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

← @artofspecuycky

$ARM

BULLISH2026-10-05

Price around the call

↑ 2026-10-05

By horizonMaturing · ~8 trading days to go

✗ -2.5%

✗ -15.5%

21d

…

Original post

Art of Speculation · 2026-10-05

摩根大通：Arm（$ARM）在AI与数据中心侧的版税增长持续加速，云/AI相关版税上财年同比约翻倍，FY27服务器CPU版税预计将占集团总版税 10%以上。自研 3nm Arm AGI CPU 预计在 2027年3月季度实现1亿美元+收入，FY27–FY28累计销售有望突破 10亿美元，潜在需求空间超过20亿美元，Meta将是主要客户。下一代 2nm AGI CPU 预计2027年下半年开始部署。Ethos NPU在工业、汽车、IoT与机器人端的渗透，有望为中长期嵌入式版税额外贡献 15%–20%增长。摩根大通维持 Overweight，核心逻辑是AI算力正在从单一GPU向 GPU + XPU + CPU/DPU异构架构扩散，而ARM将同时受益于IP版税增长和自研merchant silicon放量。

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