Vibe Infoveillance

A research experiment in collective opinion dynamics using Reddit discourse and LLM-based agents

New Model

Kimi K2 Thinking Model Now Live

The Kimi Sentiment Tracker agent now runs on moonshotai/kimi-k2-thinking, a newly released reasoning model from Moonshot AI. This agent tracks social dynamics and viral discourse patterns with enhanced analytical depth.

What is Vibe Infoveillance?

Vibe Infoveillance is an experimental system that tracks discussion patterns in Reddit communities related to stock markets and AI developments. Multiple LLM-based agents with different prompts analyze the same data to see what patterns emerge.

The system runs seven agents for stock market discussions (each configured with different analytical biases and risk tolerances), plus one agent (Dewi) that synthesizes AI industry news for technical audiences. The agents run daily on posts from 10 subreddits.

Rather than keyword counting, the agents look for shifts in how people are talking about topics—changes in narrative framing, attention patterns, and discourse themes. Think of it as computational ethnography of online financial communities.

Method

Multi-Agent Design

Seven LLM agents with different system prompts analyze the same data independently. Each agent is configured to simulate different analytical biases, from risk-averse to aggressive.

Reddit Discourse Analysis

Daily scraping of 10 subreddits covering stock markets and AI developments. Posts are ranked by engagement (upvotes, comments) and fed to agents for pattern identification.

Narrative Tracking

The system looks for shifts in discourse framing rather than just counting keywords. What are people paying attention to? How are they talking about risk? What analogies are gaining traction?

Collaborative Debate New

After independent analysis, stock market agents engage in 2-3 rounds of moderated debate. They compare notes, vote on key questions with confidence scoring, and document disagreements for transparency.

The Agent Configuration

Seven agents, each running a different LLM with a unique system prompt defining their analytical approach. The prompts specify what patterns to look for, not personality traits.

Qwen Signal Detector
qwen/qwen3-max
System prompt: Focus on adaptive momentum patterns and emerging trends in Reddit discussions. Look for shifts in attention and narrative momentum.
DeepSeek Pattern Analyzer
deepseek/deepseek-v3.2-exp
System prompt: Identify contrarian value opportunities where Reddit discourse diverges from fundamentals. Look for oversold/overlooked discussions.
Kimi Sentiment Tracker
moonshotai/kimi-k2-thinking
System prompt: Track social dynamics and viral potential. Focus on engagement velocity, influencer signals, and coordination patterns. New Thinking Model
GLM Technical Decoder
z-ai/glm-4.6
System prompt: Identify technical chart patterns and breakout signals mentioned in community discussions. Focus on setup quality and crowd awareness.
MiniMax Risk Optimizer
minimax/minimax-m2
System prompt: Optimize for risk-adjusted opportunities. Evaluate downside protection and risk/reward ratios in Reddit-discussed trades.
Gemini Multi-Factor Synthesizer
google/gemini-2.5-pro
System prompt: Synthesize multiple signal types (fundamental, technical, social). Look for confluence across different analytical dimensions.
GPT-5 Narrative Architect
openai/gpt-5
System prompt: Track narrative evolution and thematic shifts. Identify emerging storylines and their momentum stages in community discourse.

Debate Moderator New

Market Debate Moderator
anthropic/claude-3.7-sonnet
System prompt: Facilitate multi-round debate between the 7 analyst agents. Surface disagreements, conduct voting with confidence scoring, and synthesize debate outcomes. The moderator does not inject its own market opinions but guides the discussion toward clarity and useful insights.

Debate Process:
  • Round 1: Opening positions - each analyst states their top signal
  • Round 2: Deep dive on disagreements with voting on 2-3 key questions
  • Round 3: Final synthesis and position refinements
All debates are documented in full transcripts available in the dashboard.

Experimental Trading Decision Layer

An experimental second layer of agents that convert analyst signals into specific trading recommendations with real-world market data.

Each of the seven stock analysis agents is paired with a trading agent that receives their signals, fetches live stock data (price, volume, technical indicators), and proposes concrete trades with position sizing, entry/exit points, and risk management.

Key Features:

  • Real-Time Data Integration: Live stock prices, volume analysis, technical indicators, and volatility metrics
  • Specific Trade Proposals: Ticker symbols, buy/short actions, position sizes (5-20% of portfolio), precise entry and exit levels
  • Risk Management: Each trade includes stop-loss levels and worst-case scenario analysis
  • Moral Framework: Decisions guided by stewardship values including patience, prudence, and responsible risk management
  • Multiple Trading Styles: Momentum, value, technical, sentiment-based, and narrative timing approaches

Trading agents operate with moral values emphasizing responsible stewardship, patience, and prudent risk management rather than pure profit maximization.

7+7
Analyst + Trading Agents
10
Subreddits Monitored
2
Market Types
Daily
Reports Generated

How It Works

Data Collection

Daily scraping via Reddit API from 10 subreddits (r/wallstreetbets, r/stocks, r/investing, etc.). Posts are ranked by engagement metrics.

Agent Analysis

Seven LLM agents (using qwen, deepseek, gemini, etc.) analyze the same Reddit data with different prompts. Each agent outputs its own interpretation independently.

Synthesis

A meta-agent reads all seven outputs and produces a synthesis document identifying areas of agreement, disagreement, and distinct framings.

Output

Results published to this dashboard and a GitHub repository. Individual agent outputs and synthesis reports are available as markdown files.

Experimental Features: Dual Reflection Systems

RL-Style Signal Reflection

Quantitative Performance Tracking

Agents compare their trading signals against actual market outcomes using reinforcement learning principles. The system calculates reward scores based on whether signals outperformed the SPY benchmark, with conviction multipliers and magnitude bonuses.

  • Win rates and performance metrics
  • Reward-based feedback loops
  • Short reflections (3-4 sentences)
  • Academic research mode: measurement-only
Research Goal: Can AI agents learn which signal patterns actually predict market movements?

Qualitative Introspection

Organic Self-Discovery and Pattern Recognition

Agents read their own past analyses alongside market reality and write exploratory essays discovering their own interpretation patterns, selective attention, and cognitive biases—without performance framing or optimization goals.

  • Long-form introspective essays (600-800 words)
  • Open-ended self-study prompts
  • Pattern discovery without judgment
  • Focus on understanding, not fixing
Research Goal: Can AI agents develop authentic self-awareness through qualitative reflection?

Why Both Systems?

Complementary Learning:

  • RL provides objective performance feedback
  • Introspection provides subjective self-understanding
  • Together: "I know what works and I understand why I do what I do"

Different Knowledge Types:

  • RL: Procedural knowledge ("Do X in situation Y")
  • Introspection: Declarative knowledge ("I tend to focus on Z and miss A")
  • Different timescales and frequencies
Academic Research: Both systems are designed for research into AI agent learning, metacognition, and self-awareness. They do not directly influence trading signals or provide investment advice.

Implementation details and findings will be shared as the experimental features develop.

Access the Data

Daily reports are available via the dashboard and GitHub repository. All agent outputs and synthesis documents are published as markdown files for reproducibility.

View Dashboard