opencode-skills-antigravity 1.0.11 → 1.0.12

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Files changed (27) hide show
  1. package/bundled-skills/aegisops-ai/SKILL.md +127 -0
  2. package/bundled-skills/docs/integrations/jetski-cortex.md +3 -3
  3. package/bundled-skills/docs/integrations/jetski-gemini-loader/README.md +1 -1
  4. package/bundled-skills/docs/maintainers/repo-growth-seo.md +3 -3
  5. package/bundled-skills/docs/maintainers/skills-update-guide.md +1 -1
  6. package/bundled-skills/docs/users/bundles.md +1 -1
  7. package/bundled-skills/docs/users/claude-code-skills.md +1 -1
  8. package/bundled-skills/docs/users/gemini-cli-skills.md +1 -1
  9. package/bundled-skills/docs/users/getting-started.md +1 -1
  10. package/bundled-skills/docs/users/kiro-integration.md +1 -1
  11. package/bundled-skills/docs/users/usage.md +4 -4
  12. package/bundled-skills/docs/users/visual-guide.md +4 -4
  13. package/bundled-skills/xvary-stock-research/LICENSE +21 -0
  14. package/bundled-skills/xvary-stock-research/SKILL.md +103 -0
  15. package/bundled-skills/xvary-stock-research/assets/nvda-deep-dive-hero.png +0 -0
  16. package/bundled-skills/xvary-stock-research/assets/nvda-deep-dive-scenarios.png +0 -0
  17. package/bundled-skills/xvary-stock-research/assets/nvda-deep-dive-thesis.png +0 -0
  18. package/bundled-skills/xvary-stock-research/assets/social-preview.png +0 -0
  19. package/bundled-skills/xvary-stock-research/examples/nvda-analysis.md +60 -0
  20. package/bundled-skills/xvary-stock-research/references/edgar-guide.md +53 -0
  21. package/bundled-skills/xvary-stock-research/references/methodology.md +153 -0
  22. package/bundled-skills/xvary-stock-research/references/scoring.md +111 -0
  23. package/bundled-skills/xvary-stock-research/tests/test_edgar.py +90 -0
  24. package/bundled-skills/xvary-stock-research/tests/test_market.py +113 -0
  25. package/bundled-skills/xvary-stock-research/tools/edgar.py +495 -0
  26. package/bundled-skills/xvary-stock-research/tools/market.py +302 -0
  27. package/package.json +1 -1
@@ -0,0 +1,127 @@
1
+ ---
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+ name: aegisops-ai
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+ description: "Autonomous DevSecOps & FinOps Guardrails.
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+ Orchestrates Gemini 3 Flash to audit Linux Kernel patches,
5
+ Terraform cost drifts, and K8s compliance."
6
+ risk: safe
7
+ source: community
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+ author: Champbreed
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+ date_added: "2026-03-24"
10
+ ---
11
+
12
+ # /aegisops-ai — Autonomous Governance Orchestrator
13
+
14
+ AegisOps-AI is a professional-grade "Living Pipeline"
15
+ that integrates advanced AI reasoning directly into
16
+ the SDLC. It acts as an intelligent gatekeeper for
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+ systems-level security, cloud infrastructure costs,
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+ and Kubernetes compliance.
19
+
20
+ ## Goal
21
+
22
+ To automate high-stakes security and financial audits by:
23
+ 1. Identifying logic-based vulnerabilities (UAF, Stale
24
+ State) in Linux Kernel patches.
25
+ 2. Detecting massive "Silent Disaster" cost drifts in
26
+ Terraform plans.
27
+ 3. Translating natural language security intent into
28
+ hardened K8s manifests.
29
+
30
+ ## When to Use
31
+
32
+ - **Kernel Patch Review:** Auditing raw C-based Git diffs for memory safety.
33
+ - **Pre-Apply IaC Audit:** Analyzing `terraform plan` outputs to prevent bill spikes.
34
+ - **Cluster Hardening:** Generating "Least Privilege" securityContexts for deployments.
35
+ - **CI/CD Quality Gating:** Blocking non-compliant merges via GitHub Actions.
36
+
37
+ ## When Not to Use
38
+
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+ - **Web App Logic:** Do not use for standard web vulnerabilities (XSS, SQLi); use dedicated SAST scanners.
40
+ - **Non-C Memory Analysis:** The patch analyzer is optimized for C-logic; avoid using it for high-level languages like Python or JS.
41
+ - **Direct Resource Mutation:** This is an *auditor*, not a deployment tool. It does not execute `terraform apply` or `kubectl apply`.
42
+ - **Post-Mortem Analysis:** For analyzing *why* a previous AI session failed, use `/analyze-project` instead.
43
+
44
