| Ticker | Company | Sector / Industry | SEC Baseline | Models & Theses | |
|---|---|---|---|---|---|
| AAOI | APPLIED OPTOELECTRONICS, INC. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| ADEA | Adeia Inc. | Transportation & Public Utilities Cable & Other Pay Television Services | not generated | — | ✨ Generate✍️ Post thesis |
| ADI | ANALOG DEVICES INC | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| AIP | Arteris, Inc. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| ALAB | Astera Labs, Inc. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| ALGM | ALLEGRO MICROSYSTEMS, INC. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| AMAT | APPLIED MATERIALS INC /DE | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| AMBA | AMBARELLA INC | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| AMBQ | Ambiq Micro, Inc. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| AMCX | AMC Networks Inc. | Transportation & Public Utilities Cable & Other Pay Television Services | not generated | — | ✨ Generate✍️ Post thesis |
| AMD | ADVANCED MICRO DEVICES INC | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| AMKR | AMKOR TECHNOLOGY, INC. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR Ltd | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| ARM | ARM HOLDINGS PLC /UK | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| ARRY | Array Technologies, Inc. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| ASX | ASE Technology Holding Co., Ltd. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| ATEYY | ADVANTEST CORP | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| AVGO | Broadcom Inc. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| AXTI | AXT INC | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| BMI | BADGER METER INC | Manufacturing Totalizing Fluid Meters & Counting Devices | not generated | — | ✨ Generate✍️ Post thesis |
| CABO | Cable One, Inc. | Transportation & Public Utilities Cable & Other Pay Television Services | not generated | — | ✨ Generate✍️ Post thesis |
| CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | Transportation & Public Utilities Cable & Other Pay Television Services | not generated | — | ✨ Generate✍️ Post thesis |
| CMCSA | COMCAST CORP | Transportation & Public Utilities Cable & Other Pay Television Services | not generated | — | ✨ Generate✍️ Post thesis |
| CRDO | Credo Technology Group Holding Ltd | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| CRUS | CIRRUS LOGIC, INC. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| CRVW | CareView Communications Inc | — | not generated | — | ✨ Generate✍️ Post thesis |
| CSIQ | Canadian Solar Inc. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| DIOD | DIODES INC /DEL/ | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| DQ | DAQO NEW ENERGY CORP. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| ENPH | Enphase Energy, Inc. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| EVC | ENTRAVISION COMMUNICATIONS CORP | Transportation & Public Utilities Television Broadcasting Stations | not generated | — | ✨ Generate✍️ Post thesis |
| EVI | EVI INDUSTRIES, INC. | Services Services-Personal Services | not generated | — | ✨ Generate✍️ Post thesis |
| FORM | FORMFACTOR INC | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| FOXA | Fox Corp | Transportation & Public Utilities Television Broadcasting Stations | not generated | — | ✨ Generate✍️ Post thesis |
| FSLR | FIRST SOLAR, INC. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| FWONA | Liberty Media Corp | Transportation & Public Utilities Television Broadcasting Stations | not generated | — | ✨ Generate✍️ Post thesis |
| GEVI | CitroTech Inc. | — | not generated | — | ✨ Generate✍️ Post thesis |
| GFS | GLOBALFOUNDRIES Inc. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| GLIBA | GCI Liberty, Inc. | Transportation & Public Utilities Cable & Other Pay Television Services | not generated | — | ✨ Generate✍️ Post thesis |
| GRPFF | GRUPO TELEVISA, S.A.B. | — | not generated | — | ✨ Generate✍️ Post thesis |
| GTN | GRAY MEDIA, INC | Transportation & Public Utilities Television Broadcasting Stations | not generated | — | ✨ Generate✍️ Post thesis |
| HIMX | Himax Technologies, Inc. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| ICHR | ICHOR HOLDINGS, LTD. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| IFNNY | INFINEON TECHNOLOGIES AG | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| IMOS | CHIPMOS TECHNOLOGIES INC | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| INDI | indie Semiconductor, Inc. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| INTC | INTEL CORP | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| IPGP | IPG PHOTONICS CORP | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| JKS | JinkoSolar Holding Co., Ltd. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| KLIC | KULICKE & SOFFA INDUSTRIES INC | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |