Ticker
NVDA
Everything Filings Intel has said about NVDA across all issues.
Own filings covered
- 8-K · 2026-05-20 Q1 FY27: revenue $81.6B (+85% YoY), Data Center $75.2B (+92%), Q2 guide $91B, $80B buyback add, dividend $0.01→$0.25/share
- 13F-HR · 2026-05-18 Aschenbrenner Situational Awareness LP — book +148% to $13.7B; NEW NVDA $1.57B, AMD $989M, TSM $897M, AVGO $1.0B, MU $1.01B, ASML $500M, ORCL $1.07B
- 8-K · 2026-04-27 CAO Donald Robertson retiring 4 May; Scott Gawel (ex-Intel CAO from last week) hired with $800K base + $12.875M RSUs
Mentioned in threads
- Dell's 33% blowout confirms the supply chain end-to-end — SMCI rides along despite the indictment
- The convergence moved into the buildings — DLR, EQIX, CRWV
- Record highs on a ceasefire rumour — the overcrowding tell
- $91B Q2 guidance, no China — the next test and what it implies for the thesis arc
- Two AI specialists filed late, took opposite sides of the same trade
- Three Tiger Cubs are de-risking AI mega-cap exposure in unison
- Aschenbrenner raised $8B and concentrated it on the merchant silicon stack
- NVDA Q1 FY26 earnings preview — the verdict moment on five issues of thesis
- AMD's $0.01 warrants — vendor financing as equity
- Meta commits 6 gigawatts of AMD GPUs — half of AVGO's TPU thunder, gone
- The Issue 03 capex thesis holds — chip tier confirms
- Amazon's $50B OpenAI commitment breaks the MSFT lock
- Azure +40% — but the OpenAI moat just got chipped
- The Intel CAO mystery has a punchline — NVDA hired him Alongside: INTC
- Tesla joins the hyperscaler capex club
- Cook to Ternus — the hardware-first reading
- Tesla quietly joined the hyperscaler capex club
- The CoreWeave capitalisation trilogy
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