Sample dataThese are illustrative examples written to show how Okidor works — not real analysis of these companies, and not investment advice.
Filing evidence is consistent with the thesis; no criterion breached. It reports a single event rather than a period, so this is recorded as supporting evidence rather than as confirmation.
8-K
SEC EDGAR · 2 Jul 2026
Open the originalA multi-year capacity agreement with a foundry partner is disclosed, covering advanced packaging from the first quarter.
Packaging capacity has been the binding constraint on shipments, so this bears directly on the supply half of the thesis.
It is one disclosure about one agreement. It points the right way, but only a set of accounts can show whether pricing actually held.
The parts of your reasoning this bears on, and which way.
The agreement addresses the packaging bottleneck named in the thesis, though it does not say at what cost.
Each condition, checked against this source.
No kill criterion moved on this source.
The exact passages this reading rests on, quoted from the document.
In your own account this is where you would record what you decided. Okidor does not decide.
Every source read against this thesis.
10-Q · period ending 2026-06-2812 Aug 2026Thesis holdsSecond hyperscaler says its own inference accelerator now serves a majority of internal traffic19 Jul 2026Watch signal8-K2 Jul 2026 · reading nowSupporting evidenceNvidia names new head of automotive partnerships18 Jun 2026No thesis impact10-K · period ending 2025-09-2824 Oct 2025 · baselineThesis holds