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Allied 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.
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SEC filings, financial facts, source resources, and Goglides workspace context for Assured Guaranty Ltd..
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.
OpenAssured Guaranty is a financial guaranty insurer with Q1 2026 new-business growth, record adjusted book value per share and a long buyback record, but the equity case still depends on ratings strength, insured-credit losses, PREPA and disciplined capital alloc
OpenAditxt's filings show a precommercial health-innovation platform with immune, diagnostic, infectious-disease, women's-health, and proteomics ambitions, but the source-backed decision point is Nasdaq survival, cash, dilution, and whether any program can outrun
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