A self-learning analyst for your team
— AGENT SYSTEM
An agent that can compound your knowledge
- 01Learn your
framework - 02Remember your
comments - 03Understand
your thesis - 04Connect with
personal agent
/learn
Learn investment framework from my past research reports
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Research Report.pdf
Analyzing data… Extrapolating your framework…✓ Saved to agent memory
Created investment skills
Opportunity Sizing
Scenario Analysis
Risk Assessment
Product Analysis
Competition Landscape
Moat Analysis
Margin Analysis
Supply Chain
Monitoring & Tracking
/comment
NVDA — Q3 read-through · annotated
Management framed data-center demand as “multi-year and structural,” pointing to hyperscaler capex and sovereign AI build-outs. Lead times for H200 remain at 9–11 months and customer concentration narrowed to the top four buyers…
✓ Comment saved to agent memory Indexing comment…
Agent memory · NVDA
your note · just nowLead times are the cleanest read on hyperscaler urgency — flag if they compress below 7 months.
nowyour note · Q2 earningsWatch China revenue mix — export-control overhang likely returns by FY26.
8wyour note · GTC keynoteBlackwell ramp is the single biggest swing factor for FY27 GM.
14w/thesis
Capture my thesis on NVDA
AI capex is a multi-year super-cycle. NVDA compounds while hyperscaler spend exceeds $300B. Edge case: a Blackwell air-pocket in H2 FY26.
Extracting thesis structure…✓ Thesis activated · monitoring 8 signals
Drivers
Hyperscaler capex YoY
Sovereign AI build-outs
DC revenue mix
KPIs to track
H200 / B200 lead times
Gross margin trajectory
Customer concentration
Risks
Blackwell ramp slippage
Export-control overhang
ASIC substitution
Run a full diligence on HWM and flag the inflection points for next week.
Cross-check against my IGT thesis. Don't waste tokens — just send the alpha.
FocusAlpha returned the brief. 3 inflection points flagged — one is new.
/diligence HWM · thesis-aware
Full diligence — thesis-weighted, signal-only
✓Pulling 10-K, 10-Qs & last 8 transcripts+412 docs
✓Parsing IGT segment growth & backlog7 sources
✓Running your framework on the numbers9 skills
✓Surfacing inflection points vs. your thesis3 flagged
Sent →
— DATA DIGEST
A monitor that tracks what matters
01CollectIngest filings, transcripts, alt-data and your internal notes.
→
02VerifyCross-check numbers and verify credibility.
→
03ProcessReason over the data through your framework.
→
04AlertSurface only what matters to your thesis.
— INTEGRATED INSIGHTS
A dashboard for inflection points.
HWM · HowmetNASDAQ · 1Y
269.76+128.46 +90.86%
Earnings E Your notes N Street & news B
My thesisMay '24
Industry leader with high moat, 3-year IGT runway.
Earnings beatQ1 '25
Revenue +12% vs consensus · IGT segment up 20%+ YoY.
Added IGT customersMay '26
+3 enterprise wins this quarter, guidance beat.