DisconfirmAI

DisconfirmAI is an investment research and reading site I build on my own. The idea behind it is simple: before you get confident about a company, look for the evidence that could prove you wrong.

Reading: a daily selection of public sources on AI and investing. Each item keeps the original link and date, with short notes that separate background, open doubts and my own comments.

Research: ask a question about a company and get an answer built from filings and financial data, with sources cited and inferences marked as inferences.

Radar: set the companies, themes or conditions you care about. It scans on a schedule and only reports when something material changes.

Investment framework: write down your own criteria and the conditions that would make you change your mind. Research results are checked against it.

There is also an AI 100 ranking of AI companies and an industry map that shows where each company sits and how value is spread across the AI stack. Some valuation templates and market dashboards are included as well, for people who like to check the numbers themselves.

Public reading and company pages are free and need no sign-in. Personal research, tracking and the framework need a Google sign-in. It gives no buy or sell calls and does not trade.