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

← @unclestocknotes

$VRT

BULLISH2026-08-04

Price around the call

↑ 2026-08-04

By horizon✗ miss-3.7%

1d

✗ -0.8%

5d

✓ +3.4%

21d

✗ -3.7%

Original post

Unclestocknotes · 2026-08-04

Vertiv Holdings Co $VRT 2026財年第二季財報分析 #VRT 這季表面上營收未達預期，短線資金先跑；但往資產負債表裡看，遞延收入翻倍、存貨大增、資本支出接近四倍，反而更像是訂單很多，產能還在追。目前證據仍較支持「交付瓶頸」，而不是「需求出現裂縫」。再加上訂單能見度、亞太利潤率修復，以及再融資完成後更穩健的資本結構；扣分項則是 EMEA 仍偏疲弱，以及收購持續墊高無形資產攤銷與整合負擔。我認為基本面依然強，但估值反映多年成長假設，對執行失誤的容忍度不高。財報後多家機構下修目標價，顯示市場對第二季營收短收仍保持戒心。因此更適合等大回檔分批布局。 https://t.co/sQqfDOxKhp