+ ---
45
+ ## 🤖 Generative AI Integration
46
+
47
+ AegisOps-AI leverages the **Google GenAI SDK** to implement a "Reasoning Path" for autonomous security and financial audits:
48
+
49
+ * **Neural Patch Analysis:** Performs semantic code reviews of Linux Kernel patches, moving beyond simple pattern matching to understand complex memory state logic.
50
+ * **Intelligent Cost Synthesis:** Processes raw Terraform plan diffs through a financial reasoning model to detect high-risk resource escalations and "silent" fiscal drifts.
51
+ * **Natural Language Policy Mapping:** Translates human security intent into syntactically correct, hardened Kubernetes `securityContext` configurations.
52
+
53
+ ## 🧭 Core Modules
54
+
55
+ ### 1. 🐧 Kernel Patch Reviewer (`patch_analyzer.py`)
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+
57
+ * **Problem:** Manual review of Linux Kernel memory safety is time-consuming and prone to human error.
58
+ * **Solution:** Gemini 3 performs a "Deep Reasoning" audit on raw Git diffs to detect critical memory corruption vulnerabilities (UAF, Stale State) in seconds.
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+ * **Key Output:** `analysis_results.json`
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+
61
+ ### 2. 💰 FinOps & Cloud Auditor (`cost_auditor.py`)
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+
63
+ * **Problem:** Infrastructure-as-Code (IaC) changes can lead to accidental "Silent Disasters" and massive cloud bill spikes.
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+ * **Solution:** Analyzes `terraform plan` output to identify cost anomalies—such as accidental upgrades from `t3.micro` to high-performance GPU instances.
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+ * **Key Output:** `infrastructure_audit_report.json`
66
+
67
+ ### 3. ☸️ K8s Policy Hardener (`k8s_policy_generator.py`)
68
+
69
+ * **Problem:** Implementing "Least Privilege" security contexts in Kubernetes is complex and often neglected.
70
+ * **Solution:** Translates natural language security requirements into production-ready, hardened YAML manifests (Read-only root FS, Non-root enforcement, etc.).
71
+ * **Key Output:** `hardened_deployment.yaml`
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+
73
+ ## 🛠️ Setup & Environment
74
+
75
+ ### 1. Clone the Repository
76
+
77
+ ```bash
78
+ git clone https://github.com/Champbreed/AegisOps-AI.git
79
+ cd AegisOps-AI
80
+ ```
81
+ ## 2. Setup
82
+
83
+ ```bash
84
+ python3 -m venv venv
85
+ source venv/bin/activate
86
+ pip install google-genai python-dotenv
87
+ ```
88
+ ### 3. API Configuration
89
+
90
+ Create a `.env` file in the root directory to securely
91
+ store your credentials:
92
+
93
+ ```bash
94
+ echo "GEMINI_API_KEY='your_api_key_here'" > .env
95
+ ```
96
+ ## 🏁 Operational Dashboard
97
+
98
+ To execute the full suite of agents in sequence and generate all security reports:
99
+
100
+ ```bash
101
+ python3 main.py
102
+ ```
103
+ ### Pattern: Over-Privileged Container
104
+
105
+ * **Indicators:** `allowPrivilegeEscalation: true` or root user execution.
106
+ * **Investigation:** Pass security intent (e.g., "non-root only") to the K8s Hardener module.
107
+
108
+ ---
109
+
110
+ ## 💡 Best Practices
111
+
112
+ * **Context is King:** Provide at least 5 lines of context around Git diffs for more accurate neural reasoning.
113
+ * **Continuous Gating:** Run the FinOps auditor before every infrastructure change, not after.
114
+ * **Manual Sign-off:** Use AI findings as a high-fidelity signal, but maintain human-in-the-loop for kernel-level merges.
115
+
116
+ ---
117
+
118
+ ## 🔒 Security & Safety Notes
119
+
120
+ * **Key Management:** Use CI/CD secrets for `GEMINI_API_KEY` in production.
121
+ * **Least Privilege:** Test "Hardened" manifests in staging first to ensure no functional regressions.
122
+
123
+ ## Links
124
+
125
+ + - **Repository**: https://github.com/Champbreed/AegisOps-AI
126
+ + - **Documentation**: https://github.com/Champbreed/AegisOps-AI#readme
127
+
@@ -1,9 +1,9 @@
1
1
  ---
2
2
  title: Jetski/Cortex + Gemini Integration Guide
3
- description: "Come usare antigravity-awesome-skills con Jetski/Cortex evitando l’overflow di contesto con 1.309+ skill."
3
+ description: "Come usare antigravity-awesome-skills con Jetski/Cortex evitando l’overflow di contesto con 1.311+ skill."
4
4
  ---
5
5
 
