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0xa0f2c22b…658353880xa0f2c22b8e03e02809c27736e8b4804665835388Two or three brains, the same seven questions. This compares what the models currently hold and how well-evidenced it is — it does not rank the companies, and it never concludes which one to buy.
Up to 3 brains at a time. Queued companies cannot be added until their brain has read its first filings — an empty column would look like a comparison without being one.
Nothing in Apple Inc.'s filings yet holds the thesis up or pushes against it. Nothing filed has yet landed on competitive and open-source pressure and regulatory and legal exposure in either direction, so they remain part of the thesis that the record does not speak to. Nothing on record yet points for or against the thesis, so the balance of evidence is not measurable. It is held as a still-forming brain at low confidence, because the evidence is still thin or still divided. A further 9 disclosures have been read and attached but not resolved for or against the thesis, so none of it moves the score. Nearest unanswered question: does this disclosure strengthen or weaken supply chain dependency?
Read in fullNothing in Advanced Micro Devices, Inc.'s filings yet holds the thesis up or pushes against it. Nothing filed has yet landed on competitive and open-source pressure in either direction, so it remains part of the thesis that the record does not speak to. Nothing on record yet points for or against the thesis, so the balance of evidence is not measurable. It is held as a still-forming brain at low confidence, because the evidence is still thin or still divided. A further 27 disclosures have been read and attached but not resolved for or against the thesis, so none of it moves the score. Nearest unanswered question: what was actually licensed or denied under this disclosure, and what revenue turned on it?
Read in fullNothing in Broadcom Inc.'s filings yet holds the thesis up or pushes against it. The largest figures on record: Gross margin at $43.29B (FY2025). Nothing filed has yet landed on gross margin trajectory and competitive and open-source pressure in either direction, so they remain part of the thesis that the record does not speak to. Nothing on record yet points for or against the thesis, so the balance of evidence is not measurable. It is held as a still-forming brain at low confidence, because the evidence is still thin or still divided. A further 28 disclosures have been read and attached but not resolved for or against the thesis, so none of it moves the score. Nearest unanswered question: what was actually licensed or denied under this disclosure, and what revenue turned on it?
Read in fullNothing in Coinbase Global, Inc.'s filings yet holds the thesis up or pushes against it. Nothing filed has yet landed on competitive and open-source pressure and regulatory and legal exposure in either direction, so they remain part of the thesis that the record does not speak to. Nothing on record yet points for or against the thesis, so the balance of evidence is not measurable. It is held as a still-forming brain at low confidence, because the evidence is still thin or still divided. A further 17 disclosures have been read and attached but not resolved for or against the thesis, so none of it moves the score. Nearest unanswered question: how does this disclosure compare with the prior period?
Read in fullNothing in Salesforce, Inc.'s filings yet holds the thesis up on its own. The largest figures on record: Equity investments at $1.5B (FY2026). Working against it: customer financing exposure — 3 disclosures land against customer financing exposure alone. Nothing filed has yet landed on export controls and China exposure and supply chain dependency in either direction, so they remain part of the thesis that the record does not speak to. On the balance of what has been filed, the supporting evidence is clearly the weaker side (0/100), held as a stable brain at low confidence, because the evidence is still thin or still divided. A further 23 disclosures have been read and attached but not resolved for or against the thesis, so none of it moves the score. Nearest unanswered question: does this disclosure strengthen or weaken regulatory and legal exposure?
Read in fullNothing in Alphabet Inc.'s filings yet holds the thesis up or pushes against it. The largest figures on record: Operating expenses at $111.3B. Nothing filed has yet landed on supply chain dependency in either direction, so it remains part of the thesis that the record does not speak to. Nothing on record yet points for or against the thesis, so the balance of evidence is not measurable. It is held as a still-forming brain at low confidence, because the evidence is still thin or still divided. A further 19 disclosures have been read and attached but not resolved for or against the thesis, so none of it moves the score. Nearest unanswered question: by how much did this disclosure actually move?
Read in fullNothing in Robinhood Markets, Inc.'s filings yet holds the thesis up or pushes against it. Nothing filed has yet landed on competitive and open-source pressure and regulatory and legal exposure in either direction, so they remain part of the thesis that the record does not speak to. Nothing on record yet points for or against the thesis, so the balance of evidence is not measurable. It is held as a still-forming brain at low confidence, because the evidence is still thin or still divided. A further 18 disclosures have been read and attached but not resolved for or against the thesis, so none of it moves the score. Nearest unanswered question: what is this disclosure flat against, and what held it there?
