Methodology
How the numbers are made
One protocol covers every figure on the site. Each open dataset then has its own page saying where its rows come from and what they do not cover. Read these before citing a number from here, and link them when you do.
Figure verification protocol
The four reconciliation checks, the session rule, the beat test and the correction policy, each anchored to a real error.
Track record
What counts as a call, thesis accuracy against call result, expectancy over hit rate, and how losers are logged.
AI compute deal ledger
What qualifies as a deal, how binding and framework status are assigned, and how megawatts and value are sourced.
Hyperscaler capex tracker
The XBRL tags behind every capex figure, and how filing language is diffed quarter over quarter.
RPO tracker
Remaining performance obligations from the documented XBRL tag, with the current and non-current split.
Earnings expectations database
How the straddle-implied move is captured, how the realised move is measured, and how guidance is graded.