Transcription
What's up guys, welcome back. I know many people when they're trading stocks, honestly, don't have the time to do a very, very comprehensive analysis of the stocks they like. So today, I'll let AI help you become a Wall Street analyst, automatically analyzing for you in a comprehensive way any stock you want. It includes a lot of very detailed content. Every time you invest or want to buy any stock, you'll have a comprehensive measure and standard.
OK, enough talk, let's go. Hi guys, welcome back. Today, as you can see, this is a Wall Street analyst that I made using Vibe coding, Claude code, plus VS Code. And then the AI can automatically help me analyze the stocks I want. Here are the results, you can take a look. This is a comprehensive analysis of Tesla. You can see all these things are generated by AI. I only asked it one sentence: "Should I invest in Tesla?" This is the sentence I asked it, right here: "Should I invest in Tesla?" Should I buy Tesla? And it did so much comprehensive analysis.
OK, and finally, it will tell me if I can buy this stock, what is the current price of this stock, whether it's high or low, and in which range I can buy this stock, which is a relatively suitable time. And here, this is purely an institutional, Wall Street analysis institution's output, right? Before, many people paid to buy it. Now, you don't need to buy it at all. You can do the analysis yourself with AI, right? Of course, this thing is in English because when I asked it to produce it, it was according to Wall Street's specifications, analysis specifications, to help me do it in English. But for AI, English or Chinese doesn't matter. If you want it in Chinese, just translate it into Chinese.
Right? You can see here there's a summary, and then its performance reports for the past few quarters, all very detailed for you. And some of them, honestly, I can understand, and some I basically can't understand. So it can list them all for you. Terminal value, right? And then the DCF summary. Honestly, I don't really understand what this is. But it can find it for you. The WACC data, and then some comparisons of Tesla with others, like Rivian, Neo, GM, Ford, other car companies like Toyota. It's very, very comprehensive.
OK, finally, it can tell me OK, we should, what's its upside, what's the downside. If it's a bull case, how is it? If it's a bear market, it's terrifying. Downside 71%-81%. Right? So, overall, this stock, it told me this stock is definitely overbought now and the price is very high. And it will tell me the max enterprise based in position return, 271 shares. Right? It will tell us the approximate price, what price is acceptable. But Tesla is a good company after all, so it's normal for many people to buy it.
Of course, this thing cannot be used as pure reference. This thing is just for our reference. It finally puts all these sources here because it also did a lot of market research. Right? And of course, this thing is just for our reference. Wall Street things, honestly, are also for our analysis, for our reference, not that we see it and we have to buy at this price, right? It's just a reference. But this reference saves you a lot of time to do a very comprehensive analysis. Basically, the output is very useful for us as a reference.
So today, I'll teach you how to make this using Vibe coding. It's very simple. First, I have two files here. These two files, one is prompt.md and the other is skill.md. Honestly, the name of this skill is Wall Street Analyst. And it has a description here. And then there are one, two, three, four, five, six, seven, eight, nine, ten. It has a lot of these skills, meaning what you need to analyze, what to analyze, what to analyze. This thing was written by someone I found on Twitter. I just copied and pasted it. So, this thing is not written by me. I just felt that it was written very detailed inside and I felt it was good, so I directly used it.
After I downloaded this file, I put it into Claude and let it help me generate a prompt based on this file. It will write here OK, table of content, what content to write, what is the content, and then the first, second, third, a total of 12 different contents, each is different. OK. And then I'm giving these two files to you for free. If you're interested, you can download and play with them directly. And where can you find these two files? Now, you just need to go to my free group. My free group is called AI Agent Master Academy. And the link to this group is also placed below the video. OK. And here is the website. And after you enter, just find the YouTube resource area. And then you find today's video, for example, here. And then you click on it. And then you can find these two files next to it. OK, these two files are given to you for free.
And after you have these two files, you can directly throw them to our Claude code. OK. Here, I opened a new folder called Wall Street Analyst. And I'm using Claude code here. How to do these basic operations, I've explained in previous videos. This way, I won't waste your time here and will start directly with the main topic. OK. First, we need to import these two files. Import them and put them aside. OK. Now, I'll give it a prompt. OK. Now, I've given you two files, one is prompts.md and one is skill.md. Based on these two files, initialize a very complete Wall Street analyst, a very comprehensive assistant. You can add any files you think are useful inside, and make the whole system more perfect. My goal is to use the things written in these two files to help me build a complete Wall Street analyst system that can analyze any stock I want to invest in or am interested in. OK, that's basically it. And then you can let it execute.
