Notes that pull the important parts of SEC filings into context for covered companies and ETF wrappers.
The September 2 8-K shows Strategy bought another 4,048 Bitcoin between August 26 and September 1, funded across four ATM programs, bringing aggregate holdings to a new disclosed high.
Oracle's August-quarter 10-Q arrived with a ceiling-level Filing Risk Score and thirteen risk-factor changes, making the disclosure pattern itself the story.
The September 22 8-K shows Strategy bought another 850 Bitcoin between September 15 and 21, funded through its STRF ATM and MSTR ATM programs, pushing aggregate holdings to 639,835 BTC.
The September 30 8-K confirms the STRC cash dividend for the month ending October 31, 2025, at $0.854166667 per share.
IREN's October 7 8-K reveals a major capital raise that pairs a new convertible note offering with a full accounting of its at-the-market program.
Strategy filed an 8-K on October 14 disclosing updates to its ATM offering programs and Bitcoin holdings, keeping the capital markets cadence that defines the equity story.
CORZ filed its Q3 2025 10-Q on October 24, and the filing lands while the stock has more than doubled from its 52-week low, making the disclosure cadence the sharpest lens on what comes next.
WULF filed an 8-K on October 29 announcing a $500 million Rule 144A convertible senior note offering due 2032, with an option for purchasers to take an additional $75 million.
Microsoft's fiscal first-quarter filing lands with Event Momentum at the ceiling and a risk-factor profile that shifted meaningfully from a year ago.
COIN's October 2025 quarterly filing lands with Filing Risk and Event Momentum both at 100, while the stock sits more than 58% below its 52-week high.
RIOT's October 2025 quarterly filing lands with a Filing Risk Score at the ceiling and a Bitcoin treasury position that makes energy economics the central read.
Alphabet's October filing shows a company running hard on AI capital spending while its risk-factor language signals a broader reckoning with regulatory and competitive exposure.
META's October 30 quarterly filing shows a company still printing on advertising while its disclosure cadence signals a more complex operating environment ahead.
ServiceNow filed its September quarter 10-Q against a backdrop of sharp price deterioration, elevated filing-risk signals, and a stock that has shed roughly half its value over the past year.
Core Scientific's special meeting ended without the votes to approve the CoreWeave deal, leaving the company's strategic direction unresolved.
Strategy bumped the annual rate on its STRC preferred stock from 10.25% to 10.50% and declared an $0.875 per-share cash dividend payable November 30.
A five-year contract to supply Microsoft with dedicated GPU infrastructure at Childress, Texas reframes IREN's business model and its capital structure in a single filing.
Strategy filed an 8-K on November 3 announcing plans to offer 3.5 million shares of 10.00% Series A Perpetual Strife Preferred Stock, adding a new layer to its capital structure.
Strategy's third-quarter filing lands against a backdrop of elevated disclosure intensity and a stock trading well below its 52-week peak.
HUT filed its September 2025 quarterly report against a backdrop of elevated filing-risk signals and a price run that has outpaced most of its miner peers.
MARA filed a results 8-K on November 4, 2025, and the filing arrives against a backdrop of sharp short-term recovery and a Bitcoin treasury position that crossed $2.4 billion by March 2026.
AMD filed a results 8-K on November 4, 2025, and the price context surrounding it tells a sharper story than the filing items alone.
MARA's Q3 2025 10-Q shows the miner running hard on hashrate while carrying a Bitcoin treasury position that now shapes the equity story as much as mining margins do.
AMD filed its September quarter 10-Q on November 5, and the disclosure cadence that drove its Filing Risk Score to 96 sits against a price chart that has moved faster than almost any large-cap semiconductor in recent memory.