SectorPulse
V.1
T / 05 · AI THESISCLAUDE SONNET 4.6 · TOOL-USE LOOP

Every number,
grounded before written.

The model calls three tools before it writes a word: get_sector_snapshot, get_crowding, get_recent_news. Nothing is hallucinated. Every claim ships with an invalidator.

TRACE / SESSION.0018 steps · 1.4s
  1. ·01
    model

    Need to write a thesis for AI & Compute rotation. Let me pull the snapshot first.

  2. ·02
    tool callget_sector_snapshot()

    { sector: "ai-compute" }

  3. ·03
    tool resultget_sector_snapshot()

    { ssi_7d: +18.4, ssi_30d: +42.1, etf_flow_1d: 412, etf_flow_acc_20d: 1.42, rebalance_add: 2 }

  4. ·04
    tool callget_crowding()

    { sector: "ai-compute" }

  5. ·05
    tool resultget_crowding()

    { exposure_pct: 34, trailing_max_pct: 68, top_trader_pos: "0x71..4a2 long 42%" }

  6. ·06
    tool callget_recent_news()

    { sector: "ai-compute", categories: [5, 6, 9] }

  7. ·07
    tool resultget_recent_news()

    { headlines: 3, sentiment: "positive-driven-by-rebalance", macro_events: ["FOMC 48h"] }

  8. ·08
    model

    All three inputs grounded. Composing thesis + bull + bear + invalidator...

OUTPUT · STRUCTURED JSON → CARD🟢 confidence 0.82
AI & COMPUTE · ROTATION 92

SSI-AI is +18.4% on the week while leaderboard exposure is only 34% of trailing max — smart money hasn't fully rotated yet. Fresh ETF inflows accelerating 142% above 20-day average. This is the first inning.

B / BULL

Rebalance adds 2 new constituents Friday. Flow acceleration + light positioning = room to run.

B / BEAR

Macro FOMC in 48h could pull risk-off. Rotation is only 3 sessions old — not yet confirmed.

! / INVALIDATOR

If SSI-AI closes below its 7d VWAP with flow deceleration, thesis is dead.

D / DISCIPLINE
  • · Every % in the thesis maps to a tool_result value.
  • · The invalidator is a specific, checkable condition — not vibes.
  • · Confidence is a bounded number, not "very likely".
  • · If a tool call fails, the sector is silently dropped from the feed.