Condensed Consolidated Balance Sheets - USD ($) $ in Thousands	Jan. 31, 2026	May 03, 2025
Current assets:
Cash and cash equivalents	$ 1,220,464	$ 236,328
Short-term investments	81,000	195,010
Accounts receivable	243,213	162,144
Inventories	207,958	90,029
Other current assets	33,958	30,023
Total current assets	1,786,593	713,534
Property and equipment, net	105,989	63,631
Right-of-use assets	15,517	15,234
Goodwill	70,859	0
Intangible asset	17,624	0
Other non-current assets	40,757	16,858
Total assets	2,037,339	809,257
Current liabilities:
Accounts payable	93,822	56,158
Accrued compensation and benefits	14,419	16,097
Other current liabilities	56,951	35,456
Total current liabilities	165,192	107,711
Non-current operating lease liabilities	12,616	12,693
Other non-current liabilities	10,645	7,271
Total liabilities	188,453	127,675
Commitments and contingencies (Note 8)
Shareholders' equity:
Ordinary shares, $0.00005 par value; 1,000,000 shares authorized; 184,224 and 171,169 shares issued and outstanding at January 31, 2026 and May 3, 2025, respectively	9	8
Additional paid in capital	1,626,787	765,173
Accumulated other comprehensive income (loss)	2,075	(437)
Retained earnings (accumulated deficit)	220,015	(83,162)
Total shareholders' equity	1,848,886	681,582
Total liabilities and shareholders' equity	$ 2,037,339	$ 809,257