opc · equity research archive
SEC-sourced deep-dive analyses, cached + indexed
8 companies
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
MRVL
Marvell Technology, Inc.
AI-datacenter
custom-ASIC
optical-DSP
CPO
hyperscaler-supplier
updated 2026-05-27
NOK
Nokia Corporation
foreign-private-issuer
AI-RAN
optical
Infinera-acquisition
20F-filer
updated 2026-05-27
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
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
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