live research notes

the pulse

score changes, earnings reactions, and research notes from the xvary desk. 5 minutes. before your first meeting.

read before the opening bell
weekday notes monday digest earnings reactions
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.

get the pulse in your inbox

weekday composite notes and the monday digest. built for the first five minutes of the day.

weekday pulse monday digest earnings alerts no filler