Skip to content

Notes

One thing we found in a filing, once a week.

Every note is a single change we came across while comparing two filings, written up with the passage it came from and a link to the filing on SEC.gov. No opinions about the company, no view on the stock: just the language, before and after.

  1. № 001

    NVIDIA added a sentence about competition in China that was not in last year's 10-K.

    Two sentences appear in Item 1A of the FY2025 filing that have no counterpart in FY2024. Both are about the same thing.

    NVDA10-KItem 1A

One note so far. The next one arrives when a filing changes something worth quoting; subscribers get it first.

Get the note when it goes out

One email a week, the same note that is on this page. Nothing else.

We store your email address. Nothing else. Privacy.