Stock Deep Dive

Stock Deep Dive

Overview

A six-lens onboarding workflow for getting up to speed on one listed company in a single pass. Built from a live session where the author repeatedly failed by quoting community-post numbers as if they were company guidance, by trusting GAAP EPS fields when the market quoted non-GAAP, and by reading YoY % deceleration as business slowdown without checking the base.

Core principle: anchor every numeric claim on a primary source. Press release, 8-K, real OHLCV are primary. Community topic titles, truncated news headlines, and aggregated provider fields are leads, not sources. Verify before quoting.

When to use

• User names a ticker they don't know and asks for orientation
• Request combines two or more of {business, fundamentals, technicals, catalyst, peers}
• "盘前 / 今日为什么涨跌" question — runs lenses 1, 4, partially 6
• Request to "explain how X relates to other listed companies" — emphasizes lens 5

If the user wants only one lens (e.g., just real-time price), do NOT load this skill — go directly to the corresponding longbridge-* sub-skill.

The six lenses

Lenses 1–5 are independent. Dispatch their Longbridge calls in parallel. Lens 6 (audit) runs last, against all collected data.

Mandatory verification — the recurring traps

These six errors occur repeatedly when synthesizing a stock brief. The skill exists primarily to prevent them. Self-audit before sending output:

Trap 1 — Community topic ≠ company guidance

Longbridge news <SYMBOL> returns mixed feeds. Items with URL pattern longbridge.com/topics/* are user-posted community threads, not company-issued. Any "FY guide $X" figure sourced from a community-topic title must be verified against the actual press release (longbridge.com/news/* with reputable source_name, or the SEC 8-K) before quoting. Never restate a community-topic number as guidance.

Trap 2 — Truncated headline ≠ official statement

News titles end in "…" when truncated by the feed. Pull the article body (<url>.md variant on Longbridge) or the 8-K text before quoting a CEO percentage. If you can't pull the body, attribute as "per news headline — unverified".

Trap 3 — Longbridge financial-report --kind IS EPS field = GAAP

US companies report non-GAAP EPS on earnings calls; analyst consensus is also non-GAAP. The Longbridge IS EPS field is GAAP diluted. If the value looks absurd (e.g., 0.04 when consensus was 0.80), it's GAAP, not a beat/miss. Always state which basis you're quoting. For non-GAAP, pull from news / press release excerpt.

Trap 4 — YoY % deceleration ≠ business slowdown

Compute QoQ alongside YoY every time. If the base year was itself accelerating off a low, YoY % naturally compresses even as absolute revenue accelerates. Look at the sequential QoQ trend before claiming "growth is slowing". Show implied forward YoY from next-quarter guidance — it often reveals a V-shape that aggregate YoY hides.

Trap 5 — Mix shift hides under aggregate growth

If the company has one hyper-growth segment and one declining segment (classic: AI silicon + legacy storage), aggregate growth understates the hot segment. Break out by segment when the disclosure allows; if not, estimate from CEO commentary and flag the assumption.

Trap 6 — Pre-market wide range is signal

A pre-market range > 1× ATR14 (e.g., $188 – $211 vs ATR14 $12) means institutions and retail are in heavy disagreement. Note explicitly. The open print and the first-hour hold-of-pivot is the resolution.

Output template

Copy code
# {Symbol} — {company name} 略览

## 一、Business identity
1-sentence "what" + revenue mix table (segment | % | content | cycle phase)

## 二、Fundamentals
- Quarterly revenue table: period | rev | YoY | QoQ
- OpInc trajectory (sign and direction matter more than absolute)
- EPS: GAAP from provider AND non-GAAP from press release (label both)
- Latest-quarter guidance vs prior guidance — explicit delta

## 三、Technicals
- Last 5 sessions OHLCV table + week summary (open/close/high/low/%)
- 52w range, last close, ATR14
- Pivot S/R from last 5d (P, R1-3, S1-3)
- Indicator vote table (MACD, RSI, KDJ, BB, EMA50/200, ADX, OBV)
- Composite verdict (buy / sell / neutral)

## 四、Catalysts (now)
- Classified news (catalyst / regulatory / strategic / opinion / filing / community)
- Pre-market last + range (flag if > 1× ATR)
- Sentiment skew (coarse %, no individual quotes)

## 五、Supply chain & peers
- Upstream (foundry / IP / EDA / equipment) — who, why dependent
- Downstream (customers / OEMs / end users) — concentration risk
- Horizontal (same-tier competitors / substitutes) — peer valuation table
- Paired-trade logic — which other tickers move together / inversely

## 六、Verdict
- Bull thesis (anchored on numbers)
- Bear / risk (anchored on numbers)
- Valuation anchor (which peer's multiple this should trade against, why)
- Key tell to watch (e.g., does first-hour price hold pivot)

⚠️ For reference only. Not investment advice.

Anti-pattern table

Red flags — STOP and reverify

• About to quote a number that came from a topics/* URL
• About to quote a CEO statement from a title ending in "…"
• About to call an earnings result "miss / beat" without saying GAAP or non-GAAP
• About to use YoY % alone to describe momentum
• About to give a verdict without ATR + S/R for the technical lens
• About to skip the supply-chain lens because "it's just a chip company"

Concurrency

Lenses 1–5 each call multiple Longbridge endpoints. Within a single user turn, batch every independent CLI call in one parallel tool block. A typical first turn dispatches 8–12 longbridge calls in parallel, then runs the technical Python computation in a follow-up turn.

Related skills

Required (load on demand):

• longbridge-company-profile, longbridge-business-query
• longbridge-fundamental
• longbridge-technical, longbridge-kline
• longbridge-news
• longbridge-supply-chain, longbridge-competitive-analysis

Optional (deeper drilldown):

• longbridge-peer-comparison — pure peer-matrix
• longbridge-valuation — historical PE/PB percentile
• longbridge-earnings — earnings-day specific
• longbridge-capital-flow — intraday capital direction
• trump-truth-monitor — Trump policy catalyst (run for lens 4 when the symbol has policy exposure: semis / China ADR / auto / energy / defense / bank)

For session-long multi-symbol tracking after the deep dive, route to market-session-tracker.