Orin — every filing, read, on your desk by the open

Since January, NVIDIA alone has printedOrin is readingEvery filing, read

filings with the SEC. Forms 4, 8-Ks, the 10-K, the 10-Q. Actual count, as of 23 Aug 2026.filings left.and on your desk by the next open.

Wall Street reads all of it.

You have a life.

Orin reads it for you.

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8-K · 17 AUG · ITEMS 1.01, 2.03 · 13F-HR · 14 AUG · FORM 4 · 12 AUG · DIRECTOR SELLS 1,000,000 · 10-Q · 20 MAY · 16:35 ET · SC 13G · 20 JUL · 10-K · 25 FEB · 8-K · 17 AUG · ITEMS 1.01, 2.03 · 13F-HR · 14 AUG · FORM 4 · 12 AUG · DIRECTOR SELLS 1,000,000 · 10-Q · 20 MAY · 16:35 ET · SC 13G · 20 JUL · 10-K · 25 FEB · 8-K · 17 AUG · ITEMS 1.01, 2.03 · 13F-HR · 14 AUG · FORM 4 · 12 AUG · DIRECTOR SELLS 1,000,000 · 10-Q · 20 MAY · 16:35 ET · SC 13G · 20 JUL · 10-K · 25 FEB ·

Q1 FY27 CALL · GROSS MARGIN 75% · P/E 33× TRAILING · 52-WK $164–$237 · REPORTS WED 26 AUG · EPS EST $2.09 · DEF 14A · FORM 3 · 15 JUL · Q1 FY27 CALL · GROSS MARGIN 75% · P/E 33× TRAILING · 52-WK $164–$237 · REPORTS WED 26 AUG · EPS EST $2.09 · DEF 14A · FORM 3 · 15 JUL · Q1 FY27 CALL · GROSS MARGIN 75% · P/E 33× TRAILING · 52-WK $164–$237 · REPORTS WED 26 AUG · EPS EST $2.09 · DEF 14A · FORM 3 · 15 JUL ·

The tape doesn’t wait for you to catch up.
A beat. And it opened lower. The room already knew what “priced for perfection” means.
Another beat. Another lower open. Same room.
A director sold a million shares on a Tuesday. By the time the weekend recap reached you, the move was done.
You weren’t in the room.
Until now.Orin reads every filing the night it lands and puts it on your desk before the bell. The same room, your seat.Create your desk

Actual NVDA sessions, SEC filings and Form 4s, 20 Jan to 20 Aug 2026 · moves are what followed, not why

NVDA · Form 10-Q · quarter ended 26 July 2026 · abridgedPassage 1 / 10

“Macroeconomic factors, including tariffs, inflation, interest rate changes, capital market volatility, global supply chain constraints, and global economic and geopolitical developments and conflicts, have direct and indirect impacts on our results of operations…”

“To secure inventory and capacity to meet demand for the next several years, we have entered into significant commitments and may continue to enter into manufacturing and supply agreements for both current and future products…”

“Gross margin increased to 75.0% for the second quarter of fiscal year 2027 compared to 72.4% for the second quarter of fiscal year 2026 … due to improved mix from Blackwell Ultra.”

“The increases in research and development expenses for the second quarter … were primarily driven by a 127% … increase in compute infrastructure … and a 30% increase … in compensation and benefits…”

“Provisions for inventory and excess inventory purchase obligations totaled $985 million … for the second quarter … The net effect on our gross margin was an unfavorable impact of 0.8% … in the second quarter…”

“Data Center revenue was $89.0 billion, up 117% from a year ago and up 18% sequentially, driven by the ramp of our Blackwell Ultra infrastructure.”

“In the second quarter and first half of fiscal year 2027, we repurchased 94 million and 203 million shares of our common stock for $19.7 billion and $39.8 billion, respectively.”

“Our next-generation Data Center architecture, Vera Rubin, began production shipments in the third quarter of fiscal year 2027. We will be shipping both Blackwell and Rubin systems in the future and are currently experiencing certain supply constraints.”

“Our revenue is concentrated among a limited number of direct and indirect customers and this trend may continue.”

“Our competitive position has been harmed by export controls, and … will be further harmed … if customers purchase product from competitors, if customers develop their own internal solution…”

NVDA · NVIDIA CORP.

Hold.

Priced for perfection: an extraordinary business, with unforgiving expectations.

CONVICTION 0.0010-Q · AUG 2026Q2 FY27 CALLFORM 4 · 4 JUN

What would change Orin's mind

Data-center revenue growth re-accelerating above 60% year on yearWed print

The multiple compressing below 25× trailing earnings without a guide cutprice

Net 13F inflow from the ten largest holders for two straight quarters13F · 14 Nov

Sample analysis · the chart, the filings and the dates are actual

Don’t trust us. Trust the receipts.

Every take names the filing it came from. This is the 10-Q itself, Orin’s summary numbered to the passages, and a question answered from the same document. The page moves sideways through the evidence.

