§ 01 — The Company Packet
A complete company data room, before your agent reasons.
The core primitive. Fundamentals, earnings, events, filings and narrative — reconciled from dozens of sources into one packet your agent reads in a single call, instead of rebuilding it every session.
Cost view — one cached packet vs. the agent researching it live
vs
Without Packet agent reasoning blind
Prompt
“Summarize NVDA’s competitive position, Q1 FY27 results, and key risks for a portfolio
review.”
Searching… 0%
web_search("NVDA Q1 FY27 earnings")+312 tok
web_search("NVIDIA competitive landscape 2026")+489 tok
web_fetch("sec.gov/NVDA/10-K-2025")+2,104 tok
polygon_api("NVDA/financials")+640 tok
web_search("AMD vs NVDA datacenter 2026")+388 tok
web_fetch("reuters.com/NVDA-export-controls")+917 tok
web_search("NVDA Blackwell supply chain risks")+551 tok
alpha_vantage("NVDA/OVERVIEW")+720 tok
web_search("NVDA 10-Q Q1 2026 cash flow")+403 tok
web_fetch("bloomberg.com/hyperscaler-capex")+1,280 tok
web_search("NVDA analyst ratings consensus")+298 tok
fmp_api("NVDA/ratios/annual")+615 tok
0 searches 0.0s
With Packet fundamentals.v2 attached
Prompt
“Summarize NVDA’s competitive position, Q1 FY27 results, and key risks for a portfolio
review.”
Loading context… 0%
▣ fundamentals.v2 · NVDA · 31 sources · cached 06-03 06:14 UTC current
NVDA posted $44.1B revenue (+68% YoY) in Q1 FY27, beating consensus by $1.5B.
Data Center (87% of revenue) remains the primary growth engine driven by H100/H200 NVL
rack demand. Gross margin held at 73.8%, reflecting strong pricing power
despite supply ramp costs.
Competitive moat is deep via CUDA lock-in (4M+ developers). AMD’s MI300X is the nearest
rival; INTC has ceded ground. Key risks: BIS export controls on advanced
chips, TSMC packaging capacity, hyperscaler CapEx cycle deceleration.
[s2] Q1 FY27 8-K [s1] 10-K 2025 [s5] polygon.io [s11] Reuters [s7] 10-Q FCF
Facts, sources, timestamps — not investment advice. Data is illustrative.
§ 02 — Web Research Quality
We strip the HTML and noise, then keep only the signal.
finterm filters raw markup and low-signal finance SEO, dedupes the same press release across a dozen sites, and labels what survives as primary or secondary sources — so your agent reasons from facts, not clickbait.
Crawled on the left strip away; kept facts surface on the right, labeled
Web research, filtered to signal
94 crawled · raw html strip html & noise drop low-signal dedupe syndications highlight keepers label primary / secondary
Crawled94
<nav class="site-nav"> Markets · Watchlist · Sign in </nav>
NVIDIA Q1 FY25 data-center revenue $22.6B, +427% YoY
<div class="cookie-banner"> We use cookies to personalize ads… </div>
What $1,000 in NVIDIA in 2015 would be worth today
Reuters: NVIDIA confirms Blackwell in full production on call
NVIDIA IR — “NVIDIA Announces Q1 FY25 Financial Results”+2 merged
Yahoo Finance — “NVIDIA Announces Q1 FY25 Financial Results”duplicate
5 AI stocks that could make you rich in 2025
Q1 FY25 call transcript: “the data center is the unit of computing”
<script src="ads.js"></script>
Benzinga — “NVIDIA Announces Q1 FY25 Financial Results”duplicate
Analyst reiterates price target on NVDA — no new reasoning
Kept0primary + secondary
NVIDIA Q1 FY25 data-center revenue $22.6B, +427% YoY
NVIDIA Q1 FY25 results — official press release
“The data center is the unit of computing” — Q1 FY25 call
NVIDIA confirms Blackwell in full production this quarter
Facts, sources, timestamps and caveats — not investment advice. Primary = filings,
transcripts, company releases; secondary = credible reporting.
§ 03 — The Executive Packet
Predictions and plans, in one place.
What a leader forecast versus what they committed to do — pulled from years of calls, keynotes and interviews, dated, sourced, and tracked against what actually happened.
Predictions vs. plans, each with a status tracked over time
Executive packet · forward-looking
Jensen Huang
Founder & CEO · NVIDIA Corporation · Nasdaq: NVDA
tracked
Generated 14:32 ET · Jun 3, 2026
Predictionswhat he forecast
“The data center is the unit of computing — one GPU is not the product.”
“A trillion dollars of installed data centers will modernize to accelerated
computing.”
“Sovereign AI will become a multi-hundred-billion-dollar market.”
