链研社|AI First🔶💧|6月 11, 2026 09:39
The person who uses AI well is the power of nuclear bombs. In DeepSeek's last round of financing, Liang Wenfeng invested 20 billion yuan out of his own pocket, and his money mainly came from Magic Cube Quantification, which shows that the returns brought by AI investment in this matter are enormous. Can't the same AI exert its power in your hands? The key lies in the framework of investment research and the handy tool @ dappOS_com, followed by practical teaching and suggested collection of prompt words
In the past six months, the four major cloud providers have invested $700 billion in capital expenditures, betting on AI capital expenditures and bottleneck stocks, making it the largest alpha in the market in the past six months. From only listing US stock contracts on major exchanges, to on chain spot trading, and now all US stocks can be traded on Binance @ binancezh, including all stocks and various ETFs from securities firms. The new SpaceX launch also involves the participation of all members of the cryptocurrency community.
The infrastructure provided in the cryptocurrency circle is already quite complete, but currently the AI investment research tools offered by exchanges are still mediocre and unable to provide effective stock investment research information.
Now the exchange only solves the problem of buying. High quality assets enter the exchange, with 7000 stocks, and stock selection is also a big problem. Even if it goes to the US stock market, research ability is still needed, otherwise buying recklessly and counterfeiting are equally risky.
Most people do not have this framework or useful tools. Today, let's talk from a practical perspective about how to use DappOS's xUbble for US stock investment research. It would be even better if there were such investment research tools in wallets or exchanges in the future
My framework for US stock investment research is very simple, consisting of a complete workflow
1. Information sources, financial reports, conference calls, Trump/Duan Yongping, holder information, analyst reference price
2. Analyze the framework, encapsulate it as a skill, determine the position of the industry chain, moat, competitive landscape, valuation, and more
3. Purchase price and build warehouse plan. Catalyst for event trading.
The entire framework allowed me to seize short selling opportunities for CBRS, entry opportunities after the sharp decline in NET's financial report, trading opportunities in Trump's holdings, and some data from SpaceX's new launch to assist in judgment. Now the entire investment research framework has been encapsulated into xUbble by DappOS. I tried it out and it can directly replicate the investment research ideas, avoiding many detours.
Give three examples for everyone's understanding, and I will also include the prompt words to directly replicate my investment research ideas, which can be used by any company. After opening, create a new conversation, select 'Work Mode', copy my prompt words and replace them with the company you want to know. Use the default SOP, and I think US Equity Deep Research has the highest quality in investment research
1、 Do you want to participate in SpaceX's new product launch? (Figure 1)
Prompt:
Deeply study SpaceX's new data release, is it worth it
1. Release data on the number of shares, circulating market value, circulating stock ratio, issuance pricing, etc
2. What are the unlocking rules after going public, how are they unlocked, and what percentage of them are unlocked
3. What are the current pre-market and forecasted market prices, and what is the probability of a breakout on the first day of trading
4. Study the financing scale, circulating market value, and performance on the first day of listing of the top 10 IPOs in history
5. What is the buying amount for the index two weeks after listing in US dollars
I also checked the data and found that the information was well-organized. I also received optimistic information on Polymarket, with a 38% probability that the first day closing market value will exceed $2.4 trillion. Closing break probability: approximately 5% -15%
2、 The idea of investing in CloudFlare (NET) for long positions (Figure 2)
Prompt:
Conduct a deep analysis of CloudFlare and write a high-quality article
1. Search for Cloudflare's latest financial report data and conference call records, analyze the reasons for CloudFlare's sharp decline after its financial report
2. In depth study of Cloudflare's commercial moat and the specific role of cloudflare as an AI infrastructure
3. Collect Cloudflare's core valuation indicators, including price to sales ratio, forward price to earnings ratio, and free cash flow, and compare them with the company's historical average and major competitors for analysis.
4. Retrieve the latest rating report from financial analysts on Cloudflare. Based on the fundamental valuation bottom, financial health status, and key support levels of the technical chart of the comprehensive company, explore the reasonable timing of opening positions and the strategy of buying in batches.
My biggest concern throughout the entire report is whether layoffs will affect NET's business moat and its value as a middle layer. Layoffs have not shaken this fundamental aspect, so I placed a heavy emphasis on this transaction.
3. Thoughts on Short Selling CBRS, a Hot Project for Investment Research and Listing (Figure 3)
Prompt:
Conduct in-depth analysis of CBRS cerebral systems and write a high-quality article
1. What are the details of the contract signed between Cerebras, Amazon, and openAI, how much amount was signed, and how much business was fulfilled
2. In depth study of the commercial moat of Ceres and the specific role of Ceres as an AI infrastructure
3. What are the inference costs and speeds of unit tokens, and what are the advantages and disadvantages compared to Nvidia's chips?
4. Collect core valuation indicators of Cerebras, including price to sales ratio, forward price to earnings ratio, and free cash flow, and compare them with the company's historical average and major competitors for analysis.
The report identified key bugs in CBRS revenue and related transactions with OpenAI, as well as a comparison of token cost inference speed with Nvidia. It suggests whether CBRS can compete for orders from Nvidia and conduct valuation analysis. The final conclusion drawn is that this is a company whose storytelling is significantly greater than its actual implementation.
If you are still using Gemini, OpenAI, or even Doubao for investment research, it is recommended that you switch directly. These tools are powerful in terms of universal ability and are versatile. Searching the entire internet, organizing information, and generating reports are indeed very powerful and may seem intimidating. But without high-quality contextual information and a complete framework and workflow, the resulting report information density is very low and often a bunch of nonsense.
At present, the xUbble set of US stock SOP can achieve a one sentence submission to the investment research SOP, and the report generation time is about 10 minutes. The polishing is relatively complete and can definitely solve the problem of most people investing in research. It's just one of the functions, and it will continue to iterate and upgrade to raise more excellent investment frameworks. I have also developed my own investment research skill and a knowledge base of ten thousand research reports. When combined, the effect is truly explosive.
The current SOP is not the end point, Bubble Engine will continue to iterate, and there will be more complex functions in the future. For example, focusing only on the semiconductor industry, AI infrastructure, and bottlenecks in the upstream and downstream of the industry chain, you can also generate a more exclusive set of research SOPs according to your own research framework. Alternatively, one can incorporate the research approach of the White Haired Stock God, identify key points, trace and verify authenticity, and place bets to validate logic. This is a research method that can strengthen along with model capabilities and market changes, and the traceability of report content data is very important in investment research.
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