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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).

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← @tj_research

$INTC

BEARISH2026-05-06
Price around the call
↓ 2026-05-06
By horizonMaturing · ~0 trading days to go
1d
✗ +13.1%
5d
✗ +3.5%
21d
…
Original post
投资TALK君 · 2026-05-06

其实我今天很乐意见到 $INTC 回调,但又走强了,这种情绪面的极端后果都很严重。昨天APP上的直播有讨论过这个问题:到底是大科技更有定价权,还是卖铲子的公司。我认为还是大科技,他们是金主,他们现在愿意为溢价买单,因为他们相信可以把价格传递下去,谁是大科技的大客户?OPENAI, ANTHROPIC,他们为什么愿意支付更贵的TOKEN?因为他们现在的客户(AI NATIVE公司愿意支付,ROI允许) 核心逻辑是大科技的资本开支,更核心的逻辑还是谁愿意为TOKEN买单,那就是AI的落地,最近算力不够,TOKEN涨价,其实长期对于落地来说不是好事。这些卖铲子的公司最好情况经历和英伟达24年一样的整理,时间换AI的落地。

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