NNE Stock: $569M cash, but where is revenue?
Nano Nuclear Energy has cash, a KRONOS MMR NRC review milestone, and a nuclear logistics acquisition, but investors still need revenue proof.
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NUSCALE POWER Corp (SMR)
SEC filings, financial facts, source resources, and Goglides workspace context for NUSCALE POWER Corp.
OpenAlamos Gold Inc. Class A (AGI)
SEC filings, financial facts, source resources, and Goglides workspace context for Alamos Gold Inc. Class A.
OpenNuScale Power Update: Evaluating Small Modular Reactors Against Increasing Data Center Demand
Small modular reactors sound like a data-center power answer, but NuScale still has to prove commercialization.
OpenCAT: Caterpillar's moat is the dealer network, but the cycle still matters
Caterpillar 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.
OpenDE: Deere is a farm-cycle quality test
Deere reported FY2025 revenue of $45.7 billion and Q1 2026 revenue of $9.6 billion. The thesis depends on farm-cycle demand, precision technology, dealer discipline, margins and financing credit quality.
OpenAlamos Gold: the gold-price windfall meets a 20,000 tpd buildout
Alamos Gold is generating record cash flow in a high gold-price environment, but AGI is also asking investors to underwrite a capital-heavy Island Gold District expansion, a 2026 cost decline, hedge cleanup and a path toward materially higher Canadian producti
OpenAnfield Energy Has a 106% Uranium IRR Story - And One Huge Catch
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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