09/04/26AppLovin Corporation — APPResume at Chapter I.09/03/26Ondas Inc. — ONDSThe opening snapshot — all [F] 2026-09-03 unless tagged otherwise.09/02/26Cameco Corporation — CCJResume at Chapter I, beat 5 — who pays, and how concentrated they are. Beats 1, 2 and 4 are done; beat 3 is half done, the "supplier not a utility" half, and still owes the customer-budget question.08/31/26Astera Labs, Inc. — ALABResume at Chapter I, beat 2 — how each product family earns.08/29/26Applied Optoelectronics, Inc. — AAOIResume at Chapter I, beat 2 — how each product category earns.08/29/26Applied Digital Corporation — APLDResume at Chapter II.08/29/26IREN Limited — IRENResume at Chapter I, at the gate — explain the whole business in four sentences, unprompted.08/27/26Comcast Corporation — CMCSAResume at Chapter I.08/27/26Fabrinet — FNResume at Chapter I.08/27/26The Walt Disney Company — DISResume at Chapter I.08/27/26LITE — Lumentum Holdings Inc.Lineage: spun out of JDS Uniphase, 2015 . JDSU peaked at $146.32 in Mar 2000 and fell 88% in twelve months ; FY2001 loss $50.6B , largest in US history. LITE is the optics half of that wreckage.08/27/26NVDA — NVIDIA CorporationScale anchor: [A] market cap $5.05T at the 2026-08-24 close ($208.48/sh). Roughly 8% of the entire S&P 500 — the largest company in the index. When NVDA moves 5%, the index moves ~0.4% before any…08/27/26SKHY — SK hynix Inc. (American Depositary Receipt)★ SKHY IS A RECEIPT, NOT A SHARE. 10 ADRs = 1 SK hynix common share.08/27/26Build-A-Bear Workshop, Inc. — BBWThe quarters of fiscal 2026, all [A] from the releases:
A worksheet is my study notes on one company, not advice. I am not a financial adviser and hold no licenses; nothing here is a recommendation to buy, sell, or hold anything. Every figure is as of the day I wrote it down and none of them are maintained — a number true last month may be wrong now, and the tier tags say which are the company’s and which are mine. Any position described is what I held when I wrote it; the record is the only current answer, and the full legal terms are on the front page.