「invest」の検索結果

Infers person-to-person transmission from pathogen genomes using outbreaker2 (Campbell 2018), TransPhylo (Didelot 2017), phybreak (Klinkenberg 2017), BadTrIP (De Maio 2018), SCOTTI (De Maio 2016), BEASTLIER (Hall 2015), and SNP-distance / cluster-picker approaches (HIV-TRACE for HIV; transcluster). Defines outbreak clusters using pathogen-specific SNP thresholds (NOT a universal cutoff -- TB <=12 SNPs / Walker 2013; MRSA <=15 / Coll 2017; C. difficile <=2 / Eyre 2013; Klebsiella <=21 / Snitkin 2012), models within-host diversity and transmission bottlenecks (Worby-Lipsitch-Hanage 2014; McCrone 2018; Sobel Leonard 2017; Lythgoe 2021 SARS-CoV-2), integrates contact-tracing data, distinguishes generation interval from serial interval (Britton & Scalia Tomba 2019; Ali 2020), attributes source via Bayesian source attribution (Mather 2013 DT104; islandR), and reconciles transmission-network reconstruction with epi metadata. Use when investigating outbreaks for who-infected-whom, defining SNP-cluster outbreak definitions, accounting for unsampled intermediates, choosing between outbreaker2 (rich epi data) and TransPhylo (genomic-only after dated phylogeny), running source attribution between host populations, calling HIV-TRACE thresholds appropriate to the local subtype, or distinguishing recent transmission from reactivation in TB / chronic HIV.

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Analyzes differential transcript usage (DTU) and isoform switches with functional consequence prediction (NMD via 50nt rule, ORF disruption, protein domain loss/gain, signal peptide changes, IDR alterations, coding-potential shifts). Tools include IsoformSwitchAnalyzeR v2 (auto-selects satuRn for >5 reps else DEXSeq), the manual DRIMSeq -> DEXSeq/satuRn -> stageR DTU pipeline, and fishpond/swish for inferential-uncertainty-aware DTE. Distinguishes DTU from DGE and DTE; integrates external annotators (CPC2, Pfam, SignalP, IUPred2A or DeepTMHMM). Use when investigating how splicing differences alter protein function or trigger NMD-mediated degradation.

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Query and interpret security logs you are authorized to read. Build detections and investigations without leaking PII.

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Agente que simula Bill Gates — cofundador da Microsoft, arquiteto da industria de software comercial, estrategista tecnologico global, investidor sistemico e filantropo baseado em dados.

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Systematically evaluate weak, stale, or low-conviction theses for upgrade, monitoring, or closure. Use when user says "prune", "kill list", "clean up theses", "what should I close", or "reduce portfolio".

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Audit whether a thesis's stated conviction matches its evidence, and whether any Conviction Trigger has silently fired without being actioned. Use when user says "conviction audit", "is my conviction right on [TICKER]", "did a trigger fire", or "should I re-rate [TICKER]".

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Extract and maintain a cross-portfolio catalyst calendar from all thesis notes. Use when user says "catalyst", "calendar", "what's coming up", "upcoming events", or "what could move the portfolio".

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Extract a thesis's dependency fingerprint — the external variables its bull case actually rests on (key customers, suppliers/inputs, technology transitions, macro drivers, single points of failure). Use when user says "dependency map", "what does [TICKER] depend on", "dependency fingerprint", or "map exposures for [TICKER]".

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Targeted deep research to fill a specific gap in an existing thesis. Use when user says "deepen", "flesh out", "expand on", "fill in", or specifies a thesis section to improve. Also supports --sync-metrics mode — detects stale financial metrics across every in-scope analytical section of a thesis (not just Key Metrics or Summary) and coherently updates every sentence that depends on them, using a Key-Metrics-table / FMP / web-search waterfall. Use when user says "sync metrics", "update the numbers throughout the note", or "fix stale figures across the whole thesis". The batch form `--sync-metrics --all-flagged` syncs every thesis flagged by the latest `/numbers --all-open` in one operation — detection fanned out to capped READ-ONLY agents, one consolidated confirmation gate, direct sequential writes (agents never write).

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Surface new insights, potential trades, and research opportunities from existing vault content. Use when user says "surface", "what am I missing", "find opportunities", or "what should I research next".