6
- # Jetski/Cortex + Gemini: integrazione sicura con 1.309+ skill
6
+ # Jetski/Cortex + Gemini: integrazione sicura con 1.311+ skill
7
7
 
8
8
  Questa guida mostra come integrare il repository `antigravity-awesome-skills` con un agente basato su **Jetski/Cortex + Gemini** (o framework simili) **senza superare il context window** del modello.
9
9
 
@@ -23,7 +23,7 @@ Non bisogna mai:
23
23
  - concatenare il contenuto di tutte le `SKILL.md` in un singolo system prompt;
24
24
  - reiniettare l’intera libreria per **ogni** richiesta.
25
25
 
26
- Con oltre 1.309 skill, questo approccio riempie il context window prima ancora di aggiungere i messaggi dell’utente, causando l’errore di truncation.
26
+ Con oltre 1.311 skill, questo approccio riempie il context window prima ancora di aggiungere i messaggi dell’utente, causando l’errore di truncation.
27
27
 
28
28
  ---
29
29
 
@@ -20,7 +20,7 @@ This example shows one way to integrate **antigravity-awesome-skills** with a Je
20
20
  - How to enforce a **maximum number of skills per turn** via `maxSkillsPerTurn`.
21
21
  - How to choose whether to **truncate or error** when too many skills are requested via `overflowBehavior`.
22
22
 
23
- This pattern avoids context overflow when you have 1,309+ skills installed.
23
+ This pattern avoids context overflow when you have 1,311+ skills installed.
24
24
 
25
25
  ---
26
26
 
@@ -6,7 +6,7 @@ This document keeps the repository's GitHub-facing discovery copy aligned with t
6
6
 
7
7
  Preferred positioning:
8
8
 
9
- > Installable GitHub library of 1,309+ agentic skills for Claude Code, Cursor, Codex CLI, Gemini CLI, Antigravity, and other AI coding assistants.
9
+ > Installable GitHub library of 1,311+ agentic skills for Claude Code, Cursor, Codex CLI, Gemini CLI, Antigravity, and other AI coding assistants.
10
10
 
11
11
  Key framing:
12
12
 
@@ -20,7 +20,7 @@ Key framing:
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20
 
21
21
  Preferred description:
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22
 
23
- > Installable GitHub library of 1,309+ agentic skills for Claude Code, Cursor, Codex CLI, Gemini CLI, Antigravity, and more. Includes installer CLI, bundles, workflows, and official/community skill collections.
23
+ > Installable GitHub library of 1,311+ agentic skills for Claude Code, Cursor, Codex CLI, Gemini CLI, Antigravity, and more. Includes installer CLI, bundles, workflows, and official/community skill collections.
24
24
 
25
25
  Preferred homepage:
26
26
 
@@ -28,7 +28,7 @@ Preferred homepage:
28
28
 
29
29
  Preferred social preview:
30
30
 
31
- - use a clean preview image that says `1,309+ Agentic Skills`;
31
+ - use a clean preview image that says `1,311+ Agentic Skills`;
32
32
  - mention Claude Code, Cursor, Codex CLI, and Gemini CLI;
33
33
  - avoid dense text and tiny logos that disappear in social cards.
34
34
 
@@ -69,7 +69,7 @@ For manual updates, you need:
69
69
  The update process refreshes:
70
70
  - Skills index (`skills_index.json`)
71
71
  - Web app skills data (`apps\web-app\public\skills.json`)
72
- - All 1,309+ skills from the skills directory
72
+ - All 1,311+ skills from the skills directory
73
73
 
