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.
OpenFortinet, Inc. (FTNT)
SEC filings, financial facts, source resources, and Goglides workspace context for Fortinet, Inc..
OpenZscaler: the zero-trust growth story still has to turn into clean GAAP profit
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.
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.
OpenFortinet: cybersecurity scale has to keep converting into cash
Fortinet reported 2025 revenue of $6.8 billion and first-quarter 2026 revenue of $1.8 billion. The thesis depends on billings quality, deferred revenue, platform adoption, operating margin, cash conversion and competition.
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