{ "agents": { "ai_hedge_fund": [ "fundamentals_analyst", "valuation_analyst", "technical_analyst", "sentiment_analyst" ], "citation_verifier_team": [ "sec-filing-and-facts", "market-and-social-sources", "citation-coverage-and-format" ], "hermes_cron_formatter": "LLM pass that converts deterministic script JSON into a concise Telegram brief.", "tradingagents": [ "StockTwits social lens", "Reddit/RSS social-news lens" ] }, "alias_path": "/method/", "automation_config": { "agentic_aihf_max_tickers": 10, "agentic_min_mentions": 2, "agentic_min_unique_accounts": 2, "agentic_network_timeout_seconds": 8, "agentic_tools_enabled": true, "agentic_tradingagents_max_tickers": 2, "auto_report_deploy_to_cloudflare": true, "auto_report_enabled": true, "auto_report_max_reports_per_run": 2, "auto_report_min_mentions": 2, "auto_report_min_unique_accounts": 2, "auto_report_skip_recent_days": 30, "broad_search_query_scope": "x_and_telegram_cashtags_for_triggered_tickers", "broad_search_trigger_min_abs_gap_pct": 3, "broad_search_trigger_min_abs_intraday_move_pct": 5, "broad_search_trigger_min_curated_mentions": 2, "broad_search_trigger_min_unique_curated_accounts": 2, "collection_source": "hybrid", "cron_schedule": "every 8h", "fallback_mode": "xurl", "monitoring_broad_search_policy": "only_when_ticker_starts_moving", "monitoring_mode": "hybrid", "monitoring_primary_sources": "curated_x_accounts_and_telegram_channels", "pipeline_mode": "hybrid_curated_then_broad_on_move", "research_budget_tokens": 80000, "run_interval_hours": 8, "telegram_delivery": "origin", "ticker_detection_mode": "cashtags_only_for_broad_universe", "ticker_universe": "all_us_listed_stock_like_symbols_from_nasdaq_trader" }, "canonical_path": "/pipeline/", "cron_job": { "deliver": "origin", "enabled": true, "enabled_toolsets": [ "terminal", "file", "web", "skills" ], "id": "a1c48b2edb9d", "last_run_at": "2026-06-02T08:11:48.138697+00:00", "last_status": "ok", "name": "Equity X signal + agentic tool brief (8h)", "next_run_at": "2026-06-02T16:11:48.138697+00:00", "prompt": "You are running the equityanalysis recurring signal brief. A deterministic pre-run script has already collected X/Twitter/RSS ticker signals, run bounded third-party agentic tool gates, and emitted JSON into the prompt context.\n\nFormat a concise Telegram brief for Jeremy. Rules:\n- Treat X/Twitter/RSS/social posts as discovery only, not investment merit.\n- Do not give financial advice, price targets, buy/sell/hold instructions, or trade recommendations.\n- If collector_status or return_code indicates failure/no data, report the failure succinctly and do not invent signals.\n- Use only tickers and evidence present in the script JSON.\n- Promote only tickers with cross-account evidence or explicit script-selected status.\n- Summarize ai-hedge-fund as a readiness/planned rubric pre-screen unless the script reports real executed results; do not imply AIHF ran if it was skipped.\n- Summarize TradingAgents only as a selective StockTwits/Reddit social/news lens; mention unavailable/degraded sources when reported.\n- If auto_report_result contains published/verified report URLs, include them. If no reports were generated, say no new full report was generated.\n- Be sparse: if there are no strong signals, say so in 2-4 bullets.\n\nOutput format:\n## Equity signal brief\n- Generated: \n- Collection: \n\n## Top signals\nFor up to 5 selected tickers:\n- **TICKER**: score/mentions/accounts; one-line why surfaced; include 1 source URL if present.\n\n## Agentic tool layer\n- AIHF: executed/ready/skipped + reason; planned tickers if skipped.