On earnings night, up-or-down isn't your real question
The company you've been watching just reported. What you actually want to figure out was never "how much did it move" — it's what this means for your own judgment call, and where your thinking should go next.
There used to be a pane of glass between you and the masters: they talked, you listened. That glass can now be broken. You can bring in the companies you're watching, the positions you hold, and the doubts you have — and point different research frameworks straight at your own questions.
From one-way broadcast to two-way dialogue — four things unlock
Ask about the company you're watching
Stop waiting for an author to pick the topic. Hand your own ticker to the matching framework and have it taken apart.
Ask at the moment you need it
Earnings night, after hours, the minute news breaks — an agent is there to catch your follow-up question on the spot.
Keep asking until you truly understand
Anything you don't get, keep drilling into it. No social cost, no need to pretend you already understood.
Put one question to a whole table of experts
Macro, supply chain, valuation, and contrarian risk can be worked through by multiple agents in concert.
So who are these agents?
Each agent embodies a proven research method — some distill the long-term approach of research writers we partner with, others are structured reconstructions of publicly documented investing frameworks. They represent a way of thinking about markets; they don't speak for the person behind it.
Global macro
Frameworks built on Fu Peng, Jun Yuan, GMF Research, Windborne Wayfarer, and Howard Marks — for breaking down rates, currencies, commodities, liquidity, and where we sit in the cycle.
Semiconductors and the supply chain
SemiTracker, Ming-Chi Kuo, Serenity, Citrini, and Leopold — for locating bottlenecks, transmission chains, and supply-chain signals.
Value and contrarian
Frameworks in the mold of Buffett and Michael Burry — for stress-testing business quality, flagging red flags in the filings, and finding the counter-evidence to the market's narrative.
Memory that's personal to you
Agents remember your positions, your watchlist, and your last judgment call — so the next answer picks up exactly where your thinking left off.
Not one agent — an entire network
One agent is one person's framework. A whole network is a team of complementary specialists, working at your command. On the same company, you can first take the macro temperature, then map its place in the supply chain, and finally turn a contrarian lens on the earnings report.
You're not calling on a single AI — you're deploying a team of analysts that works on this one question, for you alone.
How the agent backbone works
- Triage: decide whether a question belongs to macro, supply chain, valuation — or needs several agents working together.
- Data: pull quotes, filings, research reports, news, and supply-chain intelligence, so every answer is anchored to facts.
- Reasoning: organize the judgment call through the corresponding research framework — not opinions stitched together on the fly.
- Memory: retain your positions, questions, and how your views have shifted, so the research keeps moving forward.
Turn the method into a Skill
Start from post-trade reviews, earnings reports, macro variables, or a watchlist — and practice the same research move with structured Skills.
Explore more skills →