Applied Optoelectronics $AAOI Deep Dive

Executive Summary: Applied Optoelectronics Inc. (AOI) NASDAQ: AAOI is a leading designer and manufacturer of fiber optic networking products. They primarily serve the cable television broadband, fiber-to-the-home, and internet data center markets. AOI excels at creating a diverse range of optical communication products, their process beginning with the meticulous development of lasers and laser components….

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Novavax $NVAX Deep Dive

Executive Summary: Novavax is a biotechnology company committed to addressing serious infectious diseases globally through the discovery, development, and delivery of innovative vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, Maryland. Novavax focuses on developing life-saving vaccines to fight infectious diseases, using a combination of recombinant protein approach, nanoparticle technology, and its patented…

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Splash Beverage Group Inc $SBEV Deep Dive

Executive Summary: Splash Beverage Group is a company focused on building a portfolio of innovative, healthy, and exciting beverage brands. They’ve been around since 1992 and are led by experienced industry veterans. Their current brands include TapouT performance drinks, Copa di Vino single-serve wines, Pulpoloco Sangria, and SALT Tequila. Splash provides resources and a platform…

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Aehr Test Systems $AEHR Deep Dive

Executive Summary: Aehr Test Systems is a leading player in the semiconductor industry, providing burn-in and test systems for logic, memory, and optical integrated circuits. With over 2,500 systems installed worldwide, their innovative solutions like the ABTS and FOX families stand out. Focusing on the growing demand for quality and reliability in automotive and mobility…

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Allurion Technologies $ALUR Deep Dive

Executive Summary: Allurion Technologies is weight loss technology company, to help tackle the widespread issue of obesity. They’ve developed the Allurion Balloon, a unique device requiring no surgery or endoscopy for placement or removal. This, paired with their comprehensive Allurion Program offering digital support, nutritional guidance, and connected health tech, empowers patients to lose weight…

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