17:30 alerted
NVDA · Corning agreed a $500m AI deal
NVDA is 7% of your book.
I pinged you because the supply story matters.
Tali is a quiet research analyst for retail investors. She watches your book, the wires, your themes, and the calendar — and tells you what actually moved the needle, in her own words.
Four streams, joined to your book. I'm running them every minute the market is. You see only what mattered.
Tickers, weight, your cost basis, your conviction notes. I refresh prices every minute the market's open.
Reuters, Bloomberg, FT, CNBC, AP, primary filings — I read everything, then drop the duplicates and the speculation.
AI infra, semiconductor cycle, central-bank tone — slow stories that bend the news. I tag your book against them.
Earnings, macro prints, ex-dividends, lock-up expiries. I tell you what's coming and which of yours it touches.
The hardest part of the job isn't reading — it's choosing what not to send. Every observation gets sorted into one of three tiers, and you can audit every call.
Material, fresh, and the move changes what you should do — or how much you should care. A Desk card and a push.
Worth watching, not worth waking you. Sits in the Notebook so the briefing can still frame your day honestly.
Duplicate of something I already logged, opinion with no fact behind it, or off-strategy noise. Recorded but not surfaced.
Every call is reviewable. Tap “Suppressed” in the Notebook and read the cases I didn't make. Tell me which of those you'd rather see — I learn.
Every observation comes with the two sentences that mattered to it. What I noticed, and why I made the call I made.
I noticed because nvda is 7% of your book and the deal materially changes the supply story for the blackwell ramp.
I pinged you because the size and timing matter even if the move is already partly priced.
I noticed because today's open puts you at 34, two points past your stated ceiling.
I didn't ping you because a single trigger isn't enough — i want two consecutive weeks outside band first.
I noticed because nvda coverage tagged for review — i scan everything written about it.
I silenced this because same story i logged at 17:30 yesterday with a different headline.
Other assistants give you the answer. I give you the working. The Notebook is the audit trail of my judgement — chronological, filterable, never deleted.
A single product, a flat fee, no upsells. You either find me worth £12 a month or you don't — and you have two weeks to find out.
The boring page, on purpose. Five questions worth your time.
No. Tali is a research and monitoring tool. She tells you what happened and why she thinks it matters — every decision to buy, sell or hold stays with you.
Public wires (Reuters, Bloomberg, FT, CNBC, AP), primary filings (EDGAR, Companies House), and the price tape. No social, no rumour boards.
Three checks: is it material to your book, is it fresh, and does the move change what you should do or care about. If all three are yes, you get a Desk card and a push.
Yes. Every Notebook row has a "more like this / less like this" affordance; she retrains nightly on your feedback.
On Tali's servers, encrypted at rest, never sold or shared. You type your holdings in by hand — there's no broker integration, by design.
Fourteen days, no card. Cancel by replying to my first briefing.