OK, it has already helped us create it. Let's take a look. OK, Wall Street Analyst System Initialization Plan. OK, background. It has now read the two files we gave it, right? It includes 12 financial institution analysis framework templates, DCF three-statement templates, M&A analysis, LBO comparable company analysis, precedent transaction analysis, IPO pricing, credit analysis, distribution valuation, sensitive information, etc. Right? And then Claude code, this is a custom file trigger. It describes the trigger conditions and workflow. OK. And then, build a complete Wall Street analyst system that can analyze any stock the user is interested in, and output everything in Chinese. Right? This means that the things it gives us are in Chinese, or English. It's all up to you. You can see what language you want to see. And the directory structure, roughly like this. And it needs to create 7 files. Claude.md. This is what everyone knows. Claude.md basically is the brain of our entire workflow. Every time, it needs to know what role it is playing. Right? Its system role is a senior Wall Street analyst, outputting entirely in Chinese. Right? And the workflow is what it is. And the output quality is what it is. Right? And it also needs a risk disclosure template because Wall Street institutions always have risk disclosure templates when they issue any reports. Right? So, what it does is exactly the same as what Wall Street institutions' analysts produce.
Right? And then, the skill file is these things. Right? And then the reference template, what is the framework template? And then a dictionary of financial terms. And then a Chinese-English term comparison. And then, valuation category, financial statement category, M&A category, credit category, and then analyze by category for easy lookup. And then, industry analysis guide. And then, it lists various industries according to GICS industry classification. Key valuation indicators. And then industry-specific analysis points. And then gross margin. And then what are the main risks? And data sources. Because these things require a lot of online research. Data sources are SEC filings, including free data websites like Yahoo Finance. Actually, if you have purchased data, OK, because many data can be purchased. You can directly call your tool's API or something here. You can tell it. For example, I have a website with data. Then you analyze according to this data. It's also possible. And then industry report sources, Chinese and Hong Kong stock related data sources, etc. And then valuation methods, countermeasures. And then it's by company category, mature enterprises, high growth, and by analysis purpose, investment decision, M&A, IPO, etc. Analyze the pros and cons and applicable conditions of each. Recommended method combination. OK. And finally, there is the execution order and verification method. If you think all of this is good, then just click yes and auto accept. Right? If there's anything you want it to change, go to the very bottom here. You can tell it, I want you to change this and that now. And it will help you change it. OK. For example, now let's decide. The first one is fine. Let's let it approve and start implementing it. OK.
OK, it has now told us that it has completed everything. Let's take a look at what it has done. First, we go to our skill. It added a Wall Street Analyst.md file. And we can see what it added here. First, here, it is to perform professional financial analysis, using Wall Street analysis frameworks. When customers inquire about stock valuation, company analysis, M&A analysis, etc., it can give us, including 12 different institutional analysis frameworks used by institutions like Goldman Sachs, Morgan Stanley, JPMorgan Chase, Blackstone, etc. Very impressive. We feel like we are one of them. We are like Goldman Sachs. OK, the emotional value is given to us. The Wall Street analyst tells us what it does. And all written content must be in Chinese. Right? And important statement. Each analysis must include the following statement. These statements are for educational and reference purposes only. Right? It's actually correct, because we are really just using it for reference every time. And what is the workflow? And what is the framework? And what is the output quality standard? OK. And then, it has written the entire big framework here for us. OK.
And then let's look at what's written in Claude.md. What's written in Claude.md is the system role, what kind of role we are. And then the core engineering. And then the first step it needs to do is knowledge analysis type, right? How to analyze. Second step, read analysis data template. Third, collect data. Fourth, execute analysis. Fifth, present results. Sixth, risk warning. And then there is a risk warning. The risk warning includes the analyst's framework. What are these things? It has executed all according to our requirements. 12 points. Right? All these 12 points will be listed for us. OK. And then, the output quality standard. It writes here, don't just give conclusions, let users see the derivation process. And multi-scenario analysis. Bull market, baseline, bear market. Each must be written clearly. Right? And comparison with peers. Absolute numbers are meaningless. It must be compared with peer companies in the same industry. Right? And finally, make standard valuation, the three biggest assumptions. And then references. Right? The supported markets are US stocks, Hong Kong stocks, A-shares, and other major international markets.
