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Daniel Oliveira

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Parsing IPO lock-ups from 440 prospectuses: the 90 days that aren't, and other traps

Parsing IPO lock-ups from 440 prospectuses: the 90 days that aren't, and other traps

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5 min read

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A one-sentence stock screen in Claude, and three ways it can quietly mislead you

A one-sentence stock screen in Claude, and three ways it can quietly mislead you

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3 min read
When does Archer Aviation (ACHR) report Q3 2026 earnings, and what do analysts expect?

When does Archer Aviation (ACHR) report Q3 2026 earnings, and what do analysts expect?

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3 min read
I used Claude with an MCP server to prep for an earnings report: six prompts and the tool calls behind them

I used Claude with an MCP server to prep for an earnings report: six prompts and the tool calls behind them

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3 min read
"Substantial doubt" is easy to grep and easy to misread: notes from checking every 10-Q for going-concern warnings

"Substantial doubt" is easy to grep and easy to misread: notes from checking every 10-Q for going-concern warnings

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4 min read
Not every short is a bet: I checked the filings behind the 25 most-shorted S&P 500 stocks

Not every short is a bet: I checked the filings behind the 25 most-shorted S&P 500 stocks

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3 min read
Is AI costing jobs outside tech? I read 4,335 S&P 500 earnings calls

Is AI costing jobs outside tech? I read 4,335 S&P 500 earnings calls

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3 min read
I read every AI claim on 4,335 earnings calls. A keyword filter would have got most of them wrong

I read every AI claim on 4,335 earnings calls. A keyword filter would have got most of them wrong

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5 min read
Does "congrats on the quarter" mean anything? I read the analyst questions on 59,306 earnings calls

Does "congrats on the quarter" mean anything? I read the analyst questions on 59,306 earnings calls

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3 min read
What happens after a Nasdaq $1 warning? I followed 145 companies for up to 22 months

What happens after a Nasdaq $1 warning? I followed 145 companies for up to 22 months

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3 min read
Alphabet and Meta bought back $0 of stock in 2026. I read five hyperscaler 10-Qs to see where the cash went

Alphabet and Meta bought back $0 of stock in 2026. I read five hyperscaler 10-Qs to see where the cash went

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3 min read
Which members of Congress trade the most stocks in 2026? I counted 3,458 disclosed trades

Which members of Congress trade the most stocks in 2026? I counted 3,458 disclosed trades

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2 min read
UPST, IREN and HIMS are among the most-shorted US stocks, and all three report in the next 10 days

UPST, IREN and HIMS are among the most-shorted US stocks, and all three report in the next 10 days

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3 min read
I counted "neocloud" on 36,283 earnings calls. Three data traps nearly skewed the result

I counted "neocloud" on 36,283 earnings calls. Three data traps nearly skewed the result

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3 min read
How to download earnings call transcripts as JSON in Python, speaker by speaker

How to download earnings call transcripts as JSON in Python, speaker by speaker

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4 min read
Are companies still talking about tariffs? I counted the word on 4,952 S&P 500 earnings calls

Are companies still talking about tariffs? I counted the word on 4,952 S&P 500 earnings calls

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3 min read
Does daily short volume predict short interest? A three-rank formula, ridge and a tiny transformer on 660,246 windows

Does daily short volume predict short interest? A three-rank formula, ridge and a tiny transformer on 660,246 windows

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4 min read
Is a buyback announcement a buy signal? I tracked 430 recent ones against SPY

Is a buyback announcement a buy signal? I tracked 430 recent ones against SPY

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3 min read
I read Anthropic's S-1 next to its partners' 10-Qs. Here's what matches and what's missing

I read Anthropic's S-1 next to its partners' 10-Qs. Here's what matches and what's missing

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4 min read
Does a Form 144 filing mean the stock will drop? I checked 75,654 insider sale notices

Does a Form 144 filing mean the stock will drop? I checked 75,654 insider sale notices

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4 min read
Does copying Congress's stock trades work? I tested 17,859 disclosures

Does copying Congress's stock trades work? I tested 17,859 disclosures

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3 min read
Do stocks go up after insiders buy? I tested 47,458 open-market purchases

Do stocks go up after insiders buy? I tested 47,458 open-market purchases

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4 min read
How much do stocks move after earnings? I measured 12,353 S&P 500 reports

