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ryanjin.ai / dashboard
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Today

📰 Most relevant news

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Auto-curated daily semis/AI news — pulled from substack feeds + RSS, filtered to semis coverage tickers.
  • Will populate at next 7 AM EDT cron run.
Reports archive →

📅 Next 30-day catalysts

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Earnings dates, conferences, webinars, product launches, lockup expirations.
May 04 LEO webinar — STMicro hosting analyst day STM
Catalyst calendar to be auto-populated from Bloomberg ECO + AlphaSense events feed.
Add event →

📞 Plaud meeting notes

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Today's Plaud transcripts + summaries. Weekly rollup on Sundays.
Today: — This week: —
Browse week →

💬 TMTB Slack — top messages last 24h

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Top-reacted messages from #asia-news-wire, #street-research-wire, #tech-news-wire, #market-chatter, #earnings, #tmtb-qa-ama. Will populate once SLACK_USER_TOKEN is set on server.
  • No data yet. See server log: tail -20 /var/log/substack-fetcher/slack.log
Raw JSON →
Digests

📨 Substack pre-market brief

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Daily 7 AM EDT. Filters all 30+ semi/AI substacks to coverage-relevant content. State-deduped (no overlap).
Yesterday: — 7d total: — Cost/run: $0 (no Anthropic API)
Archive →

🎙️ Podcast digest

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9 podcasts (All-In, BG2, No Priors, Dwarkesh, Lex, a16z, Odd Lots, Freakonomics, The Circuit). Currently disabled for cost.
Re-enable —

📈 Memory / spot pricing

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DRAM/NAND spot from TrendForce, DRAMeXchange, contract pricing trends.
Open chart —
Weekly recap

📅 Week-in-review

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Sunday 9 AM EDT auto-synthesis: macro recap, earnings reactions across coverage, what reset consensus, what's reporting next week, key Substack/research takes, top 5 Slack signals. Builds on prior weekly notes (memory-aware).
Past weeklies →
Watchlist

📈 Stocks watchlist — live (~15min delay)

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Full coverage: 150+ tickers across US / Asia / EU / Macro. Refreshes every 5min during US market hours. Source: yfinance.
Ticker Region Segment Price Chg % Chg
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Raw JSON →
Coverage

🎯 Guidance vs then-consensus

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For every coverage ticker: did topline guidance beat the THEN-consensus for Q+1 (8-quarter rolling). Spots chronic sandbaggers vs raisers.
By ticker —

📊 VisibleAlpha revisions

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Where consensus moved this week — by ticker, segment, line item. Top 10 movers up/down.
This week —

🟢🔴 Earnings T+1d reaction matrix

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Convention: cell = long-anchor / short-peer pair-trade return on trading day after anchor's earnings (anchor T+1d − peer T+1d).
Index JSON →

🔍 AlphaSense semantic feed

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Saved searches across earnings calls, expert interviews, broker reports — surfaced when a watched theme triggers.
Saved searches —

📞 Tegus expert calls

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Recently published expert call transcripts on coverage tickers — auto-flagged when relevant.
New this week —
Ticker analyzer

🔬 Ticker snapshot — type any ticker

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Pulls market cap, valuation, consensus, 52W range, recent earnings reaction. Phase 2 will trigger full equity-research pipeline (filings + Tegus expert calls + LLM synthesis).