Edgarparser

Give your AI agents direct access to 10-Ks, 10-Qs, 8-Ks, and all SEC filings. Structured data, real-time, in seconds.

[Edgarparser @edgarparser]

Added an Agent skill that lets you access 20 years of financial filings for free. Please check it out and let me know if you find it useful!

https://t.co/nAqIP9V7EN

[Edgarparser @edgarparser]

Coconut water is also going to be a major beneficiary of the AI buildout in 2026.

[Crypto Doggy 叫我狗总 @CryptoDoggyCN]

今天英特尔CEO陈立武也到台北了，坐私人飞机来的，手持一瓶椰子水

AI芯片三大顶流黄仁勋、苏姿丰、陈立武一周内到齐，感觉要召唤神龙了

6月1上午老黄演讲，下午高通CEO演讲，6月2老陈演讲

台湾这次Computex大会要爆

[Edgarparser @edgarparser]

BREAKING: US TREASURY SECRETARY BESSENT, WHEN ASKED IF WARSH WOULD CUT RATES: HE WILL DO THE RIGHT THING...

[Edgarparser @edgarparser]

Created a video about Unity and why they’re losing. Stock price dropping is just a confirmation in my opinion.

$U

https://t.co/R7xAOn9c3m

[Edgarparser @edgarparser]

Cloudflare. Their future is not bad imo. I’ve made the clips in this video using their platform.

$net https://t.co/fplOFJoKc2

[Edgarparser @edgarparser]

Market is suggesting that this is a value trap. The reason might be that it's too easy to clone a SaaS using AI, and, for users, it does not matter much what SaaS you're using in the backend and as long as it works.

The best days of SaaS might be behind us $ESTC $MDB $DDOG

[Edgarparser @edgarparser]

NVIDIA: Growth without limits 🚀

Over the past 3 years:
• Revenue: parabolic YoY and QoQ acceleration.
• Gross margin: ~70%+ and expanding.
• Operating margin: ~60%+.
• Net income: growing 15-20x in 3 years.

This is what paradigm shift looks like. $NVDA

[Edgarparser @edgarparser]

I still don't see what would make Sidus Space's stock price go up with fundamentals like this. It's a loss-making machine that isn't even growing revenue.

$SIDU

[Edgarparser @edgarparser]

2026 might be the year when Costco hikes the hotdog and soda price.

[Jim Cramer @jimcramer]

good experience

[Edgarparser @edgarparser]

Tesla's revenue increased 842 times since 2010. Yeah, Elon is hands down the best CEO on this planet.

No exposure to Tesla will not make sense.

$TSLA

[Edgarparser @edgarparser]

This is what I mean being cyclical.

[Edgarparser @edgarparser]

Micron's revenue grew 20.57% QoQ and it guided for another 37.5% QoQ next quarter. This is something.

Keep in mind that memory chips are cyclical, so even if things look good now, a sudden downturn in demand is also possible for companies like this

$MU https://t.co/rkol5baajn

[Edgarparser @edgarparser]

Costco. In the past 3 years:

- Revenue up ~7% YoY
- Op margin ~3%
- Net income margin ~2.5% to 3%
- Cash, debt and inventory hovers around the same level

This company is trading at a TTM P/E ratio of 60, which is simply too expensive for a company that does not grow. $COST

[Edgarparser @edgarparser]

$LULU earnings is honestly not bad.

[Edgarparser @edgarparser]

Micron

- Revenue soars 3x in 2 years
- Gross margin goes from low of -32% to 44% in 2 years
- Net income margin goes low of -62% to 28% in 2 years

With DRAM prices at this level and demand continuing to surge, I can see the AI-driven growth extending into 2026 and beyond $MU

[Edgarparser @edgarparser]

slowing down their growth. With the stock down ~70% from the highs a few months back, it feels like we may be really close to a bottom.

[Edgarparser @edgarparser]

Duolingo.

- Revenue up 8-10% QoQ for the past 20 quarters.
- Gross margin remains in the 70 - 53% area.
- Op margin jumps from -17% to 13%.
- Net income turns positive.

$DUOL

Chatgpt has been around for 2 years, and we are not seeing AI impacting them in anyway or