Worldview

Worldview Agent

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Focus Names

Tweets

All News

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Upload Expert Calls

Drop expert call transcript PDFs here. Tickers and dates are auto-detected from the transcript content. No specific filename format required.

Drop PDF files here or click to select

Upload Document (Shareholder Letter, Presentation, etc.)

Upload a management-sourced document (shareholder letter, investor presentation, blog post). It will be AI-summarized and added to the feed.

Paste text instead of uploading PDF

Drop PDF file here or click to select

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Filters

Earnings

Everything Else

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Filters

Process Specific Transcript

Process a specific company and quarter transcript (e.g., NVDA Q3 2026)

Or upload a PDF conference transcript

Upload Research Report PDF

Upload a sell-side research report PDF. Supports multi-ticker reports.

Bulk Transcript Drop Zone

Drop multiple transcript PDFs. Filename format: TICKER MM-DD-YY.pdf
Auto-detects type (earnings vs conference) and runs the appropriate pipeline.

PDF

Drag & drop transcript PDFs here

or click to browse

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Generate Synthesis

Generate macro synthesis analysis from quotes in the database. The synthesis will analyze trends by category and cite specific quotes that support each claim.

No synthesis loaded. Generate or load a synthesis to view results.

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Industry Sentiment Dashboard

Track tailwinds and headwinds across industries based on sentiment analysis of earnings call quotes.

Tailwind / Headwind Dashboard

Click "Load Sentiment" to view industry sentiment dashboard.

Economic Indicators Configuration

Government economic indicators from FRED (Federal Reserve Economic Data). Data updates automatically when new releases are available.

Economic Indicators

Click "Sync from FRED" to fetch economic data, or "Load Data" if you've already synced.

Quotes

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Companies

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Industries

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Recaps

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Company Taxonomy

View all companies organized by industry classification.

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Prediction Markets

Live odds from Polymarket and Kalshi for markets relevant to the investable universe. Prices represent implied probability (e.g. $0.72 = 72% chance).

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AI Company Hiring Signals

Monitors job listings across frontier AI companies for strategic hiring signals: new verticals, leadership hires, geographic expansion, and more. Updated every 12 hours.

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Notable Hiring Signals

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LLM Usage (OpenRouter)

Aggregate token usage across all OpenRouter users. Shows which models and apps are seeing the most demand. Data from openrouter.ai/rankings.

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GPU Cloud Pricing

Tracks GPU instance pricing across 5 providers (vast.ai, AWS, Azure, GCP, CoreWeave) for both spot and on-demand. Snapshots taken 3x daily. The spot-to-on-demand spread is a real-time GPU demand signal.

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DRAM & NAND Pricing

Tracks DRAM and NAND flash spot/contract pricing from TrendForce (DRAMExchange). Covers DDR3/4/5 chips, GDDR, modules, NAND flash, TLC wafers, and SSDs. Scraped daily.

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Monthly Stats — Revenue & Industry

TSMC monthly consolidated revenue from SEC EDGAR 6-K filings, with quarter-to-date tracking vs consensus. SIA global semiconductor sales with regional breakdowns.

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Investment Theses

Cross-company investment theses evaluated against every ingested transcript. Evidence accumulates over time from earnings calls and conference transcripts.

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AI-Generated Theses

⚡ AI Efficiency Tracker

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Inbox

Anything forwarded to worldview@voxelcap.com — earnings transcripts, expert calls, research, conferences. Auto-classified, then routed to the right pipeline.

Show resolved

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System Architecture

How data flows from source to insight.

Data Sources

📊

Earnings Calls

Transcripts via API

🏛

SEC EDGAR

8-K, 10-Q, 10-K filings

🎧

Podcasts

10+ YouTube channels

📧

Research Email

Outlook via Graph API

📝

Meeting Notes

OneNote via Graph API

🏦

FRED

CPI, GDP, payrolls, etc.