Here, it's just the core of its entire Claude.md. And what else has it done? Here, it has written an MD for each different task. For example, what is the guide to choosing valuation methods? Here it will tell him how to find the valuation of these companies. You don't just search on Google. You need to do comprehensive data collection and data reading, and template comparison. High-growth enterprises, pre-IPO companies that are not yet profitable, mature profitable enterprises, diversified groups. Very, very detailed. I suggest that after it makes something, you can always check here to see what it has done and whether it meets your requirements. If it doesn't meet your requirements, you can ask it to make changes. OK. But you can see that what it can do by default the first time is already terrifyingly powerful and very comprehensive.
And then, here is the guide to data sources. That is, how do you find these numerical values? Where do you get these data from? You don't find some fabricated ones online. You need to find some certified, reliable data. It will find it from here. OK. It will write where it finds it, how it finds it, and how it presents it to you. OK. And then, the industry analysis guide. Here, it's like software and SaaS, what is it? Semiconductors, what is it? Internet and platforms. And then healthcare. It has classified all these major categories for you. Once you ask it about a stock in one of these major categories, it will directly look for it in that category. OK. Finance. And then, non-consumer goods. And then, including energy, new energy, industry, real estate, telecommunications, entertainment. It has listed all of them for us. We don't need to think about it ourselves. OK. It's really amazing. And then, finally, the financial term dictionary. Because there are a lot of financial terms here. So, it has also provided these things with Chinese-English comparison. OK. And then, you can see it in English or Chinese. Right? And then, here, it has done it for me.
Now, it's very simple. You see, I just found some information online and asked it to write it into a complete system. It's basically done with just one sentence. I estimate that if you do it, it will take about 20 minutes at most. Basically, you can get this done. And here, now, if you want, you can ask it. Ask it if it's suitable for me to invest in this and that stock. It says here, you can now use this project to start Claude Code. Say, analyze Apple's stock or is Tencent worth investing in, etc. OK. Let's have it analyze Apple's stock now. OK. Please analyze Apple's stock for me. I want to buy some recently. Do you think it's suitable for me to invest? Give me a comprehensive analysis.
OK, you can let it run now. OK, it's analyzing. Now it has finished analyzing for us. It gives us a comprehensive investment report. OK. Here is the analysis date, current stock price. OK. And then the market capitalization. The first one is the company overview. Company overview, it introduces the 2025 revenue structure. iPhone how much, services how much, wearables and home Mac how much, total how much. Very comprehensive. OK. And then key data. Revenue, gross profit, EBITDA, net profit, free cash flow, capital expenditure, total debt, etc. And then here is a very precise ratio. And then its valuation model. What is it? And the WACC calculation. Next, the free cash flow forecast. And then here, what is the growth rate? A lot of data. It can be said to be comprehensive data. And then sensitivity discount, sensitivity analysis, per share valuation. And then comparable company analysis. For example, Microsoft, Google, META, Samsung, these are its competitors. Right? And then what are the key findings of Apple compared to its peers. And then here, there are comparison dimensions. Apple's position. And then what is the evaluation. It will all be written here.
And then it will give us a conclusion. Conclusion: Apple has the lowest growth rate among its peers and has obtained the highest valuation multiple. This means that the market has already given Apple a huge brand premium and ecosystem value. This also means the valuation is a bit expensive. OK. Part four, Investment Committee Memorandum. And what is the executive summary? And what is the investment thesis? Reasons for multiple views. And then investment risks. These things, it means you basically have to read them carefully. Read carefully what these things are. And then, finally, it gives us the valuation for three scenarios. If it's a bull market, what is its upper limit? Right? If it's standard, then how much more? If it enters a bear market, it will still have how much more. OK. And you can see that the range for the current stock price is also very interesting. In a bull market, it can reach 8% to 23%. Right? And if it's a baseline, it's around -23% to 4%. And if it enters a bear market, it's -42% to -31%. Quite high.