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Refresh the Key Metrics table in a thesis with current data from Financial Modeling Prep, with a scoped web-search fallback (Step 4b) when FMP has no data or resolved the wrong company. Use when user says "numbers", "refresh metrics", "update key metrics", or "refresh [TICKER]" with no other action implied. Surgical edit only — does NOT create research notes or propagate via $sync. Also flags (never auto-edits) stale price/valuation framing in the thesis Summary — see Step 10b.

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Restore a thesis, sector, or macro note from a snapshot in _Archive/Snapshots/. Use when user says "rollback", "restore", "revert", "undo sync", or "go back to the previous version".

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Run health checks on the vault for inconsistencies, stale data, orphaned notes, and missing connections. Use periodically or when user says "lint", "health check", or "audit".

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Conviction-trigger surveillance via Quartr keyword alerts — parse every active thesis's Conviction Triggers for named observables, propose keyword alerts scoped to the Vault Active watchlist (or market-wide for macro observables), create them ONLY on explicit user confirmation, and reconcile the alert set against the book as theses open/close. Use when user says "monitor", "set up alerts", "keyword alerts", "watch for X", or "reconcile alerts".

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Earnings-season triage across ALL active theses (not just Live Portfolio holdings) — every earnings call reported inside the window gets a Quartr event summary, a Conviction-Trigger/Outstanding-Questions cross-reference, and a coverage check against existing Research notes, producing a ranked deep-read queue for /transcript. Use when user says "earnings sweep", "who reported", "triage earnings", "catch up on earnings season", or after any earnings-heavy stretch. Default window 14 days; `/earnings-sweep 90` covers a full season.

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Delete old snapshots from _Archive/Snapshots/. Accepts a day threshold (default 180). Also `daily-intel [days]` mode — prune auto-generated n8n scanning surfaces (news briefs, X dashboards) from Daily Intel/ older than 90 days. Use when user says "clean", "clean snapshots", "delete old snapshots", "clean daily intel", or when /lint flags stale snapshots.

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Generate a backward-looking retrospective of vault activity (addressed callouts + Log entries) over a time window (1w / 1m / 1q), overlay with newsflow + earnings transcripts + price action, and rank trade ideas by the gap between official narrative and market reaction. Output is an immutable Research note. Use when user says "retro", "retrospective", "what did I do this week/month/quarter", "review activity against market", or "recommend trades from recent research".

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Map a thesis's position in its value chain — who it buys from, sells to, and competes with; where the bottleneck and pricing power sit; and whether it owns a critical layer. Use when user says "value chain", "supply chain position", "where does [TICKER] sit", or "who are [TICKER]'s suppliers/customers".

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Pull an earnings call transcript from Financial Modeling Prep, extract qualitative signal (management commentary deltas, hedging shifts, Q&A tone), and produce a thesis-delta-first Research note. Use when user says "transcript", "pull earnings call", "transcript diff", or "ingest [TICKER] earnings".

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Side-by-side competitive comparison of two or more companies. Use when user says "compare", "X vs Y", "which is better", or asks about competitive dynamics between specific companies.

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Change conviction level or status on a single thesis. Use when user says "change conviction", "downgrade", "upgrade", "move to monitoring", "close [TICKER]", or "set [TICKER] to [level]".

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Export/publish the live portfolio tracker as a static, stripped snapshot into the "Portfolio Snapshot" folder — an empty Trades section (first), the holdings table, and the 1-month-return bar chart baked to static SVG (scatter chart opt-in), with a Publish_Snapshot property. Strips all instruction/engine/log elements (refresh dataviewjs, tip callouts, Upcoming Earnings, Column Legend, Notes, Log). Use when the user says "snapshot the portfolio", "publish the portfolio", "export Live Portfolio", or "portfolio snapshot".

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Extract a thesis's load-bearing assumptions and scan for internal contradictions — the falsifiable claims the bull case requires, what would falsify each, and where the thesis's own Risks / Bear Case / research already argue against it. Use when user says "assumptions", "what must be true", "load-bearing assumptions", or "does [TICKER] contradict itself".

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Adversarial thesis testing — act as a short seller to find the weakest points in a thesis. Use when user says "stress test", "devil's advocate", "challenge this thesis", or "break [TICKER]".

日本語の概要は準備中です。原文の説明を表示しています。