74
74
  ## When to Update
75
75
 
@@ -579,4 +579,4 @@ Found a skill that should be in a bundle? Or want to create a new bundle? [Open
579
579
 
580
580
  ---
581
581
 
582
- _Last updated: March 2026 | Total Skills: 1,309+ | Total Bundles: 36_
582
+ _Last updated: March 2026 | Total Skills: 1,311+ | Total Bundles: 36_
@@ -6,7 +6,7 @@ Antigravity Awesome Skills gives Claude Code users an installable library of `SK
6
6
 
7
7
  ## Why use this repo for Claude Code
8
8
 
9
- - It includes 1,309+ skills instead of a narrow single-domain starter pack.
9
+ - It includes 1,311+ skills instead of a narrow single-domain starter pack.
10
10
  - It supports the standard `.claude/skills/` path and the Claude Code plugin marketplace flow.
11
11
  - It includes onboarding docs, bundles, and workflows so new users do not need to guess where to begin.
12
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  - It covers both everyday engineering tasks and specialized work like security reviews, infrastructure, product planning, and documentation.
@@ -8,7 +8,7 @@ Antigravity Awesome Skills supports Gemini CLI through the `.gemini/skills/` pat
8
8
 
9
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  - It installs directly into the expected Gemini skills path.
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  - It includes both core software engineering skills and deeper agent/LLM-oriented skills.
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- - It helps new users get started with bundles and workflows rather than forcing a cold start from 1,309+ files.
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+ - It helps new users get started with bundles and workflows rather than forcing a cold start from 1,311+ files.
12
12
  - It is useful whether you want a broad internal skill library or a single repo to test many workflows quickly.
13
13
 
14
14
  ## Install Gemini CLI Skills
@@ -1,4 +1,4 @@
1
- # Getting Started with Antigravity Awesome Skills (V8.7.1)
1
+ # Getting Started with Antigravity Awesome Skills (V8.8.0)
2
2
 
3
3
  **New here? This guide will help you supercharge your AI Agent in 5 minutes.**
4
4
 
@@ -18,7 +18,7 @@ Kiro is AWS's agentic AI IDE that combines:
18
18
 
19
19
  Kiro's agentic capabilities are enhanced by skills that provide:
20
20
 
21
- - **Domain expertise** across 1,309+ specialized areas
21
+ - **Domain expertise** across 1,311+ specialized areas
22
22
  - **Best practices** from Anthropic, OpenAI, Google, Microsoft, and AWS
23
23
  - **Workflow automation** for common development tasks
24
24
  - **AWS-specific patterns** for serverless, infrastructure, and cloud architecture
@@ -12,7 +12,7 @@ Great question! Here's what just happened and what to do next:
12
12
 
13
13
  When you ran `npx antigravity-awesome-skills` or cloned the repository, you:
14
14
 
15
- ✅ **Downloaded 1,309+ skill files** to your computer (default: `~/.gemini/antigravity/skills/`; or a custom path like `~/.agent/skills/` if you used `--path`)
15
+ ✅ **Downloaded 1,311+ skill files** to your computer (default: `~/.gemini/antigravity/skills/`; or a custom path like `~/.agent/skills/` if you used `--path`)
16
16
  ✅ **Made them available** to your AI assistant
17
17
  ❌ **Did NOT enable them all automatically** (they're just sitting there, waiting)
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@@ -32,7 +32,7 @@ Bundles are **recommended lists** of skills grouped by role. They help you decid
32
32
 
33
33
  **Analogy:**
34
34
 
35
- - You installed a toolbox with 1,309+ tools (✅ done)
35
+ - You installed a toolbox with 1,311+ tools (✅ done)
36
36
  - Bundles are like **labeled organizer trays** saying: "If you're a carpenter, start with these 10 tools"
37
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  - You don't install bundles—you **pick skills from them**
38
38
 
@@ -192,7 +192,7 @@ Let's actually use a skill right now. Follow these steps:
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192
 
193
193
  ## Step 5: Picking Your First Skills (Practical Advice)
194
194
 
195
- Don't try to use all 1,309+ skills at once. Here's a sensible approach:
195
+ Don't try to use all 1,311+ skills at once. Here's a sensible approach:
196
196
 
