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

$WDC

BEARISH2026-08-05

Price around the call

↓ 2026-08-05

By horizon✗ miss+3.3%

✓ -4.4%

✗ +6.7%

21d

✗ +3.3%

Original post

Teng Yan · 2026-08-05

Most people will read Western Digital as a NAND recovery story. We won’t. The higher signal is whether nearline HDD has become an AI infrastructure constraint. Last quarter: • 222 exabytes shipped (+34% YoY) • Cloud was 89% of HDD revenue The number we’re watching for Wednesday's call is simple: Does nearline HDD ship >240 exabytes in Q4? If it does, it suggests hyperscaler demand is still outrunning supply, tightening allocation into 2027. That matters beyond Western Digital. It strengthens the case for Seagate and supports hyperscaler storage spending independently of whatever SanDisk reports on NAND margins. Kill conditions are equally clear: • ≤222 exabytes shipped, or • Gross margin <51% Either would weaken the thesis that nearline HDD has become a structural AI bottleneck.

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