Nuclear Iteration 1 — Comparison vs Golden Truth
2026-04-22 19:16 · 2.8 KB
RECALL SCORES
| Dimension | Score | Detail |
|---|---|---|
| Company recall | 50% (9/18) | Found 9 of 18 golden tickers. Missed 9. |
| Financial metrics | 75% | PE, PB, ROE, D/E, FCF present. Missing: Operating Margin sparse, Dividend Yield absent. |
| Key items recall | 83% (10/12) | Found most monopolies. Missed: European SMR catalyst, M9/Q Glass cross-theme. |
| Value chain layers | 100% | All 6 layers mapped. |
| Thesis/Risk/Trigger | 100% | Present for all stocks. |
| Conviction tiers | 100% | HIGH/MEDIUM/LOW properly assigned. |
| Japan vs global | 83% | Good comparison but missed some countries. |
| Source citations | 75% | Most claims sourced but not all have URLs. |
| Moat rating | 100% | ★ system properly applied. |
GAPS (Recall <80% — must fix in prompt v2)
1. Company recall: 50% — CRITICAL
Missed 9 companies from golden truth:
- 6503.T Mitsubishi Electric (nuclear I&C)
- 5801.T Furukawa Electric (fusion superconductors)
- 4888.T Stella Pharma (BNCT drug) — actually FOUND in key items but ticker not caught
- 5406.T Kobe Steel (RPV materials) — found in key items but ticker format may differ
- 6370.T Kurita Water (nuclear chemistry)
- 6361.T Ebara (pumps) — found in key items
- 6302.T Sumitomo Heavy (cyclotrons, BNCT)
- 6965.T Hamamatsu Photonics (radiation sensors)
- 7004.T Kanadevia (decommissioning)
Root cause: The prompt says "find 5-10 stocks" which is too few. Our golden truth has 14+.
2. Financial: Operating Margin and Dividend Yield sparse
Root cause: Prompt lists "PE, PB, ROE" but doesn't explicitly list ALL required metrics.
3. European SMR catalyst missed
Root cause: Prompt doesn't instruct to search for recent catalyst events.
4. Cross-theme connection (M9/Q Glass) missed
Root cause: Prompt doesn't instruct to check cross-theme supply chain overlaps.
DISCOVERIES (New items not in golden truth)
Found 10 NEW tickers including:
- 7011.T MHI (should have been in golden truth — was listed in our data but ticker regex missed it)
- 9503.T Kansai Electric, 9501.T TEPCO (utilities — were in our data)
- Several small nuclear specialists not in our coverage
Action: Add valid new discoveries to golden truth for iteration 2.
PROMPT v2 CHANGES NEEDED
1. Change "5-10 stocks" → "find ALL relevant stocks, aim for 15-25"
2. Explicitly list ALL required metrics: "PE, Forward PE, PB, ROE, Operating Margin, D/E, Dividend Yield, FCF, Market Cap, Revenue Growth"
3. Add: "Search for RECENT catalysts (last 3 months) — contracts signed, policy changes, reactor restarts"
4. Add: "Check cross-theme connections — does this theme share supply chain with AI/semiconductor?"
5. Add: "Include ALL segments of the nuclear value chain including decommissioning, nuclear medicine, fusion"