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Official-source baseline for Applied Optoelectronics using SEC submissions, SEC XBRL companyfacts, the FY2025 10-K, Q1 FY2026 10-Q, Q1 FY2026 earnings 8-K and release, 2026 proxy, and optical-networking peer filings.
OpenA TSMC five-year double thesis focused on advanced-node foundry leadership, advanced packaging, AI customer demand, capex, margins, and Taiwan risk.
OpenA Coverage Bootstrap TSMC company evaluation covering advanced-node foundry leadership, CoWoS, customers, margins, capex, global fabs, Taiwan risk, and valuation setup.
OpenA filing-led NVDA five-year double thesis focused on data-center demand, CUDA lock-in, networking attach, margin durability, and valuation risk.
OpenA Coverage Bootstrap NVIDIA company evaluation covering AI accelerators, CUDA, networking, data-center concentration, margins, export controls, valuation risk, and proof gates.
OpenA Micron five-year double thesis focused on HBM demand, DRAM/NAND cycle discipline, capital intensity, and whether AI memory improves through-cycle economics.
OpenA refreshed Micron Technology thesis using latest official May 2026 data, Q2 FY2026 results, HBM4 production, AI server memory demand, data-center mix, U.S. manufacturing updates, capex, balance-sheet strength, and cycle risk.
OpenA Broadcom five-year double thesis focused on custom AI silicon, Ethernet networking, VMware free cash flow, customer concentration, and integration risk.
OpenA Coverage Bootstrap Broadcom company evaluation covering custom AI silicon, Ethernet networking, VMware, free cash flow, customer concentration, integration risk, and valuation discipline.
OpenAn ASML five-year double thesis focused on EUV scarcity, High-NA adoption, China/export-control risk, bookings visibility, and semiconductor capex cycles.
OpenA Coverage Bootstrap ASML company evaluation covering the business model, EUV and DUV products, customers, moat, financial quality, export-control risk, valuation setup, and watchlist triggers.
OpenAI Infrastructure Acquisition Corp. is a newly public SPAC with $140.5 million in trust, $1.1 million of cash outside trust, no operating revenue, no announced target and an April 6, 2027 deadline. The current thesis is trust math, sponsor incentives and futur
OpenAimei Health is no longer a healthcare-search story. It is a high-risk de-SPAC watch where a small remaining SPAC trust is trying to close a $1.5 billion all-share United Hydrogen transaction.
OpenAEXA is not a business yet. It is a NYSE-listed SPAC with $351.4 million in trust, $0.3 million of cash outside trust, no selected target as of March 31, 2026, and public shareholder economics that turn on redemption value, sponsor incentives and the future de
OpenAeva has the kind of customer list lidar startups chase: Daimler Truck, a Top 10 European OEM, NVIDIA, Forterra, Nikon and smart-infrastructure deployments. The catch is that revenue is still $6.3 million a quarter, broad-based deliveries are not expected in 2
OpenActivate Energy has no wells, no operating revenue, and no target yet. The source-backed story is a $230.6 million trust account, a December 2027 deal clock, oil-and-gas sponsor ambition, and a structure where Class A shares and warrants carry very different r
OpenADI is not a pure AI stock. It is a cash-rich analog semiconductor leader where industrial recovery, automotive resilience, and data-center infrastructure orders are now arriving at the same time.
OpenAmerican Drive Acquisition Company gives investors a documented SPAC trust, a defense/logistics/technology/AI search mandate, and no operating target yet. The useful question is whether the eventual deal beats the promote, warrants, redemption risk, and deadli
OpenACAA gives investors a real trust account, a health-and-technology sponsor story, and almost no operating company to analyze. The question is whether that blank check becomes a disciplined de-SPAC or another dilution machine.
OpenAxcelis has a focused ion-implant franchise, a sizable installed-base service layer, strong cash and investment liquidity, and Veeco optionality. The hard part is that power and mature-node digestion have pulled revenue down, backlog is lower, export controls
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