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Pull NVDA's 10-K and earnings transcripts from the last two years and tell me what's going on
NVIDIA Deep Dive: 10-K & Earnings Transcript Analysis (FY2025-FY2026)Comprehensive analysis of NVIDIA's transformation from GPU gaming company to AI infrastructure monopoly, built from 10-K filings, 16 earnings transcripts, 44 ML-categorized risk factors, and quarterly financials.Interactive microsite
01_revenue_trajectory.png
NVDA Revenue Trajectory & Margins01_revenue_trajectory.png86.5 KB
02_price_performance.png
NVDA vs QQQ Price Performance02_price_performance.png136.3 KB
05_revenue_segmentation.png
NVDA Revenue by Segment05_revenue_segmentation.png64.5 KB
NVDA Deep Dive — Full Research READMEREADME.md7.8 KB
03_earnings_surprises.png
NVDA Earnings Surprises (EPS & Revenue)03_earnings_surprises.png82.8 KB
04_balance_sheet.png
NVDA Balance Sheet Evolution04_balance_sheet.png80.8 KB
06_geographic_segmentation.png
NVDA Revenue by Geography06_geographic_segmentation.png62.4 KB
1 round · 50 tool calls · 1 files edited · 7 artifacts
Research outputs
NVIDIA Deep Dive: 10-K & Earnings Transcript Analysis (FY2025-FY2026)Interactive microsite
NVDA Revenue by Geography
NVDA Revenue by Geography62.4 KB
NVDA Balance Sheet Evolution
NVDA Balance Sheet Evolution80.8 KB
NVDA Earnings Surprises (EPS & Revenue)
NVDA Earnings Surprises (EPS & Revenue)82.8 KB
NVDA Deep Dive — Full Research README7.8 KB
NVDA Revenue by Segment
NVDA Revenue by Segment64.5 KB
NVDA vs QQQ Price Performance
NVDA vs QQQ Price Performance136.3 KB
NVDA Revenue Trajectory & Margins
NVDA Revenue Trajectory & Margins86.5 KB