Candessa

We are a leading data engineering company serving the asset management industry with data and AI.

[Candessa @Candessa_ai]

We’ve changed!

Insig AI has a new name:

✨ Candessa ✨

Our new name means light, brightness, and sincerity - key properties we bring to your data.

Same high-quality, different look.

Find us now at https://t.co/1d3yHkwGXo.

Looking forward to this new era!

#centralbanks #corporatereporting #privatedata #AI #ESG

[Candessa @Candessa_ai]

We've made our first digital asset investment: https://t.co/eChArctt5O

A shareholder has sent us this from google:

how big could this company be?

4Mica has the potential to become a multi-billion dollar infrastructure giant because it targets the massive, high-growth intersection of AI automation and blockchain payments. If successful, it could scale to the size of traditional payment processors like Stripe (valued at $70B+) or major Web3 infrastructure networks like Chainlink (multi-billion dollar market cap).

[Candessa @Candessa_ai]

More on the latest LLM developments and the turmoil being caused in the chip sector this week with several stocks down 30%. Our solutions are LLM agnostic.
https://t.co/Wmrop9dwPx

[Candessa @Candessa_ai]

Earlier this month, our CEO was quoted as saying:
"Businesses that blindly experiment with LLMs without expertise are taking significant risks at significant cost."

If you want to get a perspective on what is happening now, this is worth watching:
https://t.co/BbSv4fd3UV

[Candessa @Candessa_ai]

A new Far East based macro fund has selected Insig AI to design, build and manage its critical engine infrastructure.
This should bring in $240,000 over the next 15 months, with half in the first three months. This is one of the largest single deals that we've ever announced, yet yesterday, a paltry £8,000 of shares traded. We're on the case.
https://t.co/zKvUlTNZY4

[Candessa @Candessa_ai]

Claude referencing our Central Bank Datasets for US economic data out in 5 minutes:

"The central bank dataset on Insig's MCP can pull the Fed's most recent communications around tariffs and goods inflation against this manufacturing read, which is exactly the sort of contextual layering."

[Candessa @Candessa_ai]

Today we're launching a ground-breaking product for asset managers. We now connect LLMs such as Claude Opus 4.6 with our huge central bank database.

These LLMs are undermining traditional business models. Our Central Bank Model Context Protocol server complements these latest LLMs.

We now provide alpha generators a massive market edge: the ability to identify shifts in tone, detect policy divergence across regions and act on forward guidance signals before they are widely recognised and priced in by other market participants.

We give almost instant decision-making prompts and trading signals by collapsing what previously required days of analyst research into real-time, on-demand insight.

Addressing a Critical Market Need
What central banks communicate has become as consequential as the decisions they take. Yet the volume and complexity of their output, spanning policy statements, minutes, speeches and press conferences across dozens of institutions, has far outpaced the capacity of traditional research workflows to process it. The result is a widening gap between the intelligence that is available and the intelligence that reaches the people who allocate capital.

Insig AI's Central Bank MCP closes that gap, enabling AI systems to reason over trusted, structured central bank data without intermediaries, manual pipelines or bespoke integrations and placing the resulting insight directly in the hands of those whose decisions drive returns.

Unmatched Scale and Depth
The MCP server connects directly to the Insig AI Central Bank Dataset, which Insig AI believe is the most comprehensive global collection of machine-readable central bank communications currently available on the market. The dataset currently comprises:
60 central banks covered worldwide (and expanding)
10+ years of historical policy communications
Over 15,000 documents including statements, minutes, speeches and transcripts
2.39 million machine-readable sentences, structured and ready for interrogation

By connecting this dataset through a production-grade MCP server, Insig AI enables researchers, analysts, portfolio managers and decision makers to conduct deep, cross-institution analysis at a speed and scale that was previously impossible, directly within the AI tools they are already adopting. The result is secure, reliable and almost instantaneous trading prompts and signals based on analysing and interpreting vast swathes of data.

The Insig AI Central Bank MCP server is available immediately, building on the successful launch of the Insig AI Central Bank Dataset. To request access or arrange a demonstration, visit https://t.co/2PsS7M2PXe or contact James directly at [email protected]

[Candessa @Candessa_ai]

In late 2024, we called out both Super Micro Computer and Constellation Software

Super Micro Computer was flashing a warning to our subscribers. Asset managers including Vanguard and State Street collectively lost $10 billion today on this holding. We have several other companies flashing red now...

