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5 Reports Published
Flagship
Constellation Energy + Coherent Corp ($CEG / COHR)
Nuclear Energy | Power Grid Constraints | Silicon Photonics
CEG Revenue
$25,533M
COHR Revenue
$5,810M
Sectors
Nuclear, Photonics
SEC EDGAR 10-K/10-Q, Earnings CallsRead Report
Space
Rocket Lab USA ($RKLB)
Small Launch | Neutron Development | Space Systems & Defense
Revenue
$601.8M
Backlog
$1.85B
Sector
Space/Defense
SEC EDGAR 10-K, Q4 FY2025 EarningsRead Report
Quantum
IonQ Inc. ($IONQ)
Quantum Computing | Trapped-Ion Technology | Full-Stack Platform
Revenue
$130.0M
Cash
$3.3B
Sector
Quantum
SEC EDGAR 10-K/8-K, Q4 FY2025 EarningsRead Report
AI / Defense
Palantir Technologies ($PLTR)
AI Platform (AIP) | Gotham · Foundry | Defense & Government
Revenue
$4.475B
Rule of 40
127
Sector
AI/Defense
SEC EDGAR 10-K (FY2025), Q4 Earnings CallRead Report
AI Infrastructure
NVIDIA Corporation ($NVDA)
Data Center GPU | Blackwell · NVLink · Networking | AI Factories
FY2026 Revenue
$215.9B
DC Revenue
$193.7B
YoY Growth
+65%
SEC EDGAR 10-K (FY2026), Q4+Q1 Earnings CallsRead Report