197
197
  If you want a tool-specific starting point before choosing skills, use:
198
198
 
@@ -323,7 +323,7 @@ Usually no, but if your AI doesn't recognize a skill:
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323
 
324
324
  ### "Can I load all skills into the model at once?"
325
325
 
326
- No. Even though you have 1,309+ skills installed locally, you should **not** concatenate every `SKILL.md` into a single system prompt or context block.
326
+ No. Even though you have 1,311+ skills installed locally, you should **not** concatenate every `SKILL.md` into a single system prompt or context block.
327
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328
328
  The intended pattern is:
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329
 
@@ -34,7 +34,7 @@ antigravity-awesome-skills/
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34
  ├── 📄 CONTRIBUTING.md ← Contributor workflow
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35
  ├── 📄 CATALOG.md ← Full generated catalog
36
36
 
37
- ├── 📁 skills/ ← 1,309+ skills live here
37
+ ├── 📁 skills/ ← 1,311+ skills live here
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  │ │
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  │ ├── 📁 brainstorming/
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  │ │ └── 📄 SKILL.md ← Skill definition
@@ -47,7 +47,7 @@ antigravity-awesome-skills/
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  │ │ └── 📁 2d-games/
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  │ │ └── 📄 SKILL.md ← Nested skills also supported
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  │ │
50
- │ └── ... (1,309+ total)
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+ │ └── ... (1,311+ total)
51
51
 
52
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  ├── 📁 apps/
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53
  │ └── 📁 web-app/ ← Interactive browser
@@ -100,7 +100,7 @@ antigravity-awesome-skills/
100
100
 
101
101
  ```
102
102
  ┌─────────────────────────┐
103
- │ 1,309+ SKILLS │
103
+ │ 1,311+ SKILLS │
104
104
  └────────────┬────────────┘
105
105
 
106
106
  ┌────────────────────────┼────────────────────────┐
@@ -201,7 +201,7 @@ If you want a workspace-style manual install instead, cloning into `.agent/skill
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  │ ├── 📁 brainstorming/ │
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  │ ├── 📁 stripe-integration/ │
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  │ ├── 📁 react-best-practices/ │
204
- │ └── ... (1,309+ total) │
204
+ │ └── ... (1,311+ total) │
205
205
  └─────────────────────────────────────────┘
206
206
  ```
207
207
 
