Featured
Inside Tesla’s 10-Q: When Supply Chain Fragility Starts to Pressure Liquidity and Flexibility
Inside Microsoft’s 10-Q: When AI Scale Starts to Pressure Cash and Flexibility
Inside Netflix’s 10-Q: Liquidity, Content Commitments, and Flexibility Risk
Alphabet’s 10-Q Looks Strong. The Hidden Risk Is Rising Obligations
Meta’s 10-Q shows the real risk behind the AI and advertising rebound
Snowflake’s Growth Is Real. The 10-Q Shows Where the Cost Risk Sits.
Palantir is growing fast, but the risk is still concentrated
This balance-sheet risk is hiding behind NVIDIA’s explosive growth
NVIDIA’s Explosive Q3 FY2026: What the Nov 19, 2025 10-Q Really Shows
10-K
10-Q
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NVIDIA’s Explosive Q3 FY2026: What the Nov 19, 2025 10-Q Really Shows
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Snowflake’s Growth Is Real. The 10-Q Shows Where the Cost Risk Sits.
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Why Snowflake’s cost structure matters more than revenue growth
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Meta’s 10-Q shows the real risk behind the AI and advertising rebound
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Meta’s earnings look strong. The real question is where the cash is going.
AI Costs
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Alphabet’s AI Risk Isn’t Revenue — It’s Cost Rigidity
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Inside Microsoft’s 10-Q: When AI Scale Starts to Pressure Cash and Flexibility
AI Infrastructure
AI Investment
Alphabet
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Alphabet’s 10-Q Looks Strong. The Hidden Risk Is Rising Obligations
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Alphabet’s AI Risk Isn’t Revenue — It’s Cost Rigidity
Amazon
Artificial Intelligence
Balance sheet
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A balance-sheet pattern we keep seeing in high-growth companies
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This balance-sheet risk is hiding behind NVIDIA’s explosive growth
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Why inventory is where execution risk shows up first in high-growth companies
Capital Allocation
Cash flow
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Meta’s earnings look strong. The real question is where the cash is going.
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Inside Microsoft’s 10-Q: When AI Scale Starts to Pressure Cash and Flexibility
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Amazon’s 10-K: When Scale Becomes Exposure
Cybersecurity Risks
Earnings
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NVIDIA’s Explosive Q3 FY2026: What the Nov 19, 2025 10-Q Really Shows
-
Palantir is growing fast, but the risk is still concentrated
-
Why Customer Concentration Matters More Than Revenue Growth
Execution Risk
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Alphabet’s 10-Q Looks Strong. The Hidden Risk Is Rising Obligations
-
Alphabet’s AI Risk Isn’t Revenue — It’s Cost Rigidity
Inventory Risk
Meta
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Meta’s 10-Q shows the real risk behind the AI and advertising rebound
-
Meta’s earnings look strong. The real question is where the cash is going.
Microsoft
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Inside Microsoft’s 10-Q: When AI Scale Starts to Pressure Cash and Flexibility
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Microsoft’s 10-Q Highlights the Hidden Cost of AI Scale: Security and Trust Risk
Netflix
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Inside Netflix’s 10-Q: Liquidity, Content Commitments, and Flexibility Risk
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Netflix’s Secondary Risk: Regulation Turns Growth Into Mandatory Spend
NVIDIA
Palantir
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Palantir is growing fast, but the risk is still concentrated
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Why Customer Concentration Matters More Than Revenue Growth
Risk analysis
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This balance-sheet risk is hiding behind NVIDIA’s explosive growth
-
Palantir is growing fast, but the risk is still concentrated
-
Why Customer Concentration Matters More Than Revenue Growth
-
Snowflake’s Growth Is Real. The 10-Q Shows Where the Cost Risk Sits.
-
Why Snowflake’s cost structure matters more than revenue growth
SEC Filings
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NVIDIA’s Explosive Q3 FY2026: What the Nov 19, 2025 10-Q Really Shows
-
A balance-sheet pattern we keep seeing in high-growth companies
-
This balance-sheet risk is hiding behind NVIDIA’s explosive growth
-
Palantir is growing fast, but the risk is still concentrated
-
Why Customer Concentration Matters More Than Revenue Growth
Snowflake
-
Snowflake’s Growth Is Real. The 10-Q Shows Where the Cost Risk Sits.
-
Why Snowflake’s cost structure matters more than revenue growth
Stock Analysis
StockCompass AI
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NVIDIA’s Explosive Q3 FY2026: What the Nov 19, 2025 10-Q Really Shows
-
Palantir is growing fast, but the risk is still concentrated
-
Why Customer Concentration Matters More Than Revenue Growth
-
Meta’s 10-Q shows the real risk behind the AI and advertising rebound
-
Alphabet’s 10-Q Looks Strong. The Hidden Risk Is Rising Obligations
Supply Chain Risk
Tesla
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Inside Tesla’s 10-Q: When Supply Chain Fragility Starts to Pressure Liquidity and Flexibility
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Tesla’s Real Constraint: Capital Rigidity and Ramp Execution Risk