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 avatars.
Latest Updates
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 the Market Repricing After Earnings?
Use revenue, gross margin, guidance, and cash flow to identify the variables driving the market’s next repricing.
Catch the Signals Without Sitting Through a 90-Minute Earnings Call
Extract shifts in management tone, guidance, and Q&A, then turn them into a focused follow-up list.
Research the market from multiple Avatar perspectives
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
Can AI Financial Research Be Used Directly? A Hands-On Test of Ant Group's Ling Model on Framework, Computation, and Data Sources
AI can make financial research look polished, but what determines whether it's deliverable isn't how complete the framework is—it's whether every key number ca…
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.
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