In-depth analysis of public companies based on SEC filings and financial statements.
FY 2020 - FY 2024 • December 2024
Comprehensive 5-year analysis covering AI transformation, cloud growth, revenue structure, profitability trends, and market positioning.
Q3 2025 • November 2025
Analysis of AMD's Q3 2025 8-K filing showing record $9.2B revenue with 36% YoY growth
FY 2021 - FY 2025 • November 2024
Comprehensive analysis of NVIDIA's strategic transformation from graphics-focused company to AI infrastructure leader through 5 years of SEC MD&A filings.
Additional company analysis will be published regularly. Stay tuned!