strategic-partner-firehose

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 + send
• scripts/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 caching
• scripts/analysis.py — Partner Score 0-10 (companion to insider score)
• scripts/tests/test_all.py — 32 unit tests covering parser + filter + analysis + end-to-end
• scripts/tests/fixtures/ — real-shape 8-K bodies (PENG/SGH SK Telecom, NVIDIA, sovereign cluster, noise)
• scripts/strategic_state.json — accession-number dedup ledger
• strategic_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-check
• analyze-stock — when alert + you don't recognize the ticker, this pulls company context
• macro-warning — gate any conviction buy by current regime
• option-wall-analysis — check the option flow positioning before sizing in