Nuclear Iteration 2 — Comparison vs Golden Truth
2026-04-22 19:16 · 2.5 KB
Prompt v2 Changes Applied
1. "15-25 stocks" target ✓
2. ALL 12 metrics required ✓
3. Cover ALL segments ✓
4. Cross-theme connections ✓
5. Recent catalysts ✓
6. Source URLs required ✗ (STILL MISSING)
7. XXXX.T ticker format ✗ (still inconsistent)
8. Niche company search ✓
RECALL SCORES
| Dimension | Iter 1 | Iter 2 | Change |
|---|---|---|---|
| Company count found | 19 | 22 | ↑ improved |
| Key companies present | 9/14 | 10/14 | ↑ slightly |
| Companies missed from golden | Organo, Toyo Tanso, Kurita, SHI, Kanadevia, Stella, Kobe | Same minus gained some | Similar |
| Financial completeness | 75% | 85% | ↑ OpMar + DivYield now present |
| Source URLs | 75% | 0% | ↓ REGRESSION — critical |
| Cross-theme | missed | ✓ found (AI/semi connection) | ↑ fixed |
| Recent catalysts | missed | ✓ found (KK restart, BWRX-300) | ↑ fixed |
| Scoring matrix | present | ✓ present (/20 scoring) | = same |
IMPROVEMENTS FROM v1→v2
✓ Financial metrics more complete (OpMar, DivYield now present)
✓ Cross-theme connections found (Fuji Electric bridges nuclear+AI)
✓ Recent catalysts found (KK restart, $40B BWRX deal)
✓ More stocks found (22 vs 19)
✓ Found Teikoku Denki (6333) — NEW hidden gem with 60% global canned motor pump share
PERSISTENT GAPS
✗ Source URLs: STILL ZERO — prompt says "required" but agent ignores it
✗ Still missing: Organo, Toyo Tanso, Kurita, Sumitomo Heavy, Kanadevia
✗ Ticker format still inconsistent (no .T suffix)
NEW DISCOVERIES (add to golden truth)
- Teikoku Denki (6333.T): Canned motor pump monopoly (60% JP, 40% world). PE 10.49, 18% OpMar, zero debt. Only +2% 52w = undiscovered. VALID — add to golden truth.
- Meisei Industrial (1976.T): Nuclear insulation. PE 10.92, net cash. VALID.
- Taihei Dengyo (1968.T): Built 70% of Japan's nuclear plants. VALID.
- Tokyo Enesis (1945.T): TEPCO maintenance arm. P/B 0.79. VALID.
PROMPT v3 CHANGES NEEDED
1. Source URLs: Change from "must have" to "For EACH company, include at least 1 StockAnalysis URL and 1 news/industry source URL. Format: Source"
2. Force the specific companies that keep being missed: "Ensure you search for Japan nuclear WATER TREATMENT companies (BWR condensate, cooling chemistry), GRAPHITE suppliers (HTGR fuel), DECOMMISSIONING specialists, and NUCLEAR MEDICINE companies"
3. Ticker format: "ALWAYS write tickers as XXXX.T (e.g., 6857.T, not just 6857)"