\n- TradingAgents social lens: tickers run + one useful StockTwits/Reddit observation if grounded in the JSON.\n\n## Reports\n- New full reports/deploy status if present; otherwise no new full report.\n\nEnd with: Research support only; not financial advice.", "schedule": "every 480m", "script": "equity_signal_cron_runner.py", "skills": [ "equity-signal-research", "hermes-cron-signal-briefs" ], "state": "scheduled" }, "generated_at": "2026-06-02T08:36:41.467424+00:00", "latest_artifacts": { "agentic_equity_tools": { "aihf_financial_data_mode": "unauthenticated_financialdatasets_public_endpoint", "aihf_missing_or_disabled": [ "one_supported_llm_api_key", "AGENTIC_ENABLE_REAL_AIHF_not_set" ], "aihf_mode": "readiness_only", "generated_at": "2026-06-02T08:36:41.161154+00:00", "path": "/home/hermes-vm-admin/.hermes/profiles/equityanalysis/equity-research/data/processed/agentic_equity_tools_20260602_083641.json", "relative_path": "data/processed/agentic_equity_tools_20260602_083641.json", "tradingagents_tickers": [ "NOW", "DELL" ] }, "cron_result": { "agentic_tools_result": { "ai_hedge_fund": { "planned_runs": [ { "analysis_date": "2026-06-02", "planned_role": "fast rubric pre-screen: fundamentals, valuation, technicals, news sentiment", "reason": [ "one_supported_llm_api_key", "AGENTIC_ENABLE_REAL_AIHF_not_set" ], "source_signal": { "mentions": 3, "score": 5.2334, "unique_accounts": 2 }, "status": "skipped_not_ready", "ticker": "NOW" }, { "analysis_date": "2026-06-02", "planned_role": "fast rubric pre-screen: fundamentals, valuation, technicals, news sentiment", "reason": [ "one_supported_llm_api_key", "AGENTIC_ENABLE_REAL_AIHF_not_set" ], "source_signal": { "mentions": 3, "score": 2.9931, "unique_accounts": 1 }, "status": "skipped_not_ready", "ticker": "DELL" }, { "analysis_date": "2026-06-02", "planned_role": "fast rubric pre-screen: fundamentals, valuation, technicals, news sentiment", "reason": [ "one_supported_llm_api_key", "AGENTIC_ENABLE_REAL_AIHF_not_set" ], "source_signal": { "mentions": 2, "score": 1.6282, "unique_accounts": 1 }, "status": "skipped_not_ready", "ticker": "MU" } ], "readiness": { "enabled_for_real_execution": false, "financial_data_mode": "unauthenticated_financialdatasets_public_endpoint", "financial_datasets_api_key_present": false, "missing_or_disabled": [ "one_supported_llm_api_key", "AGENTIC_ENABLE_REAL_AIHF_not_set" ], "mode": "readiness_only", "note": "ai-hedge-fund is kept behind an explicit enable flag because it can call model APIs and its outputs are trade-framed. Financial Datasets currently serves the smoke-tested endpoints without a key, but unauthenticated use may have lower limits or policy changes. Hermes should consume only analyst signals, not trade actions.", "repo": "/tmp/equity_tools_eval/ai-hedge-fund", "requirements_met": false, "selected_analysts": [ "fundamentals_analyst", "valuation_analyst", "technical_analyst", "news_sentiment_analyst" ] } }, "candidates": { "aihf_candidates": [ { "eligible": true, "evidence": [ { "account": "@pelositracker", "created_at": "2026-05-29T15:39:44Z", "excerpt": "Claude casually calling the bottom and buying ServiceNow $NOW because it thinks it's actually a beneficiary of AI is absolutely classic The Claude Portfolio (@theaiportfolios) Breaking: Claude called the bottom in ServiceNow Back on 4/10, i", "url": "https://x.com/pelositracker/status/2060385612151046241" }, { "account": "@theaiportfolios", "created_at": "2026-06-01T15:39:38Z", "excerpt": "Breaking: Claude ticked the bottom on ServiceNow almost perfectly On 4/10, it took our $50K and bought $NOW at $83.00 Today, the stock is $136.57 Claude originally bought