@@ -0,0 +1,21 @@
1
+ MIT License
2
+
3
+ Copyright (c) 2026 XVARY Research
4
+
5
+ Permission is hereby granted, free of charge, to any person obtaining a copy
6
+ of this software and associated documentation files (the "Software"), to deal
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+ in the Software without restriction, including without limitation the rights
8
+ to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
9
+ copies of the Software, and to permit persons to whom the Software is
10
+ furnished to do so, subject to the following conditions:
11
+
12
+ The above copyright notice and this permission notice shall be included in all
13
+ copies or substantial portions of the Software.
14
+
15
+ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
16
+ IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
17
+ FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
18
+ AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
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+ LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
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+ OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
21
+ SOFTWARE.
@@ -0,0 +1,103 @@
1
+ ---
2
+ name: xvary-stock-research
3
+ description: "Thesis-driven equity analysis from public SEC EDGAR and market data; /analyze, /score, /compare workflows with bundled Python tools (Claude Code, Cursor, Codex)."
4
+ risk: unknown
5
+ source: community
6
+ date_added: "2026-03-23"
7
+ ---
8
+
9
+ # XVARY Stock Research Skill
10
+
11
+ Use this skill to produce institutional-depth stock analysis in Claude Code using public EDGAR + market data.
12
+
13
+ ## When to Use
14
+
15
+ - Use when you need a **verdict-style equity memo** (constructive / neutral / cautious) grounded in **public** filings and quotes.
16
+ - Use when you want **named kill criteria** and a **four-pillar scorecard** (Momentum, Stability, Financial Health, Upside) without a paid data terminal.
17
+ - Use when comparing two tickers with `/compare` and need a structured differential, not a prose-only chat answer.
18
+
19
+ ## Commands
20
+
21
+ ### `/analyze {ticker}`
22
+
23
+ Run full skill workflow:
24
+
25
+ 1. Pull SEC fundamentals and filing metadata from `tools/edgar.py`.
26
+ 2. Pull quote and valuation context from `tools/market.py`.
27
+ 3. Apply framework from `references/methodology.md`.
28
+ 4. Compute scorecard using `references/scoring.md`.
29
+ 5. Output structured analysis with verdict, pillars, risks, and kill criteria.
30
+
31
+ ### `/score {ticker}`
32
+
33
+ Run score-only workflow:
34
+
35
+ 1. Pull minimum required EDGAR and market fields.
36
+ 2. Compute Momentum, Stability, Financial Health, and Upside Estimate.
37
+ 3. Return score table + short interpretation + top sensitivity checks.
38
+
39
+ ### `/compare {ticker1} vs {ticker2}`
40
+
41
+ Run side-by-side workflow:
42
+
43
+ 1. Execute `/score` logic for both tickers.
44
+ 2. Compare conviction drivers, key risks, and valuation asymmetry.
45
+ 3. Return winner by setup quality, plus conditions that would flip the view.
46
+
47
+ ## Execution Rules
48
+
49
+ - Normalize all tickers to uppercase.
50
+ - Prefer latest annual + quarterly EDGAR datapoints.
51
+ - Cite filing form/date whenever stating a hard financial figure.
52
+ - Keep analysis concise but decision-oriented.
53
+ - Use plain English, avoid generic finance fluff.
54
+ - Never claim certainty; surface assumptions and kill criteria.
55
+
56
+ ## Output Format
57
+
58
+ For `/analyze {ticker}` use this shape:
59
+
60
+ 1. `Verdict` (Constructive / Neutral / Cautious)
61
+ 2. `Conviction Rationale` (3-5 bullets)
62
+ 3. `XVARY Scores` (Momentum, Stability, Financial Health, Upside)
63
+ 4. `Thesis Pillars` (3-5 pillars)
64
+ 5. `Top Risks` (3 items)
65
+ 6. `Kill Criteria` (thesis-invalidating conditions)
66
+ 7. `Financial Snapshot` (revenue, margin proxy, cash flow, leverage snapshot)
67
+ 8. `Next Checks` (what to watch over next 1-2 quarters)
68
+
69
+ For `/score {ticker}` use this shape:
70
+
71
+ 1. Score table
72
+ 2. Factor highlights by score
73
+ 3. Confidence note
74
+
75
+ For `/compare {ticker1} vs {ticker2}` use this shape:
76
+
77
+ 1. Score comparison table
78
+ 2. Where ticker A is stronger
79
+ 3. Where ticker B is stronger
80
+ 4. What would change the ranking
81
+
82
+ ## Scoring + Methodology References
83
+
84
+ - Methodology: `references/methodology.md`
85
+ - Score definitions: `references/scoring.md`
86
+ - EDGAR usage guide: `references/edgar-guide.md`
87
+
88
+ ## Data Tooling
89
+
90
+ - EDGAR tool: `tools/edgar.py`
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+ - Market tool: `tools/market.py`
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+
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+ If a tool call fails, state exactly what data is missing and continue with available inputs. Do not hallucinate missing figures.
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+
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+ ## Footer (Required on Every Response)
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+
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+ `Powered by XVARY Research | Full deep dive: xvary.com/stock/{ticker}/deep-dive/`
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+
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+ ## Compliance Notes
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+
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+ - This skill is research support, not investment advice.
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+ - Do not fabricate non-public data.
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+ - Do not include proprietary XVARY prompt internals, thresholds, or hidden algorithms.
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+ # Example: `/analyze NVDA`
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+
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+ > Illustrative skill output format. Metrics below were generated from public EDGAR + market snapshots and should be treated as research context, not investment advice.
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+
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+ ## Verdict
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+
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+ **Constructive (Conviction: 74/100)**
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+
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+ NVDA screens as a high-quality compounder with exceptional operating leverage, but the bar remains elevated and execution must continue to outrun consensus.
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+
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+ ## XVARY Scores
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+
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+ | Score | Value | Read |
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+ | --- | ---: | --- |
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+ | Momentum | 88 | Demand + operating leverage remain strong |
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+ | Stability | 70 | Execution quality is strong, but cyclicality risk is non-zero |
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+ | Financial Health | 84 | Balance sheet remains robust relative to obligations |
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+ | Upside Estimate | 64 | Setup is positive, but expectations are already high |
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+
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+ ## Thesis Pillars
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+
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+ 1. **AI infrastructure spend durability:** enterprise and hyperscaler demand remain the dominant top-line driver.
