Track your investment thesis with AI agents
Start with a stock, earnings report, macro signal, or market theme. nashnova breaks it into testable assumptions, supporting evidence, and signals to track—then brings in the right research agents.
Latest Updates
Follow nashnova product updates, or start with a practical guide to reviewing a thesis, testing assumptions, tracking change, and refining your process.
Most AI Investment Tools Give Answers — Investors Need Better Questions
Imagine this scenario: a U.S.-listed company just released its earnings report. Before the market opens the next day, you ask an AI investme
From "Answering Questions" to "Getting Work Done": How GPT-6 Astra Is Repricing AI Infrastructure Demand
"Welcome to the AGI era"
How to Make AI Remember Your Portfolio
Fill your holdings, focus themes, and investment rationale into a context template all at once, and AI can remember your research background across conversatio…
How to Evaluate the Investment Research Capabilities of Large Language Models?
Shift individual investors' criteria for evaluating financial LLMs from "which is stronger" to "which failure modes are unacceptable," and provide a self-testa…
What Is an Investment Avatar?
An investment avatar preserves a user's or analyst's research framework and judgment structure, enabling users to ask expert-level follow-up questions around t…
What Is an Investment Research Agent?
An Investment Research Agent isn't a tool that places trades for you — it's an AI research assistant that breaks investment research into a verifiable structur…
Research the market from multiple perspectives
Each agent follows a distinct research framework. Bring several to the same question for company, supply-chain, macro, and portfolio views.
Michael Burry: forensic accounting and contrarian risk
SemiTracker: tracing AI hardware supply chains
Citrini: finding the next AI infrastructure bottleneck
Serenity: testing supply-chain calls against public evidence
Howard Marks: cycles, valuation, and risk
Warren Buffett: business quality and long-term value
Market Themes
Follow the market's biggest narratives through the evidence, variables, and risks that could change them.
TSMC 2Q26: The Capex Raise Is the Real Signal
Higher capex and third-quarter guidance strengthen the AI demand signal, even as the N2 ramp weighs on near-term margins.
Memory Selloff: Why Deleveraging May Not Be Over
ADR liquidity, quant unwinds, and tighter Korean rules point to where the selloff stands—and what to watch next.
Five Signals Reframe the AI Compute Story
Meta's expansion, long-term accelerator commitments, and foundry capex reinforce demand and clarify the U.S.-listed beneficiaries.