And then, part five, valuation method. Total, it's a diagram. And then, the three key assumptions that affect valuation. It gives us three assumptions. Service revenue growth. And then the strength of the iPhone cycle replacement. And then the WACC discount rate. It gives us three assumptions here. And part five, investment advice. Right? After analyzing all this, it will finally give us advice. What is the investment advice? OK. Cautiously buy. Wait for a pullback. OK. And then it tells us the dimension rating explanation and gives us advice. Apple is an excellent company, but the current price is not cheap. If you are a long-term investor, 3-5 years or more, you can consider building positions in batches. Do not buy all at once. If the price is in the range of 230-240, you can increase your position. You will have more margin of safety. Right? And if you want to profit in the short term, the current price of 260, the risk and return are not ideal, the downside is relatively large. Recommended position, investment not exceeding 5% to 8%. So it will also give us recommended positions. Because many people generally don't know how to do the position ratio.
And if you ask it about multiple stocks, for example, if you ask it about 10 stocks, it will make a very complete analysis for each stock. OK. And then, finally, here are the key monitoring indicators. Monitoring indicators are here. Bullish signals and bearish signals are also told to us here. Finally, a summary sentence. Apple is like a luxury house in a good location. The quality is unquestionable, but the price has fully reflected its excellence. It is recommended to wait patiently, buy at a better price, and build positions in small batches. It's very right. There's nothing. I think the analysis is very thorough. So, I think basically, with this, you can look at any stock you like or want to buy. After looking at this, you will understand better. OK, how should I configure my current position? What is its suitable buying point? It gives us more information for reference. And it's not just made up randomly. It has so much reasoning. You can see step-by-step reasoning. How did it come out? Right?
And if you want to turn this whole thing into, for example, a PDF format, or any other format, you just need to tell it here. OK, from now on, turn all the files into a PDF format for me. It will. You can directly tell it here. OK, from now on, turn all these reports into a PDF file and show them to me. OK, let it execute first. OK. And then it will help us make it into a PDF format. OK.
OK, as you can see, it has already done it for us. And then, it actually updated some things in our Claude.md. Because this is, we asked it to always generate it in PDF format from now on. So, it will update some things in Claude.md. So, it updated our main brain. And then it also told us what the PDF generator is. And then, it has already generated it for us. And after it's generated, as you can see, it created a report folder. Inside this folder, there will be the analysis of Apple. And when we click on it, we can actually see the analysis report of Apple. OK.
Below, you can see, this is the first part, company overview. What is it? It's actually all the previous content turned into a PDF format for us to see more clearly. OK. This thing is optional. If you don't like the PDF format, you can give it a PDF template and say, OK, help me do it according to this template. It's the same. You can see the fourth step, the fifth step. It has done these things. And then, the whole thing is, finally, there is the data source. So, this, it has all helped us to make it into PDF.
And actually, you can see that this thing is very simple. The conversation with it is actually not many sentences. Basically, it can produce such a complete and comprehensive analysis. Before, you might need a lot of time to do this kind of thing. So many files, you need to do a lot of things. But now, you just need to say a few words to it. Basically, you can produce such a complete analysis. And this is just a part. Vibe coding has many functions. The Vibe coding tool for Wall Street analyst today is just a very small part of what Vibe coding can do. Later, I will also do more tutorials on how to use Vibe coding and more teaching.
I want to know which aspect of Vibe coding tools you want to see. Leave a message below and tell me. I want to know your thoughts. And if you want to systematically learn Vibe coding and how to build automated workflows with AI, I have a VIP group here. The VIP group is also in the description below. If you are interested, you can learn more. It has over 40 hours of courses. And we have two live broadcasts every week. And now, the number of people has increased rapidly. And there are only more than 30 people left. And this group will increase in price. Because the more people in this group, the better the quality. I also need to increase the price. So, if you are interested, be sure to lock in the current price and join our VIP group. We can learn together, discuss together, and start a business with AI. OK.
I hope today's content can help you. And if you like it, please give it a thumbs up below. Smash that like button. And for those who haven't subscribed to my channel yet, be sure to subscribe to my channel and turn on the little bell so you don't miss any new videos or live broadcast times. That's all for today's show. See you next time. Bye bye.