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Nano Nuclear Energy has cash, a KRONOS MMR NRC review milestone, and a nuclear logistics acquisition, but investors still need revenue proof.
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SEC filings, financial facts, source resources, and Goglides workspace context for NUSCALE POWER Corp.
OpenSEC filings, financial facts, source resources, and Goglides workspace context for Axcelis Technologies, Inc..
OpenSEC filings, financial facts, source resources, and Goglides workspace context for NRC HEALTH.
OpenSmall modular reactors sound like a data-center power answer, but NuScale still has to prove commercialization.
OpenElectronic Arts reported FY2026 revenue of $7.5 billion, operating income of $1.2 billion and operating cash flow of $2.6 billion. The thesis depends on sports franchises, live services, player engagement, new game execution and disciplined content investment.
OpenAllied still has HyperX Arena Las Vegas, Z-Tech mobile games, and a balance-sheet cushion, but the current thesis is about the late 10-K, Nasdaq delisting risk, reverse-split vote, Knighted settlement, and whether revenue can ever catch the cost base.
OpenAxcelis has a focused ion-implant franchise, a sizable installed-base service layer, strong cash and investment liquidity, and Veeco optionality. The hard part is that power and mature-node digestion have pulled revenue down, backlog is lower, export controls
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