what we have written
11 sep 2026 · What Changed
Broadcom: the 10-Q moved one reason
Direct sales to one semiconductor solutions customer, which is a distributor, accounted for 42% of our net revenue for…AVGO · 10-Q · the filing ↗
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 ↗