the dip because it believed the market misinterpreted how AI will dis", "url": "https://x.com/theaiportfolios/status/2061472751731298318" }, { "account": "@theaiportfolios", "created_at": "2026-06-01T13:18:22Z", "excerpt": "Breaking: Jensen just said what Claude's been saying about ServiceNow $NOW the entire time \"Agents are going to create the largest opportunity ever for my partners ($NOW)\" Claude first bought on April 10th: $83.00 Now: $134.00 Video", "url": "https://x.com/theaiportfolios/status/2061437198461808989" } ], "mentions": 3, "score": 5.2334, "ticker": "NOW", "unique_accounts": 2, "weighted_mentions": 3.3019 }, { "eligible": true, "evidence": [ { "account": "@pelositracker", "created_at": "2026-06-01T16:55:54Z", "excerpt": "You're probably overthinking what stocks to buy, Part 34. Autopilot (@joinautopilot) Trump on May 8th: \"Go out and buy a Dell, they're great\" $DELL is up 74% since Truly a once in a lifetime moment Video \u2014 https://nitter.net/joinautopilot/s", "url": "https://x.com/pelositracker/status/2061491943465447801" }, { "account": "@pelositracker", "created_at": "2026-05-28T20:32:11Z", "excerpt": "Stop overthinking what stocks to buy $DELL crushed their earnings and is up +16% now Take a look at the recent activity: \u2022 Trump bought up to $5,000,000 in $DELL on Feb 10th \u2022 Then bought more on March 2nd \u2022 Then again on March 11th \u2022 Then ", "url": "https://x.com/pelositracker/status/2060096819690913905" }, { "account": "@pelositracker", "created_at": "2026-05-27T21:28:05Z", "excerpt": "This is why we do it \u270d\ufe0f Dell was just awarded a 5-year, $9.7B contract with the Pentagon to provide software across the U.S. military Not even 3 weeks after President Trump talked positively about $DELL Nancy Pelosi Stock Tracker \u265f (@pelosi", "url": "https://x.com/pelositracker/status/2059748499269312581" } ], "mentions": 3, "score": 2.9931, "ticker": "DELL", "unique_accounts": 1, "weighted_mentions": 2.9931 }, { "eligible": true, "evidence": [ { "account": "@pelositracker", "created_at": "2026-05-26T14:37:00Z", "excerpt": "President Trump is on a heater Stop overthinking what stocks to buy Autopilot (@joinautopilot) On May 22nd, President Trump said \"Micron's great\" Today $MU is up 17% Video \u2014 https://nitter.net/joinautopilot/status/2059282419006509245#m", "url": "https://x.com/pelositracker/status/2059282660355154356" }, { "account": "@pelositracker", "created_at": "2026-05-26T14:26:50Z", "excerpt": "Micron's stock is up 15% today Three politicians bought $MU this year and none have sold: \u2022 Cleo Fields (D): Up ~106% \u2022 Tony Wied (R): Up ~107% \u2022 John Fetterman (D): Up ~168% Fetterman's trade timing is interesting He sits on the Senate Com", "url": "https://x.com/pelositracker/status/2059280103687782598" } ], "mentions": 2, "score": 1.6282, "ticker": "MU", "unique_accounts": 1, "weighted_mentions": 1.6282 } ], "all_selected": [ { "eligible": true, "evidence": [ { "account": "@pelositracker", "created_at": "2026-05-29T15:39:44Z", "excerpt": "Claude casually calling the bottom and buying ServiceNow $NOW because it thinks it's actually a beneficiary of AI is absolutely classic The Claude Portfolio (@theaiportfolios) Breaking: Claude called the bottom in ServiceNow Back on 4/10, i", "url": "https://x.com/pelositracker/status/2060385612151046241" }, { "account": "@theaiportfolios", "created_at": "2026-06-01T15:39:38Z", "excerpt": "Breaking: Claude ticked the bottom on ServiceNow almost perfectly On 4/10, it took our $50K and bought $NOW at $83.00 Today, the stock is $136.57 Claude originally bought the dip