https://mcp.koalcheck.com/mcp
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).
$IREN 今天财报里的数据 3年合同的价格涨了125%,回报周期变为2年,所以任何关于GPU折旧周期错配的看法,已经被需求证伪了,所有已经卖出去的GPU,都带了背后的订单和价格,亚麻给的回报周期是2.5-3年。当然,你可以说下订单的给不起钱,最后会违约,但是订单价格的趋势无法证明这种想法是正确的,如果有违约,价格一定下降。 未来对于算力的需求我们不知道,但是过去一年里聊GPU折旧错配的观点完全错误,PERIOD。