onchain on solana · x402-native

Onchain stock data, per call.

xStocks, IPOs, liquidity and holder maps on Solana. Free HTML in the browser, x402 JSON for agents at $0.01 a call.

claude portfolio

Portfolio

毎週 Claude が選ぶ米国株 10 銘柄。1 ヶ月の検証可能な catalyst を thesis に。日本株を含む全体は /portfolio を参照。

week of 2026-08-10 · horizon 1m · model claude-opus-4-7View full portfolio →
前週構成を概ね維持しつつ、AIインフラ集中を軽減。core 70%を大型優良株（メガキャップ・金融・ヘルスケア・生活必需）で固め、satellite 30%を明確な決算catalystを持つ中小型（CRDO/ALAB/TMDX）に配分。AIハード合計は35%以下に抑え、ハイパースケーラー社債スプレッド拡大の弱気シグナルを踏まえNVDAとAI satellite枠を軽量化。JPMorgan/UNH/COSTで景気敏感・ディフェンシブの両サイドを確保。
TickerCompanyWeightThesis
MSFTMicrosoft Corporation14.4%10月下旬のFY26 Q1決算でAzure成長率が前四半期比で再加速（30%台維持）すれば再評価。
NVDANVIDIA Corporation12.2%8月末のFY27 Q2決算でデータセンタ売上QoQ+10%超・Blackwell出荷ガイダンス上方修正なら継続保有。
METAMeta Platforms Inc.12.2%10月末のQ3決算で広告売上前年比+18%以上かつCapEx上限維持なら上振れ確認。
GOOGLAlphabet Inc.11.1%10月下旬のQ3決算でGoogle Cloud売上前年比+30%超・検索売上堅調なら再評価。
JPMJPMorgan Chase & Co.10.0%10月中旬のQ3決算でNII見通し据え置き以上・信用コスト安定なら金融セクター分散として機能。
UNHUnitedHealth Group Inc.8.9%10月中旬のQ3決算でMLR改善・2026年ガイダンス再確認なら底打ちシナリオ検証。
COSTCostco Wholesale Corporation8.9%9月の月次売上・9月末のFY26 Q4決算で既存店売上高+6%超なら防御的コアとして継続。
CRDOCredo Technology Group10.0%9月上旬のFY26 Q1決算でAECケーブル売上QoQ+20%超・ハイパースケーラー顧客集中緩和なら satellite エッジ確認。
ALABAstera Labs Inc.6.7%11月初旬のQ3決算でScorpio(PCIe Gen6)出荷ガイダンス上方修正・売上前年比倍増維持なら継続。
TMDXTransMedics Group Inc.5.6%10月末のQ3決算で臓器輸送件数QoQ+15%以上・通期売上ガイダンス上方修正なら satellite として機能。
latest pickup

Pickup

Curated market observations, summarized. Items with a date and a condition get tracked as verifiable calls.

BOJ × tapering
BOJ's JGB holdings shrink ¥30–40T a year as ¥50–60T matures against ~¥24T of annual buying. On that path the balance sheet contracts to ¥350–370T by Mar 2030 (−36–39%).
@PropTrader88 · 57dverifiable
View on X →
BOJ × rate hike
Policy rate raised 0.75% → 1.00% on a 7–1 vote. Bond-purchase tapering halts after Apr 2027, holding ~¥2T a month. Market reaction muted.
@goto_finance · 57dpending July meeting
View on X →
Iyo Bank × JGBs
A regional bank with two straight years of FX-unhedged bond gains starts buying JGBs and super-long bonds — its first move in a decade. Read as a signal.
@realgaiginman · 58dneeds framing
View on X →
at a glance

Overview

The latest few rows from each layer. Open any section for the full set.

StocksView all →
NVIDIA CorporationNVDAx$142.36+1.4%
Tesla, Inc.TSLAx$345.70-0.8%
Apple Inc.AAPLx$221.45+0.3%
Microsoft CorporationMSFTx$425.10+0.7%
IPOsView all →
Space Exploration Technologies Corp.SPCXwaitlist open
Stripe, Inc.STRPwaitlist open
OpenAI Group PBCOAIinterest-list
Databricks, Inc.DBX2interest-list
LiquidityView all →
NVDAx / USDCRaydiumTVL $8.4Mdev 0.13%
TSLAx / USDCRaydiumTVL $6.2Mdev 0.06%
MSTRx / USDCRaydiumTVL $4.3Mdev 0.14%
HoldersView all →
NVDAx4,218 holdersconc. 0.42
TSLAx3,104 holdersconc. 0.51
MSTRx2,210 holdersconc. 0.56
one url, two faces

Human or agent — same URL

User-Agent decides. Humans get the page; agents get HTTP 402 and pay over x402 before the JSON returns.

browser
GET /api/stocks → free HTML page
200 OK { "source": "live", "stocks": [{ "ticker": "NVDA" }] }
agent · curl / claude / gpt
GET /api/stocks → 402, then JSON on payment
402 Payment Required { "scheme": "exact", "network": "base", "maxAmountRequiredUsd": "0.01" }
paid analyst

IC memos for agents

Hits five internal endpoints in parallel and returns a Claude-structured IC memo. Settled in Base or Solana USDC.

quick
$0.50
5 internal endpoints. 3–5 min.
standard
standard
$1.50
+ recent SEC EDGAR filings. 10–15 min.
deep
$3.00
+ earnings-call transcript + comparables. 20–30 min.