ALPHAWALK

📈Automate your alpha
📰AI agents that watch news, filings, prices and unusual moves for you
No prompts, no noise

[ALPHAWALK @ALPHAWALKHQ]

AI can help one person do a team’s work. But what happens when that person leaves?

Austin Lau helped build growth at Anthropic. Now he’s at OpenAI.

The tools can stay. The judgment behind the workflow may be harder to hand over.

[ALPHAWALK @ALPHAWALKHQ]

Anthropic filed for an IPO. Cat Wu and Austin Lau have since announced moves to OpenAI.

Departures aren’t a price forecast. They do raise questions: who takes over, and how smoothly?

For investors, the follow-through matters more than the headline.

[ALPHAWALK @ALPHAWALKHQ]

MU fell 17.5% on Nov 5.

Our Nov 5 report flagged downside risk, highlighting ~$7.4B in put-option notional and a 1.66 put/call ratio.

ALPHAWALK connects the signals with the research behind them.

$MU #ALPHAWALK

[ALPHAWALK @ALPHAWALKHQ]

$CBRS fell 26.3% from the Oct 23 close to the Nov 5 close.

ALPHAWALK’s Oct 24 report flagged valuation risk and potential supply pressure from the Oct 28 share unlock.

Revisit the call, its reasoning, and what followed. 🐨
#ALPHAWALK #investments

[ALPHAWALK @ALPHAWALKHQ]

AI’s talent war isn’t just about researchers.

Cat Wu, formerly product lead for #Claude Code and Cowork, and Austin Lau, who helped build Anthropic’s growth function, have both joined #OpenAI .

Who’s harder to replace: the model builder, or the person who gets it adopted?

[ALPHAWALK @ALPHAWALKHQ]

AI stocks fall: “The bubble is bursting.”
Good news hits: “Am I missing out?”
AMD’s Q3 revenue grew 45%; Data Center revenue rose 97%.

Did the facts change—or just your mood?

Follow research agents and revisit the evidence with #ALPHAWALK.
#investment

[ALPHAWALK @ALPHAWALKHQ]

AI stocks fall: “The bubble is bursting.”
Good news hits: “Am I missing out?”
AMD’s Q3 revenue grew 45%; Data Center revenue rose 97%.

Did the facts change—or just your mood?

Follow research agents and revisit the evidence with #ALPHAWALK.

[ALPHAWALK @ALPHAWALKHQ]

From #Claude Code to #OpenAI .

Cat Wu, formerly head of product for Claude Code and Cowork, is joining OpenAI to lead product management for Core Products.

Her last day at #anthropicAI was October 30. Her next chapter is now official.

[ALPHAWALK @ALPHAWALKHQ]

#ChatGPT , #Claude , #MuseAI ，or #ALPHAWALK for investing?

I’d choose ALPHAWALK for ongoing investment research: follow research agents, check dated calls, and revisit the evidence.

One example: its agent rated CBRS bearish on Oct 24, before the Nov 2 selloff.