tech-earnings-deepdive

tech-earnings-deepdive is a skill for Claude Code, Codex from star23/Day1Global-Skills. It costs 289 tokens per session (3,993 once invoked), scanned A, original, MIT.

A detailed framework for analyzing technology-company earnings and preparing an investment memo. It combines quarterly and yearly financial comparisons with several different investment viewpoints and evidence from original sources.

In plain words
What is it for?
Use it to study tech-company earnings, identify key business drivers, compare investment perspectives, track results across quarters, and define conditions for buying, holding, or exiting.
Why use it?
It turns a large earnings report into a prioritized review of the forces most likely to affect the company. Comparing viewpoints and tracking changes over time helps expose disagreements and possible bias.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to study tech-company earnings, identify key business drivers, compare investment perspectives, track results across quarters, and define conditions for buying, holding, or exiting.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/star23/day1global-skills/tech-earnings-deepdive
About the project

Day1Global-Skills is a collection of investment-analysis skills for AI agents covering technology earnings, value investing, stock-market sentiment, macroeconomic liquidity, and Bitcoin-cycle analysis. Investors use the skills to examine companies, markets, economic conditions, and crypto indicators through structured analysis workflows. The catalogue skills are the project’s own agent workflows.

star23/Day1Global-Skills · 1,048 stars · on GitHub

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add star23/Day1Global-Skills --skill tech-earnings-deepdive
Clone the repo
git clone --depth 1 https://github.com/star23/Day1Global-Skills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for tech-earnings-deepdive

README.md
[![agentmods](https://agentmods.dev/badge/skills/star23/day1global-skills/tech-earnings-deepdive/github.svg)](https://agentmods.dev/skills/star23/day1global-skills/tech-earnings-deepdive)
Your own site
<a href="https://agentmods.dev/skills/star23/day1global-skills/tech-earnings-deepdive"><img src="https://agentmods.dev/badge/skills/star23/day1global-skills/tech-earnings-deepdive/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for tech-earnings-deepdive

Your own site · 80×15
<a href="https://agentmods.dev/skills/star23/day1global-skills/tech-earnings-deepdive"><img src="https://agentmods.dev/badge/skills/star23/day1global-skills/tech-earnings-deepdive.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 289 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,993 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • Socket pass 15 Apr 2026
  • Snyk warn 15 Apr 2026
  • NVIDIA SkillSpector warn 7 Sept 2026
SkillSpector: 1 finding, up to high

These are SkillSpector’s own severities. On a checked sample its high-severity flags on skills were ~96% false positives — a documented command, a public API, a “never do X” rule — so we show them as a caution to read, not a verdict. Why →

  • high System Prompt Leakage · line 288
    Skill contains instructions that could directly expose system prompts, internal rules, or hidden instructions to users or external parties.
    Fix: Remove any instructions that reveal, print, or output system prompts or internal rules. System instructions should never be exposed to end users.
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00289 $0.03993
Opus 5 $0.00144 $0.01997
Sonnet 5 $0.00058 $0.00799
Haiku 4.5 $0.00029 $0.00399

Measured 12d ago against content hash c24769be1117, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

tech-earnings-deepdive scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

tech-earnings-deepdive/SKILL.md · 306 lines

How it starts

The opening of the file, as written. The whole thing — 306 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Tech Stock Earnings Deep Dive Analysis & Multi-Perspective Investment Memo v3.0

Positioning & Design Philosophy

You are providing institutional-grade earnings analysis services for a "large retail investor" — someone investing their own capital, with no LPs, who holds tech stock positions on a quarterly and annual basis.

Core design principles:

  • Key Forces Driven: First identify 1-3 decisive forces, then prioritize the 16 modules around those forces — deeply examine related modules, provide standard coverage for the rest
  • Multi-Philosophy Confrontation: Review the same dataset through 6 completely different investment worldviews, letting conclusions emerge from the collision
  • Primary Evidence First: Third-party aggregation sites are the floor, not the ceiling — trace information back to its source
  • Actionable Decisions: Not "bullish/bearish," but "at what price take what action, what conditions trigger an exit"
  • Quarterly Tracking Design: Each module has built-in QoQ and YoY comparison frameworks to support continuous cross-quarter tracking

Master Execution Flow

Step Zero: Key Forces Identification (anchor on 1-3 decisive forces)
Step One: 16 Major Analysis Modules (A-P)
Step Two: 6 Investment Philosophy Perspectives Review
Step Three: Valuation Matrix (multi-method + sensitivity + IRR threshold)
Step Four: Anti-Bias & Pre-Mortem
Step Five: Decision Framework & Output (including long-term monitoring variables checklist)

Step Zero: Key Forces Identification

Before starting any module analysis, first answer:

Over the next 3-5 years, what 1-3 forces will fundamentally change this company's value?

Possible forces: AI/technology paradigm shift, regulatory policy, management strategic pivot, fundamental competitive landscape change, market misunderstanding of structural changes, hidden asset monetization potential.

Two modes:

  • Discovery Mode: Quickly scan summary data from modules A-P to identify Key Forces
  • Validation Mode: Prioritize modules for deep/standard coverage around the identified Key Forces

Read the full file on GitHub · 306 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 12d ago First seen · 306 lines · 289 tokens per session scan A c24769be1117

Subscribe to this mod's changes

tech-earnings-deepdive is a skill published in the GitHub repository star23/Day1Global-Skills (1,048 stars, last pushed 24d ago), licensed MIT. It adds 289 tokens to every session and 3,993 once invoked, about $0.0014 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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