CapWakeFollow an event to the companies it may touch
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Turn news into your next research move. In Claude.
Find the company connections behind a headline with CapWake. Then ask Claude to organize the cited findings, prioritize research questions and build a practical briefing.
Starting with semiconductors and AI infrastructure. More industries to follow.
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Watch a headline become an action plan
In this 75-second walkthrough, follow a semiconductor headline through CapWake company connections, cited findings and a practical action memo in Claude. Uses an illustrative TSMC scenario and saved research. Recorded October 23, 2026; edited conversation highlights. OpenAI Cedar provides the AI-generated narration, with captions included in the picture.
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CapWake + Claude: from headline to next steps AI-generated Cedar narration, warm style. Illustrative TSMC scenario. Edited chronological highlights of a genuine saved-analysis conversation recorded October 23, 2026. The initial question/CapWake lookup is followed by the final action memo from later in the conversation. Spoken narration: 0.25s — intro A semiconductor headline lands. Which companies deserve your attention? CapWake brings filing-backed company connections into Claude, so you can build a focused research plan and turn the findings into practical next steps. 14.95s — news We start with a possible TSMC production pause, and ask CapWake which companies to investigate. Claude opens our saved company research. 25.35s — findings Later in the conversation, the action memo highlights Marvell and AMD. Marvell names TSMC as its sole advanced-node foundry, including three nanometers. AMD describes its reliance for CPU and GPU wafers at seven nanometers and below. Those specific connections give the team a clear starting point. 46.85s — actions Here is the practical payoff: a cited action plan. Map Marvell’s three-nanometer products and their revenue contribution. Identify AMD’s relevant products and investigate supply options. Compare inventory coverage against the two-week scenario. CapWake supplies the documented connections. Claude helps organize the priorities and turn them into a briefing your team can use. Explore CapWake at capwake dot com. Selected on-screen conversation: Initial question: Suppose TSMC announces a two-week pause in advanced-node production. I follow AMD, NVIDIA, Broadcom and Marvell. Use my latest saved CapWake analysis of this scenario to recommend which companies to investigate first and why. Give three concise takeaways with filing links, under 120 words. Focus on the findings and practical research priorities. Visible tool activity: Claude loads CapWake MCP and lists recent saved analyses. Later in the conversation — final action memo: TSMC Pause Action Memo Why focus here Marvell names TSMC as its sole foundry for advanced-node wafers, including 3nm (10-Q, Aug 2026). AMD sources all CPU and GPU wafers at 7nm and below from TSMC (10-K, Feb 2026). These are the most direct TSMC dependencies documented in our coverage. Recommended actions 1. Map Marvell’s 3nm products and their share of revenue. 2. List AMD’s products at 7nm and below, and confirm whether any alternative capacity exists beyond GlobalFoundries’ 12nm and 14nm. 3. Compare each company’s inventory days against a two-week supply gap. Filing links in the final memo: Marvell: https://www.sec.gov/Archives/edgar/data/1835632/000183563226000025/mrvl-20260801.htm AMD: https://www.sec.gov/Archives/edgar/data/2488/000000248826000018/amd-20251227.htm Additional filing sources in the saved four-company analysis: Broadcom: https://www.sec.gov/Archives/edgar/data/1730168/000173016825000121/avgo-20251102.htm NVIDIA: https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm
Filings cited in the recording
From event to exposure
Spend less time assembling context.
Open the evidence behind the answer
Open dated SEC filing passages behind the findings and focus your follow-up questions on the evidence.
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Ask a useful question
Start with the event. Check the connection.
Tell your AI app which event and covered companies you want to investigate. Use CapWake findings in Claude to develop a targeted investigation and a cited research brief.
Explore a fictional exampleTry asking Claude
“Use CapWake to check which of my selected semiconductor companies have documented connections to this event. Show the dated sources, then help me prioritize research questions and practical next steps.”
Add the event and its date. Your selected companies and current allowance determine the available scope.
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- Step 1
Create your free account and verify your email.
- Step 2
Connect CapWake in Claude using the setup guide.
- Step 3
Choose covered companies and research within your free allowance.
Start with focused coverage. Follow the evidence.
- Our first offering covers selected semiconductor and AI infrastructure companies, with more industries to follow. Check the current directory before researching.
- A documented relationship does not prove that an event affected a company. Missing, outdated or contradictory evidence stays visible.
- CapWake provides research context, not investment advice, trading recommendations or price predictions.
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