Craig Bealmear, CFO of Oklo, joins OPTO Sessions to share how the company is transforming nuclear energy with small modular reactors. “I’ve only been at Oklo a year and a half, but it feels like in that time the world’s gone from ‘Why nuclear?’ to ‘Why not nuclear?’ to ‘Nuclear

New tariffs are intended to protect US manufacturing, but the EV supply chain tells a different story. OPTO looks at 3 stocks that might not be as insulated as they seem: optoforesight.substack.com/p/this-is-how-…

Ashley Johnson, President and CFO of Planet joins OPTO Sessions to discuss how the company is pushing the frontier of Earth observation. She breaks down Planet’s evolving business model and how affordable, real-time satellite data is opening up new possibilities across

Credo Technology’s active electrical cables (AECs) are quietly becoming essential to the AI data center boom — faster, smaller, and more efficient than legacy options. As AI shifts from training to real-time inference, demand is spiking. Read our in-depth analysis for more detail

Over the past 10 years, AI Investment in India has lagged behind global leaders, but an ambitious $1.2bn national strategy signals a shift. We explore how the country’s 3 top tech firms are quietly becoming key players in this transformation: optoforesight.substack.com/p/could-these-…

Copper is essential to the global economy — and the coming energy transition could double demand over the next three decades. However, with U.S. mines supplying just 5% of global copper output, Trump’s proposed tariffs are rattling the sector. We spotlight 5 companies positioning

Consumer sentiment just posted its steepest three-month decline since the 1990s. With recession fears rising and spending slowing, fintech stocks are under strain. We take a closer look at whether these 3 key players are positioned to weather the storm: optoforesight.substack.com/p/how-will-tar…

Quantum is real and commercial today, says Dr. Alan Baratz Alan Baratz, the CEO of D-Wave, in the latest episode of OPTO Sessions. He discusses the current state and future of quantum computing, emphasizing the unique capabilities of D-Wave's quantum annealing. Watch the

AMD posted a strong Q1, with data center revenue up 36% YoY - but the company still holds just 4% of the market. This context is key, especially as new U.S. export rules could cost AMD up to $1.5bn in lost sales this year. We explore how AMD is navigating growth amid constraints:

BYD and Tesla still dominate the EV space, but a few emerging players are showing signs of momentum — even as policy shifts, tariffs, and weakening subsidies weigh on the market. We break down what's driving recent growth: optoforesight.substack.com/p/can-these-3-…

One flying car company is ready to carry passengers — and is turning a profit. While some US competitors are still awaiting certification, China-based EHang is quietly taking the lead in the eVTOL race, drawing bullish attention from analysts. Read our full investment case:

VeriSign has quietly emerged as one of the S&P 500’s top performers this year, driven by steady domain revenue and minimal exposure to global trade risks. Warren Buffett is buying more — but regulatory scrutiny may pose challenges ahead. Read our full analysis:

With our new Copy Folio feature, you can instantly replicate top-performing Folios built around powerful themes like AI or major indexes like the Nasdaq 100 — then customise them to match your strategy. Find out more: cmcmarkets.com/en-gb/opto/opt…

Sir Peter Beck, CEO of Rocket Lab, returns to OPTO Sessions to talk about end-to-end space solutions, new corporate structures and its growing role in national security. Watch the full interview: youtube.com/watch?v=an53DC…

Lidar leader Hesai [HSAI] has surged 349% in the past year after record shipments and the industry’s first full-year non-GAAP profit. With 23 automaker deals and growing demand for lidar-based advanced driver-assistance systems, it's scaling fast. Read more on what’s driving the

More companies are overhauling their data centers with hyperconverged infrastructure to cut costs and boost efficiency, and competition is heating up. We spotlight three companies navigating this transformation — and positioning themselves for long-term growth:

Following Michael Saylor’s bitcoin-led transformation of Strategy, a number of public companies are experimenting with the same playbook. We examine three firms making the shift - and the financial and strategic implications: optoforesight.substack.com/p/which-stocks…

One US-based BNPL provider has defied regulatory pressure and short-seller allegations to deliver a near 900% share price surge in 12 months - and posted 123% revenue growth in Q1 alone. We explore what’s driving the momentum - and whether it’s sustainable: