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A refreshed Micron Technology thesis using latest official May 2026 data, Q2 FY2026 results, HBM4 production, AI server memory demand, data-center mix, U.S. manufacturing updates, capex, balance-sheet strength, and cycle risk.
OpenA highly bullish but source-gated Datavault AI analysis framing DVLT as a speculative public option on AI data ownership, tokenization, SanQtum edge infrastructure, CyberCatch optionality, and contract-to-cash proof gates.
OpenRubrik reported FY2026 revenue of $1.3 billion, FY2026 operating cash flow of $282.9 million, a FY2026 net loss of $348.8 million and $380.2 million of cash. The thesis depends on subscription durability, data security demand, operating leverage, cash conversion and balance-sheet quality.
OpenQ2 Holdings reported FY2025 revenue of $794.8 million, Q1 2026 revenue of $216.5 million, FY2025 operating cash flow of $201.5 million and Q1 2026 net income of $26.6 million. The thesis depends on banking software demand, subscription durability, margin expansion, cash conversion and customer concentration risk.
OpenOkta reported FY2026 revenue of $2.9 billion, FY2026 operating income of $149 million and FY2026 operating cash flow of $884 million. The thesis depends on identity demand, retention, remaining performance obligations, margin discipline and security-platform competition.
OpenGitLab reported FY2026 revenue of $955.2 million, gross profit of $834.5 million, operating loss of $70.5 million and operating cash flow of $232.9 million. The setup depends on DevSecOps adoption, platform consolidation, gross-margin durability, operating discipline and deferred-revenue conversion.
OpenBlockchAIn has a real 40 MW operating data center and an AI/HPC infrastructure pitch, but the latest filings show margin pressure, thin cash, heavy customer and energy-provider concentration, related-party control and non-binding pipeline claims.
OpenC3.ai ended FY2026 with preliminary revenue inside guidance and a large cash and investments balance, but the latest evidence is dominated by a sharp revenue reset, weak Q3 gross margin, negative free cash flow, a 26% workforce reduction and Thomas Siebel's return as CEO.
OpenAI Infrastructure Acquisition Corp. is a newly public SPAC with $140.5 million in trust, $1.1 million of cash outside trust, no operating revenue, no announced target and an April 6, 2027 deadline. The current thesis is trust math, sponsor incentives and future deal quality.
OpenAxe Compute has signed a larger AI infrastructure story onto a tiny legacy revenue base, but the decisive proof is whether AGPU converts announced GPU contracts into recognized revenue and cash while ATH volatility sits on the balance sheet.
OpenAgencia Comercial Spirits Ltd came public as a Taiwan whisky importer, then disclosed a 2026 AI infrastructure pivot with a non-binding US$120M server LOI, a US$14.55M PIPE, Indonesian power commitments and a five-year services agreement that may represent up to US$374.4M in estimated gross service fees if deployment and customer acceptance conditions are met.
OpenAEIS just put up 26% Q1 revenue growth, more than doubled Data Center Computing revenue, crossed a 40% non-GAAP gross-margin milestone, and priced $1.0 billion of 0% convertible notes. The upside is real; so are the customer, working-capital, and dilution questions.
OpenAehr Test just printed a $37.2 million bookings quarter tied to AI processors, silicon photonics, and hyperscale data-center infrastructure. The harder part is still ahead: turning that order rebound into revenue, margin recovery, and per-share value after a weak fiscal 2026 run rate.
OpenAdobe's numbers still look like a software toll road. The debate is whether Firefly, Acrobat AI, CX Enterprise, and Semrush turn AI into more toll lanes or let customers route around the booth.
OpenACI Worldwide has raised 2026 guidance, $1.21 billion of FY2025 recurring revenue, strong Payment Software and Biller economics, and an aggressive buyback posture. The harder question is whether Connetic, real-time payments, and Speedpay One can keep a 50-year payments vendor growing faster than legacy software gravity.
OpenOfficial-source baseline for Applied Optoelectronics using SEC submissions, SEC XBRL companyfacts, the FY2025 10-K, Q1 FY2026 10-Q, Q1 FY2026 earnings 8-K and release, 2026 proxy, and optical-networking peer filings.
OpenA Coverage Bootstrap ASML company evaluation covering the business model, EUV and DUV products, customers, moat, financial quality, export-control risk, valuation setup, and watchlist triggers.
OpenAn ASML five-year double thesis focused on EUV scarcity, High-NA adoption, China/export-control risk, bookings visibility, and semiconductor capex cycles.
OpenA Coverage Bootstrap Broadcom company evaluation covering custom AI silicon, Ethernet networking, VMware, free cash flow, customer concentration, integration risk, and valuation discipline.
OpenA Broadcom five-year double thesis focused on custom AI silicon, Ethernet networking, VMware free cash flow, customer concentration, and integration risk.
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