Understand market expectations

Goal: know what’s already priced in — the assumptions sitting underneath the consensus on a name.

Start with Ask:

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{"query": "What assumptions are investors making about NVIDIA's long-term exposure to custom ASICs?"}

To work through the evidence yourself, use Search — pull the forward-looking claims and the concrete numbers on one name:

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{
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  "query": "NVIDIA custom ASIC exposure assumptions",
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  "tickers": ["NVDA"],
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  "types": ["thesis", "data_point"],
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  "include_quotes": true
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}

Look for: assumptions stated with numbers (multiples, growth rates, share), assumptions that bulls and bears share — those are priced — and expectations voiced in every conversation versus by one speaker: the first is consensus, the second is where a variant view starts.