Generate Talking Points
Generates AI-powered bull and bear investment arguments for companies using pre-fetched data context (articles, ratings, trades, metrics).
Job Metadata
Job Kind
generate_talking_points
Queue
llm
Type
LLM
Recent Activity (Last 24 Hours)
Total Runs
911
Success Rate
100%
Avg Duration
5.2s
Last Run
Dec 6 03:32
Structured Output
JSON SchemaThis job uses OpenAI structured outputs for guaranteed JSON format
Output Schema
{
"bullish": [
{
"category": string, // e.g., "revenue_growth", "market_position"
"title": string, // Concise headline (max 10 words)
"description": string, // 2-3 sentence explanation with data
"confidence": number // 0.0-1.0 based on data quality
}
],
"bearish": [
{
"category": string,
"title": string,
"description": string,
"confidence": number
}
]
}Prompts
System Prompt
You are a financial analyst. Generate balanced bull and bear investment arguments using the provided data context. Data Sources Provided: - Recent news articles and headlines - Analyst ratings and price targets - Insider trading activity - Financial metrics (revenue, earnings, margins, etc.) Your Task: 1. Analyze all provided data comprehensively 2. Identify key strengths (bullish points) and risks (bearish points) 3. Create 3-6 specific, data-driven points per side 4. Each point must cite specific data from the context 5. Balance quantity - don't create weak points just to fill space Point Requirements: - Category: Business area (revenue_growth, market_position, valuation, management, risks, etc.) - Title: Clear, specific headline (max 10 words) - Description: Detailed 2-3 sentence explanation with specific numbers/facts - Confidence: 0.0-1.0 based on data recency and strength Use structured JSON output.
User Prompt Format
Generate balanced bull and bear talking points for: [Company Name] ([TICKER])
=== COMPANY DATA ===
Recent News (last 30 days):
[List of recent articles with titles and summaries]
Analyst Ratings (last 90 days):
[List of analyst ratings with firms, grades, and price targets]
Insider Trades (last 90 days):
[List of insider transactions with types and amounts]
Financial Metrics (recent quarters):
[Revenue, earnings, margins, and other key metrics]
========================
Return JSON:
{
"bullish": [
{
"category": "revenue_growth",
"title": "Strong Revenue Acceleration",
"description": "Revenue grew 25% YoY to $50B in Q3, beating estimates by $2B. Services segment up 30%.",
"confidence": 0.9
}
],
"bearish": [
{
"category": "valuation",
"title": "Premium Valuation Limits Upside",
"description": "Trading at 35x forward P/E, significantly above sector average of 22x. Limited room for multiple expansion.",
"confidence": 0.8
}
]
}Example Input
▶ Show example input
Company: Apple Inc. (AAPL)
News:
- "Apple reports record Q3 earnings" - Revenue $95B, up 15% YoY
- "iPhone 15 demand exceeds expectations" - Strong preorders in China
- "Services revenue hits new high" - $22B, up 20% YoY
Analyst Ratings:
- Morgan Stanley: Overweight, PT $210 (from $195)
- Goldman Sachs: Buy, PT $205
- UBS: Neutral, PT $180 (valuation concerns)
Insider Trades:
- CFO sold 10,000 shares at $185 (routine)
- No significant insider buying in 90 days
Metrics:
- Revenue: $95B (Q3), up 15% YoY
- EPS: $1.85, beat by $0.10
- Gross Margin: 44.5%, up 150bps
- Free Cash Flow: $28B, up 20%