Bargo — Trade like a hedge fund

# Bargo > AI & semiconductor stock-market intelligence, exposed read-only over the Model Context Protocol (MCP) and as a research site. Coverage spans AI-lab model-release cadence, GPU/datacenter economics, dealer options positioning (GEX), 13F hedge-fund holdings, insider (Form 4) trades, SEC filings, earnings, U.S. congressional stock trades, prediction markets, and curated primary AI-research sources. Bargo synthesizes across many pivots and separates leading from lagging signals. All data is read-only and informational — never buy/sell advice. ## For AI agents (MCP) - [MCP server](https://www.bargo.ai/mcp): Remote MCP endpoint. Structured, read-only access to the full toolset — live quotes, options flow & dealer positioning (GEX, gamma flip, call/put walls, IV skew), signed order flow, 13F holdings, insider trades, SEC 10-Q/10-K/8-K, earnings calendar, congressional trades, authority/news sentiment, GPU/CPU spot pricing, and inference economics. Start with `get_table_catalog`, then `get_comprehensive_snapshot`. - [MCP server card](https://www.bargo.ai/.well-known/mcp/server-card.json): Machine-readable discovery card — endpoint, auth scheme, and tool catalog. ## Research - [The Cadence Trade](https://www.bargo.ai/the-cadence-trade): Why Anthropic and OpenAI are about to pull away — offline recursive self-improvement at the lab level, charted from frontier model-release cadence, with the market read-through. - [Plotting AI model release cadence (analysis cut)](https://www.bargo.ai/the-cadence-trade-hn): The same thesis, methodology-first and falsifiable, with sources. - [The Smart Money Is Quietly Fading the SMR Trade](https://www.bargo.ai/smr-smart-money-fade): Skeptics, stretched valuation, and a retail crowd buying the small-modular-reactor narrative. - [Research index](https://www.bargo.ai/research): All Bargo research and analysis. ## AI-economy indices (live, with CSV) - [Compute Tightness Index](https://www.bargo.ai/compute-tightness): live