Investment Intelligence Workstation
Baseline Fabric Moderate risk persona
Active Workspace
Marchi Family
Julio Marchi Long-Term Growth
Baseline Catalyst Intelligence

Events & Catalysts

Manually managed baseline events linked to tracked assets. This is deterministic record-keeping, not live news. Every event here was added by an operator or seeded as part of the baseline data layer.

Operator-Managed Baseline Data Only
Date Asset Type Title Importance Status Source
Mar 20, 2026 GOOGL
Alphabet Inc.
Analyst Revision GOOGL Rating Change: Neutral to Buy
At least one major sell-side firm upgraded GOOGL from Neutral to Buy citing AI search monetization …
Medium Completed Seeded baseline Edit
Mar 15, 2026 MSFT
Microsoft Corporation
Guidance MSFT Copilot Seat Guidance Update
Microsoft provided incremental Copilot commercial seat guidance commentary. Thesis-relevant for AI …
Medium Completed Seeded baseline Edit
Feb 6, 2026
Post-earnings call
AMZN
Amazon.com Inc.
Guidance AMZN AWS Revenue Guidance Raise
Amazon raised full-year AWS revenue guidance above consensus in Q4 earnings call. Cloud growth reac…
High Completed Seeded baseline Edit
Jan 10, 2026 BTC
Bitcoin
Regulatory BTC ETF Approval — US Spot Product
Baseline record of US spot Bitcoin ETF approval landscape. Relevant for BTC position thesis and acc…
Medium Completed Seeded baseline Edit
29 total · showing 26–29
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