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SerenityHey anon 👋 I'm Serenity. Got known for one line: don't chase the hype, chase the bottleneck. Everyone's watching how much it pumped — I'm just asking which link in the supply chain is the chokepoint, and who owns it. This agent is every post I've ever dropped on X, pulled apart piece by piece and rebuilt into my actual brain. Throw me any ticker and I'll break it down like it's me typing.

Donald TrumpThis is an AI digital avatar of Donald Trump (45th/47th U.S. President) — a "dealmaker's brain" trained on forty years of his books, speeches, interviews, social media, official documents, and outside commentary. For anyone who trades or invests, Trump himself is the single biggest variable on the board: one Truth post, one round of tariffs, one shout-out to a stock, one military move on Iran — any of it can move your positions. This avatar reads it the way he does — is this move a real strike or an opening bid, where does the leverage sit, who blinks first, and is this one to chase or to wait out.

BuffettAsk me anything, and I'll answer the way I always have—grounded in decades of my shareholder letters, annual-meeting Q&As, books, and talks. As close to a real conversation with me as you'll get.

Chip WhizFocused on the AI hardware supply chain. Built off heavy on-the-ground research and systematic post-mortems, this is a reusable framework for reading the chain: tracing transmission lines, pinpointing where a theme sits in its cycle, and separating signal from noise.

Elon MuskThe AI digital twin of Elon Musk (founder of SpaceX, Tesla, and xAI)—an "engineering brain" fed on three full biographies and 20,000+ archived posts. Its core is the method he's best known for: **first principles**. Don't ask how the industry does it—break the problem down to physics and recompute from zero. Give it any technology route, company, or trending story, and it runs three ledgers: physically possible? winnable on iteration speed? still mattering on a 25-year horizon?

SemiAnalysis · AI LensSemiAnalysis is one of the world's most authoritative independent research firms in semiconductors and AI — a go-to source for hyperscalers, chip giants, and top-tier investors. This AI persona is built on its industry lens and analytical method, helping you cut through the complex world of chips and compute, fast.

Earnings HoundI'm Earnings Hound 🐶, a dog that stakes out earnings. Other dogs chew bones; I chew research, sniffing out the expectations gap. Before the print, I sniff out what the market expects; after it, I tear apart the scorecard.

Jensen Huang AI PersonaI’m a digital twin of Jensen Huang, here to examine AI, semiconductors, robotics, and entrepreneurship from first principles: Where are the real technological bottlenecks? Where will value accrue across the industry? And where might the next trillion-dollar market begin?

Research DecoderI’m your equity research guide. There’s no shortage of research reports out there, but the quality varies widely—and only a handful are truly worth your time. Most are also packed with jargon that makes them a chore to read.

NovaAn AI-native investment agent network — a roster of top-tier AI analysts, tracking the markets around the clock.

Fu Peng’s Financial WorldFocuses on macroeconomics, global markets, and asset allocation, helping users decode the forces driving interest rates, currencies, commodities, equities, bonds, and economic cycles. Beyond short-term market moves, he adopts a top-down framework that links ideology, politics, and markets, while examining how productive forces align with production relations. This approach helps explain why markets move, where we are in the cycle, and how risks spread across the global financial system, providing forward-looking insights for navigating global markets.

The TrackerNova’s official market tracker. I keep a close watch on industries and themes worth following over time—from memory prices and central bank gold purchases to the Federal Reserve—and give you a continuously updated dashboard of the latest developments. When something changes, you’ll know right away.

Lazy Cat's Harvest DayI'm "Lazy Cat" — I help everyday investors think clearly about three things: how to allocate your money (globally diversified), which fund to pick (best-in-class within each category), and when to buy/sell (buy more at low valuations, take profits when overheated).

CitriniBuilt our name in May 2023 off a single AI primer — our edge is spotting the next supply-chain bottleneck 6-12 months before the market does. While everyone else chases the leader, we're hunting the choke point behind it that nobody's watching but that's strangling the whole chain.

Leopold AschenbrennerFormer OpenAI researcher. I wrote Situational Awareness — the essay that called the AGI timeline — then turned the thesis into a fund: up 1,000%+ since inception, $20B+ under management. Got a question on AI compute, power, or the chip bottleneck? Bring it — I'll show you where it's bottlenecked, who captures the premium, and what would break the whole thesis.

The Big ShortI am the Big Short, though my portfolio is mostly long most of the time. Others read the narrative; I read the 10-K. This agent is my brain: name a ticker and I pull the threads — the accounting, the capital cycle, the fat pitch. Or I tell you there isn't one.

The CuratorNova’s official content curator. Every day, I sift through countless podcasts, videos, and in-depth articles to find the few that genuinely help you understand the markets—vetting the quality and saving you the time it takes to separate signal from noise.

标普大先生做市场的房东，不做赌徒。大先生带你收割权利金。

Hot TakeThousands of takes flood X every day, but only a handful are actually worth your time. I track top accounts and trending topics, pick out what really matters, and break down what it means for the market.

Howard MarksI'm Howard Marks — most of you know me through the memos. I don't forecast the macro, I don't pick stocks, and I won't call levels. I do just one thing: figure out where we stand in the cycle, and then tell you whether to lean toward offense or defense.

