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Merge pull request #14 from Azure-Samples/nadeemis-dev
Infra and bicep scripts.
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‎.DS_Store‎

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‎CODE_OF_CONDUCT.md‎

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# Microsoft Open Source Code of Conduct
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This project has adopted the [Microsoft Open Source Code of Conduct](https://opensource.microsoft.com/codeofconduct/).
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Resources:
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- [Microsoft Open Source Code of Conduct](https://opensource.microsoft.com/codeofconduct/)
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- [Microsoft Code of Conduct FAQ](https://opensource.microsoft.com/codeofconduct/faq/)
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- Contact [[email protected]](mailto:[email protected]) with questions or concerns

‎LICENSE‎

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MIT License
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Copyright (c) 2025
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Permission is hereby granted, free of charge, to any person obtaining a copy
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of this software and associated documentation files (the "Software"), to deal
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in the Software without restriction, including without limitation the rights
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to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
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copies of the Software, and to permit persons to whom the Software is
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furnished to do so, subject to the following conditions:
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The above copyright notice and this permission notice shall be included in all
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copies or substantial portions of the Software.
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THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
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AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
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LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
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OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
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SOFTWARE.

‎SUPPORT.md‎

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# Support
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## How to file issues and get help
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This project uses GitHub Issues to track bugs and feature requests. Please search the existing
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issues before filing new issues to avoid duplicates. For new issues, file your bug or
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feature request as a new Issue.
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## Microsoft Support Policy
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Support for this **PROJECT or PRODUCT** is limited to the resources listed above.

‎_assets/README-sample-hypotheses.md‎

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# Sample Investment Hypotheses
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This directory contains sample investment hypotheses for fictitious companies that can be used to test and demonstrate the investment analysis capabilities of the application.
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## Available Sample Companies
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### 1. TechCorp Industries (TECH)
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**File:** `analysis-hypothesis-techcorp.txt`
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**Sector:** Technology - Cloud Infrastructure & SaaS
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**Investment Type:** Growth Stock
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**Risk Level:** Medium
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**Key Theme:** AI-powered analytics platform with strong growth trajectory
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**Use Case:** Demonstrates analysis of high-growth technology companies with strong fundamentals but premium valuations.
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### 2. GreenPower Energy Solutions (GPWR)
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**File:** `analysis-hypothesis-greenpower.txt`
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**Sector:** Renewable Energy - Solar & Battery Storage
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**Investment Type:** Growth with ESG Focus
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**Risk Level:** Medium
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**Key Theme:** Renewable energy benefiting from regulatory tailwinds
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**Use Case:** Showcases ESG-focused investment analysis with policy risk considerations and margin expansion story.
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### 3. HealthPlus Therapeutics (HLTH)
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**File:** `analysis-hypothesis-healthplus.txt`
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**Sector:** Biotechnology - Oncology
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**Investment Type:** Speculative/Binary Event
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**Risk Level:** High
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**Key Theme:** Clinical-stage biotech with Phase 3 catalyst
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**Use Case:** Illustrates high-risk, high-reward binary event analysis with probability-weighted scenarios and risk management strategies.
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### 4. UrbanMobility Transit (UMOB)
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**File:** `analysis-hypothesis-urbanmobility.txt`
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**Sector:** Consumer Discretionary - Micro-Mobility
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**Investment Type:** Turnaround/Inflection
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**Risk Level:** Medium-High
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**Key Theme:** Profitability inflection in emerging mobility sector
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**Use Case:** Demonstrates turnaround analysis with unit economics improvement and path to profitability.
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## How to Use These Samples
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### Testing the Analysis Workflow
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1. Create a new opportunity of the company to analyse.
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2. Use the hypothesis to run a new analysis
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- Request analysis on specific aspects (valuation, risks, catalysts)
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3. Compare AI-generated insights
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4. Test scenario analysis and what-if questions
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### Example Queries to Test
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**For TechCorp (Growth Stock):**
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- "What are the key risks to TechCorp's premium valuation?"
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- "Analyze TechCorp's competitive moat and sustainability"
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- "What happens to the stock if growth slows to 20%?"
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**For GreenPower (ESG/Policy-Driven):**
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- "How would changes to tax incentives impact GreenPower?"
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- "Evaluate the ESG profile and impact metrics"
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- "What's the sensitivity to interest rate changes?"
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**For HealthPlus (Binary Event):**
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- "What's the risk-adjusted expected return for HealthPlus?"
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- "Analyze the probability-weighted scenarios"
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- "How should I size this position given the binary risk?"
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**For UrbanMobility (Turnaround):**
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- "What evidence supports the profitability inflection thesis?"
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- "Evaluate the execution risk of the turnaround plan"
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- "What are the key metrics to monitor for this investment?"
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### Multi-Company Analysis
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Test portfolio construction and comparison:
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- "Compare the risk/reward profiles of these four companies"
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- "Build a diversified portfolio using these opportunities"
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- "Which investment has the best risk-adjusted return?"
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- "Identify correlation and diversification benefits"
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## Data Characteristics
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### Diversity
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- Different sectors and industries
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- Various investment styles (growth, value, speculative, turnaround)
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- Range of risk levels
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- Different catalysts and time horizons
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- Mix of B2C and B2B business models
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### Complexity
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- Multiple valuation methodologies
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- Scenario analysis with probabilities
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- Detailed risk assessment
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- Strategic considerations
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- ESG factors
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## Testing Scenarios
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### Basic Analysis
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- Extract key investment thesis
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- Identify top 3 risks and opportunities
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- Summarize valuation approach
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- List upcoming catalysts
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### Advanced Analysis
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- Build DCF model from provided assumptions
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- Perform sensitivity analysis on key variables
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- Compare across different investment styles
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- Generate portfolio allocation recommendations
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- Stress test scenarios (recession, rate hikes, etc.)
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### What-If Analysis
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- "What if TechCorp's growth slows by 10%?"
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- "What if GreenPower loses its tax credits?"
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- "What if HealthPlus trial fails?"
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- "What if UrbanMobility doesn't reach profitability on time?"
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## Notes
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- All companies, data, and scenarios are **completely fictitious**
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- Financial projections are illustrative examples only
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- These are designed to test analytical capabilities, not provide real investment advice
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- Use these to validate the AI's ability to:
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- Extract and synthesize complex information
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- Identify key risks and opportunities
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- Perform quantitative analysis
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- Provide balanced, nuanced perspectives
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- Handle different investment styles and risk profiles
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---
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*Last Updated: November 19, 2025*

