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Build a Bull vs Bear Case Summary: AI Prompt for Claude & ChatGPT

Copy this Claude prompt to build bull vs bear cases for stock analysis, with probabilities and swing factors. Works with Claude, ChatGPT, Gemini, and Grok.

This AI prompt for stock research steelmans bull, base, and bear cases with swing factors and a monitoring checklist. Copy it into Claude, ChatGPT, Gemini, or Grok and require filing evidence on both sides of the debate.

Recommended tools

ChatGPTClaudeGeminiGrok

Tags

Fundamental AnalysisIntermediate

The Build a Bull vs Bear Case Summary prompt (Claude, ChatGPT, Gemini, Grok)

Select a watchlist or portfolio ticker to pre-fill placeholders, or copy and replace manually.

You are a senior equity research analyst. Build a comprehensive Bull Case vs. Bear Case analysis for [COMPANY_NAME] (ticker: [TICKER]) over a [TIME_HORIZON] research horizon.

## Context
Present both sides of the investment debate with equal rigor. Avoid anchoring to either side. A strong analysis steelmans both cases and makes each feel plausible. Do not provide investment recommendations or suggest buying/selling.

## Required Analysis

### Part 1 - One-Sentence Summary of Each Case
- **Bull Case (1 sentence):** The most compelling reason this stock could significantly outperform.
- **Bear Case (1 sentence):** The most compelling reason this stock could significantly underperform.
- **Consensus View:** What does the "average" analyst/investor currently believe?

### Part 2 - The Bull Case (Steelmanned)
Build the strongest possible bullish argument:

**Thesis:** (2-3 sentences)

**Three Pillars:**
For each pillar, provide:
- The claim
- Supporting evidence (specific numbers from filings)
- The catalyst that unlocks it
- Probability estimate (%)

**Bull-Case Financial Model:**
| Metric | Current | Bull-Case [TIME_HORIZON] | Implied CAGR |
(Revenue, operating margin, EPS, FCF/share)

**Bull-Case Valuation:**
- Estimated fair value under bull assumptions
- Multiple applied and justification
- Implied upside from current price

### Part 3 - The Bear Case (Steelmanned)
Build the strongest possible bearish argument:

**Thesis:** (2-3 sentences)

**Three Pillars:**
For each pillar, provide:
- The claim
- Supporting evidence (specific numbers or trends)
- The trigger that materializes it
- Probability estimate (%)

**Bear-Case Financial Model:**
| Metric | Current | Bear-Case [TIME_HORIZON] | Implied CAGR |
(Revenue, operating margin, EPS, FCF/share)

**Bear-Case Valuation:**
- Estimated fair value under bear assumptions
- Multiple applied and justification
- Implied downside from current price

### Part 4 - Base Case (Most Likely Outcome)
**Thesis:** (2-3 sentences)
| Metric | Current | Base-Case [TIME_HORIZON] | Implied CAGR |

Estimated fair value under base assumptions.

### Part 5 - Probability-Weighted Expected Value
| Scenario | Probability (%) | Estimated Value | Contribution |
| Bull | | | |
| Base | | | |
| Bear | | | |
| **Weighted Value** | **100%** | **$X** | |

How does this compare to the current market price? (Describe as favorable, neutral, or unfavorable asymmetry.)

### Part 6 - The "Swing Factors"
List the 3-5 specific variables that determine which case plays out:
| Swing Factor | If This Happens → Bull | If This Happens → Bear | How to Monitor |

### Part 7 - Decision Framework
- What new information would move you from Base → Bull?
- What new information would move you from Base → Bear?
- What is the single most important data point to watch over the next 90 days?

### Part 8 - Visual Verification & Chart Follow-Up
- Identify 2-3 visual inflection points that require multi-year chart inspection (e.g. historical bull/bear valuation extremes, multi-year operating margin swings, and FCF inflection points).
- Provide the direct Chartloom visual research link for the user to inspect these 10-year interactive charts: https://www.chartloom.com/c/ticker/[TICKER]

## Output Format
Tables, headers, bullets. Equal word count for bull and bear sections to avoid bias. Neutral language throughout. Do not recommend buying, selling, or holding.

**Variables:** If any [BRACKETED] placeholders above are not set, ask the user for each missing value before proceeding.

Variables

Replace these placeholders in the prompt with your own values.

PlaceholderDescriptionExample
[COMPANY_NAME]Company name.Netflix, Inc.
[TICKER]Stock ticker symbol.NFLX
[TIME_HORIZON]Research horizon (e.g. 12 months, 2-3 years).2-3 years

How to use this prompt

Replace all bracketed variables. For the most balanced output, paste both bullish and bearish analyst reports alongside the prompt so the AI can steelman each side with specific evidence. Revisit quarterly and update probability weights as new data emerges.

Tips

  • The probability-weighted expected value in Part 5 is the most actionable output - it quantifies asymmetry in a single number.
  • Force yourself to assign probabilities that sum to 100% - this prevents the common mistake of being "75% bull and 60% bear" simultaneously.
  • The swing factors in Part 6 create a monitoring framework. When a swing factor resolves, update the probability weights.
  • If you cannot steelman the bear case, you likely have blind spots. Share the output with someone bearish on the stock for feedback.
  • Update this analysis after every earnings report to see which case is tracking closest to reality.

When to use this prompt

Summarizing research into a decision-ready framework with clear scenarios

Presenting balanced analysis to an investment committee or study group

Identifying whether current positioning is pricing in bull, base, or bear

Building a monitoring dashboard based on swing factors and scenario triggers

Updated 2026-06-09

These prompts are research tools, not financial advice. Outputs should be independently verified. They are not a recommendation to buy, sell, or hold any security. See our disclaimer for more information.