Research · On Substack

A thesis that could be wrong, and the numbers to test it.

> FORMAT ........ thesis · derived datapoints · arithmetic shown · dataset ... [OK]
> CHECK ......... every figure dated and attributed · calcs labelled as ours . [OK]
> REVIEW ........ machine checker + analyst review before release ........ [OK]
> PUBLISHED ..... when the record has something to say · not on a calendar . [OPEN]

A piece exists only for a thesis: a synthesis no single call or wire story carries, or a derived datapoint nobody has computed. A company, a topic across many issuers, a mechanism traced through the supply chain — whatever the record turns up. It is not a results recap; revenue and EPS are everywhere within the hour.

Every figure is dated. Where we do arithmetic, we show it and label it as ours. Estimates are marked as estimates.

Free
The thesis and the argument
Paid
Derived metrics with calculations · charts · the full dataset
Stance
Research input · never a rating, never a target
House rules

What every piece does, and never does.

Every figure is dated.Who said it, and when.
Every calculation is traceable.Inputs named, arithmetic shown, labelled as ours.
Estimate is not fact.An assumption is written as one, with its value.
The company's word first.A press figure is second-hand when the company stated its own.
No ratings, no targets, no "will".What was said, and what the numbers subsequently did.
Nothing about intent.We record statements, not motives.
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Free argument. Paid arithmetic.

On Substack

qntum.substack.com

Free and paid tiers, monthly or annual. Free parts are also shared on LinkedIn.

Teams & institutions

Licences and custom pieces

Research for a team, a dataset behind a piece, or a piece on your own question.

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.