01 / Follow the tape
Start with what moved.
See earnings, price moves, and overnight markets at a glance.
Live earnings · Watchlists · Overnight markets
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Follow the tape, research companies against cited evidence, and track reported positioning in one workspace.
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NVIDIA CorporationNVDA · Company research
Earnings dateNov 19, 2025Feb 25, 2026May 20, 2026
$206.64+2.93% · Aug 3 closeNext report · Aug 26
NewStrongerWeakervs Q4 FY26
Calendar Q2 2026 · Q1 FY27Bull thesis 3 quarter changes
ACIE revenue accelerated 31% q/q to $37.4B versus 12% for Hyperscale. The $91.0B ±2% Q2 guide implies 11.5% sequential growth with zero China Data Center compute. GAAP gross margin edged to 74.9% from 75.0%.
Bear thesis 3 quarter changes
Three customers represented 54% of revenue. Inventory rose 20.5% q/q to $25.8B and supply commitments grew 25% to $119B. China drag did not worsen: the Q2 outlook maintains the same zero-revenue assumption.
Quarterly reviewNVDA reported 5 quarters
Q1 FY27 · Apr 26$208.27 stock · +85.2% revenue YoY71.5% GAAP net income margin
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From the tape to the source.
- 01 / Follow the tape
Start with what moved.
See earnings, price moves, and overnight markets at a glance.
Live earnings · Watchlists · Overnight markets - 02 / Research a company
Open the evidence.
Follow answers and theses back to the transcript or filing.
Company Q&A · Move drivers · Price + fundamentals · Source excerpts - 03 / Track change
See the thesis evolve.
Compare management claims, thesis changes, and peer read-throughs quarter by quarter.
Thesis evolution · Management record · Peer read-throughs - 04 / Read positioning
See who changed course.
Review 13F adds, cuts, exits, and holder history with reporting dates made explicit.
13F heatmap · Net flows · Holder history · Recent filings
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Product-faithful Calypso UIIllustrative data · not current market or holdings data
One research workspace
From the tape to the source.
Market context, cited company research, and reported positioning—connected.
Product-faithful Calypso UI · Illustrative data, not current market or holdings data.
- 02 / Research a company
Open the evidence.
Follow answers and theses back to the transcript or filing.
Company Q&A · Move drivers · Price + fundamentals · Source excerptsProduct-faithful Calypso UI · Illustrative data, not current market or holdings data.
- 03 / Track change
See the thesis evolve.
Compare management claims, thesis changes, and peer read-throughs quarter by quarter.
Thesis evolution · Management record · Peer read-throughsProduct-faithful Calypso UI · Illustrative data, not current market or holdings data.
- 04 / Read positioning
See who changed course.
Review 13F adds, cuts, exits, and holder history with reporting dates made explicit.
13F heatmap · Net flows · Holder history · Recent filingsProduct-faithful Calypso UI · Illustrative data, not current market or holdings data.
Built for public-equity research
01
Follow the tape
Earnings, watchlists, and overnight markets.
02
Build the thesis
Cited Q&A, debates, management history, and peer read-throughs.
03
Check positioning
13F changes, short interest, and published pick outcomes.
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- Cited company research
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Keep the market and the evidence together.
Live context. Cited company research. Reported positioning.
Frequently asked questions
Live earnings, watchlists, source-backed company research, management history, reported positioning, short interest, and pick outcomes.
Earnings schedules, market reactions, watchlists, and overnight activity.
Company answers and theses link to supporting transcript or filing excerpts.
Compare prior commitments with results, then follow cited commentary into relevant peers.
Review Form 13F adds, cuts, exits, and holder history. Form 13F is delayed reporting; short interest is shown separately.
Each published pick stays beside the original call and subsequent market move.
The public dashboard is free. Professional is $20 per month after a 14-day trial. Enterprise pricing is available by request.