Your financial command center powered by Agents
AI agents derive quantitative insights from news, social media, SEC filings, patents, and House disclosures through multi-agent reasoning and graph-based intelligence
Ingestion Firehose
Denoising the unstructured
Converting chaos into clarity
Major News
Wall Street Journal, Reuters, Financial Times
Hacker News
Emergent tech velocity
Social sentiment & retail flows
SEC Filings
10-K, 10-Q, 8-K, 13F updates
Global Patents
USPTO, WIPO, EPO grants
House Filings
Legislation, testimonies, disclosures
Agent Calls
60
Derived Facts
1,342
Reasoning Chains
32
Hidden Alpha
3 Found
Quality Score
0.73
Avg Confidence
68%
Hidden Alpha
1 / 3AI Buildout Cannibalizing LNG Infrastructure
AI capex is creating zero-sum competition for industrial capacity, cannibalizing resources needed for LNG terminal buildouts—driving 50-100% cost overruns.
Timeframe
9-15m
Confidence
85%
50-100% capex blowout risk for LNG projects from resource cannibalization
Confidence: 85% based on cross-sector supply chain analysis
Market is pricing both as independent growth stories—they're on a collision course
Beneficiaries
Aspen Technology (AZPN)
Bentley Systems (BSY)
At Risk
Tellurian (TELL)
NextDecade (NEXT)
Live Console
Derivations in progress
