TKR Tracker pulls SEC filings, fundamentals, insider trades, and news for every stock you open — then asks Claude for a structured verdict, moat, catalysts, and bear case. Build custom alerts that fire on price, technicals, news, or filings. Delivered in-app, by email, to Discord, or to X.
Sub-second streaming candles on the consolidated tape. Watchlist, chart, market pulse, and the valuation viewer — one screen, no tabs, no decorative chrome. Designed for glanceability during the trading day.
Elon announced new Robotaxi timeline and raised Cybertruck guidance; vol 3.2× avg suggests institutional accumulation.
Data-center weakness guidance at Cowen conf + Nvidia pressure on inference workloads. Multiple downgrades this morning.
DoD awarded expanded Maven contract, analyst targets moving up. Low float amplifying the move.
Open any stock — the Valuation Viewer fills in. Verdict, business model, financial trends, peer-comp table, moat factors, catalysts, bear case, asymmetry, insider activity, analyst targets, news stream, and macro context. Every claim cited back to the SEC filing or news source it came from.
Below is a full sample for NVDA — every section, every citation, live from the actual product code. Not a screenshot.
NVIDIA designs GPUs, networking silicon, and developer software (CUDA) that sit at the center of generative AI training and inference. Revenue comes from selling accelerator systems to hyperscalers and enterprises plus a long-tail gaming and pro-viz business.
| segment | share | description |
|---|---|---|
| Data Center | 87.0% | GPU + system sales to hyperscalers and AI labs |
| Gaming | 8.0% | Consumer GPUs (GeForce) and laptop SoCs |
| Professional Visualization | 3.0% | Workstation GPUs for engineering and media |
| Automotive | 2.0% | DRIVE platform for self-driving and ADAS |
| metric | ticker | sector | AMD | AVGO | TSM | INTC |
|---|---|---|---|---|---|---|
| P/E (TTM) | 65.20 | 32.50 | 42.10 | 58.00 | 28.40 | — |
| P/S | 28.70 | 7.20 | 8.40 | 18.20 | 9.10 | 2.10 |
| EV/EBITDA | 47.50 | 18.40 | 31.20 | 24.10 | 13.60 | 14.00 |
| PEG | 0.62 | 1.30 | 0.95 | 1.40 | 0.78 | — |
| Gross Margin | 0.76 | 0.51 | 0.48 | 0.74 | 0.55 | 0.41 |
Three reinforcing layers: a 15-year head start on the CUDA programming model, vertically-integrated NVLink/InfiniBand networking, and a software stack that locks training pipelines onto NVIDIA hardware.
4M+ registered developers and effectively all major ML frameworks (PyTorch, TensorFlow, JAX) ship CUDA-first.
Mellanox acquisition gives NVDA the only end-to-end rack-scale GPU interconnect on the market.
TSMC capacity contracts run through 2027, but NVDA does not own fabs — single-supplier risk.
Four hyperscalers = 47% of FY25 data-center revenue. A single capex pause from any one resets near-term growth.
Each successive BIS rule has clipped 8-12% of Greater China revenue. Further tightening is on the table.
AWS Trainium2, Google TPU v6, Meta MTIA all ramping. Workloads that don't need CUDA will route around NVDA.
Q1 inventory grew 18% sequentially while DSO extended. Watch for write-downs if Blackwell demand softens.
Floor anchored on 25× FY27 EPS at the low-growth case. Ceiling on Street-high estimate of $1180 (Bernstein) which implies Blackwell at full ramp + China license retained.
| date | insider | title | code | shares | price | total |
|---|---|---|---|---|---|---|
| 2026-04-19 | HUANG JEN-HSUN | President & CEO | S | 120.0K | $880.50 | −$105.66M |
| 2026-04-12 | KRESS COLETTE M | EVP & CFO | S | 32.0K | $875.20 | −$28.01M |
| 2026-03-28 | DALLY WILLIAM J | Chief Scientist | S | 18.5K | $845.80 | −$15.65M |
NVIDIA secures multi-year supply agreement with Saudi PIF-backed AI lab
Deal commits ~$3B of Blackwell capacity through 2028. Margin-accretive given direct sales.
Hyperscaler capex guidance raises bar for NVDA's August quarter
Combined AWS + Azure + GCP commits raised by ~14% YoY at recent investor events.
BIS reviewing successor to H20 export chip, decision expected Q3
Outcome could expand or further restrict China-bound chip variants.
Google rolls out TPU v6 to Cloud customers; pricing aggressive
TPU v6 list price ~28% below H100-equivalent NVIDIA SKU. Watch for workload migration.
Cluster of patents in dynamic kernel scheduling — adds defensive moat depth.
▸ USPTO weekly grantsCustoms data confirms supply ramp; lines up with Q3 production guide.
▸ TSMC import-genius BoL aggregateMacro is supportive: low VIX and a flattening curve favor multiple expansion in growth names. CPI within target keeps Fed on hold.
Elon announced an accelerated Robotaxi timeline and raised Cybertruck guidance at a live event. Volume 3.2× the 20-day average suggests institutional accumulation, not just retail momentum.
Compose multi-criteria rules from 18 building blocks. Price, volume, RSI, SMA/EMA crosses, VWAP side, ATR multiples, Bollinger band touches, candle patterns, sessions, news keywords, drawn-line crosses — or a free-form prompt Claude turns into a rule for you. Per-rule cooldowns. Per-rule delivery style.
Live updates push to the alerts feed via Supabase realtime. If you're subscribed by email, Resend delivers the same context to your inbox. Connect Discord and we forward channel posts into your alerts stream. X integration brings tracked accounts into the same feed.
bullish · continuation likely · confidence: medium
Elon announced an accelerated Robotaxi timeline and raised Cybertruck guidance. Volume 3.2× the 20-day average suggests institutional accumulation, not just retail momentum.
Free during the beta. Sign in with your email — no passwords, no trackers, no credit card.
enter terminal →