The page itself

NVIDIA Corporation · Form 10-QQuarter ended 26 July 2026

Gross Profit and Gross Margin

Gross margin increased to 75.0% for the second quarter of fiscal year 2027 compared to 72.4% for the second quarter of fiscal year 2026… due to improved mix from Blackwell Ultra. Provisions for inventory and excess inventory purchase obligations totaled $985 million … for the second quarter … The net effect on our gross margin was an unfavorable impact of 0.8%… in the second quarter … of fiscal year 2027.

Text abridged · the filing is actual

Sample. Real components, real layout — the figures are illustrative.

Orin’s summary

Margin rose to 75.0%, from 72.4%. Improved mix from Blackwell Ultra; about flat on the quarter.Gross profit · 10-Q
Provisions still cost 0.8 points. $985 million reserved in the quarter, $177 million released.Gross profit · 10-Q
Supply stays short. Vera Rubin is in production shipment, and the filing reports supply constraints.Recent developments · 10-Q
Customers building their own chips is a named risk. Listed beside export controls and competitors.Risk factors · 10-Q

Sample. Real components, real layout — the figures are illustrative.

Ask the filing

Did they guide margin for next quarter?

Not in the 10-Q. The filing reports the quarter, not the next one: gross margin 75.0% against 72.4% a year earlier, on improved mix from Blackwell Ultra, with provisions costing 0.8 points. It gives no margin outlook. The nearest thing is a line that Vera Rubin began production shipments in the third quarter, with certain supply constraints.

10-Q · Aug 2026 · Gross margin10-Q · Aug 2026 · Recent developments

Sample. Real components, real layout — the figures are illustrative.

If a claim has no filing behind it, Orin says so. Sample analysis; the filing, the dates and the quotes that carry a source are actual.

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What you see here is the product, not a picture of it. The same components, the same type, the same data, the morning you sign up.

Today · the three things that moved your bookEvery morning, by 06:30 ET

AMAMDAdvanced Micro Devices

AMD signed a multi-year supply agreement. The 8-K landed at 17:31.

A cloud customer committed to capacity through 2028. Orin read the agreement; the terms are undisclosed, and the filing says so.

8-KItem 1.01 · filed 17:31 ET·Orin’s summary on file

+2.4%pre-market

NVNVDANVIDIA

NVIDIA filed nothing. It moved with semiconductors.

The group fell 0.4% after the close; NVDA’s beta explains the whole move. Wednesday’s print is the next scheduled event, and your 8-K trigger is armed.

Sector tapeSemis −0.4% · 20 Aug·reports Wed 26 Aug, after close

−0.3%pre-market

Sample. Real components, real layout — the figures are illustrative.

Screener · say it in a sentenceSix detectors, said plainly

insider buying in the last 90 days, above the 200-day, P/E under 25, over $10B

Read asinsider buying · 90dabove 200-dayP/E < 25market cap > $10B7 companies

Said plainly: companies above their 200-day average, where an insider bought in the last 90 days, priced under 25 times earnings and worth more than $10 billion. Seven match.

Company	Last	P/E	vs 200-day	Insider buys · 90 days	Orin’s take
VSVSTVistra	171.30	22.4	+14%	3 buys · $2.1M	Buy
MUMUMicron	128.40	18.7	+22%	3 buys · $0.9M	Buy
GLGLWCorning	52.18	21.9	+6%	2 buys · $1.5M	Hold

Sample. Base rates are what followed, not why, and not a forecast.

Money flow · the quarter on fileTop 100 13F filers

Where the money went

The ten largest 13F filers added to semiconductors for a third straight quarter and trimmed consumer. Hover a ribbon; click a filer to isolate it.

Sample. Real components, real layout — the figures are illustrative.

Portfolio · why it movedBy hand, or read-only from your broker

Position	Last	Today	Why it moved	Take
MSMSFT	512.40	+1.2%	10-K filed 18:04. Capex guide raised.10-K	Buy
Microsoft raised its capital-spending guide for a third year. Two risk-factor sentences changed from last year’s 10-K, both about data-center power. The stock is up 1.2% pre-market against a flat software group, so the move is the filing, not the tape. MSFT 10-K · 20 AugSoftware group · tape
NVNVDA	216.85	−0.3%	No filing overnight. Moved with semis.Market	Hold
VSVST	171.30	+0.9%	10-Q filed 16:45. Capacity prices +31%.10-Q	Buy

Sample. Real components, real layout — the figures are illustrative.

Ask Orin · one filing, your book, or everything on file

Did any of my holdings change their guidance this quarter?

Two did. Microsoft raised its capital-expenditure guide for a third year in the 10-K filed yesterday. Salesforce lowered bookings growth for the second quarter running on its Q2 call. NVIDIA guides on Wednesday. The other eleven names made no change to guidance in the period.

MSFT 10-K · 20 AugCRM Q2 callNVDA 8-K · 17 Aug

Sample. Real components, real layout — the figures are illustrative.

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