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MongoDB reported FY2026 revenue of $2.46 billion and positive operating cash flow, but GAAP operating and net losses keep the thesis tied to durable subscription growth, Atlas execution and cash conversion.
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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