-transmissionCEO-transitionsmall-cap-semiAI-datacenter-800V-HVDC
updated 2026-08-01
QBTS
D-Wave Quantum Inc.
quantum-computingquantum-annealinggate-modelpre-profitdual-platformQCI-acquisitionCHIPS-ActATM-dilutioninsider-sellingstory-stock
updated 2026-08-01
RDDT
Reddit, Inc.
social-mediaadvertisingAI-data-licensingGoogle-OpenAI-dealspost-IPO-2024founder-leddual-classS&P500-candidate
updated 2026-08-01
RGTI
Rigetti Computing, Inc.
quantumsuperconductingfull-stackpre-profitCHIPS-Acton-premisesFab-1chiplet-architecture
updated 2026-08-01
RKLB
Rocket Lab Corporation
spacelaunchsatellitedefenseneutronvertical-integrationpre-profitgrowthnasdaq-100extreme-ev-salesiridium-mergerm-and-a
updated 2026-08-01
RXRX
Recursion Pharmaceuticals, Inc.
ai-drug-discoverytechbioclinical-stageloss-makingnvidia-backedexscientia-mergercash-runway-watch
updated 2026-08-01
SDGR
Schrödinger, Inc.
AI-drug-discoveryphysics-based-simulationFEP+computational-chemistryML-molecular-designGPU-acceleratedNVIDIA-partnerGates-backedloss-makingSaaS-transitionARRACV
updated 2026-08-01
SMR
NuScale Power Corporation
SMRnuclearNRC-approvedTVA-6GWENTRA1RoPower-RomaniaFluor-exitATM-dilutionpre-orderdata-center-powerdatacenter-firm-power
updated 2026-08-01
SMTC
Semtech Corporation
AI-datacenteroptical-connectivityactive-copper-cableFiberEdgeCopperEdgeLoRaturnaroundanalog-semiconductor
updated 2026-08-01
SNDK
Sandisk Corporation
NANDAI存储超级周期NBMBiCS8HBF分拆新股数据中心存储Kioxia合资Flash Venturescapex-betahyperscaler-capex
updated 2026-08-01
SNPS
Synopsys, Inc.
EDAAI-chip-designANSYS-integrationplatform-acquisitionNVIDIA-strategic-partnerElliott-activistmultiphysics-simulationDesign-IPduopoly-with-CDNS
updated 2026-08-01
SPCX
Space Exploration Technologies Corp.
mega-IPO-2026StarlinkStarshipxAI-GrokAI-datacenterStarshield-defensecontrolled-companylockup-overhangstory-stock-SOTP
updated 2026-08-05
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 2026-08-01
TE
T1 Energy Inc.
solarmanufacturingdomestic-supply-chain45XFEOCG2_Austinenergy-transitionhyperscalerAI-infrastructureBESSKORE-Powerenergy-storageTreaty-OakMeta-PPAdatacenter-powershort-target
updated 2026-08-01
TMC
TMC the metals company Inc.
deep-sea-miningcritical-mineralspre-revenuenickelcobaltcopperrare-earthNOAAKorea-ZincAllseasESG-contrarianTrump-regulatory-tailwind
updated 2026-08-01
TMO
Thermo Fisher Scientific Inc.
life-sciences-toolsCROCDMObioprocessingdiagnosticsmass-specChina-tariff-exposurewide-moat-compounder
updated 2026-08-01
TSLA
Tesla, Inc.
EVrobotaxiFSD-autonomyOptimus-humanoidenergy-storageAI-computeMuskmega-capstory-stock
updated 2026-08-01
TSM
Taiwan Semiconductor Manufacturing Company Limited
semiconductorfoundryAITSMCFPIHPCadvanced-processTaiwanArizona2nmCoWoS
updated 2026-08-01
UMAC
Unusual Machines, Inc.
dronedefenseNDAAFPVsmall-caphypergrowthpre-profit
updated 2026-08-01
USAR
USA Rare Earth, Inc.
rare-earthmagnetscritical-mineralsdefenseAIroboticsmine-to-magnetNdFeBpre-profitgovernment-backed
updated 2026-08-01
UUUU
Energy Fuels Inc.
uraniumrare-earthcritical-mineralsnuclear-energyEV-supply-chaindefense-materialspre-profitconvertible-notesCEO-transition
updated 2026-08-01
VICR
Vicor Corporation
800VHVDCVPDvertical-power-deliveryfactorized-powerFPAAI-datacenterpower-modulesIP-licensingITC-litigationCerebrasfounder-controlleddual-classcapex-betalumpy-revenuesingle-customer-concentration
updated 2026-08-01
VPG
Vishay Precision Group, Inc.
humanoid-roboticsforce-torque-sensorstactile-sensingphysical-AIprecision-resistorsstrain-gagedefense-avionicsfamily-controlleddual-classnarrative-reratingsmall-capdemand-supply-chain
updated 2026-08-01
VRT
Vertiv Holdings Co
AI-datacenterliquid-coolingcapex-betaNVIDIA-NVL72-ecosystemhyperscaler-infrastructureindustrial-IG-creditSPAC-graduateHoneywell-Dave-CoteOhio-HQM&A-active
updated 2026-08-01
VST
Vistra Corp.
AI-datacenter-powernuclearnatural-gasERCOTPJMIPPhyperscaler-PPAAWSMetaFCFbGbuyback-compounder
updated 2026-08-01
WDC
Western Digital Corporation
HDDAI存储数据中心云存储Sandisk剥离后纯HDDcapex-beta近线HDD短缺
updated 2026-08-01
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 2026-08-01
XE
X-Energy, Inc.
nuclearSMRHTGRadvanced-nuclearXe-100TRISOAI-energyIPO-2026DOE-ARDPpre-revenueAmazon-backed
updated 2026-08-01