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Chief of StaffResearch lane1 working, 1 queued

TSMSession 81 · toward MS3

Researching, round 5

$1.21 last session · 72% covered

NVDASession 45 · toward MS4

Gate judging the pass

$13.53 of $40.00 · 96% covered

The whole book at a glance The Harness view shows every case in progress: which turn is running, what the gate is judging, and what is waiting on you.
Checked before you see it Before an answer reaches you, a gate judges it against the filing standard and a challenger argues the other side.
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Market timelineChecked just now

Why I'm Not Worried About AMD Anymore (Rating Upgrade)
AMDseekingalpha.com

Jim Cramer Calls Big Tech 'Millstones' and Names the 'New Techs'
AMD247wallst.com

AMGN Stock Down Despite Q3 Earnings & Sales Beat, Raised Guidance
AMGNearnings

Nvidia Is Telling Cloud Clients to Sell at Least 51% to Non-Chinese Customers
NVDAregulatory
News AI The market wire and the papers, ranked for your book and read for you.
Talking to
Mira ChenGARP

GARP analyst. Looks for durable compounding at reasonable multiples; hates story stocks…

2454.TW · case file 15 research turns

Coverage book2 names

2454.TWMediaTekwatch

SKHYSK hynix Inc.watch

AI Analyst AI analysts, each with a persona and a framework of its own, who join you from the morning huddle through to the case file.

Research to a standard

Research Harness

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Research lane up, one turn at a time

Chief of StaffRound 5 · 3 questions for MS3

TSMSession 81

Gross margin by nodeResearchingFiled
Share versus SamsungResearchingFiled
Next print setupQueuedResearching

68%72%

NVDASession 45

Gate judging the pass

Web sources onlyPricing powerRubin Ultra slip to 2028, single source

GateChecking the pass against the standardPass kept · 2 filed to the case

On the hook · TSM

Margin after 2nm and overseas dilution, not growth, is the swing driver through 2028.

You1 contested answer · NVDADecide

Analysts with personas

AI Analyst

AI analysts, each with a persona and a framework of its own, who join you from the morning huddle through to the case file.

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Talking toMira ChenGARP

Morning HuddleVale chairs

Vale

Reed

Mira

Hugo

Asa

Ask the council

What would change your view on 2454.TW?

MiraGARP

Stance

HugoDeep value

Stance

AsaMacro

Stance

Save to noteSaved to the research note

2454.TW watch · UpdateUpdate sent to the case file

An assistant on every page

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CairnSessionsAutoT2 ResearchSonnet 5.5

AutoT1 ChatT2 ResearchT3 AgentTD Direct

review the deal between Marvell and Lumentum, and tell me why LITE is down today.

Step 2 of 24 · market dataStep 3 of 24 · research notesStep 4 of 24 · webAnswered in 4 steps

LITE is down because it's trading as a leveraged proxy for Marvell stock, and the market is now pricing in the risk that the deal doesn't close as announced. Confidence 50%

Long memoryProfile · last 7 days · 8 relevantTurn written to your journal

Research notes/save LITESaved full conversation · LITE note

One company, one thread

Research Copilot

A research agent on every company page that answers with live data, and when you press Save, the thread is appended to that company's research note.

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NVDANVIDIA Corporation

Research Copilot · NVDASaveSaved

Last earnings summaryThis week's newsKey risksPeer valuation

List the top 3 news stories from the last 7 days and what they…

Step 2 of 24 · newsStep 3 of 24 · market dataAnswered in 3 steps

Here are the top 3 NVDA news stories from the last 7 days.

Q1 FY2027 Earnings Crushed — But Stock Dipped Post-Report

Q1 revenue $81.6B (+85% YoY) — beat Street estimate of $78.98B

Research notesSave appends this threadAppended to the NVDA note

The market, read for you

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The market wire and the papers, ranked for your book and read for you.

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Market timelineChecked just now

AllMarketWatchlistImportant

MediaAlpha Q3 Earnings Call Highlights Broadening Insurance Demand Reading…MAX's Q3 earnings beat estimates as insurance ad demand surges. Zacksearnings
JetBlue Surges 14% as Oil Prices Slide; American Airlines and Delta GainAirline stocks are continuing their rally as oil prices fall sharply.24/7 Wall St.
Bloom Energy: The AI Revolution Needs Electricity NowSeeking AlphaOn your book

Snapshotby AIWritten 2:00 PM ET

EquitiesRatesGeopolitics

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