Notes that pull the important parts of SEC filings into context for covered companies and ETF wrappers.
IREN filed its September 2025 quarterly report in November, and the disclosure pattern around fleet expansion, power costs, and Bitcoin exposure puts it firmly in the high-monitoring tier.
IREN filed an operational results 8-K on November 6, 2025, and its Sawse scores reflect a company generating dense disclosure activity at a moment when the equity has already repriced sharply higher.
The November 6 underwriting agreement with Barclays and Morgan Stanley adds a new currency dimension to Strategy's capital-markets playbook.
TeraWulf's third-quarter filing shows a miner whose equity story now turns almost entirely on power infrastructure scale and financing cadence rather than near-term Bitcoin production economics.
GLXY's November 2025 quarterly filing lands with ceiling-level filing risk and event momentum scores, signaling a disclosure cadence that demands closer reading than the headline revenue figure suggests.
The November 17 8-K confirms 649,870 BTC in aggregate holdings and discloses final proceeds from the euro-denominated preferred stock offering that funded part of the purchase.
NVDA's quarterly filing for the period ending October 26, 2025 lands with ceiling-level filing risk and event momentum scores, anchored on a disclosure cadence that has not slowed down.
Palo Alto Networks filed its October quarter 10-Q with 24 material risk-factor changes and Sawse's highest filing-risk signal, making the disclosure cadence the story alongside operating fundamentals.
The annual filing for fiscal year 2025 shows CleanSpark deepening its Bitcoin-first identity while disclosing the most significant risk-factor changes in at least two years.
IREN's December 1 dual-offering structure is a liability management move, not a straightforward capital raise.
The December 1 8-K reveals Strategy funded a dedicated USD reserve from ATM equity sales, adding a new layer of capital structure discipline around its preferred stock obligations.
Oracle's fiscal Q2 filing shows a company deep in cloud transition, with a ceiling-level Filing Risk Score driven by 13 risk-factor changes and a price chart that has recovered sharply from its April low but still sits below its 200-day average.
The vote expands the 2021 Equity Incentive Plan reserve and lands as the stock sits near a 52-week high after a sharp recovery from February lows.
WULF's December 18 filing is a Regulation FD disclosure tied to an investor presentation for a Flash Compute offering, not a TeraWulf capital event.
A subsidiary-level private placement of senior secured notes signals a major capital raise for WULF's infrastructure ambitions.
A December 19 current report triggers Item 5.02, signaling a director or officer departure, election, or appointment at Meta Platforms.
The January 2 8-K locks in the preferred stock dividend terms for STRC holders and adds another data point to Strategy's capital structure obligations.
The January 12 8-K shows Strategy deploying $1.25 billion across equity and preferred stock sales to reach 687,410 BTC held, with more than $10 billion in common stock ATM room remaining.
AMD filed an amended annual report in February 2026, and the disclosure intensity around it sits near the ceiling of Sawse's filing-risk range.
The February 23 8-K confirms another ATM-funded Bitcoin purchase, pushing Strategy's aggregate stack to its largest disclosed level.
The January 20 8-K shows Strategy's largest single-week Bitcoin purchase in recent filings, pushing aggregate holdings to 709,715 BTC at an average cost of $75,979 per coin.
Microsoft's January 2026 10-Q shows a cloud platform under pressure to justify its AI capital spending, with eight new risk factors and a price chart that has spent most of the past year retreating from its 2025 highs.
ServiceNow's annual filing shows a business still growing subscriptions while its equity has been cut in half over twelve months.
META's annual filing for fiscal 2025 shows a company rewriting its own risk language while carrying an elevated disclosure intensity that demands a close read.