Generate investment ideas

Goal: surface opportunities before they’re consensus — the second-order effects and overlooked names investors are just starting to talk about.

Start with Ask — phrase the question around the effect, not a ticker:

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{"query": "What second-order investment opportunities are investors identifying from the growth of AI data centers?"}

To browse the raw idea flow yourself, use Search — restrict to forward-looking claims from investors, recent first:

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{
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  "query": "overlooked beneficiaries of the AI data center buildout",
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  "types": ["thesis"],
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  "speaker_roles": ["investor"],
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  "date_from": "2026-08-01",
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  "include_quotes": true
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}

Look for: names that are absent from the standard winner lists, the same second-order theme raised by speakers who don’t know each other, and claims specific enough to check — a multiple, a capacity number, a customer.