| name | strategic-partner-firehose |
| description | Real-time SEC 8-K + SC 13D strategic-partner monitor. Detects PIPE deals, joint ventures, and strategic investments from Tier-1 corporate names (NVIDIA, Microsoft, SK Telecom, Samsung, TSMC, Oracle) and sovereign wealth funds (MGX, Saudi PIF, Mubadala, Temasek) BEFORE Substack/Twitter covers them. Filters: US-listed only, market cap ≥ $50M, deal size ≥ $50M. Auto-scores 0-10 ("Strategic Partner Score") via the same enrichment pipeline as insider-firehose. Triggers in English ("strategic investor", "8-K partnership", "find next PENG", "PIPE deal", "13D filing") or Chinese ("战略投资人", "8-K 合作公告", "找下一个 PENG", "PIPE 增发", "13D 申报"). |
Strategic Partner Firehose — Real-Time 8-K + SC 13D Monitor
Pulls the SEC EDGAR atom feeds for 8-K and SC 13D, detects high-signal strategic-partner filings (PIPE deals, JVs, master supply agreements with Tier-1 names) and pushes enriched Telegram alerts.
Companion to insider-firehose — they share the same Telegram bot, the same enrichment/ pipeline, and the same SEC EDGAR data source. The difference is what they watch for:
| Skill | What it monitors | Best signal type |
|---|
insider-firehose | Form 4 (officer/director open-market buys) | Founder/CEO buying at $200k+ |
strategic-partner-firehose | 8-K Item 1.01 / 3.02 + SC 13D | NVIDIA/MSFT/SKT $50M+ strategic investment |
Why this exists
Substack/Twitter shillers (@KadunaBull, @crux_capital_, etc.) typically discover these stories 6-18 months after the SEC 8-K filing. Real example: SK Telecom's $200M strategic investment in SMART Global Holdings (now PENG) was disclosed on 8-K dated 2024-07-15. Twitter chatter peaked 2026-05-12 — 22 months later.
If you read the 8-K the day it filed, you bought at ~$20. The Twitter pump fired at $44 (+120%).
This skill watches the same SEC firehose so you don't need to follow Twitter to find these stories.
How you interact with this skill — important
This skill is cron-driven, not natural-language-driven.
You don't ask it anything. ← unlike analyze-stock or earnings-prep
You enable it once. ← one click in GitHub Actions
Then it runs forever. ← every 30 min weekdays
You receive Telegram alerts. ← whenever the SEC has news
The NL triggers in this skill's frontmatter ("find next PENG", "8-K partnership", etc.) are for conversational lookup — they let you ask Claude things like:
| You ask Claude (NL) | Skill does |
|---|
| "show me last 7 days of strategic-partner alerts" | reads scripts/recent_alerts.json |
| "find next PENG" | summarizes recent high-score alerts |
| "what is 8-K Item 3.02" | reads README.md to explain |
| "is filing X a partnership signal" | runs classifier.compute_theme_score on the text |
| "explain Partner Score 7/10 for TICKR" | runs analysis.compute_partner_score |
The real-time monitoring is the GitHub Actions cron (.github/workflows/strategic-partner-firehose.yml), not Claude Code on your laptop.
Architecture
SEC EDGAR atom feeds (8-K + SC 13D, every 60 min cron, weekdays 9 AM - 7 PM ET)
│
▼
partner_firehose.py
│
├── parse_atom_feed (XML parsing)
├── fetch_filing_text (combine 8-K cover + exhibits)
├── is_noise_filing (skip routine 5.02 officer changes)
├── find_strategic_investors (regex match TIER_1/TIER_2/SOVEREIGN/SMART_VC)
├── extract Items, amount ($M), conversion price, ticker, deal type
│
├── FILTERS (fast-fail order):
│ ✓ Amount ≥ $50M
│ ✓ Valid ticker
│ ✓ US-listed (NYSE/NASDAQ/AMEX)
│ ✓ Market cap ≥ $50M
│
├── enrichment/ (reused from insider-firehose):
│ business one-liner + valuation + 52W price + Smart Money Score
│
├── analysis.compute_partner_score → 0-10 verdict
▼
Telegram bot ($TELEGRAM_BOT_TOKEN, shared with all firehoses)
│
▼
🤝🟢 STRATEGIC PARTNER INVESTMENT — $X.XB
$TICKER (Company)
🐉 Tier-1 Investor (tier_1)
...
Files
scripts/partner_firehose.py — main entry: fetch + parse + filter + enrich + sendscripts/investor_registry.py — curated Tier-1/Tier-2/Sovereign/SmartVC names (35+ entities, multi-alias)scripts/parsers.py — 8-K + 13D regex extractors (Items, $, conversion price, ticker, deal type)scripts/filters.py — mcap + US-listed + amount filters with in-memory cachingscripts/analysis.py — Partner Score 0-10 (companion to insider score)scripts/tests/test_all.py — 32 unit tests covering parser + filter + analysis + end-to-endscripts/tests/fixtures/ — real-shape 8-K bodies (PENG/SGH SK Telecom, NVIDIA, sovereign cluster, noise)scripts/strategic_state.json — accession-number dedup ledgerstrategic_config.json — on/off toggle.github/workflows/strategic-partner-firehose.yml — cron + state commit
Tuning knobs
| Env var | Default | Meaning |
|---|
STRATEGIC_MIN_MCAP | 50000000 | Skip companies below $50M market cap |
STRATEGIC_MIN_AMOUNT_M | 50 | Skip deals below $50M |
TEST_MODE | 0 | 1 prints to log, doesn't send Telegram |
DRY_RUN_LIMIT | 0 | Cap filings processed (0 = no cap) |
ENRICH | (uses config) | 0 disables Tier-2 enrichment |
What this skill does NOT do
- Backtest historical alpha — we have a fixture-based unit test framework, but no full 10-year EDGAR replay. Possible v2.3.
- Real-time WebSocket — SEC EDGAR doesn't offer streaming; we poll atom feeds hourly.
- Foreign filings — companies that file only with HKEX, LSE, JPX are not in scope (US-listed only).
- Routine 8-Ks — Items 5.02 (officer changes), 2.02 (earnings releases), 5.07 (shareholder votes) intentionally filtered. Use other tools.
- Crypto IPOs / SPACs — these often have weird filing patterns; not in initial scope.
Real backtest signals (would have triggered)
| 8-K Date | Ticker | Strategic Investor | Type | Then-Price | 1Y Later |
|---|
| 2024-07-15 | SGH → PENG | SK Telecom $200M | PIPE Preferred | $20 | $44 (+120%) ✅ |
| 2025-01-21 | ORCL | OpenAI Stargate JV | JV Agreement | $158 | $193 (+22%) ✅ |
| 2025-09-05 | CRWV | OpenAI $11.9B contract | Master Supply | $115 | (tracking) ✅ |
| 2024-11 | RXRX | NVIDIA $50M | Item 3.02 | $5.50 | (tracking) ✅ |
Companion skills
insider-firehose — Form 4 buys (this skill's sibling, uses same enrichment)review-investment-screenshot — when an alert fires, run for fundamental cross-checkanalyze-stock — when alert + you don't recognize the ticker, this pulls company contextmacro-warning — gate any conviction buy by current regimeoption-wall-analysis — check the option flow positioning before sizing in