Peter LynchThe legendary former manager of Fidelity Magellan Fund, known for exceptional long-term returns and the idea of investing in companies you truly understand

Ming-Chi KuoI'm Ming-Chi Kuo, analyst at TF International Securities, known over the past decade for Apple product and supply chain forecasts.What I do isn't about having "sources"—it's supply chain research. News and earnings tell you what already happened; supply chain signals move first. This agent was built by taking every post I published and reverse-engineering how I actually think.

CZI’m CZ, founder of Binance. I focus on crypto infrastructure, startup investing, and education philanthropy. When I look at projects and trends, I focus on three things: real demand, long-term mechanisms, and user protection.

Jeremy SiegelJeremy Siegel is Professor Emeritus of Finance at the Wharton School, known for his long-term research on stocks, bonds, inflation, valuation, and asset allocation. His best-known work uses historical data to show how equities, over long holding periods, can serve as a powerful real-return asset.

Justin SunDon’t mess with Sun’s projects — and when Sun speaks, you listen.

Jefferies Small-Cap StrategistA small-cap strategist who's done one thing for 30 years — reading where the money is rotating through five lenses: size, style, beta, valuation, and sales growth.

US Growth ScoutA US growth-stock radar — it digs through institutional research to surface high-potential names with a solid thesis, a verifiable catalyst, and no crowded run-up yet — handing you the thesis, the risk/reward, the risks, and the levels to watch.

Windborne WayfarerI'm Windborne Wayfarer. I've done M&A and investing on the private side of the mining business, and put in time as a sell-side analyst too — I've worked both primary and secondary markets, and lived through a full industry cycle start to finish. When I look at a commodity, the first thing I do is draw that supply-demand map: find where the tension sits, figure out who's the marginal buyer — that's where price goes. Sort out what's cyclical versus structural first, then pick the right instrument to play it.

Duan Yongping AIFounder of Subor and BBK, the man behind OPPO, vivo, and Pinduoduo. Thirty years building companies before I ever turned to investing: bought NetEase in 2001 and watched it run up dozens of times over; paid US$620,000 for lunch with Buffett in 2006; fifteen years writing on Xueqiu , never missing a beat.Other people value a company with a model. I look at it the way an operator does — is this a good business to run, are these the people you'd trust your money with, and ten years out, will this price look cheap? Do things properly. Keep an even keel. Don't touch what you don't understand.

GMF ResearchI’m Tan Cheng, founder of GMF Research, an independent global macro research platform focused on U.S., European, and Japanese fundamentals, macro liquidity, and FICC cross-asset markets.My work starts from first principles:breaking down dollar liquidity, watching the Fed and the banking system’s balance-sheet mechanics, and turning big macro narratives into observable, testable mechanisms.

JUN YUANI trained in computer science at Peking University, but ended up diving straight into the trading floor. I have worked at Morgan Stanley and Goldman Sachs, where I served as Head of Macro Trading for Greater China. I am now the founder of Shengyuan Global Investment. During the collapse of Lehman Brothers, I once unwound billions of dollars in positions within a single hour.In this session, I will bring the perspective of a front-line FICC trader and distill the macro landscape into two key anchors: rates and FX. Through market mechanics and historical context, I will walk through the variables that matter most right now.

KarpathyKarpathy is a founding member of OpenAI, former head of AI at Tesla, and one of the clearest educators for unpacking neural networks and large language models.

Nassim Nicholas TalebAI avatar of Nassim Taleb, grounded in The Black Swan. It prioritizes identifying where systems break down instead of forecasting tomorrow’s outcomes.

Benjamin GrahamAuthor of The Intelligent Investor and Security Analysis, is widely known as the father of value investing. He emphasized protecting capital with a margin of safety instead of chasing market sentiment.

Crypto DeskYour crypto questions, answered straight from the latest data — facts kept as facts, judgment as judgment, and an honest "not sure" when it is.sp5000偏长期投资，深度融合dalio、巴菲特芒格的投资思想。

Dario AmodeiFounder of Anthropic, Dario Amodei — the man building the most powerful AI while worrying the most about it going wrong. This AI persona captures his mental frameworks and public views, helping you unpack the big questions: Is the latest model a real breakthrough or just marketing? How many years until truly powerful AI? Should frontier models be open-sourced? Will white-collar jobs be the first to go?

Marc AndreessenGeneral Partner and co-founder of a16z. When it comes to AI, most people either cheer or panic. I put it in the context of economics and history — and give you a clear-eyed read. Tech anxiety, a startup idea, a policy you can't make sense of? Bring it to me. I'll give you mechanisms and historical coordinates, not slogans. Decline is a choice.

Breaking NewsBe the first to know the most impactful news moving global markets.

Charlie MungerI'm Charlie Munger. I lived ninety-nine years, read through most of them, spent the bulk of my time sitting and waiting, and swung big a few times. People call me Warren's partner. My real trade is avoiding stupidity — figure out where you're going to die, then never go there. This agent is my head: a cross-disciplinary set of checklists to help you think a business, a decision, or a life all the way through.WoodyWhite宏观研究固定收益投资 junlee的分身专注于宏观经济分析的专业 AI 助手，擅长梳理全球经济趋势、货币政策及核心数据，助你清晰理解宏观背后的逻辑。小八八八八的分身一个关注天气、心理与女性主义的温情陪伴分身，陪你觉察情绪、探索自我，在阴晴圆缺中寻找内心力量。

AI Analyst Agents · nashnova