Monitoring remembers earnings dates, weighs the news on its own, and emails you when something changes. You don't set anything up or check anything by hand, the same for NVIDIA as for any other company.
NO CARD · YOUR FIRST MONITORED COMPANY RIGHT AFTER SIGN-UP
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Taufolioarrived on its own
Earnings brief: NVIDIA
Last quarter's result beat expectations; the data centre segment is growing faster than the thesis assumed.
Breaking newsAMD (AMD), a new contract to supply data centre chips
yesterday
Investment thesis trackingTSMC (TSM), thesis strengthened by strong demand for advanced processes
2 days ago
Monthly summaryCD Projekt (CDR), the whole month in brief
3 days ago
Investment thesis trackingNVIDIA (NVDA), thesis under pressure
4 days ago
Breaking newsAMD (AMD), a new agreement with a cloud partner
5 days ago
Earnings briefTSMC (TSM), the result beat market expectations
6 days ago
τ
I watched the AMD results date and sent you the brief by email.
6 days ago
Monthly summaryAMD (AMD), the whole month in brief
1 week ago
Investment thesis trackingCD Projekt (CDR), thesis confirmed by a strong games segment
1 week ago
Breaking newsTSMC (TSM), a new agreement with an automotive customer
1 week ago
Full reportCD Projekt (CDR), thesis update after the results
9 days ago
Investment thesis trackingAMD (AMD), thesis weakened by a softer gaming card segment
9 days ago
Monthly summaryNVIDIA (NVDA), the whole month in brief
10 days ago
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I noted the NVDA call date and will remind you the day before.
10 days ago
Earnings briefAMD (AMD), the data centre segment is growing faster than assumed
11 days ago
Breaking newsCD Projekt (CDR), a new management statement on extending a partnership
12 days ago
Pre-earnings briefNVIDIA (NVDA), by email, 7 days before the results
12 days ago
Investment thesis trackingTSMC (TSM), thesis under revision after a change in demand forecasts
2 weeks ago
Monthly summaryTSMC (TSM), the whole month in brief
2 weeks ago
Earnings briefCD Projekt (CDR), result in line with market expectations
2 weeks ago
τ
I put together the monthly summary for CD Projekt and sent it by email.
2 weeks ago
Breaking newsAMD (AMD), a new generation of chips announced
3 weeks ago
Investment thesis trackingNVIDIA (NVDA), thesis strengthened by rising demand for data centre chips
3 weeks ago
Breaking newsTSMC (TSM), a new agreement with a global hardware maker
3 weeks ago
Investment thesis trackingCD Projekt (CDR), thesis weakened by a delayed game release
3 weeks ago
Earnings briefAMD (AMD), the result showed acceleration in the data centre segment
4 weeks ago
Breaking newsNVIDIA (NVDA), a new partnership with a cloud provider
4 weeks ago
τ
I watched the TSM results date and sent you the brief by email.
4 weeks ago
What monitoring is
What arrives, and when
Monitoring is standing coverage for every company you name. Taufolio remembers earnings dates, reads the news about the company every day and weighs it, and only emails you when something really changes. You set nothing up by hand. It isn't one notification, it's a rhythm that repeats every quarter. Below is the full cycle for one company, the same for every company on your list.
Before the call up to 7 days before earnings
Pre-earnings brief
What the market and analysts expect from the results, with the consensus for earnings per share and revenue. What to watch in the numbers and in management's comments. What questions might come up and what could move the price. The brief always waits in the app, and email is off by default: you turn it on in your notification settings.
email, you turn it onWe know this can be noise and too many emails, so we don't turn it on for everyone by default. Once you're signed in the brief always waits in the app, and you turn the email on yourself with one switch.in the appno credits
After the call within 24 hours of earnings
Earnings brief
A rundown of the results document and the call itself. We flag risks, nuances and swings, plus anything that came up in analyst questions. We wait 24 hours on purpose, to gather the first opinions and the market's reaction.
Earnings call transcript: available immediately after results, every time.
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Every month start of the month
Monthly summary
One email a month, with its own section for every company you monitor: news and events with the noise filtered out. Only what matters stays in.
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As it happens
Breakthrough news
We watch the companies on your monitoring list every day. When breakthrough news appears, meaning something that genuinely moves the company and shouldn't wait for the monthly summary (a management change, a withdrawn forecast, a tender offer), you get it by email right away. That's the only time we write mid-month. There's no monthly limit here: the rarity comes from the materiality bar, not a counter.
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Ongoing
Investment thesis tracking
Your investment thesis is the reason you're holding the company: what needs to happen for it to pay off. It changes over time, because the company and its environment change. Taufolio tracks it together with you: you see which news touches your assumptions, and in which direction. News that touches an assumption gets a marker on the timeline. Only you change the assumption's status.
