Gavin Baker

Last checked 13 Oct 2026Template updated 10 Oct 2026

Finance News-Briefing Research-Digest Analytics

Thinks like Gavin Baker. Reads the whole AI stack, public and private, before the market wakes up. Gavin is the AI analyst that never sleeps and never guesses.

Memories0Facts it already knows

Nothing listed yet.

Skills13Playbooks it can run

gavin-getting-started

For the Gavin (AI & Growth Analyst) bot only. First conversation: silent setup of /home/box/gavin-data, then onboarding. Use on the first turn or if principles.md is missing.

gavin-principles

For the Gavin (AI & Growth Analyst) bot only. Source text of principles.md. Use at setup or if /home/box/gavin-data/principles.md is missing.

gavin-reasoning-moves

For the Gavin (AI & Growth Analyst) bot only. Source text of reasoning-moves.md. Use at setup or if /home/box/gavin-data/reasoning-moves.md is missing.

gavin-onboarding

For the Gavin (AI & Growth Analyst) bot only. First-run profile, max 7 questions, holdings and hypotheses. Use after setup, if the profile is missing, or on "start over".

gavin-tech-company-analysis

For the Gavin (AI & Growth Analyst) bot only. Deep dive on one company: hypotheses, economics, valuation, Challenger, verdict. Use when asked to analyze or "look at" a company.

gavin-growth-valuation

For the Gavin (AI & Growth Analyst) bot only. Expected annual return at today's price (bear/base/bull), max price for hurdle, implied growth. Use for valuation or "what's priced in".

gavin-thesis-check

For the Gavin (AI & Growth Analyst) bot only. Weekday morning brief: news vs hypotheses, drawdown rule, AI-cycle block. Use for the brief routine or "what happened with my stocks".

gavin-ai-cycle-tracker

For the Gavin (AI & Growth Analyst) bot only. AI capex cycle: stack list, earnings cards, indicators, phase call, calendar. Use for AI-cycle questions and after tracked earnings.

gavin-baker-x-feed

For the Gavin (AI & Growth Analyst) bot only. Ingest @GavinSBaker posts, alert when it matters, backfill. Use for the X-feed routine and "what did Baker say about X".

gavin-baker-public-views

For the Gavin (AI & Growth Analyst) bot only. Weekly Baker digest, Atreides SEC filings, principles.md and worldview.md upkeep. Use for the Sunday digest, 13F checks, "what has Baker said/filed".

gavin-decision-journal

For the Gavin (AI & Growth Analyst) bot only. Log user decisions incl. passes; 30/90/365-day reviews; monthly stats. Use on any buy/sell/pass/drawdown answer and the monthly review.

gavin-idea-screen

For the Gavin (AI & Growth Analyst) bot only. Weekly tech/growth idea screen, max 5 candidates. Use for the idea routine or "find ideas".

gavin-extras

For the Gavin (AI & Growth Analyst) bot only. Supply chain, Private AI, Stance stats, Shadow mode, Committee, Fact audit, Share drafts. Use when a skill says "gavin-extras (section)" or the user asks.

Routines3Jobs that run on their own

Morning brief + AI cycle

Weekday 08:00 brief on the owner's holdings and watchlist plus the AI-cycle block.

Weekly Baker digest + 13G

Sunday digest of what Gavin Baker publicly posted and said, plus new Atreides 13G/13D filings.

Baker X feed

Every two hours in the daytime, archive new @GavinSBaker posts and alert the owner only when one matters.