Read in fullMeta Platforms, Inc.'s thesis rests on total revenue growth. The largest figures on record: Total revenue at $200.97B. No part of the thesis is currently carried by contradicting disclosure. Nothing filed has yet landed on regulatory and legal exposure in either direction, so it remains part of the thesis that the record does not speak to. On the balance of what has been filed, the supporting evidence is clearly the stronger side (100/100), held as a stable brain at low confidence, because the evidence is still thin or still divided. A further 19 disclosures have been read and attached but not resolved for or against the thesis, so none of it moves the score. Nearest unanswered question: did this disclosure turn out the way this filing expected?
Read in fullNothing in Netflix, Inc.'s filings yet holds the thesis up or pushes against it. Nothing filed has yet landed on competitive and open-source pressure and regulatory and legal exposure in either direction, so they remain part of the thesis that the record does not speak to. Nothing on record yet points for or against the thesis, so the balance of evidence is not measurable. It is held as a still-forming brain at low confidence, because the evidence is still thin or still divided. A further 24 disclosures have been read and attached but not resolved for or against the thesis, so none of it moves the score. Nearest unanswered question: what was actually licensed or denied under this disclosure, and what revenue turned on it?
Read in fullNVIDIA Corporation's thesis rests chiefly on data center revenue engine and total revenue growth. The largest figures on record: Third-party capital mobilisation target at $500B (Q2 FY2027) and Supply and capacity commitments at $279B (Q2 FY2027). Working against it chiefly: export controls and China exposure, customer financing exposure and customer concentration — 3 disclosures land against export controls and China exposure alone. Supply and capacity commitments is genuinely contested, with evidence landing on both sides. Nothing filed has yet landed on balance sheet capacity and competitive and open-source pressure in either direction, so they remain part of the thesis that the record does not speak to. On the balance of what has been filed, the supporting evidence is the stronger side (65/100), held as a strengthening thesis at low confidence, because the evidence is still thin or still divided. A further 46 disclosures have been read and attached but not resolved for or against the thesis, so none of it moves the score. Nearest unanswered question: does supply chain geographic concentration strengthen or weaken supply chain dependency?
Read in fullNothing in Oracle Corporation's filings yet holds the thesis up or pushes against it. Nothing filed has yet landed on supply chain dependency and regulatory and legal exposure in either direction, so they remain part of the thesis that the record does not speak to. Nothing on record yet points for or against the thesis, so the balance of evidence is not measurable. It is held as a still-forming brain at low confidence, because the evidence is still thin or still divided. A further 8 disclosures have been read and attached but not resolved for or against the thesis, so none of it moves the score. Nearest unanswered question: does this disclosure strengthen or weaken export controls and China exposure?
Read in fullNothing in Palantir Technologies Inc.'s filings yet holds the thesis up or pushes against it. Nothing filed has yet landed on export controls and China exposure and competitive and open-source pressure in either direction, so they remain part of the thesis that the record does not speak to. Nothing on record yet points for or against the thesis, so the balance of evidence is not measurable. It is held as a still-forming brain at low confidence, because the evidence is still thin or still divided. A further 25 disclosures have been read and attached but not resolved for or against the thesis, so none of it moves the score. Nearest unanswered question: did this disclosure turn out the way this filing expected?
Read in fullNothing in Tesla, Inc.'s filings yet holds the thesis up or pushes against it. Nothing filed has yet landed on export controls and China exposure and supply chain dependency in either direction, so they remain part of the thesis that the record does not speak to. Nothing on record yet points for or against the thesis, so the balance of evidence is not measurable. It is held as a still-forming brain at low confidence, because the evidence is still thin or still divided. A further 14 disclosures have been read and attached but not resolved for or against the thesis, so none of it moves the score.
Read in fullUber Technologies, Inc.'s thesis rests on total revenue growth. The largest figures on record: Total revenue at $52B. No part of the thesis is currently carried by contradicting disclosure. Nothing filed has yet landed on data center buildout dependency and competitive and open-source pressure in either direction, so they remain part of the thesis that the record does not speak to. On the balance of what has been filed, the supporting evidence is clearly the stronger side (100/100), held as a stable brain at low confidence, because the evidence is still thin or still divided. A further 19 disclosures have been read and attached but not resolved for or against the thesis, so none of it moves the score. Nearest unanswered question: what was actually licensed or denied under this disclosure, and what revenue turned on it?
