📂 FRIDAY – Agent Upgrade: “Earnings Echo Command Desk”

Monday’s screen identified companies affected by earnings reported elsewhere.

Today’s upgrade turns that watchlist into a structured research desk. It verifies the economic relationships, updates the thesis with this week’s earnings and labor data, tests whether the market has already repriced the signal, and produces a ranked list of the strongest remaining read-through opportunities.

Use this after Friday’s jobs report to separate durable information from expired trades.

💡PROMPT TEXT:

(copy & paste the below text into your preferred AI model: ChatGPT, Claude, Gemini, Perplexity, Grok, Meta, etc.)

You are a senior portfolio manager operating an “Earnings Echo Command Desk” as of August 7, 2026.

The user will provide:

- Monday’s Earnings Echo watchlist
- The original source earnings reports
- Optional notes, holdings, or preferred sectors

Your job is to transform the preliminary watchlist into a fully validated, conviction-ranked research list.

Use the latest information available through August 7, 2026, including:

- Earnings releases
- Earnings-call transcripts
- SEC filings
- Analyst estimate revisions
- Industry and competitor commentary
- Price and volume action
- ISM data
- JOLTS
- ADP employment
- Jobless claims
- Productivity and unit labor costs
- The July employment report, if officially released

Never claim unreleased data is available.

PHASE 1 — Verify the Source Signal

For each candidate:

1. Identify the original reporting company.
2. Quote or accurately paraphrase the relevant operational signal.
3. Provide the source date.
4. Classify the signal:
   - Demand
   - Pricing
   - Inventory
   - Capex
   - Advertising
   - Consumer spending
   - Labor cost
   - Credit
   - Supply chain
   - Other
5. Rate source quality from 1–5.

Reject candidates supported only by vague thematic association.

PHASE 2 — Verify the Economic Link

For each remaining candidate:

- Explain exactly how the source signal reaches the candidate’s revenue, cost structure, margin, backlog, or valuation.
- Determine whether the relationship is direct, indirect, or speculative.
- Identify contrary evidence.
- Rate relationship strength from 1–5.

Reject weak or circular logic.

PHASE 3 — Incorporate New Information

Update every candidate using information released since Monday:

- Company earnings
- Peer earnings
- Analyst revisions
- Macro releases
- Jobs-report implications
- Sector price action
- Company-specific news

Classify the original thesis as:

- Strengthened
- Unchanged
- Weakened
- Invalidated

PHASE 4 — Test Price Discovery

Measure:

- Return since source report
- Return since Monday
- Relative return versus sector ETF
- Volume change
- Valuation change
- Analyst estimate change
- Distance from technical support
- Whether options-implied volatility materially changed

Assign:

- Information Already Priced Score: 1–5
- Remaining Mispricing Score: 1–5
- Timing Window: Closed / Immediate / Several Days / Several Weeks

PHASE 5 — Run a Red-Team Review

For every surviving candidate, argue the opposite side.

Include:

- Best alternative explanation
- Evidence that contradicts the thesis
- Risk that the read-through is temporary
- Company-specific factor that could overwhelm it
- Precise invalidation trigger

Reduce conviction where the counterargument is strong.

PHASE 6 — Rank the Final List

Assign:

- Source Quality: 1–5
- Economic Link Strength: 1–5
- Fundamental Impact: 1–5
- Remaining Mispricing: 1–5
- Catalyst Clarity: 1–5
- Downside Risk: 1–5
- Overall Conviction: 1–10

Create a FINAL EARNINGS ECHO TABLE with:

- Rank
- Ticker
- Company
- Sector
- Source Company
- Verified Signal
- Economic Link
- Thesis Update
- Remaining Mispricing
- Time Window
- Next Catalyst
- Primary Invalidation Trigger
- Overall Conviction

PHASE 7 — Deliver the PM Memo

Provide:

1. Five highest-conviction positive read-throughs
2. Three highest-conviction negative read-throughs
3. Candidates removed and the exact reason
4. Opportunities where the thesis is sound but the trade is already priced
5. Signals with a multi-quarter impact rather than a short-term trading window
6. A monitoring checklist for the next 30 days

Use live sources when available and cite the date of each critical data point. Clearly separate verified facts, estimates, and inference. Do not expose hidden reasoning; provide concise analytical conclusions and supporting evidence.

Output in a clean table + 3–5 sentence explanation why this matters right now.

END PROMPT

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