Rocky
Rocky|Aug 03, 2025 01:04
Today I was amazed by the demo video of Claude AI under @ AnthropicAI. As a professional investor, I have to target hundreds of US stock companies and Web3 projects every year, especially during the earnings season, which is like a battlefield! As seen in the video, this type of practical case is quite common: just as the office is sitting down, at 2 pm, the PM (Investment Director) rushes in in in a hurry: Sarah, the company we are focusing on, Velocity Athletic, has just released its financial report with a 12% drop in revenue, but its stock price has actually risen by 17% to $71. Can you clarify for me whether this surge is a positive strategy stimulus or a fake rebound? We need to make a decision before the market closes today, whether to sell for profit or continue holding. ” In fact, this logic is like this Friday's non farm payroll data plus two months' downward revision of employment data (which cut 260000 jobs in May and June, equivalent to the sudden unemployment of the entire population of Miami). In this situation, you need to make a judgment and decision as soon as possible, and immediately provide feedback to the US stock market that has not yet opened. Cryptocurrency assets can be used as a hedge, which requires immediate response and data support to effectively avoid the weekend's downward trend. Let's take a look at the normal path of a financial analyst (expected 4-5 hours): one ️⃣ Go to S&P Global to pull financial reports and meeting minutes two ️⃣ Open FactSet/Morningstar to view historical data and valuations three ️⃣ Cut Edgar's SEC Announcement four ️⃣ Digging historical memes and research reports from the internal network five ️⃣ Then create tables, draw diagrams, and write memos This operation takes at least 4-5 hours and involves manually switching several systems, with inconsistent information and a high risk of errors. 💡 At this moment, Claude appeared, it really felt like I had an extra super analyst assistant: Directly give Claude an instruction: 'Help me analyze the financial performance of Velocity Athletic comprehensively, whether the stock price fluctuations are reasonable, and create an investment memo.'. ” 🔍 one ️⃣ Multi platform synchronous data pulling+semantic understanding Claude is not just crawling data, he can understand the background I need: ·Extract key information from the S&P Global conference call, such as the CFO mentioning in the Q&A that "profit margins have decreased by 400 basis points due to the impact of tariffs"; ·Pull out historical data and competitor comparisons from Morningstar; We have found the Velocity analysis framework that has been written in the past from our company's internal documents (boxes); ·Retrieve financial data for 8 quarters from Delupa and create trend charts directly; ·All content is marked with the source and can be clicked on for secondary confirmation at any time, greatly improving compliance and trust. 📊 two ️⃣ Generate visual charts and core models Ask Claude, 'Can you help me create an annotated price chart, peer valuation comparison table, and DCF model?'. ” It gradually realizes: ·Mark the stock price trend chart of the event (showing CFO reduction, emergency board meeting, financial report release time, etc.); ·A clear comps table: Velocity's EV/EBITDA is 21 times, while the industry average is only 16 times, indicating a high valuation; ·A complete DCF model: assuming clarity, freely switching scenarios, and even standard WACC calculations. ·The reasonable stock price calculated by the model is $54, which is far lower than the current $71, indicating that the current rise is optimistic and the foam component is very large. 📝 three ️⃣ Automatically generate institutional level investment memo Finally, I said, 'Use our fund's internal template to create a memo for PM reference.'. ” Claude directly calls the memo template on the intranet and automatically fills in the following content: Recommendation conclusion: It is recommended to sell at a high point for profit and wait for the price to drop before building a position; Logical support: Quantify support from dimensions such as financial fundamentals, market reactions, industry comparisons, and valuation deviations; Potential risks: For example, if tariffs ease or if CFOs reduce their holdings for other reasons in the future, it may lead to further fluctuations in stock prices; Clear citation: All data comes with original source links for PM or legal review. After watching the entire video demonstration, I think Claude is a complete "AI nuclear weapon" for financial analysis. Currently, there are relatively few API data interfaces supported by encrypted data. If improved later, this can become a killer move for Web3 investment research. If we used to do project analysis with "ten fingers flipping, nine screens checking data, and five heads working together", now with Claude, it's like having an additional gold medal analyst who stays online 24 hours a day, without calling for overtime, efficiency has taken off 📈!
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