Before You Use:
This Cheat Sheet is the companion to Guide to Investing w/Gemini.
For the full methodology on how I analyze stocks, read the complete guide first. Also for an overview of my investing style and strategy, read the Guide to Asymmetric Investing.
To get the most out of these prompts (and to avoid losing money on bad data), you must follow these two foundational rules:
1. The "One Chat" Rule (Context is King): Do not open a new chat window for every question. You need to build a "brain" for each specific stock.
The Fix: Create a dedicated chat thread for each ticker (e.g., "$ZETA Research"). Keep all news, earnings, and analysis for that company in that single thread. This allows Gemini to "remember" your thesis and spot contradictions over time.2. The "Source of Truth" Rule (Stop Hallucinations) Gemini is a prediction engine, not a database. If you ask it for a number without telling it where to look, it may guess.
The Fix: You will notice every prompt below includes a command like "Search Yahoo Finance" or "Search SEC.gov". Never remove these instructions. They force the AI to browse the live web for real-time data rather than relying on its internal training memory.This is the type of information covered in my Guide to Investing w/Gemini
Section 1: The "Deep Dive" (using deep research mode)
"Generate a comprehensive Deep Research Report on [TICKER]. Explain the business model, the moat, and the top 3 competitors. Does [TICKER] have a unique technological advantage?""Search recent news for [TICKER]. Identify the top 3 upcoming catalysts (product launches, regulatory approvals, or partnerships) for the next 12 months.""Analyze the 'Asymmetry' of [TICKER]. Does it have a low valuation floor (based on historical multiples) but a high growth ceiling? Why or why not?"Section 2: Valuation & Financials
"Search Yahoo Finance and Macrotrends. Create a relative valuation table for [TICKER] comparing it to [COMPETITOR 1] and [COMPETITOR 2]. Include columns for: P/S ratio, EV/EBITDA, gross margin, and YoY revenue growth.""Search Seeking Alpha earnings transcripts or Yahoo Finance financials. Calculate the 'Rule of 40' (Revenue Growth % + Profit Margin %) for [TICKER] for the last 4 quarters.""Using data from Macrotrends or YCharts, pull the historical Price-to-Sales ratio for [TICKER] over the last 3 years. What is the minimum, maximum, and average?""Search Nasdaq.com or OpenInsider. Compare the insider ownership percentage of [TICKER] vs the industry average. Is management significantly aligned?""Search the latest 10-K filing on SEC.gov. Extract the Stock-Based Compensation (SBC) as a percentage of revenue for [TICKER] for the last fiscal year.""Search WhaleWisdom or HoldingsChannel. List the top 3 institutional holders of [TICKER]. Have they increased or decreased their position in the most recent 13F filing?""Search Yahoo Finance 'Financials' tab (Cash Flow Statement). Generate a table showing the quarterly cash burn rate for [TICKER] over the last 8 quarters.""Search CSIMarket or GuruFocus. Show me the 'Revenue per Employee' metric for [TICKER] vs [COMPETITOR].""Search Yahoo Finance 'Analysis' tab. What are the consensus revenue estimates for [TICKER] for next year? Show the range between the high and low estimates.""Search the latest 10-Q on SEC.gov. Analyze the debt structure of [TICKER]. When is their nearest significant debt maturity?"Section 3: Risk Management & "Red Teaming"
"Search Seeking Alpha bear articles and Twitter (X) for negative threads. Act as a short seller and write a 3-point 'Short Report' on [TICKER].""Search Reddit (r/stocks) and Stocktwits for [TICKER]. What are the 3 biggest 'Tail Risks' that retail investors are discussing?""Search the 'Risk Factors' section of the latest 10-K on SEC.gov. Summarize the top 3 most unusual specific risks for [TICKER].""Search MarketWatch and Motley Fool for recent skepticism. Critique the bull case for [TICKER]. Why might the market be discounting this stock?""Search CNBC archives and Yahoo Finance news. Find the last time [TICKER] missed earnings. What was the specific reason given?""Search the latest 10-K on SEC.gov. Analyze [TICKER]'s dependence on its top customer. What % of revenue comes from the top 3 clients?""Search Dilution Tracker or Yahoo Finance press releases. Is there any history of secondary offerings/dilution for [TICKER] in the last 24 months?""Search Glassdoor and Blind. Look for negative employee reviews of [TICKER] from the last 6 months regarding management competence."Section 4: Macro & Policy