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Consensus

FMP analyst estimates

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Prediction Markets

Polymarket & Kalshi

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IR Documents

PDF presentations

Processing & Intelligence (Gemini)

Quote Extraction Metric Parsing Sentiment Analysis Thesis Evaluation Evidence Clustering Earnings Recaps Macro Synthesis Beat/Miss Calc Knowledge Base Guidance Extraction

Outputs

Platform Views

Activity Feed — real-time earnings, research, knowledge

Thesis Tracker — evidence clustering & evaluation

Quarterly Results — beat/miss vs consensus

Sentiment — industry-level bullish/bearish trends

Macro Synthesis — thematic cross-company analysis

Prediction Markets — Polymarket & Kalshi odds

AI Agent — conversational research assistant

Automated Deliverables

Morning Digest — daily 7 AM ET email brief

Weekly Digest — Sunday thematic roundup

Knowledge Alerts — new/changed company facts

Earnings Recaps — auto-generated with peer context

Thesis Evidence — continuous evaluation as data arrives

Scheduled Pipelines

Every 60m — Research email sync, OneNote sync

Every 6h  — YouTube channels, earnings calendar

Daily 7am — Morning digest generation + send

Sun 12pm — Weekly thematic digest

AI-Authored Code on GitHub

Scans every public commit on GitHub for AI co-author signatures (Claude Code, Copilot, Cursor, Aider, Devin, Codex, Cline, Windsurf) via GH Archive / BigQuery.

Historical: full commit message scan via BigQuery (Mar-Oct 2025). Recent: BigQuery for totals + GitHub Search API for AI tool counts (Oct 2025+).

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Daily Signals

Daily data feeds tracking AI infrastructure economics: GPU spot pricing, open-source activity, model ecosystem trends, and data center energy demand.

GPU Cloud Spot Pricing vast.ai

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GitHub AI/ML Activity 7-day window

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HuggingFace Trending Models

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Electricity Demand (Data Center Regions) EIA

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Search for a company in the header bar to view its overview.

Product Roadmap

From junior analyst automation toward senior analyst reasoning and portfolio risk management.

Today — Junior Analyst (Live)

Data Collection, Extraction & Summarization

The tasks a first-year analyst does: gather data, take notes, organize findings, write up summaries.

✓ Multi-source ingestion — earnings calls, SEC filings, podcasts, research emails, management meetings

✓ Structured extraction — quotes, metrics, guidance, sentiment tagged and stored

✓ Earnings recaps — auto-generated with peer context, beat/miss analysis, guidance tracking

✓ Morning briefs & weekly digests — synthesized overnight, in your inbox before the open

Next — Senior Analyst

Cross-Referencing, Pattern Recognition & Judgment

What separates a senior from a junior: connecting dots across sources, challenging narratives, and forming differentiated views.

✓ Thesis evidence tracking — tag and cluster datapoints across all sources, evaluate against every transcript

✓ Cross-industry read-throughs — connect signals across sectors to identify second-order implications

✓ Idea & theme generation — AI-surfaced investment theses from emerging patterns across the data

● Supply chain cross-referencing — auto-detect when a supplier's commentary contradicts the customer's guidance

● Management credibility scoring — track guidance accuracy over time, flag serial over-promisers

● Tone shift detection — flag when management language materially changes QoQ on key topics

● Earnings preview briefs — pre-call synthesis combining supply chain signals, estimate revisions, and peer reads

● Variant perception map — surface where your thesis diverges most from sell-side consensus

● Auto-generated counter-theses — for every thesis, steel-man the strongest opposing case

Track A — Conviction & Idea Generation

Autonomous Research

Moves from reactive analysis to proactive idea origination.

● Proactive signal hunting — agent autonomously investigates emerging themes without prompting

● Scenario modeling — auto-generate bull/base/bear cases with implied metric ranges per thesis

● Conviction decay alerts — flag when a thesis hasn't received reinforcing evidence in N weeks

● Institutional memory — living investment journal connecting past decisions to outcomes

● Event-driven playbooks — pre-built workflows triggered by earnings, M&A, or macro events

Track B — Risk & Portfolio Intelligence

Portfolio-Aware Risk Management

Understands positions and sizing, monitors for portfolio-level risks.

● Position-aware alerts — weight signals by portfolio exposure and concentration

● Cross-thesis conflict detection — flag when active theses imply contradictory macro assumptions

● Correlation monitoring — detect hidden factor exposures across holdings using fundamental data

● Crowding & consensus risk — flag when your positions align too closely with hedge fund consensus

● Drawdown scenario analysis — stress-test the portfolio against historical and hypothetical shocks