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Anfield Energy's updated PEA makes the Shootaring mill restart look explosive, but AEC is still a no-revenue uranium developer that has to clear permits, capital, reserves, construction, and first production.
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Rubrik reported FY2026 revenue of $1.3 billion, FY2026 operating cash flow of $282.9 million, a FY2026 net loss of $348.8 million and $380.2 million of cash. The thesis depends on subscription durability, data security demand, operating leverage, cash conversi
OpenQ2 Holdings reported FY2025 revenue of $794.8 million, Q1 2026 revenue of $216.5 million, FY2025 operating cash flow of $201.5 million and Q1 2026 net income of $26.6 million. The thesis depends on banking software demand, subscription durability, margin expan
OpenPhillips 66 reported $132.4 billion of 2025 revenue and $5.0 billion of operating cash flow, but first-quarter 2026 cash flow turned negative and the thesis depends on refining margins, midstream stability, capital discipline and leverage through the cycle.
OpenOkta reported FY2026 revenue of $2.9 billion, FY2026 operating income of $149 million and FY2026 operating cash flow of $884 million. The thesis depends on identity demand, retention, remaining performance obligations, margin discipline and security-platform c
OpenA Micron five-year double thesis focused on HBM demand, DRAM/NAND cycle discipline, capital intensity, and whether AI memory improves through-cycle economics.
OpenA refreshed Micron Technology thesis using latest official May 2026 data, Q2 FY2026 results, HBM4 production, AI server memory demand, data-center mix, U.S. manufacturing updates, capex, balance-sheet strength, and cycle risk.
OpenA Microsoft five-year double thesis focused on Azure AI demand, Copilot monetization, enterprise distribution, capital intensity, and regulatory risk.
OpenA Coverage Bootstrap Microsoft company evaluation covering Azure, Microsoft 365, Copilot, AI capex, enterprise distribution, security, gaming, regulation, and valuation setup.
OpenGitLab reported FY2026 revenue of $955.2 million, gross profit of $834.5 million, operating loss of $70.5 million and operating cash flow of $232.9 million. The setup depends on DevSecOps adoption, platform consolidation, gross-margin durability, operating dis
OpenEOG reported FY2025 revenue of $22.6 billion, operating cash flow of $10.0 billion and Q1 2026 revenue of $6.9 billion. The thesis depends on commodity prices, drilling discipline, cost control, reserve quality and shareholder-return durability.
OpenDiamondback reported FY2025 revenue of $15.0 billion, operating cash flow of $8.8 billion and Q1 2026 revenue of $4.2 billion. The thesis depends on Permian well productivity, commodity prices, capital spending, acquisition integration and shareholder-return d
OpenA Constellation five-year double thesis focused on clean firm power scarcity, nuclear fleet value, data-center PPAs, regulation, and acquisition execution.
OpenA Coverage Bootstrap Constellation Energy company evaluation covering nuclear fleet economics, clean firm power, data-center PPAs, regulation, fleet reliability, acquisitions, and valuation risk.
OpenCaterpillar reported FY2025 revenue of $67.6 billion, FY2025 operating income of $11.2 billion and Q1 2026 revenue of $17.4 billion. The thesis is dealer-network strength, margin durability and cash generation through an industrial cycle.
OpenA Bloom Energy five-year double thesis focused on data-center distributed power, fuel-cell economics, backlog quality, margins, cash flow, and execution risk.
OpenA Coverage Bootstrap Bloom Energy company evaluation covering fuel cells, data-center power demand, revenue growth, adjusted EBITDA, margins, project execution, cash flow, and risk controls.
OpenA Broadcom five-year double thesis focused on custom AI silicon, Ethernet networking, VMware free cash flow, customer concentration, and integration risk.
OpenA Coverage Bootstrap Broadcom company evaluation covering custom AI silicon, Ethernet networking, VMware, free cash flow, customer concentration, integration risk, and valuation discipline.
OpenC3.ai ended FY2026 with preliminary revenue inside guidance and a large cash and investments balance, but the latest evidence is dominated by a sharp revenue reset, weak Q3 gross margin, negative free cash flow, a 26% workforce reduction and Thomas Siebel's re
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