because it believed the market misinterpreted how AI will dis", "url": "https://x.com/theaiportfolios/status/2061472751731298318" }, { "account": "@theaiportfolios", "created_at": "2026-06-01T13:18:22Z", "excerpt": "Breaking: Jensen just said what Claude's been saying about ServiceNow $NOW the entire time \"Agents are going to create the largest opportunity ever for my partners ($NOW)\" Claude first bought on April 10th: $83.00 Now: $134.00 Video", "url": "https://x.com/theaiportfolios/status/2061437198461808989" } ], "mentions": 3, "score": 5.2334, "ticker": "NOW", "unique_accounts": 2, "weighted_mentions": 3.3019 }, { "eligible": true, "evidence": [ { "account": "@pelositracker", "created_at": "2026-06-01T16:55:54Z", "excerpt": "You're probably overthinking what stocks to buy, Part 34. Autopilot (@joinautopilot) Trump on May 8th: \"Go out and buy a Dell, they're great\" $DELL is up 74% since Truly a once in a lifetime moment Video \u2014 https://nitter.net/joinautopilot/s", "url": "https://x.com/pelositracker/status/2061491943465447801" }, { "account": "@pelositracker", "created_at": "2026-05-28T20:32:11Z", "excerpt": "Stop overthinking what stocks to buy $DELL crushed their earnings and is up +16% now Take a look at the recent activity: \u2022 Trump bought up to $5,000,000 in $DELL on Feb 10th \u2022 Then bought more on March 2nd \u2022 Then again on March 11th \u2022 Then ", "url": "https://x.com/pelositracker/status/2060096819690913905" }, { "account": "@pelositracker", "created_at": "2026-05-27T21:28:05Z", "excerpt": "This is why we do it \u270d\ufe0f Dell was just awarded a 5-year, $9.7B contract with the Pentagon to provide software across the U.S. military Not even 3 weeks after President Trump talked positively about $DELL Nancy Pelosi Stock Tracker \u265f (@pelosi", "url": "https://x.com/pelositracker/status/2059748499269312581" } ], "mentions": 3, "score": 2.9931, "ticker": "DELL", "unique_accounts": 1, "weighted_mentions": 2.9931 }, { "eligible": true, "evidence": [ { "account": "@pelositracker", "created_at": "2026-05-26T14:37:00Z", "excerpt": "President Trump is on a heater Stop overthinking what stocks to buy Autopilot (@joinautopilot) On May 22nd, President Trump said \"Micron's great\" Today $MU is up 17% Video \u2014 https://nitter.net/joinautopilot/status/2059282419006509245#m", "url": "https://x.com/pelositracker/status/2059282660355154356" }, { "account": "@pelositracker", "created_at": "2026-05-26T14:26:50Z", "excerpt": "Micron's stock is up 15% today Three politicians bought $MU this year and none have sold: \u2022 Cleo Fields (D): Up ~106% \u2022 Tony Wied (R): Up ~107% \u2022 John Fetterman (D): Up ~168% Fetterman's trade timing is interesting He sits on the Senate Com", "url": "https://x.com/pelositracker/status/2059280103687782598" } ], "mentions": 2, "score": 1.6282, "ticker": "MU", "unique_accounts": 1, "weighted_mentions": 1.6282 }, { "eligible": false, "evidence": [ { "account": "@unusual_whales", "created_at": "2026-06-01T20:50:51Z", "excerpt": "BREAKING: Google, $GOOGL , has announced it has raised $80 billion to build AI infrastructure", "url": "https://x.com/unusual_whales/status/2061551068455260189" } ], "mentions": 1, "score": 1.2697, "ticker": "GOOGL", "unique_accounts": 1, "weighted_mentions": 1.2697 }, { "eligible": false, "evidence": [ { "account": "@unusual_whales", "created_at": "2026-06-01T19:17:00Z", "excerpt": "Salesforce, $CRM , has a stake in Anthropic worth about $5 billion, per Bloomberg.", "url": "https://x.com/unusual_whales/status/2061527450723504375" } ], "mentions": 1, "score": 1.2656, "ticker": "CRM", "unique_accounts": 