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SEC filings, financial facts, source resources, and Goglides workspace context for Super Micro Computer, Inc..
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Zscaler reported FY2025 revenue of $2.7 billion and Q2 FY2026 revenue of $815.8 million. The thesis depends on zero-trust demand, large-customer expansion, billings quality, operating leverage, stock compensation and cash conversion.
OpenNano Nuclear Energy has cash, a KRONOS MMR NRC review milestone, and a nuclear logistics acquisition, but investors still need revenue proof.
OpenAI-server demand is large, but the liquidity story is about cash, working capital, and volatility.
OpenSuper Micro Computer reported $21.97 billion of fiscal 2025 revenue and $10.24 billion of calendar Q1 2026 revenue. The thesis turns on AI-server demand, customer concentration, working-capital pressure, governance controls and cash conversion.
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