Search uses Goglides API results from the projection-backed discovery index. Private, draft, hidden, unpublished, and admin-only content stays out of public results.
Signed-in searches appear here after you use search.
Tag facets appear after tag usage counts are rebuilt.
Showing public results only.
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.
OpenPhillips 66 reported $132.4 billion of 2025 revenue and $5.0 billion of operating cash flow, but first-quarter 2026 cash flow turned negative and the thesis depends on refining margins, midstream stability, capital discipline and leverage through the cycle.
OpenEOG reported FY2025 revenue of $22.6 billion, operating cash flow of $10.0 billion and Q1 2026 revenue of $6.9 billion. The thesis depends on commodity prices, drilling discipline, cost control, reserve quality and shareholder-return durability.
OpenDiamondback reported FY2025 revenue of $15.0 billion, operating cash flow of $8.8 billion and Q1 2026 revenue of $4.2 billion. The thesis depends on Permian well productivity, commodity prices, capital spending, acquisition integration and shareholder-return d
OpenA Constellation five-year double thesis focused on clean firm power scarcity, nuclear fleet value, data-center PPAs, regulation, and acquisition execution.
OpenA Coverage Bootstrap Constellation Energy company evaluation covering nuclear fleet economics, clean firm power, data-center PPAs, regulation, fleet reliability, acquisitions, and valuation risk.
OpenCaterpillar 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.
OpenA Bloom Energy five-year double thesis focused on data-center distributed power, fuel-cell economics, backlog quality, margins, cash flow, and execution risk.
OpenA Coverage Bootstrap Bloom Energy company evaluation covering fuel cells, data-center power demand, revenue growth, adjusted EBITDA, margins, project execution, cash flow, and risk controls.
OpenAEMD is not a revenue story yet. It is a clinical-stage Hemopurifier bet with FDA Breakthrough Device designations, an Australian oncology trial, a going-concern warning, reverse splits, warrant mechanics and a cash balance that makes every new data point matt
OpenFirst Majestic is producing real cash in a high silver and gold price tape. The decision point is whether costs, Mexico tax risk, resource conversion and Jerritt Canyon restart spending leave enough of that cash for shareholders.
OpenAdaptive's clonoSEQ MRD business is finally showing scale, but the proof gate is whether test volume, reimbursement, pharma milestones, and operating leverage can absorb cash burn and the OrbiMed revenue-interest obligation.
OpenADCT already sells ZYNLONTA, but the story is not solved by having revenue. The next question is whether the 2026 lymphoma data can widen the drug's role before cash burn, royalties, debt, and dilution take the lead.
OpenAdagene is trying to turn SAFEbody antibody masking into a broader immuno-oncology platform. The hook is muzastotug's early dose-dependent signal; the catch is that randomized proof, partner execution, and financing still decide the stock.
OpenActuate has a company-defining elraglusib Phase 2 pancreatic-cancer survival signal and a new oral IND, but the same source set shows no product revenue, going-concern disclosure, and a need for capital beyond July 2026.
OpenAcacia is a public acquisition/operator vehicle with energy wells, industrial printers, Deflecto manufacturing, patent licensing, life-sciences remnants, and a large capital base. The question is whether those parts compound per-share value or bury it in compl
OpenOfficial-source baseline for Ascentage Pharma using SEC submissions, FY2025 Form 20-F, SEC companyfacts, company-filed FY2025 results releases, ASCO 2026 update, annual meeting materials, and oncology peer filings.
Open