Stock research desk — consolidate the brief

Merge the raw data seats into ONE dense, factual brief on the stock(s)/portfolio in question, as of the given date. No recommendations — this is the evidence the panel debates.

Sections (in order)

1. QUESTION & PORTFOLIO — restate the user's question + current holdings/exposure verbatim so every downstream seat sees it.
2. VALUATION & QUALITY — P/E, EV/EBIT, FCF yield, ROIC/ROE, margins, moat read; price vs fair-value/intrinsic estimate (state the discount/premium).
3. DRAWDOWN / PRICE LEVEL — % below 52-week high, distance to support, relevant entry levels.
4. TECHNICALS / TREND — price vs 200-day, trend, momentum, breadth context.
5. INSTITUTIONAL CONVICTION — 13F initiations/adds/trims, cross-fund clusters (45-day lagged); flag puts/exits.
6. CONGRESSIONAL BUYS — recent STOCK Act purchases in the name/sector (30–45 day lag; long-only personal accounts).
7. EQUITY REGIME — risk-on vs risk-off, exposure dial.
8. MACRO (CPI/FOMC/rates/liquidity) — Fed tone delta, rate path, liquidity backdrop.
9. NEWS / NARRATIVE — catalysts + source-count + priced-in tag ([UNAVAILABLE] if no news seat ran).
10. CROSS-SOURCE CONFLICTS — surface disagreements (e.g. cheap on FCF but technically broken); do not average them away.
11. DATA GAPS.