Each quarter, one report: the company-quarters where management discussed more new programmes, qualifications, ramps and customer wins than they usually do — while the reported numbers stayed unremarkable. For each, every sentence that says so, who said it, on what date, verified verbatim, with the same company's earlier statements beside it.
Built from output the pipeline already writes: per-ticker narrative timelines, the elevated company-quarters, the exceptional-band rows. No workspace, no integration, no onboarding. Delivered as a gated web issue and PDF.
Under development. The classifier and the timelines exist; the report is being packaged. Register interest and you will receive the first issue when it ships.
Companies whose inflection language this quarter sits above their own baseline, ranked by how far. Each with the reported revenue growth beside it, so the divergence is visible, not asserted.
For each elevated company: the statements that triggered it, speaker, call, date, verified verbatim. Short quotations; the rest paraphrased and linked.
What the same management said about the same programmes in previous quarters. 108 narrative timelines already written to disk; the relevant ones ship with the issue.
The precision measured against analyst verdicts, the baseline definition, what was excluded and why. Same page every quarter, so results are comparable.
It says: these companies are discussing more new programmes than they usually do, while their reported growth is unremarkable — and here is every sentence that says so.
It does not say: that the numbers will move, which way, or when. Not a forecast, not a rating, not a target. Readers draw their own conclusions from a dated record; the report supplies the record.
| Licence | Readers | Redistribution |
|---|---|---|
| Institutional | Up to 5 named readers at one firm | Outside the named readers — including to a fund's own investors — needs written permission, normally given |
| Individual | One named reader | Personal use |
Annual. Pricing announced with the first issue. Corporate strategy and IR teams: the same report reads as competitive intelligence on suppliers, customers and competitors inside the covered supply chain.
Research, not advice. Inflection Watch records what company management said, on what date, with the figures they gave, and how that compares with the same company's own earlier statements. It is not a recommendation to buy, sell or hold any security. QNTUM AI, Unipessoal Lda. is not authorised or regulated by the CMVM or any other financial-services regulator.