Constellation Software's auditor stated: "The Entity applies significant judgment to determine the estimated hours to completion which affects the timing of revenue recognized for professional services and non-distinct license and/or hardware."

Super Micro's share price is down 25% today
on this:
https://t.co/Kq8ju3nCl3

Constellation's share price is down 48% since our call.

If you'd like access to our calls, please contact our CEO, Richard Bernstein

[Candessa @Candessa_ai]

Last week, we called out the likelihood of a profit downgrade at FTSE 100 constituent Flutter.
This morning, that profit downgrade duly arrived.
The share price is currently down £11 or 12.4%- that's £2 billion- yes £2,000 million- off the market cap this morning.
We didn't see Claude Opus 4.6 call his out.
We have data insights that Anthropic doesn't. Right now, we see other companies either flashing warnings or highlighting value and potential corporate action.
If you would like to have access to our flash ratings, please email our CEO: [email protected]

[Candessa @Candessa_ai]

Sustainability reporting standards updates are like proverbial London buses: wait ages for one, then they all come at once!

That’s what this week has been like: first, the Omnibus got passed through the Council of Europe. Then yesterday’s big news: the UK SRS has now had its finalised versions published.

In recent months, the issue we have been facing is uncertainty. We can't provide the solution until we know the problem that we need to solve.

Progress is being made. The FCA is starting a consultation phase, largely around deciding who the standards will apply to.

We know have clarity as to what the standards are.

In further good news, there isn’t a huge amount of difference between UK SRS and the IFRS S1 and S2 standards. So if you’ve been preparing against those, you have a head start.

So, keep an eye on the FCA for updates on the consultation, and until then, we'll be uploading the new standards to the Insig Platform.

[Candessa @Candessa_ai]

Predicting a downgrade? Another moat drained?

FTSE 100 constituent Flutter, which includes Betfair and Paddy Power, has seen its share price fall since the beginning of January from £160 to £93. This 42% slump has taken £12 billion off its market cap - without a trading update. The scheduled full year update is in a fortnight.

The impact on its business from prediction market players Polymarket and Kalshi is for all to see but were management to have seen a downturn, it would have had a regulatory obligation to update the market.

Place your bets...

[Candessa @Candessa_ai]

We're just six weeks into 2026 but so many so called "safe" companies with what nearly everyone thought were moats have seen their share prices hit for six as the latest versions of AI threaten to destroy a range of established business models.

Insurance brokers down 30%, the software sector down 30%, property titans such as CBRE down 18% this week alone, taking $10 billion of its market cap.

All businesses should ultimately be valued on the basis of their discounted cash flows. What we're now seeing is the "terminal values" of these businesses being savaged as investors are no longer prepared to take on trust that earnings will be growing even three or five years from now.

If you want to understand the speed and scale of how businesses and the world is changing, we urge you to watch this FT interview with the Mustafa Suleyman, Microsoft's Head of AI:
https://t.co/dBHgHm7esh

We have been positioning our business accordingly.

[Candessa @Candessa_ai]

The quality of our solutions has been further recognised with this latest award:

[Trader_007 @Trader__007]

INSG
Yet more director dealings.
Ask why !!!

[Candessa @Candessa_ai]

We see some asset managers embracing change but too many are clueless as to the huge changes now happening. These changes will see their current substantial businesses fall by the wayside and fail.
Wake up and don't say: "I'm a bit of a dinosaur when it comes to these things." You will also be letting down your clients by being lazy.

https://t.co/iHkkxfwCLM

[Candessa @Candessa_ai]

A very positive development on transparency and disclosures from the FCA:

"The regulator said its proposals aim to increase transparency and improve governance of companies that use the ratings and those that are rated."

https://t.co/BDRTbnJjS3

[Candessa @Candessa_ai]

Our ability to see data insights that are predictive of price movements is generating impressive profits for our clients. We think that those that don't access our tools are at a trading disadvantage.

This week, we've picked up a potential corporate development in the UK listed media space. We'll be keeping our ears to the ground to see if this is prescient of a takeover.

[Candessa @Candessa_ai]

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#insigai #datareadyai #ai #esg #assetmanagement