Watchlist

SORT:25 shown
$SIVE
Sivers Semiconductors
Legendary
$1.5B
$10.0B
180
CPO LasersSilicon PhotonicsVolume Ramp
$AXTI
AXT Inc
Legendary
$5.3B
$15.0B
45
InP Substrate Supply ChainActive Bottleneck
$SOI
Soitec
Legendary
$4.5B
$10.0B
38
Silicon PhotonicsActive Bottleneck
$AAOI
Applied Optoelectronics
High Conviction
$13.0B
$30.0B
52
CPO LasersVolume Ramp
$IQE
IQE plc
High Conviction
$350M
$1.5B
33
InP Substrate Supply ChainVolume Ramp
$AEHR
Aehr Test Systems
High Conviction
$900M
$3.0B
28
CPO LasersVolume Ramp
$NBIS
Nebius Group
High Conviction
$8.0B
$20.0B
12
NeocloudsMass Production
$HPS.A
Hammond Power Solutions
High Conviction
$800M
$2.0B
18
Transformer & Grid InfrastructureActive Bottleneck
$LPK
LPKF Laser & Electronics
High Conviction
$360M
$3.6B
25
Glass Core SubstratesQualifying
$ALRIB
Riber SA
High Conviction
$300M
$1.2B
15
Quantum & MBEEarly R&D
MSSCorps
MSSCorp
High Conviction
$1.4B
$7.0B
22
CPO LasersQualifying
$MRVL
Marvell Technology
Medium
$55.0B
$100.0B
28
CPO LasersVolume Ramp
$ARM
Arm Holdings
Medium
$200.0B
$300.0B
15
NeocloudsMass Production
$INTC
Intel Corporation
Medium
$100.0B
$150.0B
20
InP Substrate Supply ChainActive Bottleneck
$SNDK
SanDisk
Medium
$18.0B
$25.0B
16
HBM4 Memory CapexMass Production
$TOWA
Towa Corporation
Medium
$1.4B
$4.0B
14
HBM4 Memory CapexMass Production
Auros
Auros Inc
Medium
$270M
$900M
10
HBM4 Memory CapexQualifying
$RDDT
Reddit
Medium
$10.0B
$18.0B
14
NeocloudsMass Production
$HIMS
Hims & Hers Health
Medium
$2.5B
$4.5B
10
NeocloudsQualifying
$EWY
iShares MSCI South Korea ETF
Medium
—
—
8
HBM4 Memory CapexMass Production
$AMSC
American Superconductor
Medium
$500M
$1.5B
8
Transformer & Grid InfrastructureActive Bottleneck
Shunsin
Shunsin Technology (Foxconn Optical)
Medium
$800M
$3.0B
9
CPO LasersVolume Ramp
Win Semi
WIN Semiconductors
Medium
$3.0B
$8.0B
12
CPO LasersVolume Ramp
$YSS
York Space Systems
Monitor
—
—
6
Quantum & MBEEarly R&D
$POET
POET Technologies
Monitor
$450M
—
18
CPO LasersQualifying