Skip to content

Know when the reasons you bought change.

Weekly: which of your theses were confirmed, challenged or broken, and why. A broken point, right away.

Start freeAll agents

Agents are copilots: they summarize and organize, never give buy, sell or hold calls. Not financial advice.

Thesis Guardian

Watches your theses

NVDA thesis update: data-center growth and margins confirmed

• Data-center revenue continues to grow year over year, as reflected in the latest 8-K results. [1][2]

2 sourcesas of Oct 12, 2026

Real output from Oct 12, 2026, quoted word for word. Fact-checked Oct 14, 2026 against the SEC filings it cites. See the full example

The thesis verdict this run read was a labelled test row; the figures come from NVIDIA's 8-K.

The full example

Everything it reported.

The same run, quoted in full, with every source it cited.

Thesis Guardian

Watches your theses

Thesis verdicts as they come in · runs Mondays at 08:00

Run Oct 12, 2026 · as of Oct 12, 2026 · fact-checked Oct 14, 2026

Thesis Guardian

NVDA thesis update: data-center growth and margins confirmed

• Data-center revenue continues to grow year over year, as reflected in the latest 8-K results. [1][2]

• Gross margins remain above 70% (reported at 75.0% GAAP and non-GAAP in Q2 FY2027). [2]

Sources

Real output from Oct 12, 2026, quoted word for word. Fact-checked Oct 14, 2026 against the SEC filings it cites.

The thesis verdict this run read was a labelled test row; the figures come from NVIDIA's 8-K.

What it does

What the Thesis Guardian does

  • Your own reasonsIt reads the thesis you wrote in Vero, a few checkable claims per stock.
  • Judged against filingsEach relevant filing and headline is marked confirms, challenges or breaks.
  • Breaks, right awayMondays for the roundup; a broken point wakes it the moment it lands.

When it runs

  • Mondays at 08:00
  • When a thesis verdict breaks

Thesis verdicts as they come in · runs Mondays at 08:00.

Who it's for

  • You're a long-term investor who writes down why you own a stock.
  • You want to be told when the story changes, not when the price wiggles.

Thesis Guardian questions

What is a thesis in Vero?
A few short, checkable claims about why you own a stock, such as “data-center revenue keeps growing”. Vero judges each relevant filing and headline against them as confirms, challenges or breaks, with the source linked.
How fast does it flag a broken thesis point?
As soon as Vero's verdict engine marks a point as broken, the Thesis Guardian wakes and reports it, instead of waiting for Monday's roundup.
Will it email me?
Only if you turn email on for that agent; it is off by default. Email goes to your account's verified address for findings above the agent's importance threshold, respects quiet hours and a daily cap, and every email has a one-click unsubscribe.
Will it tell me to sell when a thesis breaks?
No. Vero agents summarize and organize information. They never give buy, sell or hold calls, and they cannot place trades.
More

Other agents

Start a Thesis Guardian

Checks filings every ~5 min · news every ~15 min · prices at end of day. Not financial advice.

Start freeSee pricing

Cookies and tracking

Vero always uses essential storage to keep you signed in. With your OK, it also uses Google Analytics to see how the site is used. Nothing else runs until you choose. Privacy · Cookies