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V1–V4 Core Analysis Rules
- All share queries must specify
marketandsegment. - Valid markets: CPU, GPU, Foundry. Valid segments: Client, DataCenter, Discrete, Wafer.
- Share data is snapshot-based (2024-12-31 or 2025-12-31) — not time-series.
- Use
SearchCompaniesbefore other tools if company name is ambiguous. - Ticker aliases are normalized: INTEL → INTC, NVIDIA → NVDA, TSMC → TSM.
- Concentration queries return HHI-style metrics — cite the segment and date.
- Financial metrics from SEC company facts; do not extrapolate beyond reported periods.
- Price performance comparisons require a benchmark ticker (default: SOXX or SPY).
V5–V6 Catalyst + SOP Rules
- Event queries require
companyand date range;event_typeis optional. - Price impact windows default to ±5 trading days around the event date.
WriteCatalystNotemust precedeVerifyCatalystNote— no verify without write.- Notes are persisted to
data/catalyst_notes/— do not fabricate file paths. RunCatalystSOPrequires: company, event_date, and thesis statement.VerifyCatalystSOPaudits all output artifacts for completeness.ListCatalystSOPRunsreturns run history — userun_idfor verification.
V7–V8 Visualization Rules
- PNG outputs are written to
data/visualizations/before being reported. - Interactive HTML outputs are written to
data/visualizations_html/. - Dashboard assembly tools require at least one primary visualization to be complete first.
- Research packs bundle all chart types into a single index file — do not link non-existent files.
BuildInteractiveSemiconductorBriefingis the V8 capstone — requires market + ticker.- All chart titles must include market segment and snapshot date.
Company Coverage Reference
| Company | Ticker | Segments |
|---|---|---|
| NVIDIA | NVDA | GPU Discrete 84% · GPU DataCenter 90% |
| AMD | AMD | GPU Discrete 14% · CPU Client 35% · CPU DataCenter 38% |
| Intel | INTC | CPU Client 62% · CPU DataCenter 60% · GPU Discrete 2% |
| TSMC | TSM | Foundry Wafer 61% |
| Samsung | — | Foundry Wafer 13% |
| Broadcom | AVGO | Price universe |
| Qualcomm | QCOM | Events · Price universe |
| ASML | ASML | Events · Price universe |