i can‘t see the report — Research Report (2026-07-16)

TL;DR

• "i can‘t see the report" is not a company — your message to the bot was interpreted as a ticker, so no equity report was generated.
• You're right that you can't see it: the report website is stuck. The newest report on https://equity-research-xox.pages.dev is TSM (2026-07-14).
• Two newer reports exist but never got published: ASML v2 (Jul 15) and AMAT / Applied Materials (Jul 16, English + Korean) — the files are safely in the vault at investing/.
• The AMAT link the bot sent you (/amat-2026-07.html) silently falls back to the index page instead of showing a 404 — that's why clicking it shows old reports.
• Root cause: the site redeploy step in ~/research-bot on the Mac mini has been failing (or not running) since Jul 14. Likely suspects: expired wrangler login, a silent deploy failure, or the new Korean-report build path.
• This bot session is sandboxed (headless, no permissions), so it could diagnose but not fix.

What to do (on the Mac mini, ~2 minutes)

1. Check the research-bot log for a deploy error: tail -50 ~/research-bot/logs/*.log
2. Rebuild and redeploy the site manually: cd ~/research-bot && node build-site.mjs
3. Verify: open https://equity-research-xox.pages.dev/amat-2026-07.html — it should now show the Applied Materials report.

Where to read the missing reports right now

• Telegram: today's AMAT run also sent the full report as a file attachment — check the message from ~08:38–08:44 this morning.
• Vault: ~/llm-wiki/investing/amat-2026-07.md (English), amat-2026-07.ko.md / amat-2026-07.ko.html (Korean), asml-2026-07.md.
• Still live on the site: TSM (07-14), NVDA (07-13), ASML pre-v2 (07-12).

Worth one line of code

The bot passes any message straight through as a company name. A tiny guard ("does this look like a sentence, not a ticker/company?") would answer questions like this one instead of burning a research run on them.

No financials, valuation, or glossary in this report — there is no company to research. To get a real report, send a ticker or company name (e.g. AMAT or Applied Materials).