Variations | Semiconductors

Variation Overview

The Semiconductors domain extends the PPR_Agent variation strategy from 4 to 8 modes, preserving deterministic behavior while adding SOP and visualization layers.

6

V1

Full toolset

3

V2

Basic compare/search

3

V3

Temporal focus

4

V4

Competitive intel

5

V5

Catalyst analysis

3

V6

SOP orchestration

5

V7

Static visualizations

5

V8

Interactive visualizations

V1-V4: Core Analysis Stack

V1 (6 tools): complete share, trend, compare, financial, price, and search coverage.
V2 (3 tools): streamlined leaderboard/compare/search for fast workflows.
V3 (3 tools): temporal analysis with share, vendor metric, and price trends.
V4 (4 tools): competitive intelligence with concentration analysis.

V5-V6: Write-Then-Verify Stack

V5 (5 tools): event search, event impact on price/share, write note, verify note.
V6 (3 tools): run SOP, verify SOP, and list SOP runs for auditable research cycles.

# SOP-centered flow run_catalyst_sop(company="AMD", event_date="2025-01-30", thesis="Catalyst thesis") verify_catalyst_sop(run_id="...") list_catalyst_sop_runs(limit=10)

V7-V8: Visualization Stack

V7 (5 tools): static PNG outputs for snapshots, trends, relative returns, event windows, and dashboard assembly.
V8 (5 tools): interactive Plotly HTML outputs plus research-pack index generation.

# Interactive bundle build_interactive_research_pack( ticker="NVDA", benchmark_ticker="SOXX", market="GPU", segment="Discrete", event_date="2025-02-21", window_days=5 )

Tool Distribution Matrix

Tool Family	V1	V2	V3	V4	V5	V6	V7	V8
Core analytics	Yes	Yes	Yes	Yes	-	-	-	-
Catalyst/event	-	-	-	-	Yes	Yes	-	-
SOP orchestration	-	-	-	-	-	Yes	-	-
Static plotting	-	-	-	-	-	-	Yes	-
Interactive plotting	-	-	-	-	-	-	-	Yes