AI Investment Research Desk
Paper Trading Command Center
A research-first operating system for watchlists, paper setups, technical review, and disciplined trade journaling.
Paper Equity$100,000
Cash$100,000
Buying Power$100,000
Daily P/L$0
Win Rate0%
TradingView Chart
WatchlistResearch queue
| Ticker | Price | Status | Catalyst | Research | Risk | Owner |
|---|---|---|---|---|---|---|
NVDA NVIDIA |
$208.64 +1.73% |
research | AI data-center demand, earnings revision watch, hyperscaler capex cycle. | 8.1 | 6.4 | Jordan Belfort |
PLTR Palantir |
$136.47 +0.69% |
research | AI platform adoption, commercial expansion, valuation discipline check. | 7.4 | 7.2 | Jordan Belfort |
CRDO Credo Tech |
$222.27 +7.43% |
research | High-speed connectivity for AI/data-center buildout. | 6.8 | 7.5 | Jordan Belfort |
GLW Corning |
$187.54 +5.61% |
research | Optical connectivity and data-center infrastructure demand. | 6.3 | 6.2 | Jordan Belfort |
MSFT Microsoft |
$411.74 -1.18% |
watch | Cloud AI margin durability and internal model strategy. | 7.3 | 4.8 | Jordan Belfort |
AAPL Apple |
$301.54 -1.89% |
watch | WWDC/software cycle, ecosystem durability, AI execution risk. | 6.4 | 5.1 | Jordan Belfort |
AMZN Amazon |
$245.22 -0.33% |
watch | AWS AI demand, retail margin expansion, capex scrutiny. | 6.8 | 5.2 | Jordan Belfort |
GOOGL Alphabet |
$363.31 -1.42% |
watch | AI search monetization, cloud growth, regulatory overhang. | 6.9 | 5.6 | Jordan Belfort |
META Meta |
$585.39 -1.28% |
watch | AI ad tools, engagement, compute spend versus margin. | 6.7 | 5.8 | Jordan Belfort |
TSLA Tesla |
$408.95 +4.59% |
risk-review | Robotaxi narrative versus delivery and margin pressure. | 5.9 | 8.2 | Stratton Oakmont |
RGTI Rigetti |
$21.77 +5.25% |
speculative | Quantum optionality; high volatility and high uncertainty. | 4.9 | 9.0 | Stratton Oakmont |
IONQ IonQ |
$62.80 +10.60% |
speculative | Quantum momentum; thesis needs valuation/risk review. | 5.2 | 8.8 | Stratton Oakmont |
SOFI SoFi |
$16.50 +2.93% |
under-$100 | Consumer finance growth, member expansion, rate sensitivity. | 5.8 | 7.4 | Jordan Belfort |
HOOD Robinhood |
$85.04 +3.12% |
under-$100 | Retail trading activity, product expansion, market cycle exposure. | 5.7 | 7.6 | Jordan Belfort |
HIMS Hims & Hers |
$27.17 +3.74% |
under-$100 | Consumer health growth, recurring revenue, regulatory checks. | 5.9 | 7.8 | Jordan Belfort |
ASTS AST SpaceMobile |
$92.06 -1.65% |
under-$100 | Satellite-to-phone optionality; execution and funding risk. | 5.1 | 8.6 | Stratton Oakmont |
SPY S&P 500 ETF |
$739.22 +0.23% |
benchmark | Market regime benchmark for risk-on/risk-off checks. | 6.5 | 3.5 | Charles |
Operating Guardrails
Research first
All ideas start as research packets and paper trades only.
No autonomous real money
No broker actions, money movement, or live orders without explicit Gavin approval.
No leverage/options
V1 excludes options, margin, shorting, crypto, and leveraged products.
Journal required
Every paper trade needs thesis, entry, stop, target, result, and lesson.
Research Analyst
Jordan Belfort
Creates catalyst, filings, earnings, sentiment, macro, risk, and confidence research packets.
Technical & Risk Analyst
Stratton Oakmont
Reviews research packets and produces paper entry, stop, target, risk/reward, and size limits.
Portfolio Manager
Charles
Approves/rejects setups, writes the memo, updates the dashboard, and keeps the guardrails enforced.
This page is designed for external viewing. It intentionally excludes private workspace memory, Google Docs, API keys, broker credentials, and internal agent logs.