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About us
OPTO is passionate about the potential of innovative companies to shape the future. We live in an era of rapid technological advancement, often referred to as the ‘Exponential Age’; during this time, ground-breaking technologies are converging, driving innovation at an unprecedented pace. OPTO provides you with the tools to explore and analyse the world’s most innovative public companies. This framework starts with identifying promising long-term investment themes, like Blockchain, Artificial intelligence, and Space exploration. After that, you can discover companies with great potential related to those themes. OPTO aims to simplify your journey towards discovering, analysing, and contributing to the growth of these businesses. Subscribe to our Youtube channel: @OptoThemes https://optothemes.com/disclosures
- Website
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https://optothemes.com/
External link for OPTO
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- London, England
- Type
- Public Company
- Founded
- 2018
Locations
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Primary
133 Houndsditch
London, England EC3A 7BX, GB
Employees at OPTO
Updates
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🎙️ New episode out now! 📉 🌏 Jens Nordvig, Co-founder and CEO of MarketReader, delves into why China’s growth slowdown to 2% won't be surprising. The ripple effects on global inflation and monetary policy, from manufactured goods to commodity prices, are significant. 📺 Watch the full interview: https://lnkd.in/eZjU4ch8 #GlobalEconomy #China #MonetaryPolicy #Inflation
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🎙️ New episode out now! Today, Jens Nordvig, Co-founder and CEO of MarketReader, discusses how the dollar might react during a second Trump term, the rise of ‘Trump Trades’, and his outlook on inflation and potential Fed's rate cuts. 📺 Watch the full interview: https://lnkd.in/eZjU4ch8 #MarketAnalysis #TrumpTrades #Inflation #FederalReserve #InterestRates #Dollar #EconomicOutlook
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Twilio's Path to Steady Growth and Market Leadership 🚀 FactSet analysts project steady revenue growth for Twilio. As the CPaaS leader with a 24.1% market share (IDC, Sep '23), Twilio remains ahead of competitors like Vonage (acquired by Ericsson [ERIC]) and Cisco’s [CSCO] Webex. In Q1 2024, Twilio reported a net loss of $55.35M, significantly improved from a $342.14M loss the previous year, and turned a negative free cash flow of $114M into a positive $177M. However, Q1 revenue grew only 4%, reaching $1.05B. CFO Aidan Viggiano remains optimistic: “While we’re working through reaccelerating growth, we’re confident in our ability to get there on both profit and cash.” 🔓 Access our full report via Substack 👉 https://lnkd.in/eD8geQQg #Twilio #CPaaS #MarketLeader #Growth #Profitability 📈
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⚔️ AI Wars: Who's Leading the New Global Arms Race? 🎙️ Vijay Harpalani, CFA, Field CTO at ScaleAI, discusses global competition for AI talent and regulatory challenges faced by companies like Scale AI working across the US and UK, in the wider context of the new arms race against China. 📺 Watch the full interview: https://lnkd.in/eZjU4ch8 #AIWars #GlobalArmsRace #AITalent #RegulatoryChallenges #TechCompetition
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🌱 Clean Energy Growth: Solar Power on the Rise Post-Covid The post-Covid demand for clean energy is booming! Governments and enterprises are increasingly committed to achieving net-zero targets, with initiatives like the 2022 Inflation Reduction Act (IRA) driving significant change. 🌍 The IRA is particularly transformative for the solar power industry in the US. According to Wood Mackenzie and the Solar Energy Industries Association (SEIA), the IRA is expected to boost US solar power deployment by 48% over the next decade. 🌞 🗝️ Access the full report via Substack: https://lnkd.in/eibaCqqu #CleanEnergy #SolarPower #NetZero #IRA2022 #Sustainability #RenewableEnergy #EnergyTransition
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🎙️ New episode out now! 🤖 Building ‘Trustworthy’ AI from a Data-Centric Engine 🦾 Vijay Karunamurthy, Field CTO at Scale AI, discusses how his company has evolved from labelling data for autonomous driving to enabling a range of applications for companies, including OpenAI. 📺 Watch the full interview: https://lnkd.in/eZjU4ch8 #ArtificialIntelligence #TechInnovation #DataScience #MachineLearning
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🌞 First Solar: Leading the Charge in Thin-Film Solar Panels 🌞 As the world’s leading producer of thin-film solar panels, First Solar holds approximately 45% of the global market share. 📈 Impressive Performance: As of July 19, First Solar's share price has gained 26% year-to-date and 12% over the last 12 months. These gains are especially remarkable in contrast to many peers in the renewables and solar energy sectors. For instance, the $TAN ETF and the $PBD ETF fell 42% and 28.6% respectively over the same period. 🗞️ Access the full report via our Substack: https://lnkd.in/eibaCqqu #RenewableEnergy #SolarTech #CleanEnergy #Sustainability #GreenTech
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🌞 First Solar: Leading the Charge in Thin-Film Solar Panels 🌞 As the world’s leading producer of thin-film solar panels, First Solar holds approximately 45% of the global market share. 📈 Impressive Performance: As of July 19, First Solar's share price has gained 26% year-to-date and 12% over the last 12 months. These gains are especially remarkable in contrast to many peers in the renewables and solar energy sectors. For instance, the $TAN ETF and the $PBD ETF fell 42% and 28.6% respectively over the same period. 🗞️ Access the full report via our Substack: https://lnkd.in/eibaCqqu #RenewableEnergy #SolarTech #CleanEnergy #Sustainability #GreenTech
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💡 NVIDIA and Supermicro Lead the Charge in Data Center Growth 🚀 NVIDIA’s data center revenue growth between 2022 and 2023 has been the talk of Wall Street. Supermicro's competitors haven't kept pace over the last 3 years. 📈 In the latest quarter: 🔹 $SMCI: +201% YoY 🔹 $NVDA Data Center: +427% YoY 🔹 $DELL ISG: +22% YoY 🔹 $HPE Server: +17.6% YoY The trend is clear: NVIDIA's server revenue is soaring, taking Supermicro along and eating into the market share of the industry's giants. 💼📊 🔓 Access our full report via Substack 👉 https://lnkd.in/eibaCqqu #TechTrends #Nvidia #SuperMicro #DataCenterGrowth #BusinessGrowth #TechIndustry