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A Tesla five-year double thesis focused on energy storage, auto margin recovery, autonomy evidence, robotics optionality, and valuation discipline.
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SEC filings, financial facts, source resources, and Goglides workspace context for Qualys, Inc..
OpenTesla reported 2025 revenue of $94.8 billion and Q1 2026 revenue of $22.4 billion. The thesis depends on vehicle demand, pricing, margins, energy storage scale, autonomy claims, cash generation and capital discipline.
OpenQualys reported FY2025 revenue of $669.1 million and Q1 2026 revenue of $175.6 million. The thesis depends on cloud-security consolidation, subscription retention, free cash flow quality and evidence that the platform can keep expanding beyond vulnerability ma
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