Stock market junkie | Deploying AI to buy-side @hudsonlabs
Jumping back in the queue
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Schneider Electric just bought a software company for $22.6B. $PTC at $205 a share, 42% premium, biggest deal in Schneider's history. An industrial giant going all in on industrial software. Full breakdown: platform.hudson-labs.com/coa…
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Buddy Wiseman-Barker retweeted
Most AI questions don't translate well into a few keywords.
But when you ask "Which companies are hitting supply bottlenecks?", that's usually what's happening behind the scenes.
When AI tools look for information across a large corpus, they often default to using traditional search terms before feeding the information back to the model.
As a result, you get generic web results or only a few useful examples.
Hudson Labs AI Search & Screening does more. We search based on meaning, using advanced retrieval and multilevel embeddings.
See it in action: "Which industrial companies are experiencing supply bottlenecks?"
Try it today and compare against your current search provider.
AI Search & Screening is live today 🎉
Ask “who raised capex guidance” and the Co-Analyst will find every relevant filing, call transcript and press release, and come back with a list that is both informative and complete. . Every answer is sourced, every quote is real and ever number links to document where it was found.
We built it because the information you need to make investing decisions is spread across 30,000 documents. Keyword search will find the phrase but miss the point, and a chat model can't "pay attention" to a full quarter of filings at once, so it goes to the web and hands you the companies that were already in the news.
Our advanced retrieval harness helps the Co-Analyst find and connect relevant evidence across millions of filings, releases and transcripts.
When we search, each potentially relevant piece of evidence is scored and ranked based on materiality so you see the results that matter first.
The Co-Analyst supports normalized and structured search. Search for guidance and get results with the bottom and top of the range in separate columns, and the commentary in a third. Alternatively, retrieve results on consumer behaviour with a tag for tone.
Link below
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Buddy Wiseman-Barker retweeted
"that middle to upper middle is acting more like a lower-income shopper" ~ Dollar General $DG
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Mastercard just became a worldwide reseller of $RZLV's AI commerce software. New global distribution channel for a small-cap guiding $360M FY26 revenue. CEO: 'powerful new engine for international growth'
platform.hudson-labs.com/coa…
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$PCVX hit a 52-week high after VAX-31 met all Phase 3 endpoints. Next up: BLA filing with the FDA. Full breakdown: platform.hudson-labs.com/coa…
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$RXO ripped 23% premarket on a $5.8B takeout bid from $CHRW at $30.25/share. Key catalysts to watch into the close: platform.hudson-labs.com/coa…
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Buddy Wiseman-Barker retweeted
CFO terminations at $AHCO, $CNX
Resignations at $AMRC, $PLUG, $CARL, $GOLD
Full list 👇
platform.hudson-labs.com/scr…
CFO resignations | Hudson Labs
AI Search & Screening shared via Hudson Labs
platform.hudson-labs.com 2
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Breakdown of guidance given on the $MU call
platform.hudson-labs.com/coa…
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Buddy Wiseman-Barker retweeted
From a real customer call this week:
"When I used Hudson Labs for AI search, I got 25 REAL results that I could use.
When I used Claude, I got the 5 most obvious results that everyone already knows.
When I tried [competitor name redacted], I got 50 results that had nothing to do with my query. They've raised 100x more than you. I genuinely don't get it."
Try Hudson Labs AI search. It works.
AI Search & Screening is live today 🎉
Ask “who raised capex guidance” and the Co-Analyst will find every relevant filing, call transcript and press release, and come back with a list that is both informative and complete. . Every answer is sourced, every quote is real and ever number links to document where it was found.
We built it because the information you need to make investing decisions is spread across 30,000 documents. Keyword search will find the phrase but miss the point, and a chat model can't "pay attention" to a full quarter of filings at once, so it goes to the web and hands you the companies that were already in the news.
Our advanced retrieval harness helps the Co-Analyst find and connect relevant evidence across millions of filings, releases and transcripts.
When we search, each potentially relevant piece of evidence is scored and ranked based on materiality so you see the results that matter first.
The Co-Analyst supports normalized and structured search. Search for guidance and get results with the bottom and top of the range in separate columns, and the commentary in a third. Alternatively, retrieve results on consumer behaviour with a tag for tone.
Link below
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A bit more on how AI Search & Screening works.
US-listed companies file >40,000 documents a quarter, and a single 10-Q can run 40,000 words. No chat model can read a full quarter of the market, so when you ask one "who raised capex guidance" it searches the web and returns the few companies that made headlines.
We index every filing, press release and transcript for every US-listed company as it comes out. Each passage is scored for materiality before the model sees it, so a guidance change buried in a 10-Q ranks alongside one announced in a press release. The output is a row per company, and every figure is checked against its source passage before it's shown.
In Q2, 19 companies raised capex guidance. Coeur's raise was in both the call and the 10-Q. Murphy's was only in the 10-Q. Both showed up, each linked to the line it came from.
When I was on the sell side, a screen like this was days of reading. Happy to walk anyone through it.
AI Search & Screening is live today 🎉
Ask “who raised capex guidance” and the Co-Analyst will find every relevant filing, call transcript and press release, and come back with a list that is both informative and complete. . Every answer is sourced, every quote is real and ever number links to document where it was found.
We built it because the information you need to make investing decisions is spread across 30,000 documents. Keyword search will find the phrase but miss the point, and a chat model can't "pay attention" to a full quarter of filings at once, so it goes to the web and hands you the companies that were already in the news.
Our advanced retrieval harness helps the Co-Analyst find and connect relevant evidence across millions of filings, releases and transcripts.
When we search, each potentially relevant piece of evidence is scored and ranked based on materiality so you see the results that matter first.
The Co-Analyst supports normalized and structured search. Search for guidance and get results with the bottom and top of the range in separate columns, and the commentary in a third. Alternatively, retrieve results on consumer behaviour with a tag for tone.
Link below
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Breakdown of guidance given on the $COST call
platform.hudson-labs.com/coa…
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Micron has signed 16 take-or-pay customer agreements, mostly 5 years through 2030, with $22B of deposits and commitments ($18B in cash) $MU
platform.hudson-labs.com/coa…
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FTX vibes
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Buddy Wiseman-Barker retweeted
"Validate this short thesis. Are these claims legit?"
$TNDM - yup, the CEO and CFO do live together
Proud to announce that Hudson Labs now integrates in (uploads, OneDrive, OneNote, Google Drive) and out (via Teams, MCP and API).
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