1, "weighted_mentions": 1.2656 } ], "tradingagents_candidates": [ { "eligible": true, "evidence": [ { "account": "@pelositracker", "created_at": "2026-05-29T15:39:44Z", "excerpt": "Claude casually calling the bottom and buying ServiceNow $NOW because it thinks it's actually a beneficiary of AI is absolutely classic The Claude Portfolio (@theaiportfolios) Breaking: Claude called the bottom in ServiceNow Back on 4/10, i", "url": "https://x.com/pelositracker/status/2060385612151046241" }, { "account": "@theaiportfolios", "created_at": "2026-06-01T15:39:38Z", "excerpt": "Breaking: Claude ticked the bottom on ServiceNow almost perfectly On 4/10, it took our $50K and bought $NOW at $83.00 Today, the stock is $136.57 Claude originally bought the dip because it believed the market misinterpreted how AI will dis", "url": "https://x.com/theaiportfolios/status/2061472751731298318" }, { "account": "@theaiportfolios", "created_at": "2026-06-01T13:18:22Z", "excerpt": "Breaking: Jensen just said what Claude's been saying about ServiceNow $NOW the entire time \"Agents are going to create the largest opportunity ever for my partners ($NOW)\" Claude first bought on April 10th: $83.00 Now: $134.00 Video", "url": "https://x.com/theaiportfolios/status/2061437198461808989" } ], "mentions": 3, "score": 5.2334, "ticker": "NOW", "unique_accounts": 2, "weighted_mentions": 3.3019 }, { "eligible": true, "evidence": [ { "account": "@pelositracker", "created_at": "2026-06-01T16:55:54Z", "excerpt": "You're probably overthinking what stocks to buy, Part 34. Autopilot (@joinautopilot) Trump on May 8th: \"Go out and buy a Dell, they're great\" $DELL is up 74% since Truly a once in a lifetime moment Video \u2014 https://nitter.net/joinautopilot/s", "url": "https://x.com/pelositracker/status/2061491943465447801" }, { "account": "@pelositracker", "created_at": "2026-05-28T20:32:11Z", "excerpt": "Stop overthinking what stocks to buy $DELL crushed their earnings and is up +16% now Take a look at the recent activity: \u2022 Trump bought up to $5,000,000 in $DELL on Feb 10th \u2022 Then bought more on March 2nd \u2022 Then again on March 11th \u2022 Then ", "url": "https://x.com/pelositracker/status/2060096819690913905" }, { "account": "@pelositracker", "created_at": "2026-05-27T21:28:05Z", "excerpt": "This is why we do it \u270d\ufe0f Dell was just awarded a 5-year, $9.7B contract with the Pentagon to provide software across the U.S. military Not even 3 weeks after President Trump talked positively about $DELL Nancy Pelosi Stock Tracker \u265f (@pelosi", "url": "https://x.com/pelositracker/status/2059748499269312581" } ], "mentions": 3, "score": 2.9931, "ticker": "DELL", "unique_accounts": 1, "weighted_mentions": 2.9931 } ] }, "collector_status": "ok", "enabled": true, "gates": { "max_aihf": 10, "max_tradingagents": 2, "min_mentions": 2, "min_unique_accounts": 2 }, "generated_at": "2026-06-02T08:36:41.161154+00:00", "json_path": "/home/hermes-vm-admin/.hermes/profiles/equityanalysis/equity-research/data/processed/agentic_equity_tools_20260602_083641.json", "policy": { "aihf_role": "fast rubric pre-screen after deterministic signal ranking", "no_trade_recommendations": true, "raw_agent_outputs_require_hermes_verification_before_publication": true, "tradingagents_role": "selective social/news narrative lens for top eligible tickers", "x_twitter_is_discovery_only": true }, "return_code": 0, "source_signal_json": "/home/hermes-vm-admin/.hermes/profiles/equityanalysis/equity-research/data/processed/ticker_signals_20260602_083634.json", "stderr_tail": "Reddit JSON fetch failed for r/wallstreetbets \u00b7 NOW: HTTP Error 403: Blocked \u2014 falling back to RSS feed.