Tickers A–Z

Every company Asymmetric Notes covers, A to Z, with links to each research note.

By A (Akash Chaudhari)

• AEVA: Ouster: color lidar sells, cameras carry the growth, and the cash comes from new shares
• ALAB: Astera Labs: the switch ramp is real, and the stock already halved
• AMD: AMD: the GPU ramp is here, and AMD is helping its customers pay for it
• AMKR: Amkor: America's only scale OSAT, priced like a phone supplier
• AUID: OneSpan and the identity guards: who gets paid when AI agents hit the banks
• AXTI: AXT: the indium phosphide squeeze, priced for it
• BE: Bloom Energy: revenue more than doubled, the cash has not caught up yet
• CIFR: Cipher: a landlord sitting on power, with a lot of debt on top
• CRDO: Astera Labs: the switch ramp is real, and the stock already halved
• FCEL: Bloom Energy: revenue more than doubled, the cash has not caught up yet
• GEV: INNIO: the engine maker AI data centers pay up front
• GOOGL: Google Q3 2026: the core beat, the cash did not
• IDN: OneSpan and the identity guards: who gets paid when AI agents hit the banks
• INIO: INNIO: the engine maker AI data centers pay up front
• MITK: OneSpan and the identity guards: who gets paid when AI agents hit the banks
• MXL: MaxLinear: the optical chip ramp is real, the balance sheet is thin
• NOK: Nokia: an AI optics story inside a telco shell
• NVDA: AMD: the GPU ramp is here, and AMD is helping its customers pay for it
• OSPN: OneSpan and the identity guards: who gets paid when AI agents hit the banks
• OUST: Ouster: color lidar sells, cameras carry the growth, and the cash comes from new shares
• RMBS: Rambus: a cash fortress the market treats like a chip cyclical
• SHAZ: SharonAI: a sovereign neocloud, read from the 10-Q
• SLAB: MaxLinear: the optical chip ramp is real, the balance sheet is thin
• YOU: OneSpan and the identity guards: who gets paid when AI agents hit the banks