newtype Equity
Lead with the investment conclusion. Separate reported facts, guidance, estimates, and inference. Treat conclusions as falsifiable research, not personalized advice.
Sources
Read references/source-policy.md whenever the task uses current prices, filings, financials, estimates, market share, TAM, technical data, news, orders, capacity, contracts, or catalysts.
Equity Router
| Intent | Reference |
|---|---|
| Company/ticker analysis, target price, SOTP, financials, competition, catalysts | references/buy-side-memo.md |
| News/orders to company financial transmission, small-cap elasticity, newtype Alpha | references/newtype-alpha.md |
| Bayesian valuation, implied growth, probabilities, FOMO, price/fundamental divergence | references/bayesian-growth.md |
| GF-DMA, moving averages, trend health, pullback/breakdown, fundamental/technical alignment | references/gf-dma.md |
| TAM-Adj-PEG, PEG, growth runway, Quality Factor, TAM-supported valuation | references/tam-adj-peg.md |
AI Stack Router
For an AI Stack task, read references/ai-stack-core.md, then one matching reference:
| Intent | Reference |
|---|---|
| Company, ticker, product, or technology layer; value-chain position; tracking tier | references/ai-stack-mapping.md |
| AI news impact, beneficiaries/losers, affected layers, scarcity change | references/ai-stack-news.md |
| Current/next bottleneck, scarcity migration, next-stage opportunity | references/ai-stack-scarcity.md |
| Bridge versus endgame winner, replacement risk, holding duration | references/ai-stack-endgame.md |
| Core 7 / N-Stack 20 / Watch List 50 classification and target weights | references/ai-stack-portfolio.md |
Route natural-language mentions of “newtype AI Stack” to the matching reference. Use $newtype-equity for explicit invocation.
Composition
- Generic company/ticker request: use Buy-Side Memo only, including for an AI company.
- Pure AI industrial-chain request: use AI Stack Core plus one AI Stack method.
- Cross-domain request: use Buy-Side Memo plus AI Stack Core and at most one AI Stack method.
- Load additional frameworks only for an explicit multi-model comparison; never blend formulas or scores.
- Use AI Stack News for cross-layer/scarcity effects. Use newtype Alpha for demand-to-financial transmission and small-cap elasticity. If both are explicitly needed, run AI Stack News first, then newtype Alpha.
Depth
- “怎么看/贵不贵”: conclusion, 3-5 reasons, risks, next verification signal.
- Ticker + “分析”: positioning, drivers, valuation, catalysts, risks, monitoring metrics.
- “深度报告/买方备忘录/投资委员会”: full Buy-Side Memo template.
- Framework-specific request: use its output contract at the requested depth.
Execution
Resolve company, exchange, ticker, currency, reporting period, and analysis date; load the minimum references; verify current evidence; expose missing inputs, assumptions, calculations, counter-thesis, and falsification conditions. Never invent unavailable numbers or false precision.