"Search Energy.gov and IRS.gov for 'Section 45X tax credits'. Explain how these credits specifically apply to [TICKER]'s products.""Search USTR.gov (Trade Representative) or Bloomberg for recent tariff updates. If tariffs on [PRODUCT] increase, how does that impact [TICKER]?""Search FederalReserve.gov for recent rate policy. Analyze the impact of interest rates on [TICKER]'s debt service costs.""Search Defense.gov (DoD) and Sam.gov for contract awards. Does [TICKER] have active government contracts or SBIR grants?""Search Federal Register for 'FEOC guidelines'. How does this affect [TICKER]'s supply chain eligibility for EV credits?""Search Reuters and CNBC for supply chain news. Rank [TICKER] against peers based on 'Made in USA' content.""Search McKinsey or Deloitte industry reports for [INDUSTRY]. Identify the top 3 macro headwinds facing the sector.""Search Geopolitical Futures or Foreign Policy news. Summarize news regarding [REGION] and potential effects on [TICKER]."Section 5: Technical Analysis & Sentiment
"Search TradingView ideas or StockCharts. Review the weekly technical setup for [TICKER]. Where are the key resistance levels?""Search Yahoo Finance charts. Is [TICKER] trading above its 200-day Moving Average? What is the slope of the MA?""Search Koyfin or StockCharts. Analyze the Relative Strength (RS) of [TICKER] vs SPY over the last 3 months.""Search ShortSqueeze.com or Fintel. Check the 'Short Interest' and 'Days to Cover' for [TICKER].""Search Stocktwits and Yahoo Finance conversations. Summarize the retail sentiment for [TICKER] from the last 7 days.""Search Barchart technical signals. Identify any 'Golden Cross' or 'Death Cross' on [TICKER] recently.""Search MarketChameleon or Yahoo Finance options. What is the implied volatility for [TICKER] for the next month?""Search TradingView volume indicators. Look for price/volume divergence for [TICKER] recently."Section 6: Earnings Preparation
"Search Estimize or Yahoo Finance. Create 3 scenarios for [TICKER]'s earnings (Beat/Meet/Miss) based on recent revisions.""Search Seeking Alpha transcripts. Summarize the CEO's opening remarks from the last [TICKER] call in 3 bullet points.""Search The Motley Fool earnings call analysis. Analyze the Q&A section of the last [TICKER] call for management hesitation.""Search PR Newswire for recent guidance. Compare the 'Forward Guidance' given last quarter vs this quarter for [TICKER].""Search SEC.gov 10-Q filings. Did [TICKER] mention 'AI' or 'GenAI' more times this quarter than last quarter?""Search StockAnalysis.com or Yahoo Finance history. What is the seasonality of [TICKER]'s stock price in Q4 historically?""Search Benzinga or StreetInsider. Check [TICKER]'s history of beating earnings estimates over the last 8 quarters.""Search PR Newswire and Business Wire. List all partnership announcements for [TICKER] in the last 90 days."Section 7: Advanced Strategy
"Search ImportYeti (if available) or Bloomberg supply chain maps. Who are the primary suppliers for [TICKER]?""Search Google News for press releases from [CUSTOMER NAME]. Did they mention a new project involving [TICKER]?""Search ETF.com. Which ETFs hold the most shares of [TICKER]? Are those ETFs seeing inflows or outflows?""Search ROI-Innovation or 10-K filings. Compare the R&D spend effectiveness of [TICKER] vs [COMPETITOR].""Search OpenInsider or SECForm4.com. Did the CEO buy shares on the open market in the last 90 days?""Search Seeking Alpha pair trade ideas. Construct a Long/Short thesis for [TICKER] vs [COMPETITOR].""Search SaaS Capital benchmarks or 10-K. What is the 'Customer Acquisition Cost' trend for [TICKER]?""Search Google Trends for search interest in [TICKER]'s main product. Is consumer interest rising or falling?"Section 8: Options & Leverage
"(Requires Image Upload) I have uploaded the option chain for [TICKER]. Which strike price offers the best risk/reward ratio if the stock moves up 15% in 30 days?""(Requires Image Upload) Analyze the Implied Volatility (IV) on this chain. Are the calls overpriced relative to historical volatility?""Search MarketChameleon. What is the current 'Put/Call Ratio' for [TICKER]? Is it signaling bullish or bearish sentiment?"