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Uncover contrarian insights by hypothesis testing

Test a claim against filings and data, or let agents watch your stocks and surface the claims worth testing.

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One sentence sets an agent to read what experts on X are saying about your stocks. When it sees a claim worth checking, Mentat drafts it as a test. The Intel call above started that way.

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122 Sep · the digest flags a claim

Suggested by your Experts on X digest

What it saw: reports of EMIB packaging timing mismatches and 50% CPU supply deficits, 21 Sep 2026.

“Intel’s Q3 2026 Datacenter and AI segment revenue will fall below $2.8B as EMIB packaging bottlenecks cap server CPU shipments.”

Waits in your Hypotheses tab. Nothing is tested until you click.

2Data as of 28 Oct · sharpened and tested

The test, the day before results

“Intel Q3 2026 revenue lands below $16.80B and Q4 revenue guidance misses the $17.06B Street consensus, as substrate/memory shortages and sub-seasonal 2H PC demand cap server upside.”

Mentat$16.01bn
Reported$16.51bn
Shares−31%

The suggestion’s $2.8bn line was below Intel’s own Q2 data-center revenue ($6.26bn), so before testing it was rewritten as Q3 revenue against the top of the guide, and Q4 guidance against the Street’s $17.06bn. The agent found the mechanism; the person set the line.