\nReddit JSON fetch failed for r/stocks \u00b7 NOW: HTTP Error 403: Blocked \u2014 falling back to RSS feed.\nReddit JSON fetch failed for r/investing \u00b7 NOW: HTTP Error 403: Blocked \u2014 falling back to RSS feed.\nReddit JSON fetch failed for r/wallstreetbets \u00b7 DELL: HTTP Error 403: Blocked \u2014 falling back to RSS feed.\nReddit JSON fetch failed for r/stocks \u00b7 DELL: HTTP Error 403: Blocked \u2014 falling back to RSS feed.\nReddit JSON fetch failed for r/investing \u00b7 DELL: HTTP Error 403: Blocked \u2014 falling back to RSS feed.\n", "tradingagents": { "social_lens": { "readiness": { "dns_preflight": [ { "host": "api.stocktwits.com", "ok": true, "stderr_tail": "", "stdout_head": [ "2606:4700::6812:19c0 api.stocktwits.com", "2606:4700::6812:18c0 api.stocktwits.com" ] }, { "host": "www.reddit.com", "ok": true, "stderr_tail": "", "stdout_head": [ "199.232.45.140 reddit.map.fastly.net www.reddit.com" ] } ], "reddit_helper_exists": true, "repo": "/tmp/equity_tools_eval/TradingAgents", "stocktwits_helper_exists": true }, "runs": [ { "evidence": [ { "account": "@pelositracker", "created_at": "2026-05-29T15:39:44Z", "excerpt": "Claude casually calling the bottom and buying ServiceNow $NOW because it thinks it's actually a beneficiary of AI is absolutely classic The Claude Portfolio (@theaiportfolios) Breaking: Claude called the bottom in ServiceNow Back on 4/10, i", "url": "https://x.com/pelositracker/status/2060385612151046241" }, { "account": "@theaiportfolios", "created_at": "2026-06-01T15:39:38Z", "excerpt": "Breaking: Claude ticked the bottom on ServiceNow almost perfectly On 4/10, it took our $50K and bought $NOW at $83.00 Today, the stock is $136.57 Claude originally bought the dip because it believed the market misinterpreted how AI will dis", "url": "https://x.com/theaiportfolios/status/2061472751731298318" }, { "account": "@theaiportfolios", "created_at": "2026-06-01T13:18:22Z", "excerpt": "Breaking: Jensen just said what Claude's been saying about ServiceNow $NOW the entire time \"Agents are going to create the largest opportunity ever for my partners ($NOW)\" Claude first bought on April 10th: $83.00 Now: $134.00 Video", "url": "https://x.com/theaiportfolios/status/2061437198461808989" } ], "reddit": { "excerpt": "r/wallstreetbets \u2014 3 recent posts mentioning NOW (via RSS feed; scores/comments unavailable):\n [2026-06-02] On the fence about buys..\n body excerpt: What are the thoughts behind the following companies: MRVL IREN GLW CRWV AMD SNDK OKLO I'm just tossing a few out there that i'm considering buying right now. MRVL, GLW, CRWV I think are great buys. IREN i'm hesitating with. AMD looks good,\u2026\n [2026-06-02] MSTR/Strategy: Saylor invented a Kamikaze Machine to Pop Bubbles, to bring Bitcoin to 0$\n body excerpt: I have posted this a few months ago, it would have been my most successful posts here on r/wallstreetbets , it went through the roof in minutes, and then got killed off/deleted. But it seems like it is unfolding just like I predicted. Now f\u2026\n [2026-06-02] Time to short Micron???\n body excerpt: Micron, $MU, extends gains to rise above $1,000/share for the first time in history, now worth nearly $1.2 trillion. This stock was worth $60 billion just 13 months ago!!!