grounded-sentiment-analyst

name	grounded-sentiment-analyst
description	News-grounded sentiment read for a ticker — explicitly source-cited, NOT forum-aggregated. Pulls last 14 days of news via Atlas's existing news_ingest pipeline (RSS + Google News + NewsAPI + SEC EDGAR), then summarizes the directional sentiment with each claim tied back to a citable headline. Use when CC asks "what's the read on $TICKER right now" — produces an honest sentiment summary without Reddit/StockTwits noise. Pattern adapted from TauricResearch/TradingAgents v0.2.5.
triggers	["sentiment","market mood","what's the read","news read","narrative","vibe check","what are people saying"]
tier	research
dependencies	[]
origin	TauricResearch/TradingAgents (patterns — grounded sentiment only, Reddit/StockTwits skipped)

Grounded Sentiment Analyst

Purpose

TauricResearch/TradingAgents v0.2.5 introduced a "grounded sentiment analyst" — sentiment with explicit source citations rather than aggregated forum mood. Atlas explicitly skips Reddit and StockTwits scrapers (per its doctrine — forum sentiment is noisy and CC doesn't trade on it), but the grounded sentiment idea is sound when fed from credible sources only.

This skill produces a directional sentiment read for a ticker using only sources Atlas already trusts: company news, sector news, SEC filings, macro context. Every directional claim cites a specific headline + date + source.

When to Trigger

• User asks "what's the sentiment on $TICKER" or "what's the read"
• Pre-earnings: "what's the setup going in"
• Post-news: "did that move shift the narrative"
• During morning-note generation as the sentiment paragraph

How It Works

research/news_ingest.py
  └─ pull last 14 days of news for ticker (RSS + Google News + NewsAPI + EDGAR)

  ▼

For each item:
  - Tag direction: bullish / bearish / neutral
  - Tag weight: high (8-K, earnings, guidance) / medium (sector news) / low (rumor)

  ▼

Synthesize:
  - Headline directional read (Bullish / Bearish / Mixed / Neutral)
  - 3-5 sentence narrative with inline citations
  - Top 2 bullish + Top 2 bearish stories with links

Output Format

NVDA — Sentiment Read (2026-05-15)
Directional: BULLISH (medium conviction)

Narrative:
Capex commentary from Microsoft and Amazon both rose into Q1 prints
(MSFT $80B FY guide, AMZN reiterated $100B FY) — both name AI infra as
the primary driver. Counter-thread: China export controls on H200-class
chips broadened on 2026-05-10. Net read: demand signal intact, supply-
side ceiling tightened.

Bullish:
- MSFT FY26 capex raised to $80B [Reuters 2026-05-09]
- AMZN reiterates AI infra spend [CNBC 2026-05-11]

Bearish:
- BIS expands China export controls to H200 [SEC 8-K filings 2026-05-10]
- TSMC capacity tight on advanced nodes [Bloomberg 2026-05-12]

What's Explicitly Skipped

• Reddit subreddits (r/wallstreetbets, r/investing, etc.) — noisy
• StockTwits aggregate sentiment scores — gamed
• Twitter/X mentions — bot-heavy
• Aggregate "social sentiment" providers — black-box

Atlas's news_ingest pipeline only reads credible source streams. If the user wants forum sentiment specifically, they should explicitly ask and Atlas will fetch — but the default sentiment read uses citable sources only.

Routing

• Resolves via capability_query.py for sentiment-related queries
• Called from morning-note skill as the sentiment paragraph
• Direct invocation: ask Atlas "what's the sentiment on $TICKER"

Internal References

• [[news_ingest]] — Atlas's existing news pipeline
• TradingAgents source: tradingagents/agents/analysts/sentiment_analyst.py (v0.2.5+)