How much do stocks move after earnings? I measured 12,353 S&P 500 reports

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4 min read
Agentic AI has overtaken generative AI on S&P 500 earnings calls: what 5,305 transcripts show

Agentic AI has overtaken generative AI on S&P 500 earnings calls: what 5,305 transcripts show

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4 min read
How to track what a company keeps talking about on earnings calls with Claude, and the spelling trap at Microsoft

How to track what a company keeps talking about on earnings calls with Claude, and the spelling trap at Microsoft

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4 min read
How to check whether a stock is expensive against its own history with an AI agent: Nvidia's P/E since 2020

How to check whether a stock is expensive against its own history with an AI agent: Nvidia's P/E since 2020

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4 min read
How to see where a company's revenue comes from with Claude: Apple by region, product and margin

How to see where a company's revenue comes from with Claude: Apple by region, product and margin

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4 min read
How to check whether a dividend is covered with ChatGPT or Claude: Pfizer's payout, line by line

How to check whether a dividend is covered with ChatGPT or Claude: Pfizer's payout, line by line

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3 min read
How to check how much two ETFs overlap with an AI agent: QQQ vs XLK

How to check how much two ETFs overlap with an AI agent: QQQ vs XLK

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3 min read
How to compare companies' financials with Claude: Visa, Mastercard, American Express and PayPal side by side

How to compare companies' financials with Claude: Visa, Mastercard, American Express and PayPal side by side

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3 min read
How to check a short squeeze setup with an AI agent, instead of trusting the score

How to check a short squeeze setup with an AI agent, instead of trusting the score

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5 min read
How to screen stocks in plain English with an AI agent, then check what it found

How to screen stocks in plain English with an AI agent, then check what it found

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4 min read
How to prep for an earnings call with Claude: a five-step checklist, run on Microsoft

How to prep for an earnings call with Claude: a five-step checklist, run on Microsoft

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4 min read
How to draw an options strategy payoff with an AI agent, from a real option chain

How to draw an options strategy payoff with an AI agent, from a real option chain

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5 min read
How to compare two earnings calls with Claude: what changed at Bank of America in one quarter

How to compare two earnings calls with Claude: what changed at Bank of America in one quarter

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5 min read
How to find real insider buying with ChatGPT or Claude: separating purchases from paperwork

How to find real insider buying with ChatGPT or Claude: separating purchases from paperwork

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4 min read
How to see what hedge funds bought last quarter with an AI agent, without misreading the 13F

How to see what hedge funds bought last quarter with an AI agent, without misreading the 13F

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4 min read
How to track congressional stock trades with Claude, and what the disclosures leave out

How to track congressional stock trades with Claude, and what the disclosures leave out

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4 min read
How to choose a stock market data MCP server for AI agents: 9 checks I run first

How to choose a stock market data MCP server for AI agents: 9 checks I run first

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4 min read
Netflix Q3 2026 against its own guidance: checking the results with an MCP server

Netflix Q3 2026 against its own guidance: checking the results with an MCP server

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3 min read
SEC filings for AI agents: finding and citing the exact 10-K line (JPMorgan's AI-agent risk factor)

SEC filings for AI agents: finding and citing the exact 10-K line (JPMorgan's AI-agent risk factor)

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4 min read
Investor relations data for AI agents: prepping Netflix's 20 October earnings with an MCP server

Investor relations data for AI agents: prepping Netflix's 20 October earnings with an MCP server

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4 min read
Earnings call transcripts for AI agents: reading JPMorgan's Q3 2026 call over MCP

Earnings call transcripts for AI agents: reading JPMorgan's Q3 2026 call over MCP

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4 min read
Broadcom and Ford dropped NetIncomeLoss from their 2025 XBRL: a quick check for SEC tag changes

Broadcom and Ford dropped NetIncomeLoss from their 2025 XBRL: a quick check for SEC tag changes

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4 min read
Diff two 13F filings by CUSIP (and check an AI's "what did Berkshire buy?" answer)

Diff two 13F filings by CUSIP (and check an AI's "what did Berkshire buy?" answer)

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7 min read
6 Best Stock Market MCP Servers in 2026: Real-Time & SEC Data

6 Best Stock Market MCP Servers in 2026: Real-Time & SEC Data

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10 min read
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