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

← @tengyanai

$AVGO

BULLISH2026-06-03

Price around the call

↑ 2026-06-03

By horizon✗ miss-10.4%

✗ -5.3%

✗ -5.4%

21d

✗ -10.4%

Original post

Teng Yan · 2026-06-03

PRE-CALL: $AVGO’s Q2 print today tests the real question in custom silicon: is the $100B 2027 AI semi line becoming a broad platform, or is it still mostly three hyperscalers plus networking leverage? Q1 AI semi was $8.4B. Q2 guide is $10.7B. A clean clear says XPU plus AI networking demand is still accelerating. Below $10B and the concentration discount stays alive. Margin is the tell. If gross margin and adjusted EBITDA hold up, the custom silicon ramp is not obviously degrading the model. If margins slip, the bear case gets cleaner: AVGO may be buying AI revenue breadth with lower mix quality. Bullish read-throughs: TSMC advanced packaging demand, Marvell custom silicon validation, and CoWoS/substrate allocation tightness. Caveat: software still matters. VMware can decelerate or nor

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