Notes that pull the important parts of SEC filings into context for covered companies and ETF wrappers.
BlackRock's spot Bitcoin ETF filed its second annual report with 17 risk-factor changes, and the revisions tell a cleaner story about how the product is being repositioned.
TeraWulf's 2025 annual report shows a company whose equity risk is almost entirely a function of Bitcoin price and power cost, with filing-risk signals running at maximum intensity.
Core Scientific's amended quarterly report for September 2025 arrived in March 2026, and the disclosure cadence around that delay tells investors more than the headline numbers.
Core Scientific's amended 10-K covers fiscal 2024, and the filing's risk profile sits at the ceiling while the equity has staged one of the stronger recoveries in the miner category.
ARK 21Shares Bitcoin ETF filed its annual report covering a period when the fund's price fell more than 27% over twelve months, and the risk-factor refresh adds eight new disclosures worth reading.
Core Scientific's amended quarterly report for the period ending June 30, 2025 arrived on March 2, 2026, a disclosure timeline that demands more attention than the underlying numbers.
Core Scientific's amended quarterly report lands against a backdrop of strong price recovery and ceiling-level filing-risk signals.
Core Scientific disclosed that property, plant and equipment was overstated across 2024 and interim 2025 periods because the company kept capitalizing assets it had already committed to demolish during its mining-to-HPC conversion.
Nvidia's March 8-K discloses the named executive officer compensation targets for fiscal year 2027, with Jensen Huang's award opportunity double the rate set for his four EVP peers.
Palo Alto Networks exhausted its entire remaining repurchase authorization in two days, then asked its board for $1 billion more.
Oracle's March 2026 10-Q carries a Filing Risk Score at the maximum reading, driven by a dense risk-factor revision cycle and a disclosure cadence that demands close attention from anyone tracking the cloud transition story.
The March 16 8-K shows Strategy bought 22,337 BTC at an average of $70,194 per coin, pushing aggregate holdings to 761,068 BTC.
Core Scientific's 10-K/A for fiscal 2025 puts fleet scale, power contracts, and customer demand at the center of the annual disclosure.
The March 23 8-K shows a modest weekly Bitcoin purchase funded entirely by common stock sales, while five ATM programs collectively hold more than $34 billion in remaining capacity.
Strategy's March 30 8-K confirms a quiet week with no ATM activity and no Bitcoin added, while the aggregate cost basis stays fixed at $57.69 billion.
Bitfarms filed its 2025 annual report in March 2026 with all four Sawse scores at maximum, eight new risk factors added, and a stock that has more than doubled in three months.
The April 1 8-K confirms the first monthly cash dividend on Strategy's Variable Rate Series A Perpetual Stretch Preferred Stock, payable April 30 to holders of record as of April 15.
An 8-K filed April 2 disclosed the departure of GOOG's Vice President, Corporate Controller and Principal Accounting Officer, effective April 9, 2026, with no successor identified in the filing.
Palo Alto Networks filed an 8-K disclosing amended lease terms, a tenant improvement allowance of up to $72.50 per rentable square foot, and a new direct financial obligation.
WULF raised $900 million in a upsized common stock offering, the largest single capital event in the company's history as a public Bitcoin miner.
ServiceNow's March 2026 quarterly report carries a Filing Risk Score near the ceiling and a price that has shed nearly half its value over the past year.
The April 27 8-K confirms another weekly Bitcoin purchase funded entirely by equity issuance, with the preferred stock ATM programs sitting idle and the common stock program doing all the work.
Robinhood reported $1.07 billion in Q1 2026 revenue, but the price context tells a more complicated story about where the stock sits heading into the next quarter.
Robinhood's first-quarter filing shows a platform generating real revenue, but the crypto Fear and Greed reading at 28 is a reminder of how quickly the mix can shift.