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

← @qinbafrank

$NET

BULLISH2026-08-07

Price around the call

↑ 2026-08-07

By horizon✓ hit+2.5%

1d

✗ -0.8%

5d

✗ -1.1%

21d

✓ +2.5%

Original post

qinbafrank · 2026-08-07

Cloudflare上调2026年全年调整后每股盈利预期至1.25至1.26美元，高于此前的1.19至1.20美元，超出华尔街平均预期的1.20美元，公司股价盘后大涨超16%。也说明了其今年5月宣布裁员五分之一、转向AI优先运营模式的战略调整，并未对增长造成冲击。 Cloudflare将业绩加速归因于AI驱动的网络需求结构性变化。Matthew Prince在声明中说："随着互联网向AI答案引擎和代理驱动的商业模式转变，我们正在见证互联网针对机器对机器流量的根本性重构。” 这一判断指向一个核心逻辑：AI模型的大规模部署，正在催生大量机器之间的自动化流量，而Cloudflare的网络基础设施恰好处于这一流量的关键节点。前几天说 $NET 越老越有Agent时代网络基础设施的影子了 AI可以替代很多东西、但AI需要 $NET 遍布全球的CDN网络，这要是2月份认为NET被错杀的核逻辑。现在回看2月中这条https://t.co/Jyo4FVhBcZ认为安全股被错杀的推文几乎是call了安全板块的最低点。