Most AI news is noise.
Every day there is a new model, a new demo, a new partnership. Almost none of it changes a line in anyone's model. The skill is not reading faster. It is filtering for the few headlines that touch an actual number.
The filter, one question per headline:
1. Does it change revenue, margin, capex, or competitive moat for a company you can name? 2. Can you point to where it would show up: a segment, a cost line, a guidance range? 3. If you cannot, it is novelty. Sort it to noise and move on.
Then sort everything into three buckets:
-> Material: it maps to a number you can verify in a filing. -> Watchlist: it might, so you set a date to recheck. -> Noise: no path to a number, so you close it.
The common mistake is trading the announcement instead of the economics. A launch is a press release until it shows up in a 10-Q or a guidance revision. The failure mode is acting on the headline and finding out the numbers never moved.
AI can summarize the week's feed and tag each item fast. It does not get to decide what is material. That is your judgment against the filings.
Save this and run it on your feed this week.
Educational content only. Not investment advice, and not a recommendation to buy, sell, or hold any security. Wall Street Prompt. Always verify against the primary source filing.