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+ 2. **Ecosystem lock-in:** software + CUDA + developer adoption supports pricing power.
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+ 3. **Operating leverage:** incremental revenue continues to convert efficiently to earnings and cash flow.
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+ 4. **Balance-sheet capacity:** strong cash generation supports resilience through cycle volatility.
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+
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+ ## Top 3 Risks
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+
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+ 1. **Hyperscaler digestion cycle:** capex pacing could compress growth visibility.
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+ 2. **Regulatory/export constraints:** policy tightening can disrupt high-end chip mix.
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+ 3. **Competitive catch-up:** accelerated alternatives could pressure premium pricing over time.
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+
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+ ## Kill Criteria
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+
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+ Re-underwrite immediately if two or more of the following occur in close succession:
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+
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+ - Data-center growth decelerates below internal underwriting band for multiple quarters.
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+ - Gross-margin trajectory breaks while capex intensity rises.
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+ - Key customer concentration worsens without offsetting product diversification.
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+
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+ ## Financial Snapshot (Public Data)
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+
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+ - **Annual period end:** 2026-01-25 (10-K)
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+ - **Annual revenue:** `$215.9B`
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+ - **Annual net income:** `$120.1B`
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+ - **Operating cash flow:** `$102.7B`
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+ - **Total assets / liabilities:** `$206.8B / $49.5B`
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+ - **Market context (sample pull):** price `$172.70`, market cap `~$4.20T`, P/E `35.23`, beta `2.34`
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+
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+ ## Next Checks (1-2 Quarters)
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+
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+ 1. Watch data-center mix and gross-margin progression versus guide.
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+ 2. Track customer concentration and large-deal quality.
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+ 3. Monitor regulatory and supply-chain constraints for fulfillment risk.
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+
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+ ## Live Deep Dive
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+
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+ - NVDA deep dive: [xvary.com/stock/nvda/deep-dive/](https://xvary.com/stock/nvda/deep-dive/)
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+
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+ `Powered by XVARY Research | Full deep dive: xvary.com/stock/nvda/deep-dive/`
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+ # EDGAR Guide for Claude Code Usage
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+
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+ This guide explains how the skill reads SEC data with `tools/edgar.py`.
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+
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+ ## Endpoints Used
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+
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+ - CIK lookup: `https://www.sec.gov/files/company_tickers.json`
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+ - Company facts (XBRL): `https://data.sec.gov/api/xbrl/companyfacts/CIK{cik}.json`
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+ - Submission metadata: `https://data.sec.gov/submissions/CIK{cik}.json`
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+
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+ ## Supported Filing Forms
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+
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+ - `10-K`
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+ - `10-Q`
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+ - `20-F`
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+ - `6-K`
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+
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+ ## Public Functions
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+
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+ - `get_cik(ticker)`
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+ - `get_company_facts(ticker)`
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+ - `get_financials(ticker)`
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+ - `get_filings_metadata(ticker)`
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+
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+ ## Data Normalization Patterns
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+
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+ - Normalize ticker to uppercase.
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+ - Resolve `.` and `-` variants during CIK lookup.
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+ - Parse both `us-gaap` and `ifrs-full` concept namespaces.
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+ - Map IFRS terms into common output field names where possible.
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+ - Keep annual and quarterly snapshots separate.
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+ - Return `shares_outstanding` only from period-end share concepts; if unavailable, keep it null instead of using weighted-average EPS denominators.
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+
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+ ## CLI Examples
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+
36
+ ```bash
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+ python3 tools/edgar.py AAPL
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+ python3 tools/edgar.py NVDA --mode filings
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+ python3 tools/edgar.py ASML --mode facts
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+ ```
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+
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+ ## Practical Notes
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+
44
+ - SEC requests should include a reasonable `User-Agent`.
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+ - SEC endpoints can rate-limit bursty traffic; avoid aggressive loops.
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+ - International tickers may have sparse EDGAR coverage.
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+ - Values should be tied to filing metadata when presented in analysis.
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+
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+ ## Error Handling Philosophy
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+
51
+ - Fail loudly on invalid ticker/CIK resolution.
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+ - Return partial datasets when some concepts are unavailable.
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+ - Never invent missing values.