Three-agent stock screen: Haiku reads filings, Jev scores signed demand, Opus writes up survivors
The author had Haiku pull SEC filings, Jev gate each company on whether demand is contractually signed, and Opus write one-pagers, narrowing 140+ names to 6 and buying 4 for a $48,300 gain in seven months.
EVERYONE TRIED TO GET RICH ON AI BY BUYING NVIDIA. I MADE $48,300 FROM AI WITHOUT OWNING A SINGLE AI STOCK here's the trade nobody on my feed was talking about every AI data center is a building that eats electricity. one big campus can pull as much power as a small city. and it has to sign for that power years before it opens so i stopped asking "which AI company wins" and started asking "who do they all have to pay?" i gave the question to 3 agents: → HAIKU 5.5 read every US utility, power producer and grid supplier filing. 10-Ks, 10-Qs, 8-Ks, earnings calls. every mention of "data center", "large load", "interconnection" → JEV sorted it. one question per company: is this demand signed, with a number, or just talk on a call? it can't write a single word, it only picks. talk got thrown out → OPUS 5.5 read only the survivors and wrote one page each: how much of next year's demand is already under contract, and what the stock price assumes. it never saw the chart first out of 140+ companies, 6 made it through. i bought 4 7 months later: → 3 of them up between 31% and 64% → 1 down 11%. sold it. the contract got delayed → net: +$48,300 i didn't predict anything. the agents just read what was already signed while everyone else watched nvidia's chart in a gold rush, don't guess who finds gold. read who's selling the shovels the prompt i used ↓ "Build me a research desk in this folder. Read-only, no brokerage. 1. Reader (haiku): pull the latest 10-K, 10-Q, 8-K and call transcript for every US utility and power producer from SEC EDGAR. Save every mention of data centers, large loads or interconnection with the number and a source link. 2. Gate (jev): for each company ask "is this demand signed, with a contract and a number?" Keep only scores above 0.85. 3. Analyst (opus, never opens prices): one page per survivor: signed demand vs current capacity, what has to go right, the one fact that would kill the idea. 4. Code adds the stock move last. Show me the agent files first. Nothing runs until I say go."
This post quotes another post: x.com/xinc3s/status/2108204467774509059