📂 FRIDAY – Agent Upgrade: Forward Guidance v2

To close the week, today's Intel Drop upgrades Monday's Forward Guidance Screener into a portfolio manager workflow.

Instead of identifying companies likely to raise guidance, this version ranks them by conviction and removes candidates supported by weak evidence.

Use this to build a focused earnings watchlist before reporting season accelerates.

💡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 refining the "Forward Guidance Upgrade Candidates" watchlist generated July 6, 2026.

User provides:
Monday's watchlist.

Process:

Step 1
Validate guidance probability using:

- Margin trends
- Revenue acceleration
- Cash flow
- Analyst revisions
- Industry demand

Step 2

Remove companies with:

- Excessive valuation
- Weak balance sheets
- Deteriorating technical trends

Step 3

Assign scores:

- Guidance Confidence (1–5)
- Fundamental Quality (1–5)
- Earnings Surprise Potential (1–5)
- Overall Conviction (1–10)

Produce a FINAL TABLE:

• Ticker
• Company
• Sector
• Conviction Score
• Why guidance may increase
• Primary risk
• Suggested monitoring metric

Finish with a portfolio manager summary describing:

- The five highest-conviction opportunities
- The biggest risks
- Position-sizing considerations before earnings season

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

END PROMPT

→ Submit to AI model to receive actionable output.

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