Every source, scored against your book.
Context Listen Score Inbox
Economic data
CPI · Thu3.1% y/y
Kalshi · odds
Dec Fed cut62% ↑14
NET+6.2%
3.1× volume · burst
Basis agent relevance engine reading your book… 214 items today
8 delivered · 1,276 filtered
Your private context
Notes · 48
NVDA · Blackwell ramp checks
Hyperscaler orders pulled forward; MU HBM allocation tightening into 2H. CoWoS adds ahead of plan.
Coverage · 23
NVDAAVGO COHRMU MRVLANET VRTSMCI CRDOALAB
+13 tracked · 4 groups
Tasks · 9
Refresh COHR 800G modelFri
Prep MU HBM supply call
Re-read AVGO 8-K exhibit
Draft ANET switching note
Update NVDA capex sheet
Filings · watched
8-KAVGO · results of operations
10-QCOHR · quarterly report
DEF 14AMU · annual proxy
4NVDA · insider · Huang J.
10-KANET · annual report
96NVDA supplier checks
21r/hardware: “which GPU should I buy”
93NET 8-K · Item 2.02
33podcast: weekly market recap
90MDB insider selling $12M
17Show HN: weekend side project
88Kalshi · cut odds +14 after CPI
Coherent raises FY guide on 800GWSJ · relevance 96 · +9.4% on 3.1× volume
NET 8-KEDGAR · relevance 93 · extracted to your graph
NVDA supplier checksX · relevance 94 · from a key account
Fed-cut odds +14pts after CPIKalshi · relevance 88 · Dec cut now 62%
Price anomaly: MU +6.2% on 2.4× volumeAgent · 2.8σ vs 90-day; peers flat
MDB insider selling $12MEDGAR · relevance 90 · not a 10b5-1 plan
MSFT expands AI data-center capexReuters · relevance 91 · hyperscaler-capex theme
COHR earnings callAgent · the guide, the Q&A, your model
CPI 3.1% y/yEcon · shelter decelerating a fourth month
r/semis: HBM tightening into 2HReddit · relevance 78 · corroborates your MU note
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