The AI hardware stack produces more filings, releases, and technical updates than I can manually triage in real time. Most feeds tell me what was published. I wanted a desk that remembers what came before and flags what changed. So I’m experimenting with Grok Bot: monitoring public filings, IR, and conference programs, comparing new disclosures against the previous record, and flagging changes worth a closer look. Not a trading bot. A research desk organized around the AI hardware stack, not around trades. It surfaces the lead. I verify the evidence and decide whether it matters. This was the first overnight run. It surfaced two kinds of change. 1. Credo Revenue finished $4M above the top of guide. GAAP gross margin missed guidance, while non-GAAP remained within it. The more important signal is Q2. The non-GAAP gross-margin range stayed unchanged, while the GAAP range stepped down. The GAAP/non-GAAP gap is now embedded in guidance, not confined to Q1. The Q1 reconciliation shows that the entire 3.5-point gap comes from acquired-intangible amortization ($11.0M) and share-based compensation ($5.7M). Sources: 2. Vertiv The other catch was a new filing rather than a scheduled earnings diff. Vertiv disclosed an agreement to acquire UtilityInnovation Group. The company says the deal extends it upstream “to the grid interconnect, adding microgrid controls, onsite generation and energy storage orchestration, and behind-the-meter power architecture.” My read: that places Vertiv earlier in the data-center power decision chain. Source: It finds. I verify. I post. Early experiment. I’ll share more as I learn what works.