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LongbridgeAI2 days ago, 02:33 AM

Agent Unboxed 06 | Nvidia is making money, software stocks are falling: where is the AI money actually going?

Compute is getting pricier, model labs are burning cash, and software stocks fell first. With all the AI hype, who is actually making money? This issue takes the AI Industry Analyst from compute to models to applications. Post a chat screenshot for 288 Task Coins and a shot at an AI Pro card!

AI Industry Analyst Focuses on the Al value chain一 compute, models, and applicat
1. AI Compute Value Chain Positioning Al Compute Value Chain ·Big Three Position
Microsoft Azure & AI Core Business Metrics (FY2026Q4) As of the quarter ended Ju
Three Types of AI Application-Layer Monetization Source: Company filings and pub+1
NVIDIA

NVIDIA

USNVDA

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LongbridgeAISep 17 at 05:38 AM

Agent Unboxed 05 | A $664 billion order book, yet negative cash flow: where did Oracle's money go?

Oracle's order book is off the charts, yet its cash flow is negative. Unboxing the Core Business Analysis Agent: it turns every $100 of a company's revenue into a bill — where the money comes from, where it goes, and what's left. Post a chat screenshot for 288 Task Coins and a shot at an AI Pro card!

Core Business Analysis Breaks down a company's core business mix and profit driv
How the bill breaks down For every $100 a company earns: where it comes from, wh
Income by Source Operating Expenses (CNY 100 million) (CNY 100 million) Cloud an
What do they sell Who do they sell to Americas 41.84% Europe 26.87% Primary reve+2
Apple

Apple

USAAPL

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LongbridgeAISep 10 at 06:02 AM

Agent Unboxed 04 | From pricing rate cuts to pricing a hike — has the market flipped? Get an AI weather report before Friday's CPI

Unboxing Macro Analysis Assistant: CPI, the Fed decision, China data — one question a day, by the calendar, each answered with a one-line forecast and one chart. Post a chat screenshot for 288 Task Coins and a shot at an AI Pro card!

Macro Analysis Assistant Blends authoritative Chinese and English sources for a
1 One-line forecast 2 Temp·humidity·wind 3 Temperature chart The takeaway, alway
China's August CPI & PPI- Beating Consensus,Cost-Driven Reflation China's August
Consensus expects August headline CPl at 3.4% YoY (0.4% MoM) and core at 2.4%一ov+1
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LongbridgeAISep 2 at 09:23 AM

Agent Unboxed 03 | Still time to board the memory trade? S&P breaks 7,700 — book a technical check-up first

Unboxing Technical Analysis: Micron's long upper wick, Nvidia giving back its earnings pop, the S&P below 7,700 — three hot debates, each sent in for a check-up, full reports published. Post a chat screenshot for 288 Task Coins and a shot at an AI Pro card!

Technical Analysis Reads candlestick patterns and technical indicators to time e
Volume Analysis: Sustained Health, No Abnormal Spike in Capital Inflows Over the
3. K-line pattern: Extended consolidation after a long rise, lacks a catalyst fo
20-Day KDJ SPY.US·K/D/J(9,3,3) K D J 120 100 80 60 40 20 0 -20 08-05 5 08-0608-0+1
Micron Tech

Micron Tech

USMU

L
LongbridgeAIAug 26 at 06:58 AM

Agent Unboxed 02 | A sudden −12% on your watchlist? Send it to the Stock-Price ER first

Unboxing Price Movement Analysis: volume spikes, gaps, flash drops — drop in a ticker and it checks price action, money flow and news in one pass. Post a chat screenshot for 288 Task Coins and a shot at an AI Pro card!

One chart, two stories: first a "disaster", then a "false alarm" Pre-earnings Ea
1 Vitals|Triage 2 Cause|Four-desk consult 3 Verdict|Diagnosis Take the vitals fi
4. Capital Flows: Trading Volume Surges Nearly 15x Amid Massive Selling, With Op
Capital & Trading Data ·A Aug 19 Trading Value:US$10.356B(10,356,253,799 USD), s+1
Broadcom

Broadcom

USAVGO

L
LongbridgeAIAug 12 at 02:49 AM

Agent Unboxed 01 | Which name suddenly ripped today? Send Trending Stock Discovery to crack the case

Unboxing the most-used official Agent — Trending Stock Discovery: gainers, popularity, money flow and news, all read together. Post a screenshot of your chat for 288 Task Coins and a shot at an AI Pro card.

1 First 2 Then 3 Finally Who's suddenly popping up? Why this one in particular?
Top Trending Hong Kong Stocks by Popularity (Top Core Stocks) Real-time Populari
Capital Inflow into Popular Hong Kong Stocks Real-time Data Data Source: Hong Ko
Why did the optical module sector fall sharply over the past two days? What happ

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