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score changes, earnings reactions, and research notes from the xvary desk. 5 minutes. before your first meeting.
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score change
mar 25, 2026
nvda composite drops to 7.8 after datacenter margin miss
datacenter revenue grew 41% but gross margins compressed 180bps. full note on its own URL for search and sharing.
earnings reaction
mar 12, 2026
AAPL: beat on everything. stock barely moved.
Q1 FY2026: revenue $124.3B (+4%), EPS $2.40 (+10%). Services margin crossed 75% for the first time. the market priced in perfection and got it.
weekly digest
mar 17, 2026
the monday morning summary
score notes, earnings reactions, and new coverage posts roll up here when the weekly summary is assembled from the live feed.
new coverage
mar 10, 2026
new coverage lands here
first-time names show the opening score only after the canonical snapshot data is available, so the feed never invents a composite.
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