Bargo Analyst · your AI market analyst

AI infrastructure for public market research

Bargo Analyst reads live earnings calls, podcasts, filings, insider trades, hiring data and the AI economy, turns that unstructured speech and video into structured data, then writes the analysis and charts what it finds. Every number is backed by the Bargo Verification Layer. Ask it anything about the market.

Accurate · Reliable · Source‑backed

Open Bargo Analyst → For developers · MCP, APIs
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curl https://www.bargo.ai/mcp · Bearer <your-key>
AI capital cycleexpansion NVDA▲ analyst-bull GPU spot▼ 4.2% Options5 unusual flags 13Fmost-held NVDA · MSFT · AVGO Insider▲ open-market buys Datacenterforward H100e pipeline Token demand▲ Algode-risking · watch Korea exports▲ YoY AI capital cycleexpansion NVDA▲ analyst-bull GPU spot▼ 4.2% Options5 unusual flags 13Fmost-held NVDA · MSFT · AVGO Insider▲ open-market buys Datacenterforward H100e pipeline Token demand▲ Algode-risking · watch Korea exports▲ YoY
54.2/ 100
BALANCED
loosertighter
New · Compute Tightness Index

The input side of the AI trade, measured daily

A live 0–100 gauge of how tight the AI GPU rental market is: H100, H200 and B200 spot-vs-on-demand pricing and availability, refreshed every day. ▲ +7.7 over 30 days, capacity tightening.

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66.7Ttok/wk · $1.35/1M
OPEN-SOURCE 64%
frontieropen-source share
New · Token Demand Index

The output side: tokens consumed, and what they really cost

How fast AI inference demand is growing and the market's effective price per token, by provider group: the Jevons read. ▲ +56% token demand over 30 days.

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The verification problem

Markets learned to sound right long before AI did.

A fluent answer about a stock is not a correct one. Bargo exists for the difference: every number is checked at the data, at the method, and at the math, before you ever see it.

Bargo Verification Layer · Accurate · Reliable · Source‑backed

EARNINGS_CALL · MU · FIRST-PARTY CAPTURE
QUOTE_2341 · MATCHED 96% · CONF 0.94
CFO · 23:41 · "deliberately conservative on HBM pricing" · ✓ VERIFIED
Measured, not trusted

Every figure is measured against its source document.

The way an architect measures a ruin: dimension by dimension, against the original. A figure that cannot be found in the filing, digit for digit, is treated as invented and discarded.

FORM 8-K · EXHIBIT 99.1
Q4 revenue guidance of $8.7B at the midpoint
founddigit-for-digit · verbatim
RAW EXTRACTIONS · EVERY NUMBER THE AI READS
872940721358041394 0 61401028264 0929139 9298 91 6919362
27805 15725109015980077487663920 2389049740153005 23 208
 3115074182 87388983009266276 0057886839553366305 830832
 017307306942562794981 973488 10 29 8884966  337 1182452
GATE 1 · PROVE EVERY DIGIT✗ not found in the filing
 184  43 04 8  377 1   42 8 559 095519  485    6 2400 85
  2 3 75895     06228 420719  24 45 328  3  3 28  0 2479
0102 6716  777    6   11 51273 1  3 5   3 5781859 337 5 
GATE 2 · ONE FIXED METHOD✗ evidence out of order
  9  50 990   6  66  3  2 5                 9     16 3  
       6 2  32     0  70   8 0   674 34   43 1  9   38 0
GATE 3 · NO MATH FROM MEMORY✗ recalled, not computed
WHAT SHIPS $8.7B · from the filing 3.3% · calculated 23:41 · hear the CFO say it
NEARLY A THIRD OF WHAT THE AI EXTRACTS NEVER MAKES IT THROUGH

What lands on your screen

Every line carries its receipt

Quoted numbers carry their source. Calculated numbers come from the calculator. Quotes link to the company's own recording at the exact second. The answer survives the only question that matters: "how do you know?"

0
numbers from memory
0
retyped by the AI
0
guesses served
100%
quotes linked to source
Read the full Verification Layer →
Bargo answer · illustrative
The guidance is softer than the headline suggests, and the call confirms it.
Q4 revenue guidance $8.7B at the midpoint, versus street consensus $9.0BFrom the filing
That is 3.3% below consensus, the first guide-down in six quartersCalculated
CFO: "we are being deliberately conservative on HBM pricing into the second half"Hear it at 23:41
Two insider sales filed in the past 30 days, none in the prior six monthsFrom filings
We would rather show you the data than describe it.
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