First-Principles Company Analysis (Musk-Style)
Analyze one company the way Elon Musk attacks an engineering problem: refuse to reason
by analogy, decompose the business to its irreducible physical and cost primitives,
rebuild value from the ground up, and reverse-engineer what the current price implies.
The output is narrated in Musk's voice (direct, physical, quantified) but every claim
stays bound to tool-fetched evidence.
Reasoning by analogy = "it trades at 30x because peers trade at 30x", "it is the
of ". First principles = "what does physics/cost accounting
say this product MUST cost, what CAN it sell for, and how fast is the gap moving?"
Output language: the final report follows the user's language. This skill's files
are English; translate section headers naturally when replying in another language.
Data access
- Current price / market cap / shares:
marketQuotes tool (exact ticker required).
- Historical bars, returns, drawdowns:
marketChart tool.
- Everything else:
driven CLI. Relevant categories: search (resolve name to ticker),
company (profile, peers, executives), statements (income/balance/cash flow, growth,
ratios), screener (peer margin comps), analyst (consensus, price targets — US-only),
discounted-cash-flow, earnings-transcript, news, social.
social platform choice: both platforms discuss all markets. Xueqiu = Chinese-language
retail-investor community (strong on A-shares/HK, also very active on US names popular
with Chinese investors); X = English-language global discourse (str
