← Back to Home
⬡
FUTUROLOGY
RESEARCH
◇
Experimental v2 · Daily market snapshot + analyst popovers

Company Ecosystem v2

A protected test version of the Futurology company page. The existing companies.html page is untouched. This version adds analyst target upside, consensus rating, Analyst Edge scoring, ETF benchmark rows and compact 52-week price-path popovers.

Original page untouchedTarget % / Rating / EdgeCompact hover/tap card52W sparkline readyMobile tap support
v2 test note: this page loads /investing/futurology/data/analyst-edge.json. Run the Analyst Edge workflow after replacing the Python generator so the popover sparklines use the new 52-week data.
Analyst data not loaded yet. Market data will still load from the existing worker.

Priority Cross-Theme Watchlist

These are the companies most worth returning to for deeper research notes because they appear in multiple themes, sit on an enabling bottleneck, or have unusually strong thematic relevance.

PriorityCompanyTickerMain themeValue-chain roleStatusNext research note angle
1CEVACEVAAI / Human Augmentation / RoboticsEdge-AI NPU/DSP/connectivity IPCore watchlistRoyalty model, Physical AI licensing, edge inference economics.
2ClearPoint NeuroCLPTHuman EnhancementNeuro-navigation and CNS delivery infrastructureCore watchlistBCI-adjacent picks-and-shovels, guidance, partner trials, cash burn.
3BrainsWayBWAYHuman EnhancementProfitable neurostimulation platformCore watchlistProfitability, reimbursement, Deep TMS adoption and competitive position.
4CogstateCGS.AXHuman EnhancementDigital cognition measurementCore watchlistBacklog, pharma trial embedding, margin profile and valuation.
5Fluence EnergyFLNCEnergyGrid-scale storage and optimisation softwareCore watchlistBacklog conversion, margins, AI/data-centre power demand.
6Rocket LabRKLBSpace / DefenceLaunch, spacecraft, space systems and defence-space infrastructureCategory anchorBacklog, Neutron, defence contracts, valuation discipline.
7Planet LabsPLSpaceEarth observation and AI-ready geospatial dataCore watchlistBacklog, FCF, defence/civil data demand and AI analytics.
8RedwireRDWSpaceSpace systems/components supplierCore watchlistBook-to-bill, margin expansion, defence-space exposure.
9OusterOUSTMobility / RoboticsDigital LiDAR, perception and sensor fusionCore watchlistShipment growth, industrial/robotics mix, margin quality.
10Aehr Test SystemsAEHRComputing / AIAI processor, photonics and semiconductor test/burn-inCore watchlistAI bookings, customer concentration, cyclical order risk.

Score Meaning

  • 8–10: highest-quality or most relevant research candidates in that theme.
  • 6–7.9: useful watchlist names with meaningful caveats.
  • Below 6: speculative, financially weak, or mainly included for monitoring/context.

How v2 Works

The visible table stays clean. The Target %, Rating and Edge cells are sortable, while the Edge button opens a compact detail card for analyst targets, coverage quality, earnings/revenue estimates, 52-week price path and report status.

Loading sector tables…