“Inference will be far larger than training as models deploy.”
“Gaming channel inventory normalizes in two to three quarters.”
Planswhat he committed to do
Move to a one-year product cadence — Blackwell → Rubin, annually.
Ship GB200 NVL72 rack-scale systems at volume this year.
Grow Spectrum-X Ethernet into a multi-billion-dollar product line.
Bring enterprise AI to market via NIM inference microservices.
Build sovereign-AI partnerships nation by nation.
synthesis
Predictions and plans pulled from twelve years of public record and tracked against what actually happened — so your agent can weigh a leader’s forecasts against their delivery, in one place.
played out tracking / on track pending missed
Facts, sources, timestamps and caveats — not investment advice. Statements are illustrative
public record; status is finterm’s tracking, not a forecast.
§ 04 — The Politician Packet
All their disclosed trades — plainly.
The full public purchase history in one clean table for humans, and the same rows as markdown for agents. Source-linked, with filing lag and statutory amount ranges kept honest.
One trade history · readable for humans, parseable for agents
Sen. Margaret A. Holloway (R-VA)
All disclosed trades · 23 filings · 2023 – 2025 · Senate Armed Services Committee
| Trade date | Disclosed | Ticker | Type | Amount range | Source |
|---|---|---|---|---|---|
| 2025-02-12 | 2025-03-01 +17d | NVDA | Buy | $1M – $5M | eFD |
| 2025-01-22 | 2025-02-08 +17d | LMT | Buy | $250K – $500K | eFD |
| 2024-12-09 | 2025-01-03 +25d | PANW | Buy | $100K – $250K | eFD |
| 2024-11-15 | 2024-12-04 +19d | TSLA | Sell | $50K – $100K | eFD |
| 2024-10-03 | 2024-10-28 +25d | RTX | Buy | $500K – $1M | eFD |
| 2024-08-21 | 2024-09-12 +22d | MSFT | Buy | $100K – $250K | eFD |
| 2024-06-18 | 2024-07-10 +22d | NVDA | Buy | $250K – $500K | eFD |
| 2024-04-02 | 2024-04-27 +25d | AAPL | Sell | $15K – $50K | eFD |
| 2023-11-29 | 2023-12-21 +22d | PLTR | Buy | $50K – $100K | eFD |
| 2023-09-14 | 2023-10-09 +25d | GD | Buy | $100K – $250K | eFD |
# Sen. Margaret A. Holloway (R-VA) — disclosed trades ## source: Senate eFD / STOCK Act · amounts are statutory ranges, not exact | trade_date | disclosed | ticker | type | amount_range | source | | ---------- | ---------- | ------ | ---- | ------------- | ------ | | 2025-02-12 | 2025-03-01 | NVDA | buy | $1M – $5M | eFD | | 2025-01-22 | 2025-02-08 | LMT | buy | $250K – $500K | eFD | | 2024-12-09 | 2025-01-03 | PANW | buy | $100K – $250K | eFD | | 2024-11-15 | 2024-12-04 | TSLA | sell | $50K – $100K | eFD | | 2024-10-03 | 2024-10-28 | RTX | buy | $500K – $1M | eFD | | 2024-08-21 | 2024-09-12 | MSFT | buy | $100K – $250K | eFD | | 2024-06-18 | 2024-07-10 | NVDA | buy | $250K – $500K | eFD | | 2024-04-02 | 2024-04-27 | AAPL | sell | $15K – $50K | eFD | | 2023-11-29 | 2023-12-21 | PLTR | buy | $50K – $100K | eFD | | 2023-09-14 | 2023-10-09 | GD | buy | $100K – $250K | eFD | # caveats: filing lag up to 45 days · ranges not exact · list may be incomplete
Illustrative · derived from public STOCK Act disclosures · amounts are statutory ranges, not
exact · filing lag up to 45 days · not investment advice.
§ 05 — The Supply-Chain Packet
The supply chain as a percentage of revenue and cost.
Who the money comes from, and where it goes — customers as a share of revenue, suppliers as a share of cost — so concentration risk is a number, not a vibe.
Revenue by customer · cost by supplier · concentration flagged
NVIDIA — supply chain as % of revenue & cost FY2025supplychain · financial view
Revenue — by customer% of total revenue
▲
Top 5 customers ≈ 58% of revenue. Demand is concentrated in a handful of hyperscalers — a swing in any one’s capex moves the model.
Cost — by supplier% of COGS
▲
TSMC ≈ 46% of COGS — single-foundry concentration. Wafer and CoWoS packaging capacity is the binding constraint on units shipped.
Facts, sources, timestamps — not investment advice. Customer mix and supplier shares are
illustrative estimates; companies disclose only limited concentration data.