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One company, worked through
How it really looks: NVIDIA's quarter
The same cycle as above, only with real material. Five pieces from one NVIDIA earnings cycle, shown together the way they reach you in the app and by email: preparation before the call, a rundown right after results, an important piece of news mid-quarter, the monthly summary, and ongoing thesis tracking. Below is fiscal Q2 2027 for NVIDIA.
Pre-earnings brief
NVDA · Aug 21, 2026 · before the call
Consensus before the results: revenue around $92.2 billion, earnings per share (non-GAAP) around $2.09 to $2.10, the data centre segment around $85.4 billion. Watch whether data centres keep growing this fast and what management says about demand for the coming quarters.
Earnings brief
NVDA · Aug 27, 2026 · after the call
A record quarter: revenue of $96.2 billion, of which data centres accounted for $89.0 billion (+117% year over year). Management called demand “parabolic”. The share price answered strongly: the session after the results closed 8.7% up, the largest gain that month.
Breaking news
NVDA · May 29, 2026 · straight away
NVIDIA and Microsoft announce RTX Spark: NVIDIA's first own processor for Windows computers in over a decade, an entry into an entirely new category and a breach in the long-standing Intel and AMD duopoly. The share price rises several percent on the day of the announcement. News like this reaches your inbox straight away, not at the end of the month.
Monthly summary
NVDA · August 2026
August was a busy month. On Aug 18 it emerged that the final data centre agreement with OpenAI came in as much as $145 billion lower than previously announced. On Aug 24 Nicholas Parker took over global sales, replacing the retiring Ajay Puri. On Aug 26 the company reported: revenue of $96.2 billion and guidance for the next quarter raised to $108 billion, announcing the same day an extension with AWS for 2 million additional GPUs. The month closed on Aug 31 with the Anthropic and Lambda agreement worth $35 billion, in which NVIDIA keeps the data centre lease.
Thesis tracking
NVDA · checked after the results of Aug 26, 2026
The thesis for NVIDIA: companies building data centres for artificial intelligence will keep ordering so many chips that a single trimmed agreement will not shake the business. After the second-quarter results the thesis holds: data centre revenue of $89.0 billion, above expectations, and guidance went up.
The rest of the portfolio
A real portfolio, not a spreadsheet
This isn't a plain spreadsheet. You add the companies and the purchases yourself, everything else is graphical: average purchase prices, your purchases plotted on the charts, notes, portfolio value, share prices and daily changes. The portfolio has no limit on the number of companies. Monitoring adds five things from this page to the companies you choose. The portfolio itself replaces the paid portfolio tracker other sites charge a separate subscription for.
Removing a company from monitoring doesn't remove it from the portfolio or delete the history of material already generated.
Portfolio value1 mo1 yr5 yr
$143,167+170,3%
Allocation
Shares· 88%
ETFs and crypto· 3%
Cash· 9%
12-month return vs. the market
Portfolio
+21,8%
S&P 500
+9,1%
WIG
+6,8%
CompanySharesAvg costPriceValueGain / lossWeight
NVDAUSStock
NVIDIA Corp
16091.35USD122.50USD$19,585+$4,980+34,1%14%
MSFTUSStock
Microsoft Corp
37377.40USD419.70USD$15,517+$1,564+11,2%11%
SAPDEStock
SAP SE
56207.13EUR215.00EUR$13,948+$511+3,8%10%
AM
AMDUSStock
Advanced Micro Devices
95146.80USD162.40USD$15,416+$1,481+10,6%11%
PKNWAStock
PKN Orlen
13074.10PLN71.00PLN$2,468−$108−4,2%2%
BTCCoinbaseCrypto
Bitcoin
0,0175329,520PLN399,700PLN$1,870+$328+21,3%1%
Honestly, in short
What happens on its own, and what monitoring won't do
What we do
We weigh it before we write
Before we call something breakthrough news, it goes through a weight check and a repeat filter. You only get what genuinely changes the picture of the company.
Silence is intentional, not a bug
On a day when nothing important happened, you don't get an email. A month with no email in between is a normal month.
We read it for you
We've already processed the call, the results document and the context of past quarters, with the full transcript alongside, whenever you want to check that we kept our word.
Boundaries
This is not investment advice or a recommendation.
The material is not an investment recommendation under Regulation 596/2014 and Delegated Regulation 2016/958, nor investment advice under Article 76 of the Polish act on trading in financial instruments. You make the decision.
It isn't tailored to your situation.
The same material about the same company goes to everyone who monitors it.
This isn't a real-time price alert.
We don't watch the price every second, and we won't replace a stop order at your broker.
We don't write every day.
Outside breakthrough news, we get in touch once a month, in the summary.
The material is prepared by artificial intelligence.
