I hold NVDA because hyperscaler capex keeps rising
CRITICAL · export controls4m ago
New export rule cuts data-centre GPU shipments at two of your names
−$12,480 at risk· 3.1% of book · 2 holdings
NVDA$8.2kINTC$4.3k
FILINGREGULATORYsev 74 · 82% conf
Breaks your NVDA reason — “hyperscaler capex keeps rising”
Mark reviewedReview →
ELEVATED · input costs2h ago
Supplier lead times slip past the 12-week band you set
−$1,940 at risk· 0.5% of book · 1 holding
AAPL$1.9k
NEWSFUNDAMENTALSsev 61 · 70% conf
Tests your AAPL reason — “margin holds through the cycle”
Mark reviewedReview →
6 threats · 2 critical
to review

The reasons you bought, watched around the clock.

Write why you hold each position. Telumin turns it into break-conditions, watches them against filings, prices and news, and tells you in dollars when one starts breaking.

Features

Reasons become rules

One honest line per position. Telumin structures it into break-conditions — the things that would prove you wrong — and watches them.

Threats priced on your book

Every signal matched to what you own. Dollar exposure on your actual position, with the filing or price event attached.

Three steps, then it runs without you

From a list of tickers to a watched portfolio. No broker access, no credentials, nothing to install.

01. Write

Add what you own, and why. Tickers, quantity, cost — then one line per position on why you hold it.

02. Watch

The engine reads, debates, and stays quiet. Filings, prices and news checked against your rules — only material findings ship.

03. Decide

It proposes, you decide. Threats arrive priced in dollars with a decision window. Telumin never places an order.

What Telumin Plus adds

The free workbook tracks. Plus watches — $39 a month, cancel any time.

See pricing

Signals matched to your holdings and priced in dollars — one threat can hit several names, and the total is added up.

Connect Telumin once to claude.ai or Claude Code. Then ask for your threats and work the queue in the context window you already use — there is no second app to open.

What happened to your names while you slept, filtered by the engine and delivered each morning at your time.

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  • No broker credentials
  • EU data residency
  • Export & delete in one click
  • 0 autonomous actions, ever

The same engine watches Telumin’s own production — it fired on our TLS certificate three days before it expired.

T0

Customer zero

Telumin’s own infrastructure

Inside the engine

You declare what matters; the engine does the reading. Six sources land continuously, your rules decide what gets investigated, and only what survives the debate reaches you.

Source to decision

Every cycle runs the same loop: read the world, check it against your rules, argue about what matters, and ship only what survives — with receipts.

  • Silence is a first-class output
  • Evidence frozen at collection
  • Every claim states what would refute it
How the engine works

Six sources

Filings, prices, news, fundamentals, social and ops events.

Typed triggers

Your break-conditions decide what gets investigated.

Three-role debate

Advocate argues, Skeptic attacks, Adjudicator rules.

Evidence attached

Source, timestamp and excerpt on every claim.

Start with the free workbook

Type your holdings, write why you own them, and see what a watched portfolio feels like. No account, nothing leaves your browser.

Open the free workbook