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We cross-reference SEC filings, hiring data, and research papers to surface patterns others miss. Five signals a day, ranked by what actually matters to you.

Recent signals · February 2026
SEC Filing → M&A HIGH
Snowflake Board Exit Predicted Acquisition 72 Hours Early
Board resignation + acquisition announcement = classic M&A playbook. We flagged the pattern before the deal went public.
SEC Filing → Strategy HIGH
NVIDIA Board Departure Signals Strategic Shift in AI Chip Market
Stanford Provost's exit from NVIDIA board creates information asymmetry. Watch for her next appointment within 90 days.
Research → Reliability HIGH
Reasoning Models Exposed: Shortcuts Instead of Step-by-Step Thinking
Critical finding for anyone deploying o1/o3-class models in production. Benchmarks may be measuring shortcut learning, not actual reasoning.
Cross-source → Infra MED-HIGH
Microsoft 10-Q Reveals AI Datacenter Cooling as Material Financial Risk
First major lab to formally disclose thermal management costs. Energy + cooling could be 40-60% of AI training cluster TCO.

Three data streams, cross-referenced daily, distilled into five signals

01
Ingest
Automated scrapers pull from SEC EDGAR, major job boards, arXiv, and developer channels. Hundreds of data points daily, processed locally for speed.
SEC EDGAR Job Boards arXiv GitHub
02
Correlate
AI cross-references signals across sources. A board resignation that lines up with unusual hiring activity isn't two stories — it's one pattern that tells you where a company is heading.
Entity matching Temporal patterns Anomaly detection
03
Deliver
Top 5 signals ranked by actionability. Each includes context, strategic implications, and specific things to watch. In your inbox by 8 AM IST.
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Intelligence, not aggregation

Typical AI newsletters

Curated links from Twitter and HN
One data source (usually news)
"GPT-5 is coming" speculation
Same stories everyone else covers
Volume: 20+ items, skim and forget

The Signal Report

Cross-referenced SEC filings, hiring data, and research
Three independent data streams, correlated daily
"Snowflake board exit predicts acquisition in 72 hours"
Patterns from data nobody else combines
Depth: 5 signals with context, implications, and actions

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THE SIGNAL REPORT

February 4, 2026
SEC Filing → M&A Pattern

Snowflake Board-to-Acquisition Pipeline Reveals Predictive M&A Signal

Jeremy Burton resigned from Snowflake's Board on January 30. Three days later, Snowflake acquired his company Observe Inc. The 72-hour gap is the standard M&A playbook for conflict avoidance. Watch for similar "immediate effect" board resignations at data infrastructure companies — they're predictive enough to trade on in private markets.

Research → Production Risk

Latent-CoT Models Use Shortcuts: Reasoning Reliability Under Question

Mechanistic study reveals reasoning models frequently use compressed shortcuts instead of step-by-step thinking. Critical implication: benchmarks showing "better reasoning" may actually measure better shortcut learning. Organizations deploying o1/o3-class models for high-stakes tasks should implement external verification layers rather than trusting model outputs as genuinely reasoned.

Cross-source → Developer Tools

Agent Supervision UX Becomes the Key Differentiator, Not Model Quality

Codex launched a "command center" emphasizing supervision over autonomy. This maps to how actual dev teams work: delegate, review, deploy. Within 6 months, "agent supervision interfaces" will be a distinct product category. Winner won't be best model — it'll be best trust UX.

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