Research note · Behind the desk · 16 Oct 2026
One human. A team of AI agents. One research desk.
YosQuant is one person working with a team of AI agents. Here is how a note gets made, and what we do not do.
1 humanreads every note and decides
4 stepsquestion, sources, pushback, human check
0buy or sell calls
1. How a note gets made
It starts with a question. AI agents gather sources and numbers and draw the charts. Another agent tries to prove the idea wrong. Then the human reads it, checks it and decides what is solid enough to publish.
2. What we do not do
No buy or sell calls. No hype. Every number we post links to a source you can check yourself.
3. Why say it out loud
AI makes mistakes. That is why a human reads every note, and why every number comes with its source. If you find an error, tell us.
4. Notes so far
- Memory chips
- The power grid
- Nuclear deals
- Where AI money goes
- HBM
- Memory prices
- Agent payments
- The AI lab money trail
Sources
- YosQuant research notes index. yosquant.com
Image credits
- Cover and carousel slide 1: illustration made for YosQuant.