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Neural Foundry's avatar

Your frustration with Claude's data integrity issues is totally understandble. As someone who looks at energy stocks closely, I noticed TTE showing up in your Cara 100 watchlist with AT=50, INV=140, Total=190. That's a pretty strong combined score compared to some of the other names in there. Curious what your methodology is for the AT and INV scores specifically. TotalEnergies has been an interesting play this year given their diversifcation into renewables while maintaining that upstream cash machine. The valuation looks compelling compared to US supermajors, but the French regulatory enviroment and greenwashing litigation add complexity. Would be interesting to see a full writeup on your TTE thesis if you ever publish your Cara 100 analysis. Hope you get the AI data issue sorted out soon because that's maddening when you're paying for tokens.

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SZ's avatar

I have been battling this issue with AI for a very long time. Im glad to see you making it publicly visible

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