Opportunity discovery · Cross-source analysis · Always on
The idea engine
for fundamental investors.
Thesis-driven discovery, daily opportunity scans, and the corporate events and earnings inflections that move a name — every claim traced to the source it came from. Ask drillr in Workspace, or connect your agents via API and MCP.
Proof · Four archived runs
“Who gains if data-center power costs double?”
Question in. Tickers out.
Returns are total returns (dividends reinvested), measured from each run date's close over the following six months, then frozen — runs younger than six months are measured through the latest close. Past results do not indicate future results. Not investment advice.
Each archived run is a snapshot of what the tools returned on that date — re-running the same question today reflects today’s market.
Discover · Around the clock
Never miss the catalyst. From trigger to ticker.
Every day, drillr reads every filing, headline and datapoint across five markets — so nothing material slips through. What it finds comes to you as published research and alerts; what you want to know, you ask.
Industry inflections
Terrestrial Energy (IMSR), ESS Tech (GWH): datacenters pick power suppliers on timeline first
Antero (AR), EQT: new power plants in the gas basins are buying at the wellhead
TISI, PBF: refiners defer turnarounds — contractors have no work this year
Enterprise AI adoption
Cellebrite (CLBT): usage-billed AI investigations book ~$400,000 ARR three weeks after launch
HTFL: models take over coronary-CT labeling, lifting gross margin to 83.3%
Jumia (JMIA): automated moderation and fulfillment monitoring cut headcount 11% in a quarter
Major events
Drone tariffs: complete units in September, motors and cells in Feb 2027 — origin is now a P&L variable
Two P&I clubs pull West Indian Ocean war cover — from Aug 16, that sea gets repriced
Fixed-premium war risk lapses in the Red Sea; premiums flow to whoever still has capacity
Filings, earnings calls, news and first-party alt-data, parsed as they land — not when you ask.
SEC EDGAR · EDINET · HKEX · CNINFO · DART
Every listed company in five markets is in scope — small caps included, not sampled.
Answers come back organized — by layer, by exposure, by why it matters — not as a flat list.
Switchgear, UPS and rack-level power modules — specified across Microsoft, Amazon, Google and Meta campuses.1
Precision air, direct-to-chip liquid loops and cooling towers for heat rejection.
On-site fuel cells and leased gas turbines — faster than the grid queue.3
Liquid cooling is the structural story. GPU clusters past 100 kW per rack force direct-to-chip architectures — the cooling layer is where specs are tightening fastest.2
Deep Dive
Deep dive. Trace every number.
High fidelity deep research, with every number traced back to the original filing.
Effectively zero structural hedge against NAND pricing. Costs are quasi-fixed — Flash Ventures obligations plus purchase commitments the company cannot estimate beyond three months1 — so margins swing with ASP: 30.1% gross margin across the FY2025 downcycle, 78.4% in the April quarter this filing covers.2 The $41.6B long-term backlog insulates volume, not price: agreements are volume-and-spec-conditional, and no commodity hedge is disclosed.3
TTM windows, fiscal-year alignment, dual listings consolidated — settled before any number is shown.
GPU rental prices, datacenter power draw, LLM token pricing — first-party, high-frequency, collected at the source.
Every figure carries its filing and page. Hover a marker for the passage; click through to the document.
Watch · Always on
Add it once. It keeps watching 24/7.
Found a name worth tracking? Add it to your watchlist. drillr monitors its filings, alternative data and supply chain around the clock, and pushes the moment something moves — sources attached.
See how it worksKioxia lifted FY26–28 capex 66% — a third Kitakami fab is on the table1
Q3 NAND contract prices seen up 35–40% across the module channel2
Kioxia's 332-layer BiCS10 entered mass production at Kitakami3
Access · However you work
Workspace, MCP or REST API — same answers, same sources.
The full workspace
Discover, Watchlist and the research feed — everything on this page, ready in a tab. No setup.
Who supplies the power behind new datacenter campuses?SearchTools for your agent
The same search, screening and filings tools, plugged into Claude, Cursor or your own agent.
{
"mcpServers": {
"drillr-data": {
"type": "http",
"url": "https://gateway.drillr.ai/mcp/data"
}
}
}Data for your pipeline
Screeners, financials, filings and alt-data over REST — citations travel inside the payload.
Data API. Opportunity Feed. Filing Search.