Read in fullNot identified in the filings yet.
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The filings report data center revenue as the dominant contributor to growth. Anchored on Data Center revenue at $89B (Q2 FY2027).
12 for · 0 against
Not identified in the filings yet.
Not identified in the filings yet.
Not identified in the filings yet.
Not identified in the filings yet.
Supply constraints are recorded when the company states them, including when it states them as expectations. Anchored on The Company’s products and services may be affected from time to time by design and manufacturing defects that could ….
0 for · 0 against
Each licensing action and charge is held as a separate quoted event. Anchored on Tariff exposure on licensed shipments.
0 for · 0 against
Supply constraints are recorded when the company states them, including when it states them as expectations. Anchored on A prolonged disruption of our or our customers’ or suppliers’ facilities or other significant operations could have a….
0 for · 0 against
Held as disclosed risk language, which is the only form the filings provide. Anchored on We operate in a highly competitive industry and our business, operating results, and financial condition could be adv….
0 for · 0 against
Each licensing action and charge is held as a separate quoted event. Anchored on Governmental sanctions and export and import controls that could impair our ability to compete in international marke….
0 for · 0 against
Supply constraints are recorded when the company states them, including when it states them as expectations. Anchored on We face a number of manufacturing and supply chain risks that could affect our ability to supply our products and ser….
0 for · 0 against
Held as disclosed risk language, which is the only form the filings provide. Anchored on We operate in highly competitive markets, and many of our competitors have greater resources than we do and may have ….
0 for · 0 against
Supply constraints are recorded when the company states them, including when it states them as expectations. Anchored on We face design, manufacturing, and supply chain risks with respect to our consumer hardware products that, if not pro….
0 for · 0 against
Held as disclosed risk language, which is the only form the filings provide. Anchored on Changes in competitive offerings for entertainment video could adversely impact our business..
0 for · 0 against
Each licensing action and charge is held as a separate quoted event. Anchored on US government export licensing action (FY2026).
1 for · 3 against
Each licensing action and charge is held as a separate quoted event. Anchored on Our international sales and operations and global customer base subject us to additional risks, including trade restr….
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Each licensing action and charge is held as a separate quoted event. Anchored on We do not work with the Chinese communist party and have chosen not to host our platforms in China, which may limit o….
0 for · 0 against
Each licensing action and charge is held as a separate quoted event. Anchored on We could be subject to liability, penalties and other restrictive sanctions and adverse consequences arising out of c….
0 for · 0 against
Recorded because the company names it as a precondition for its own demand. Anchored on Increases in fuel, food, labor, energy, and other costs due to inflation and other factors could adversely affect our….
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No evidence points for or against the thesis yet, so the balance is not measurable.
9 items still unresolved, carrying no weight
No evidence points for or against the thesis yet, so the balance is not measurable.
27 items still unresolved, carrying no weight
No evidence points for or against the thesis yet, so the balance is not measurable.
28 items still unresolved, carrying no weight
No evidence points for or against the thesis yet, so the balance is not measurable.
17 items still unresolved, carrying no weight
23 items still unresolved, carrying no weight
No evidence points for or against the thesis yet, so the balance is not measurable.
19 items still unresolved, carrying no weight
No evidence points for or against the thesis yet, so the balance is not measurable.
18 items still unresolved, carrying no weight
19 items still unresolved, carrying no weight
No evidence points for or against the thesis yet, so the balance is not measurable.
24 items still unresolved, carrying no weight
46 items still unresolved, carrying no weight
No evidence points for or against the thesis yet, so the balance is not measurable.
8 items still unresolved, carrying no weight
No evidence points for or against the thesis yet, so the balance is not measurable.
25 items still unresolved, carrying no weight
No evidence points for or against the thesis yet, so the balance is not measurable.
14 items still unresolved, carrying no weight
19 items still unresolved, carrying no weight
None recorded.
No high-importance nodes yet.
No high-importance nodes yet.
No high-importance nodes yet.
This is an analytical comparison of two model-held theses, not a recommendation. A higher thesis integrity means a brain’s own evidence agrees with its own stated view more consistently — it says nothing about valuation, expected return, or which company is the better investment. StockBrain publishes no price targets and no forecasts. Every figure above is traceable to a filing on the brain page it came from.