Nvidia Corp (NVDA) stock: price, suppliers, customers and institutional ownership
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Nvidia Corp
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Semiconductors & Related Devices
7 readings, 4 filed under bull and 3 under bear. Every figure is ours; the model chose the side.
the bull case· 4
4 of 4
recent quarters where reported EPS beat consensus
earnings history+2.88%
median EPS surprise across the recent reported quarters
earnings history+3.03%
change in shares held by the ten largest reporting managers over the latest quarter
13fJun 30 '2619
customers naming NVDA as a supplier in their own filings
sec filingsfrom their filingsthe bear case· 3
27.60%
of Fabrinet's revenue is NVDA by their own filing
10-Kfrom their filing9 of 22
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '265 of 8
recent reports where the move came in under the options implied range
earnings historyimplied vs realizedThe model filed each reading under bull or bear and wrote its caption; a caption carrying a digit is replaced by our own phrase, so every figure on this zone is ours. Built Sep 15 '26 against the Nov 18 '26 report; rebuilt when that date rolls. Not a forecast, not advice.
No intraday reading yet this session.
Of the 6 companies Nvidia Corp moves with most closely, 1 also shares its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 3674, Semiconductors & Related Devices, from each company's own filings. Largest first.
A rule beside a ticker marks a company that appears in both readings.
Which of these the filings never mention ›5,997 managers report a position worth $3.5T between them, and 79 of them hold 80% of it.
tall tick = annual report · 1 on record
NVDA (Nvidia Corp) has 7 disclosed suppliers and 19 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move, and a bundle sits past the rings until you open it. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: BRR −4.04%, in the finance bundle.