nvidia-developer-firehoselisted

Real-time AI-ECOSYSTEM firehose (v3 multi-source, May 2026). Polls 12 Atom/RSS feeds every 30 min: NVIDIA (developer-blog + main-blog + newsroom), hyperscalers (Azure, AWS, AWS-ML, Meta-Engineering), AI labs (OpenAI, DeepMind, Hugging Face), and neoclouds (CoreWeave, Together AI). For each new post, uses HEURISTIC EXTRACTION + yfinance.Search to auto-resolve every mentioned company → US ticker (no hand-maintained name→ticker dict), with a persistent ticker cache that learns over time. Surfaces names via Telegram tagged by source, separated into 🎯 portfolio-tracked tickers vs 🔍 newly discovered tickers. Why it matters: hyperscalers + NVIDIA + AI labs publicly name 800V HVDC, CPO, optical, power, and custom-silicon partners — the forward-looking design ecosystem that re-rates weeks later when sell-side picks it up. (AMD has no public RSS — covered separately by SEC 8-K strategic-partner-firehose.) Triggers in English ("nvidia developer firehose", "ai ecosystem firehose", "ai partner monitor", "hyperscaler blo
ssurmic/claude-investment-skills · ★ 2 · AI & Automation · score 65

Install: claude install-skill ssurmic/claude-investment-skills

# NVIDIA Developer Firehose ## Why this exists NVIDIA's Technical Blog (`developer.nvidia.com/blog`) is where NVDA publicly names the partners it's designing the next generation around — 800V HVDC chip suppliers, CPO optical module makers, custom XPU/ASIC partners, networking/server OEMs, hyperscaler/neocloud customers. When a partner gets named here, it's typically **weeks before** the Substack / sell-side picks up on it. Forward-looking edge. This firehose: 1. Polls the Atom feed every 30 min. 2. For each new post, runs **smart heuristic extraction** + **yfinance.Search** to auto-resolve every capitalized noun phrase → US-listed ticker. 3. **Persistent cache** (`nvdev_ticker_cache.json`) learns over time so newly-named partners get added automatically; never needs hand edits. 4. Sends a Telegram alert separating 🎯 **portfolio-tracked** mentions (high signal) from 🔍 **newly discovered** tickers (medium signal). ## Architecture ``` ATOM FEED CANDIDATE EXTRACT RESOLVE ───────── ───────────────── ─────── developer.nvidia.com → capitalized 1-4 word → cache HIT → done /blog/feed/ phrases, minus cache MISS → yf.Search() STOPWORDS + ALIAS name-overlap expansion US exchange? → cache + emit