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.
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.
Hold, Trim, or Exit? Build a Better Sell Process
Define exit conditions, disconfirming signals, and position actions before emotion takes over.
Are Insiders Buying With Conviction—or Heading for the Exit?
Track executives, directors, and major holders to separate long-term conviction, compensation sales, and genuine warning signs.
Do Congressional Trades Really Signal Policy-Aware Money?
Read disclosures alongside policy timing and industry regulation to judge whether a trade carries meaningful information.
Before You Buy, Separate Thesis-Breakers From Short-Term Noise
Screen financial quality, valuation, crowded narratives, and event risk before committing capital.
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.
