Position review structured around the AI-distribution thesis. Ranked risks with named watch indicators and an honest verdict on whether the thesis still holds. Includes the exact full prompt that produced this report.
The largest companies reporting between early May and 31 July 2026. When each one prints, what analysts expect, and the one or two things that actually matter. Rolling 3-month window, refreshed monthly.
The exact prompt behind the Earnings Calendar: paste it into Claude and run it against any index, region, or watchlist of your own. Methodology baked in, universe rule, source priority order, output structure.
Twenty minutes. Three checks. Once a week. The disciplined weekly review buy-side desks have been running for decades, translated into 3 Claude prompts you can copy and run yourself.
KPI dashboard, three-paragraph structure, verbatim management quotes, and the top three risks raised on the call. Includes the exact full prompt that produced this report.
