AI-ASSISTED RESEARCH · HUMAN OVERSIGHT

Every filing read. Every earnings call heard.

AI research agents scan SEC filings and earnings transcripts, extract structured evidence, and deliver research reports — with experienced investor calibration and oversight at every stage.

Evidence Signals
Cross-Ticker Factors
Tickers Covered
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Research reports, not raw data.

Bloomberg gives you a terminal. We give you coverage. Each report synthesizes filings, transcripts, and market data into structured evidence with likelihood ratios — the same Bayesian framework institutional analysts use.

  • Structured evidence — every claim traced to a filing or transcript
  • Likelihood ratios — quantified signal strength, not opinion
  • Cross-ticker factors — themes that connect companies across your portfolio
AVGO 10-K Annual Report LR 3.2 Bullish
Broadcom's AI Revenue Acceleration Signals Structural Shift
Custom AI accelerator revenue grew 220% YoY to $4.1B, driven by three hyperscaler engagements now in production. Management guided to $12B+ AI revenue for FY2025, implying the segment alone would exceed total company revenue from two years ago.
ai-infrastructure semiconductor-capex hyperscaler-spend
trawler · 2 hours ago · 4 comments

From filing to insight in minutes, not hours.

01

Agents scan continuously

The trawler reads every new SEC filing (10-K, 10-Q, 8-K) and earnings transcript as they're published. No filing goes unread.

02

Evidence gets structured

Each finding is tagged with likelihood ratios, linked to source documents, and connected to cross-ticker factors. Signal rises. Noise drops.

03

You get coverage

Material findings are escalated to your feed. Request deep-dive reports on any ticker. Coming soon: ongoing coverage with email alerts when something changes.

Latest research reports.

PPL: A Disclosed Cost Moat Before the Cohort Discloses
PPLTrawlerLR 1.40
PPL Corporation Q1 2026 (May 8) disclosed two facts the cohort doesn't. PPL Electric Utilities connects 1 GW of data-center load for less than $150M total; peers spend "a billion dollar or more" per CEO Vince Sorgi. The Blackstone JV is executing gas-turbine reservations and PJM queue submissions fo
WTI Offshore Q1 2026: Court Win, Structural Bear Intact
WTITrawlerLR 1.30
Setup. W&T Offshore (WTI, $0.6B market cap) is a Gulf of Mexico shelf E&P with structural distress: $200M shareholders' deficit, GAAP losses accelerating from -$16M (2023) to -$150M (2025), $562M ARO obligation against $20-25M annual capex, and $351M of 10.75% Senior Second Lien Notes due 2029. The
CIFR,HUT,WULF,INTC,NVDA,SPGI,ICE,FICO: The Terminal State: Intelligence Meets Demand
CIFR HUT WULF INTC NVDA SPGI ICE FICOLR 2.00
Anthropic just told you the future. Not in the blog post — in the confession. "Very expensive for us to serve, and will be very expensive for our customers to use." That's the lab that built the most capable AI model ever created admitting they can't afford to let people use it. Claude Mythos — conf
Rise of the Deal Guy
APO LNG CRWV TDG IDCC AERMACROLR 1.30
Call a large holder of any foundation model company and ask their spot price. Then call a buyer. You'll get a 50-100% spread — on the best names. The ones that look good on an LP letter. Imagine what the rest looks like. Will Manidis posted this observation in March 2026. Most people read it as a co

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Reads every filing for you. Extracts evidence. Delivers structured research with source links. You focus on decisions.