AI + live data · analyst records & stock signals

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Connect your AI client via MCP

Endpoint (paste into an MCP client — anonymous, free, no key)

https://mcp.koalcheck.com/mcp

Or copy this and send it to your AI to set it up:

Add the "koalcheck" MCP server to my client and connect. It is a remote Streamable-HTTP server at https://mcp.koalcheck.com/mcp — connect anonymously, no API key or login needed (the free tools work right away). If my client supports a remote/HTTP MCP server directly, just use that URL. If my client config only accepts a local command (e.g. Claude Desktop's mcpServers, which rejects a bare "url"), bridge it with command "npx" and args ["-y","mcp-remote","https://mcp.koalcheck.com/mcp"]. Then tell me to fully restart the client, and list the koalcheck tools you can call. It provides US-equity research tools built on an analyst track-record engine (who has actually been right, priced vs SPY, cross-checked with SEC & FINRA).

Capabilities User guide

$NVDA

BULLISH2026-05-03

Price around the call

↑ 2026-05-03

By horizon✓ hit+3.2%

1d

✗ -1.8%

5d

✓ +7.6%

21d

✓ +3.2%

Original post

问月wmoon | StableStock🐳 · 2026-05-03

半导体-> 硬件/平台-> 软件 AI 周期是否沿着过去的路径在演进？要回答这个问题不妨往回拉进度条在金融危机复苏后，市场走过这样的路 > 10-12年 $QCOM $ARM 作为卖铲人获得回报 > 11-13年三星 $AAPL 发力销售硬件 > 15年: $GOOG $AMZN 软件成为市场领导者在AI周期里，前两阶段开始显现 > 算力层： $NVDA 领跑 > 基础设施层： $GOOG $AMZN $MSFT 这些云业务的庞然大物 Q4 待确认收入同比几乎翻倍，这种增速本不该出现在已经完全规模化的成熟业务上 > 软件层：上一个周期的大赢家都来自应用层 -- Uber Airbnb Ins Whatsapp 以及 SaaS，其实AI 周期的软件层也在以前所未有的速度扩张，只不过都发生在一级市场，二级投资者还看不到这一层的繁荣上一次软件领跑市场，用了5年这一次，Anthropic、OpenAI 们会用多久？