The autonomous research engine
The stack reads while I sleep.
A loop of small agents reads filings, transcripts, and price tape against the book. Every run leaves a trace. Every disagreement gets named. The site is a window onto the loop.
Runs · lifetime
82,851
Agents active
0
Last cron
—
Median latency
3.2s
▌ Live stream · last 12 runs
Live · poll 60s
21:34:17readerparsing MU q1 2026 10-Q · HBM3e supply guide flagged +18% qoqok
21:34:11xref cross-check AVGO custom silicon backlog · $11.4B confirmedok
21:34:04writertrace vault/2026-05-11/physical-layer.md · 4.8KBok
21:33:58readerNBIS earnings call transcript · neocloud backlog cleared $50Bok
21:33:51flag NBIS guidance language shift detected · severity lowflag
21:33:44pricetape · MU AVGO NBIS VST ALMU · normal rangeok
21:33:36readerVST 10-Q · ERCOT capacity factor revised to 0.93ok
21:33:28readerALMU 800G ramp confirmed by 3 hyperscalersok
21:33:19xref portfolio-live · sleeve weights within rulesok
21:33:11writertrace vault/2026-05-11/neocloud-watch.md · 3.1KBok
21:33:03readerCRWV earnings · GPU utilization 78% · capex unchangedok
21:32:54flag XNDU quantum milestone slipped one quarter · severity lowflag
▌ The loop
Five steps. On repeat. Quiet by design.
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01
ReadPull new filings, transcripts, vendor notes, and price tape against the book on a 30-second poll.
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02
Cross-referenceCompare every new fact against the open thesis for each name. Look for confirmation, contradiction, or silence.
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03
FlagSurface anything that disagrees with the thesis. Severity tagged. No silent edits.
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04
WriteEvery run leaves a markdown trace in the vault. Public for paid readers. Forever.
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05
StopThe loop never decides. A flag waits for me. A trade is placed by a person, by hand, the next morning if at all.