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Redwire has fresh space and drone headlines, but the real RDW proof gate is whether record backlog converts into profitable revenue and cash without new dilution pressure.
OpenMomentus says its cash position has jumped to about $76 million with no debt. The real question is whether Vigoride progress can become revenue before share-count math absorbs the upside.
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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