\n\nr/stocks \u2014 3 recent posts mentioning NOW (via RSS feed; scores/comments unavailable):\n [2026-06-02] Anthropic Files to Go Public, Setting Stage for Huge IPO\n body excerpt: Anthropic, the artificial intelligence company behind the chatbot Claude, confidentially filed on Monday for an initial public offering, joining what could be a once-in-a-generation, moneymaking moment on Wall Street. With its I.P.O. filing\u2026\n [2026-06-02] The Iran conflict has disrupted oil supply. Gulf states are now looking to multi-billion-dollar investments in renewables\n body excerpt: https://fortune.com/2026/06/01/iran-conflict-disrupted-oil-supply-gulf-states-multi-billion-dollar-investments-renewables/ June 1, 2026, 10:39 AM ET With Iran\u2019s blockade of the Strait of Hormuz forcing Gulf oil producers to dramatically cur\u2026\n [2026-06-02] Unpopular opinion on our dear pypl!!!", "line_count": 23, "summary_line": "r/wallstreetbets \u2014 3 recent posts mentioning NOW (via RSS feed; scores/comments unavailable):", "unavailable": true }, "source_signal": { "mentions": 3, "score": 5.2334, "unique_accounts": 2 }, "status": "ok", "stocktwits": { "excerpt": "Bullish: 10 (50%) \u00b7 Bearish: 0 (0%) \u00b7 Unlabeled: 10 \u00b7 Total: 20 most-recent messages\n\n[2026-06-02T08:32:05Z \u00b7 @rolah97 \u00b7 no-label] $NOW\n[2026-06-02T08:26:41Z \u00b7 @uranlover \u00b7 Bullish] $NOW\n[2026-06-02T08:17:38Z \u00b7 @JOEYBUYDEN \u00b7 Bullish] $NOW time for $150+\n[2026-06-02T08:14:45Z \u00b7 @rolah97 \u00b7 no-label] $NOW 120 by open\n[2026-06-02T07:43:05Z \u00b7 @More1974 \u00b7 Bullish] $NOW No pull back going to 200\n[2026-06-02T07:42:17Z \u00b7 @researchcompass \u00b7 no-label] $NOW and $CRM are running hot. Those who bought during the SaaS downturn in recent months are seeing strong performance. What are your three-year price targets for either stock?\n[2026-06-02T07:20:28Z \u00b7 @Lude219 \u00b7 Bullish] $KWEB discounted AI play. Trump portfolio is all over this. $SPY $QQQ $NOW $NVDA\n[2026-06-02T07:03:07Z \u00b7 @WellWorth \u00b7 Bullish] $NOW lol can't even get a pullback", "line_count": 22, "summary_line": "Bullish: 10 (50%) \u00b7 Bearish: 0 (0%) \u00b7 Unlabeled: 10 \u00b7 Total: 20 most-recent messages", "unavailable": false }, "ticker": "NOW" }, { "evidence": [ { "account": "@pelositracker", "created_at": "2026-06-01T16:55:54Z", "excerpt": "You're probably overthinking what stocks to buy, Part 34. Autopilot (@joinautopilot) Trump on May 8th: \"Go out and buy a Dell, they're great\" $DELL is up 74% since Truly a once in a lifetime moment Video \u2014 https://nitter.net/joinautopilot/s", "url": "https://x.com/pelositracker/status/2061491943465447801" }, { "account": "@pelositracker", "created_at": "2026-05-28T20:32:11Z", "excerpt": "Stop overthinking what stocks to buy $DELL crushed their earnings and is up +16% now Take a look at the recent activity: \u2022 Trump bought up to $5,000,000 in $DELL on Feb 10th \u2022 Then bought more on March 2nd \u2022 Then again on March 11th \u2022 Then ", "url": "https://x.com/pelositracker/status/2060096819690913905" }, { "account": "@pelositracker", "created_at": "2026-05-27T21:28:05Z", "excerpt": "This is why we do it \u270d\ufe0f Dell was just awarded a 5-year, $9.7B contract with the Pentagon to provide software across the U.S. military Not even 3 weeks after President Trump talked positively about $DELL Nancy Pelosi Stock Tracker \u265f (@pelosi", "url": "https://x.com/pelositracker/status/2059748499269312581" } ], "reddit": { "excerpt": "r/wallstreetbets \u2014 3 recent posts mentioning DELL (via RSS feed; scores/comments unavailable):\n [2026-06-02] Next bottleneck is high spec PC for local agentic workflow.\n body excerpt: Listen here, wagecuck. Stop chasing meme like SPCE. You will be the bagholder. We just got Nvidia RTX Spark yesterday, designed to power PCs capable of Local Agentic AI. This is the future of enterprise notebooks. Why does Jensen Huang work\u2026\n [2026-06-02] Jensen just introduced Marvell as \u201cthe next trillion dollar company\u201d at Computex. MRVL up 16% overnight.