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Real screens from the product: dashboards, screens, agent projects and your inbox, built from filings, transcripts and market data. Every figure cited.

Live views built from filings, transcripts and market data. Widgets re-run themselves as new documents land.

Tech Overview

NVIDIA, Apple and the names you follow in one view: filings, guidance and margins pulled from 10-Qs and earnings calls, with every figure cited back to the source.

What this shows
  • An 8-K feed that re-runs itself as new filings land
  • A guidance-credibility score built from twelve quarters of calls
  • Margin bullets and segment tables written from the filings, citations inline
ACArcadia Capital
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Tech Overview
Initiate Coverage — DDOG
NVDA
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Alex Merceralex@arcadia.capital
DashboardsTech Overview
8-K Summary FeedCoverageUpdated 2 minutes ago
2mNVDAItem 2.02 — Q3 results beat on Data CenterBeat
1hJPMItem 5.02 — CFO departure announcedRisk
5hMSFTItem 8.01 — $10B OpenAI investment extensionGrowth
1dAAPLItem 1.01 — Supply agreement with TSMCOps
2dAMZNItem 7.01 — Capex guidance raised for AI infraGrowth
3dDDOGItem 2.02 — Q2 results; FY guide raisedBeat
4dORCLItem 2.03 — $18B senior notes offering pricedRisk
Management Guidance Credibility$NVDAUpdated 2 minutes ago
82/1006 vs peers
Guidance beaten in 11 of 12 quarters · avg beat 4.2%
Data Center Revenue$NVDAUpdated 2 minutes ago
$30.8B+112% YoY
Gross Margin Trends & Operating Leverage$NVDAUpdated 2 minutes ago

Financial Performance

  • Q3 FY26: $57,006M revenue, 73.4% gross margin, $36,010M operating income56
  • Q3 margin: 73.4%, down 120 basis points year over year; Blackwell mix improving7

Margin Trends

  • FY2025 quarterly gross margin: 78.4%, 75.1%, 74.6%, 73.0%8
Side-by-Side Comparison$AAPLUpdated 5 minutes ago
MetricAAPLPeers
Revenue YoY+8.2%+4.1%
Gross Margin46.2%39.8%
Net Cash$62B$28B
Revenue Segments Description$NVDAUpdated less than a minute ago
SegmentRevenuePresentation / outlook
Data Center$193.7B · ~90% of FY266367Recast as Data Center with Hyperscale and ACIE in Q1 FY2764
Compute$162.4B · ~75% of FY2663No longer separately presented in the Q1 FY27 framework70
Networking$31.4B of FY2663Previously disclosed separately; folded into Data Center72
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Done — Tech Overview tracks your favourites. The 8-K feed re-runs itself as new filings land.
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Why Midas?

Built from the documents, not about them.

Every screen above was produced by AI that reads SEC filings, earnings transcripts and market data, then presents what it found the way an analyst would: as a chart, a table, a verdict with its reasons, or a report with its sources. You choose the companies, the questions and the layout. Midas does the rest, and cites its work.

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