Nou-alpha

[Nou-alpha @NouAlpha]

@LawrenceLundy Obviously a believer!

[Nou-alpha @NouAlpha]

#INSG first investment in a very hot space - #X402

[Insig.AI @Insig_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).

[Nou-alpha @NouAlpha]

@StarbeamInvest Looks to me as if they are coming towards an update on a dual listing and initial investments. The CEO buying alongside another investor (twice of late) shows they see value at the current level based on what come next

[Nou-alpha @NouAlpha]

@StarbeamInvest Few days ago by the look of it!

[Nou-alpha @NouAlpha]

#INSG providing an information edge for instant decision making to help generate alpha..the investment community might like that..

[Insig.AI @Insig_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]

[Nou-alpha @NouAlpha]

@MostVpromotions Take this down you absolute fucking idiots. Wake up.

[Nou-alpha @NouAlpha]

#INSG

[Insig.AI @Insig_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

[Nou-alpha @NouAlpha]

You are very likely right and what a cracking match up that could have been. Hard to see past Tyson in his prime but Bowe was a brilliant fighter and could have easily have got it done if he weathers the early rounds. Such a shame we never saw Bowe-Lewis, which could have been a defining fight. I’d take Lewis but it’s a pick em.

[Nou-alpha @NouAlpha]

@Tyson91seconds @Spencer_Fearon @dougiefischer @SteveSpevack @Kil787 @chris_wardrope @fightnews @kotickets @RealKronkGym @Tom_Gray_Boxing @rossie7dj @eliteboxer @spike_osullivan @MattClarkBoxing @kronkaaart @RihnAndrew Stunning..I’m more than a little envious!

[Nou-alpha @NouAlpha]

#INSG

[Insig.AI @Insig_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.

[Nou-alpha @NouAlpha]

@ProAIMTrader @feynzz I wonder if he is able to buy shares. At this price seems that give track record on that front he almost certainly would be

[Nou-alpha @NouAlpha]

@ProAIMTrader @naqeebn I’ve no doubt that this will go once they crystallise the strategy/structure but it is taking a frustratingly long time - meanwhile somebody continues to pick up shares as the price is walked steadily down

[Nou-alpha @NouAlpha]

@naqeebn @ProAIMTrader Increasing holding is positive but it’s also an indicator that news is not imminent - personally I would sooner see an update on plans and progress

[Nou-alpha @NouAlpha]

Curious action before the anticipated update on the digital assets strategy and structure. Options tidied up this week as well which seems likely to be tied in. As you say clearly a large seller but it’s being taken and once it’s cleared the sp could, assuming positive news flow, see a very significant upturn.

[Nou-alpha @NouAlpha]

#INSG Director buying a strong signal, sp on the turn

[nicholas slater @patviera]

#Insg

I’m still long . Bought at 12.5p sold at average c35p .
Revisited and got original position now .
Not usually wrong to back @richardbernstein
Also like the new appointments .
Plus back into buy zone.

[Nou-alpha @NouAlpha]

@ProAIMTrader Seemingly not - somebody has been taking a lot of stock though last few sessions