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Companies claim the same advantages in the same words. These are the filings underneath — what each new one changed, how the reading works, what it refuses to say, and plain explanations of the documents themselves. Every line traces to a document a company signed.

EverythingSame Claim, Different Machine1What Changed1How It Works1The Record0Reading Filings1
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11 sep 2026 · What Changed
Broadcom: the 10-Q moved one reason
Every reason Broadcom is held for was read against its filing of 10 sep 2026. 1 of 4 moved. Here is what each change was, in the filing’s own words.
Direct sales to one semiconductor solutions customer, which is a distributor, accounted for 42% of our net revenue for each of the fiscal quarter and two fiscal quarters ended May 3, 2026AVGO · 10-Q
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11 sep 2026 · Same Claim, Different Machine
Structural tailwind: one claim, 10 different machines
General Economic Conditions . There remains a high level of uncertainty in the current macroeconomic and geopolitical…BURL · 10-Q · the filing ↗
TEXBURLCCATAICMI
10 sep 2026 · How It Works
Confident or Silent
10 sep 2026 · Reading Filings
What's in a 10-K, and where do you find them?
Teniq

We read the filings, write down the reasons you own something, and tell you what each new filing did to them.

filings only · no prices · no recommendations

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