HeyJaredIndra's Thoughts
Looking for companies with attractive valuations that can achieve promising long term equilibrium.
- Indexed issues, last 90 days
- 2
- Latest publication
- Jul 29, 2026
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- Checking…
- Earliest in this view
- Jul 22, 2026
Latest issues
$CVNA Earnings Prep (opens the original)
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More testing of the good old AI MCP skills and tools for CVNA. For what it’s worth this quarter shouldn’t be too notable results wise. Expecting ~199k units which is right about in line of estimates. July so far is on track for ~40% YoY growth which is a slight uptick from some slightly slower Q2 growth in May/June. The company continues to grow rapidly at great economics. Kudos to the team and happy to continue owning the shares. CVNA — Q2 FY2026 Earnings PrepReporting Date: Wednesday, July 29,
Clarity MCP Testing - $NOW/$GOOGL/$TSLA Earnings Prep (opens the original)
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Hi all, long time no see. I’ve spent the first half of this year cleaning data, setting up pipelines, blah blah, and it is now hopefully going to pay off. The primary goal is to make it dramatically easier and cheaper to utilize AI for investment research. To keep a long story short I am currently trying to do that by chunking up the work as much as possible. It saves tokens, increases accuracy, improves quality, etc. I’ll provide a more thorough coverage of how everything works here soon. For n
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