The pre-certification business is already compounding: revenue nearly doubled from a year ago, beating expectations. Management raised full-year revenue guidance to $52 million to $57 million.
Latest Activity
- RIVNRIVIAN AUTOMOTIVE INC62.7%
- X-ENERGY INC24.7%
- BETABETA TECHNOLOGIES INC6.9%
- MRVLMARVELL TECHNOLOGY INC2.8%
- ALABASTERA LABS INC2.6%
As of Sep 30, 2026 · disclosed Nov 3, 2026 · ~45 days stale — long positions only.
Nearly 100% of Amazon's disclosed equity book sits in just five names, with Rivian alone at 62.7% as of September 30. The reportable portfolio is a narrow bet on EVs, nuclear and AI silicon.
BETA Coverage
4 Specialty Defense and Energy Plays Positioned for the Next Upcycle
WTI crude oil has surged from $55.44 in December 2025 to $94.65 as of March 9, 2026, defense budgets are expanding globally, and aviation aftermarket demand keeps outpacing supply. The setup for…
Here Are Wednesday’s Top Wall Street Analyst Research Calls: BP Plc., Cloudflare, Dick’s Sporting Goods, Mattel, Noble Corp., Qualcomm, Tyler Technologies, XPO, and More
Pre-Market Stock Futures: Futures are trading higher after a stellar and surprising January jobs report as we get to the middle of the trading week. While the Dow Jones Industrial Average managed…
Here Are Monday’s Top Wall Street Analyst Research Calls: Autozone, Doximity, Li Auto, Oracle, Robinhood Markets, Roblox, SoFi Technolgy, Terawulf and More
Pre-Market Stock Futures: Futures are trading lower after an incredible turnaround on Friday, with all major indices surging higher following a three-day massive sell-off that had pushed the stock market to the…
This Is the Only eVTOL Stock Goldman Sachs Loves. Should You Buy?
The electric vertical takeoff and landing (eVTOL) industry is set to transform short-haul travel and urban aviation. It promises commuters can ditch gridlocked highways for quick hops between city centers, airports, or…
Here Are Monday’s Top Wall Street Analyst Research Calls: Archer Aviation, Beta Technologies, Carvana, Chevron, MPLX, Toast, Zscaler and More
Pre-Market Stock Futures: Futures are trading lower on Monday as traders and investors return from the Thanksgiving holiday, preparing to start the final trading month of 2025, which has been another outstanding…