psadventure

Industry Watch — AI skill for Claude Code

AI community

AI agent for semiconductor sector intelligence analysis.

How to install Industry Watch

This entry records only its repository, not the path inside it, so there is no exact command to give. Open psadventure/industry-watch and copy the folder into ~/.claude/skills/, or the file into ~/.claude/agents/.

What Industry Watch does

AI agent for semiconductor sector intelligence analysis. Tracks 8-K SEC filings and news for NVDA, AMD, INTC, MU, and AVGO. Reconciles official disclosures against public claims with materiality scoring. Built with: Google Agent Development Kit (ADK), Claude Sonnet 4.6 (AWS Bedrock), GCP Agent Runtime

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README

Industry Watch

AI agent for semiconductor sector intelligence analysis. Tracks 8-K SEC filings and news for NVDA, AMD, INTC, MU, and AVGO. Reconciles official disclosures against public claims with materiality scoring.

**Built with:** Google Agent Development Kit (ADK), Claude Sonnet 4.6 (AWS Bedrock), GCP Agent Runtime


What It Does

**Industry Watch** is a sector-intelligence analyst that:

  1. Fetches SEC 8-K Filings - Retrieves official company disclosures from SEC EDGAR API
  2. Fetches Public Claims - Aggregates news from GDELT and investor relations feeds
  3. Reconciles & Scores - Matches filings against claims, scores materiality using 8-K item taxonomy
  4. Multi-turn Memory - Remembers user preferences (watch-list, format, sector focus) across sessions

**Example Query:**

User: What changed for NVDA this week?

Agent:
1. Calls get_current_date() → 2026-09-19
2. Computes date range: 2026-09-12 to 2026-09-19
3. Fetches NVDA 8-K filings from SEC EDGAR
4. Fetches GDELT news + IR press releases
5. Reconciles in sandbox with materiality scoring
6. Reports: matched (filing+news), filing-only, claim-only

Architecture

User Query: "What changed for NVDA this week?"
              ↓
[Model Armor: Prompt Screening ❌ Disabled]
  - Network egress limitation
              ↓
[Industry Watch Agent]
  Model: Claude Sonnet 4.6 (AWS Bedrock)
  Tools:
    - load_memory (user preferences)
    - get_current_date (resolve dates)
    - fetch_company_disclosures (SEC EDGAR)
    - fetch_public_claims (GDELT + IR feeds)
    - reconcile_claims_vs_disclosures_sandbox
              ↓
[Tool Output Screener ✅ Active]
  - Screens GDELT/IR feeds for injection
  - In-process (no API calls needed)
              ↓
[Agent Engine Sandbox]
  - Reconciliation logic (isolated)
              ↓
[Model Armor: Response Screening ❌ Disabled]
  - Network egress limitation
              ↓
User Response (grounded, materiality-scored)

Key Features

  • **2-L