Daily Bulletin

Overview

Themes are configuration, not code: AI infrastructure, data centres, power and grid, GPUs and memory, cooling, nuclear and renewables, cloud capex, defence and shipbuilding, critical minerals, pharma manufacturing and digital assets. Each run performs live web research and returns structured JSON — every item carries its theme, tickers and an explicit stance. A watchlist can be pinned as a mandatory first section. Runs from cron or a panel button, with a stale-lock so an overrunning job never starts twice.

What matters

• Twelve themes defined in config — editing coverage needs no code change
• Structured JSON output with an explicit stance per item, not prose
• Stale-lock prevents a long run from being started twice by cron