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SEC filings, financial facts, source resources, and Goglides workspace context for SentinelOne, Inc..
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SEC filings, financial facts, source resources, and Goglides workspace context for AMAZON COM INC.
OpenS has an annual revenue baseline of $1.00B, latest revenue marker of $258.9M fiscal Q3 2026, annual net income of -$450.7M and cash of $169.6M. The thesis depends on revenue durability, margins, cash conversion and balance-sheet discipline.
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.
OpenMercadoLibre's Q1 2026 TPV was about 4.6x marketplace GMV, showing that Mercado Pago is more than a checkout layer. Amazon has the larger global machine, but official filings do not show a comparable disclosed Latin America fintech flywheel.
OpenAmazon reported 2025 revenue of $716.9 billion and Q1 2026 revenue of $181.5 billion. The thesis depends on AWS growth, advertising scale, retail margin, fulfillment efficiency and AI capital intensity.
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