Varys · DiscoverApr 18 · 4:57PM ET

Undervalued stocks,
confirmed by insiders.

Varys runs a valuation model on 8,241 equities, then cross-references what the 535 people who write the rules are quietly buying. The names that clear both screens are the names worth reading about. Eight cleared today.

The List · By invitation

Launches on iPhone first. One note when your spot opens — no newsletter, no noise.

9:41
Discover · Apr 18No. 001
Today’s signal
Eight names cleared both the model and the capitol.
Top signal todayConviction 74
TSLA
Tesla, Inc.
−8.6%
Sell · 12-mo target
“Deliveries decelerating against still-elevated multiples. Margin compression not yet priced in.”
Buys today
8
Avg upside
+8.0%
Avg conf.
74
IONQ
01
IonQ, Inc.
BUYConf 83
+24.0%
NVDA
02
NVIDIA Corp.
BUYConf 91
+18.5%
AMD
03
Advanced Micro
BUYConf 66
+9.2%
JPM
04
JPMorgan Chase
BUYConf 69
+8.5%
Discover
Congress
Watch
Index
NVDA+18.5%buy
IONQ+24.0%buy
META+6.7%buy
AAPL+1.7%hold
TSLA-8.6%sell
JPM+8.5%buy
AMD+9.2%buy
CRM+3.4%hold
LMT-3.1%sell
GOOGL+5.2%buy
NVDA+18.5%buy
IONQ+24.0%buy
META+6.7%buy
AAPL+1.7%hold
TSLA-8.6%sell
JPM+8.5%buy
AMD+9.2%buy
CRM+3.4%hold
LMT-3.1%sell
GOOGL+5.2%buy
§ 01 · The SignalLive — updated 6 min ago
NVDAStrong Buy
NVIDIA Corporation
$118.42
+2.14%
Conviction82 / 100

“Data-center revenue re-accelerated last quarter; sector breadth widening. Seven members of the House and Senate bought this name in the last ninety days — without a single sell.”

Tech · SemisMkt Cap · $2.9TP/E · 52.1
Why the model is bullish
  1. 01
    Cheap vs. cash flow
    Free-cash-flow yield is running above its 3-year average for its peer group.
  2. 02
    Sector rotating in
    Semis have led the market on volume and breadth for three straight weeks.
  3. 03
    Congress buying
    Seven buys vs. one sell in the last 90 days — across both parties.
8,241
Equities scored daily
12
Model inputs per score
535
Lawmakers tracked
< 1h
Filing to feed
Two signals · One feed

The edge is not one signal. It is two signals agreeing, on the same name, in the same week.

§ 02 · The Model

Stocks trading below fair value.

A continuous valuation engine runs on 8,241 U.S. equities, scoring each on cash flow, balance-sheet quality, and sector momentum. You get a four-tier call — Strong Buy, Buy, Hold, Sell — with a conviction number and a short, plain-English thesis.

Equities
8,241
Inputs
12
Refresh
Hourly
§ 03 · Congress Overlay

Who is buying what you are eyeing.

Every U.S. House and Senate disclosure, normalised and cross-linked to the names in your feed. When a lawmaker buys a ticker the model already likes, the overlap gets flagged at the top of your Discover page.

Lawmakers
535
Latency
< 1 hr
Parties
All
§ 04 · Watchlist

Alerts only when both signals agree.

Follow tickers or members of Congress. Get a push when the model upgrades a name you follow, when a new disclosure lands on one you own, or when bipartisan buying stacks on top of a Strong Buy call — the rarest, strongest set-up.

Push
Quiet
Digest
AM only
Noise
None
§ 05 · Capitol Flow30-day window

Who is buying what.

Every U.S. House and Senate stock-trade disclosure, pulled within an hour of filing, attributed to the member, cross-referenced against the names the model already likes. Both chambers. Both parties. Every dollar range.

Democrat
28/ 36
28B8S
Republican
10/ 20
10B10S
Independent
4/ 4
4B0S

Last thirty days — 60 disclosures, 42 buys, 18 sells. When bipartisan buying stacks onto a Strong-Buy call, that name gets pinned to the top of your Discover page until something meaningful changes.

9:41
Capitol Flow · 30 days
Who’s buying what.
60
Disclosed trades
+42
−18
DEMOCRAT28B · 8S
REPUBLICAN10B · 10S
INDEPENDENT4B · 0S
Recent activity
Rep. Ro Khanna
D · CA-17 · APR 15
BOUGHTNVDANVIDIA Corp.
$100K–$250K
Rep. Ro Khanna
D · CA-17 · APR 15
BOUGHTAMDAdvanced Micro
$100K–$250K
Rep. Gottheimer
D · NJ-5 · APR 14
BOUGHTJPMJPMorgan Chase
$50K–$100K
Sen. Tuberville
R · AL · APR 12
BOUGHTCRMSalesforce
$50K–$100K
Rep. Crenshaw
R · TX-2 · APR 10
SOLDTSLATesla, Inc.
$15K–$50K
Discover
Congress
Watch
Index
§ 06 · Why VarysA private club, by nature

Every broker has a model. And congressional filings are public record.

The value is in neither, alone. It is in the rare moment they point at the same ticker, on the same week. Varys lives on that overlap — and nowhere else.

Request dossier12 seats this quarter
“If you want to know what is going to trade well next quarter, watch what the people writing the rules are buying this quarter. It is not insider information. It is reading.”
— Varys house note, Issue No. 001
§ 07 · How it worksThree steps, one feed

One model, one overlay, one feed.

No. 01

The model scores.

Every market day, Varys runs its valuation engine across 8,241 U.S. equities — twelve inputs per name, from free cash flow to sector breadth to balance-sheet quality.

Runs daily, 04:00 ET
No. 02

Congress files.

Every STOCK-Act disclosure is pulled, parsed, and attributed to the filing member within an hour of release. Both chambers, both parties, every dollar range.

< 1h filing-to-feed
No. 03

The overlap surfaces.

Where the model's highest-conviction names line up with active congressional buying, the trade is flagged at the top of your Discover page. That rare overlap is the whole pitch.

Pushed the moment it lands
§ 08 · Early access

Get the first build before it ships.

Founding invitations get the app first at launch, priority access to new features, and a direct line to shape what gets built next. Twelve seats this quarter.

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