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What does the evidence say?
Walnut interprets multiple data sources together rather than leaving each one isolated.
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Stock Research & Market Intelligence
Research fundamentals, technicals, insider activity, Congress trades, institutional holdings, government contracts, analyst consensus, macro positioning, and more—then see whether the evidence confirms or challenges your thesis.
See How It WorksFundamentalsTechnicalsCongressInsidersInstitutionsContractsAnalystsMacro
Research and informational tools only. Walnut does not provide personalized financial advice or make investment decisions for users.
Daily Insights
Big Manufacturers Find New Demand in Equipping AI Data Centers
wsj.com
AI's Laser Shortage: My Favorite Bottleneck To Buy
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The 1-Minute Market Report, August 15, 2026
seekingalpha.com
AI inflation is putting even more pressure on the Fed. Could higher interest rates be next?
marketwatch.com
What Walnut Actually Does
Walnut brings together fundamentals, technicals, insider activity, Congress trades, institutional holdings, government contracts, analyst consensus, macro positioning, and other market data - then helps you understand whether those sources reinforce or contradict the same investment thesis.
Evidence sources
Interpretation
The product surfaces alignment, conflict, and change across the sources rather than leaving each one isolated.
Research outputs
Confirmation Score
The Walnut Confirmation Score is a proprietary 0-100 measure of how strongly the available evidence supports a directional view at a specific point in time.
It is not a probability of future returns and not a prediction score. Its purpose is to summarize the strength and alignment of available evidence.
NVIDIA Corp
65
/ 100
Strong Bullish
The Walnut Research Workflow
Walnut is built around the research process investors repeat before, during, and after a thesis changes.
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Walnut interprets multiple data sources together rather than leaving each one isolated.
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See which parts of the research picture strengthened, weakened, or reversed.
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Understand whether new evidence reinforces or challenges the current directional view.
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Track the catalysts, risks, and developments most likely to matter.
Why Walnut
Most research platforms specialize in one part of the market or leave you to connect the dots yourself. Walnut evaluates multiple sources together so you can see where the evidence agrees, where it conflicts, and what changed.
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Raw data
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Interpretation
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Judgment
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Ongoing research
Follow the Activity
Ticker research is only one side of Walnut. Explore the trading, holdings, and contract activity behind members of Congress, corporate insiders, institutions, and government departments.
Outcomes
Walnut preserves confirmation judgments at the time they are made and tracks what happens afterward, creating a historical record of how different levels and types of confirmation performed.
Research Memory - Coming Soon
Capture why you're interested in a stock, the catalysts you expect, the risks you're watching, and what would invalidate your thesis. As the evidence changes, Walnut will help you return to the original reasoning behind the decision.
NVDA
Research Thesis
Thesis
AI infrastructure spending and continued accelerator demand support durable earnings growth.
Expected catalysts
Next earnings report; Blackwell demand; data center revenue growth.
Risks
Valuation compression; hyperscaler CapEx slowdown; competitive pressure.
Thesis invalidation
Material deterioration in AI infrastructure demand or sustained margin compression.
Time horizon
12-24 months
Status
Thesis intact
Walnut Strategies - Live Beta
Explore published Walnut strategies with transparent methodology, stored performance records, and the data behind each approach.
Live beta: strategy research built from Walnut data and historical outcomes, not generic AI-generated picks.
Congress Strategies
58.9%
CAGR
Insider Strategies
37.7%
CAGR
Hybrid Strategies
52.1%
CAGR
Feature Depth
Once the core research workflow is clear, Walnut gives investors access to the individual utilities and datasets that support it.
Ticker-level research workflow
Point-in-time evidence alignment
Filter by data and market context
Ticker-to-ticker research comparison
Historical strategy testing
Congress, insiders, institutions, and contracts
Market and macro context
Options context where available
Analyst view and coverage context
Published and generated research
Pricing
Free tier available. Explore core ticker research, Congress disclosures, insider activity, government contracts, and price/volume context before upgrading.
Free
Explore core ticker research, Congress disclosures, insider activity, government contracts, and price/volume context.
$24.95/mo/ $249.50/yr
Support stock research by evaluating fundamentals, price and volume, Congress activity, insider activity, catalysts, risks, and Walnut's proprietary confirmation score.
$39.95/mo/ $399.95/yr
See the data most retail investors miss, including institutional activity, options flow, and deeper positioning that can show whether buying interest is building or fading.
Start Research
Inflation Is Cooling. But is 2% Out of Reach?
youtube.com
More of the available evidence is reinforcing the same directional view.
The evidence is weaker, mixed, or conflicting.
Every score is accompanied by the underlying evidence so investors can see what is driving the judgment.
Form 4 activity
Insider tape
Open-market buys
Research executives and directors through their Form 4 transaction history and activity across companies.
Explore InsidersInstitutional activity
BlackRock, Inc.
5,685 holdings
See reported holdings, position changes, top positions, and which companies institutions are accumulating or reducing.
Explore InstitutionsContract awards
Department activity
Award recipients
Follow government contract activity by department and see which public companies are receiving awards.
Explore Government ContractsWhat changed
Example placeholder research update.
Historical accountability layer
Coming Soon
Live Beta — explore published strategies with transparent methodology and performance