GOOGL · Material changeThesis weakened
Google reshuffles AI leadership as talent risk builds
The composite score fell 5.0 points, led by changes in risk, momentum, and market sentiment.
Material change · Sent immediately
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Research it once.
Know when the story changes.
Start with a clear thesis, valuation range, and risk map. Mad Dog Alpha keeps reviewing earnings, news, and price moves, then tells you what changed and why it matters.
No sign-up needed · NVIDIA (NVDA) sample; the library also covers HK and A-share listings
Material change alertsA daily market briefEarnings prep reminders
SIGNALS / SNAPSHOT
GOOGL 52.7 -5.0 thesis weakenedNVDA 57.0 watchPLTR 70.0 +13.0 thesis strengthenedAAPL 48.0 earnings in 2 daysTSM 65.0 +1.0 bullishGOOGL 52.7 -5.0 thesis weakenedNVDA 57.0 watchPLTR 70.0 +13.0 thesis strengthenedAAPL 48.0 earnings in 2 daysTSM 65.0 +1.0 bullish
THREE ALERTS. THREE JOBS.
The right update at the right time
Material changes arrive immediately. Routine updates are collected once a day. Earnings prep lands before the call.
Material change alertGOOGL -5.0 · Talent risk is rising
Daily market briefEvery day at 8:30 · 8 updates worth reading
Earnings prepAAPL reports in 2 days · 3 metrics to watch
OPEN THE RESEARCH
The call, at a glance
See the thesis, valuation range, key risks, and what would change the view. Start with the call, then dig into the evidence.
STAY INFORMED WITHOUT STAYING GLUED
It reaches out when something matters
Get an immediate alert for a material thesis change, a clean daily brief for everything else, and focused prep before earnings.
Your daily brief8 updates
Two theses strengthened. One moved onto the risk watchlist.
Only the changes worth your attention, tied back to the original thesis and the reason for the update.
Daily at 8:30 · Email and in-app
AAPL · EarningsComing up
Watch Services revenue and demand in China
Review the current thesis, consensus expectations, key metrics, and the results that could change the view.
Before the event · Automatic reminder
COVERAGE THAT KEEPS GOING
Did the new information change the thesis?
Every material event is checked against the original thesis. See the score change, the dimensions affected, and the evidence behind a stronger, unchanged, or weaker view.
↓Senior departures raise the talent risk
↑Cloud growth strengthens the growth thesis
READ-ONLY PORTFOLIO SYNC
See the concentration your holdings list misses
Surface position concentration, hidden correlation, sector tilts, and upcoming catalysts across the portfolio.
Portfolio reviewRecalculated as holdings change
- Concentration and effective positionsDetected
- Correlation and sector tiltsCalculated
- Earnings and near-term catalystsTracked
OPEN RECORD. CHECK IT YOURSELF.
Every rebalance stays on the record
Each position change is timestamped and tied to the thesis behind it, so you can follow the reasoning line by line.
Snapshot · As of Aug 6, 2026 · Synced daily in production
TimestampedRebalance log
Tied to the thesisDecision rationale
Publicly visiblePosition detail
Synced dailyUpdate cadence
Public model results are provided for research and educational purposes only. They are not investment advice. Past performance does not guarantee future results.
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See whether today's news changed the story
Start from a complete view — the call, the range, the risks, and what would change it. Mad Dog Alpha keeps tracking the earnings, news, and price moves that follow.
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