\n body excerpt: Bigger signal than Trump saying \u201cbuy a Dell\u201d imo. Still a 5x from here.\n [2026-06-02] How much \"wealth\" was produced last week\n body excerpt: Every day, there seems to be a large-cap company gaining 10\u201320% in a single day. We swing between meme stocks like SPCE and AI-related stocks (from Intel to Dell to NCBI to MU\u2014you name it), many of which end up behaving like meme stocks the\u2026\n\nr/stocks \u2014 3 recent posts mentioning DELL (via RSS feed; scores/comments unavailable):\n [2026-06-01] Following Dell - Hewlett Packard Enterprise skyrockets 30% after hours on biggest earnings beat since 2018 as another AI beneficiary\n body excerpt: HPE reported fiscal second-quarter adjusted earnings of 79 cents per share on $10.7 billion revenue, exceeding expectations vs. $9.79 billion and 53 cents expected expected The company raised its fiscal 2026 revenue growth outlook to 29% to\u2026\n [2026-05-30] TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.\n body excerpt: Yesterday I moved 30% of my portfolio to Taiwan Semiconductor, and I plan to hold it for 3-5 years. I am convinced this stock is under priced relative to other megacap stocks, for a few key reasons. First, and most importantly, the geopolit\u2026\n [2026-05-30] Is everyone getting ridiculously rich?", "line_count": 19, "summary_line": "r/wallstreetbets \u2014 3 recent posts mentioning DELL (via RSS feed; scores/comments unavailable):", "unavailable": true }, "source_signal": { "mentions": 3, "score": 2.9931, "unique_accounts": 1 }, "status": "ok", "stocktwits": { "excerpt": "Bullish: 7 (35%) \u00b7 Bearish: 4 (20%) \u00b7 Unlabeled: 9 \u00b7 Total: 20 most-recent messages\n\n[2026-06-02T07:06:43Z \u00b7 @researchcompass \u00b7 no-label] Trump on May 8th: "Go out and buy a Dell, they're great." Since then, $DELL has gained 74%.Truly a once-in-a-lifetime moment.\n[2026-06-02T06:56:13Z \u00b7 @moneybag888 \u00b7 Bullish] $HIVE $DELL \ud83d\ude80\n[2026-06-02T06:07:16Z \u00b7 @Yaaabuddy6 \u00b7 no-label] $INTC $DELL\n[2026-06-02T06:00:50Z \u00b7 @MyThoughtsExactly \u00b7 Bullish] $CSCO $DELL $HPE $MU \ud83d\ude2e\u200d\ud83d\udca8\n[2026-06-02T04:44:05Z \u00b7 @Ersttr3der \u00b7 Bullish] $SOXL $HPE $DELL The max pumpers from soxl\n[2026-06-02T04:30:31Z \u00b7 @TradeIntelligence_ \u00b7 no-label] Earnings season is heating up: $HPE is being compared with $DELL as investors watch enterprise trends. Next key names: $AVGO, $PANW The biggest market mover will likely be $ORCL.\n[2026-06-02T04:23:28Z \u00b7 @StockMusic \u00b7 Bearish] $DELL time to move onto the next trade.\n[2026-06-02T04:20:59Z \u00b7 @lionbr \u00b7 no-label] $PANW $DELL $HPE It's going to pull both.", "line_count": 22, "summary_line": "Bullish: 7 (35%) \u00b7 Bearish: 4 (20%) \u00b7 Unlabeled: 9 \u00b7 Total: 20 most-recent messages", "unavailable": false }, "ticker": "DELL" } ], "status": "ok" } } }, "auto_report_result": { "citation_verification": [], "data_path": "/home/hermes-vm-admin/.hermes/profiles/equityanalysis/equity-research/data/processed/generated_reports_20260602_none.json", "enabled": true, "errors": [], "reports": [], "return_code": 0, "skipped": [ { "mentions": 3, "reason": "recent_report_within_30_days", "ticker": "NOW", "unique_accounts": 2 }, { "mentions": 3, "reason": "recent_report_within_30_days", "ticker": "DELL", "unique_accounts": 1 }, { "mentions": 2, "reason": 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