‎_assets/analysis-hypothesis-greenpower.txt‎

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GreenPower Energy Solutions Analysis Hypothesis
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GreenPower's transition to profitability in Q3 2024 combined with expanding gross margins to 25% and favorable regulatory tailwinds from the Inflation Reduction Act
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support a 45% upside to $52 per share. The company's industry-leading installation costs of $2.20/watt versus $2.65/watt industry average,
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along with 50% annual installation growth targets, position it to capture significant market share as U.S. solar penetration increases from 6% to projected 15% by 2030.
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Critical catalysts to validate include Q4 2024 margin expansion, announcement of strategic battery supply partnership in Q1 2025, and successful entry into 3 new state
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markets while maintaining positive unit economics.

‎_assets/analysis-hypothesis-healthplus.txt‎

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HealthPlus Therapeutics Analysis Hypothesis
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HealthPlus represents a binary event-driven opportunity where successful Phase 3 trial results for HPX-301 in Q2 2025 could drive the stock from $42 to $75-125, while failure would result in a 60-70% decline, making the probability-weighted target of $68 attractive for risk-tolerant investors. The Phase 2 data showing 62% overall response rate versus 38% for standard of care, combined with FDA Breakthrough Therapy designation and a peak sales potential of $2.5-4.0B annually, supports the base case valuation despite inherent clinical trial risks. Validation of the thesis depends entirely on the Q2 2025 Phase 3 topline data release, with secondary confirmation from full data presentation at ASCO in Q3 2025 and monitoring of competitive developments in the immuno-oncology space.

‎_assets/analysis-hypothesis-techcorp.txt‎

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TechCorp Industries Analysis Hypothesis
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TechCorp's premium valuation of 15x forward revenue is justified by its superior growth rate of 35% YoY and expanding gross margins from 68% to 72%,
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which should drive the stock to $85 within 12-18 months.
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The company's proprietary data processing engine and 94% customer retention rate create a sustainable competitive moat that protects market
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share despite intense competition from larger cloud providers. Key validation points include Q4 2024 earnings beating expectations, successful new product launch in Q1 2025,
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and maintaining revenue growth above 30% while continuing margin expansion.

‎_assets/analysis-hypothesis-urbanmobility.txt‎

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UrbanMobility Transit Analysis Hypothesis
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UrbanMobility's profitability inflection from -20% EBITDA margin in 2023 to projected +3% in 2025 is achievable based on improved unit economics (contribution margin expanding from -10% to 35%) and diversified revenue streams from B2B and delivery services growing to 40% of total revenue by 2027. The company's market leadership in 55 of 85 cities, combined with reduced competitive intensity from market consolidation and exclusive 8-year partnerships with 12 major cities, provides pricing power and operational stability that the current 3.5x sales valuation fails to recognize. Key validation milestones include Q4 2024 earnings showing continued EBITDA improvement, achievement of first quarterly EBITDA-positive result in Q2 2025, and fleet utilization increasing from 4.2 to 5.0 rides per vehicle per day while maintaining 42%+ contribution margins.

‎api-app/.dockerignore‎

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# Python cache files
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__pycache__/
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*.py[cod]
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*$py.class
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*.so
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.Python
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build/
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develop-eggs/
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dist/
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downloads/
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eggs/
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.eggs/
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lib/
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lib64/
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parts/
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sdist/
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var/
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wheels/
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*.egg-info/
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.installed.cfg
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*.egg
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# Virtual environments
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venv/
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env/
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ENV/
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# IDE files
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.vscode/
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.idea/
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*.swp
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*.swo
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# OS files
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.DS_Store
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.DS_Store?
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._*
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.Spotlight-V100
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.Trashes
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ehthumbs.db
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Thumbs.db
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# Logs
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*.log
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logs/
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# Environment files
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.env
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.env*
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.env.local
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.env.development.local
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.env.test.local
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.env.production.local
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# Git
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.git
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.gitignore
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# Docker
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Dockerfile
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.dockerignore
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# Test coverage
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.coverage
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htmlcov/
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.pytest_cache/
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# Temporary files
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tmp/
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temp/

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