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).

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← @tengyanai

$NBIS

BULLISH2026-09-26

Price around the call

↑ 2026-09-26

By horizonMaturing · ~0 trading days to go

✓ +2.5%

✗ -0.9%

21d

…

Original post

Teng Yan · 2026-09-26

back in june i wrote that agents make GPUs need more CPUs. this is playing out exactly like i predicted.. 3 data points from the last 10 days: 1. intel's CEO says it can meet only ~50% of CPU demand (sep 16, per TrendForce) 2. nebius raises CPU rental ~25-30% on oct 1, more than its GPU hikes $NBIS 3. anthropic expanded its akamai deal to $11.6B over 7 years, to support CPU workload growth next under the chip is the substrate. ibiden is +22% since sep 15, set off by a report of jensen's july line that nvidia has to rely on it. CPUs sit on the same substrate, and FTNN, citing goldman, says the tools that make it have lead times out to 2031!

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