Method & disclosure

How a statement becomes part of the record.

QnTuM AI combines AI models trained and curated for one job — reading what management says — with the judgement of experienced analysts and portfolio managers, who decide what is material, how figures are standardised, and where the models must stop. The specific models and prompts are proprietary; the rules below are not.

What we read

What management says in public.

Public statements by company management across the AI-infrastructure and semiconductor supply chain. Coverage grows as the pipeline surfaces related companies, and on clients' demand. A client's own material is processed only in that client's isolated workspace and never reaches anything we publish.

Two contractual rules

Verified, and point-in-time.

Rule 1

A statement matches its source, or it is flagged.

Every statement is checked against the source document before it can reach a view. A row that fails is marked, never silently corrected, and never served as evidence.

98.1% pass · the remainder carry the flag
Rule 2

Nothing consults a row dated after the question.

Links look back, never forward. A statement is connected only to what was already on the record when it was made — which keeps a backtest honest.

point-in-time by construction
House rules for anything we write

Checked by machine, then by a reviewer.

Every figure dated and attributed.Who, when — or it is not printed.
Every calculation traceable.Inputs named, arithmetic shown, labelled as ours.
Estimates marked.An assumption is written as one, with its value.
Company before press.A press figure is second-hand where the company gave its own.
Units and perimeters named.Per-IT and per-gross, annual and over-the-term are never mixed.
No advice, no intent.No ratings, no targets, no claims about motives.
Disclosure

Who we are, and what we do not do.

PublisherQnTuM AI, Lisbon, Portugal
NatureResearch input. Not investment advice, not a personal recommendation, not an offer or solicitation.
PositionsQnTuM AI holds no position in any company it covers.
RegulationNot authorised or regulated by the CMVM or any other financial-services regulator. Does not manage assets, exercise discretion, or execute.
Our claimNarrow and precise: what was said, by whom, when, with the figure given — and what our arithmetic on it shows.

Research, not advice. QnTuM AI records and analyses what company management says in public, on what date, with the figures they gave. Nothing here is a recommendation to buy, sell or hold any security; no output is a price target or a rating, and QnTuM AI holds no position in any company it covers. Calculations made by QnTuM AI are labelled as ours. QnTuM AI is not authorised or regulated by the CMVM or any other financial-services regulator, does not manage assets and does not execute. See Method & disclosure.