Follow the evidence
Keep the document, reporting period, source link and retrieval date beside each material claim.
SOURCE LOGSTOCKSWATCH / FIELD NOTES 001
Better research starts with a clearer process.
A free, editable kit for understanding AI infrastructure companies. Organize the evidence, question your assumptions, and keep track of what changed.
No email required. Editable Markdown · version 1.0
01 / WHAT’S INSIDE
Less scattered. More considered.
A framework you can use with the NBIS desk
or your own primary-source research.
Make assumptions visible
Separate what is reported from what you infer. Record the evidence that could change your view.
ASSUMPTION REGISTERRemember what changed
Compare your previous notes with new evidence. Keep unanswered questions and review triggers in view.
REVIEW & CHANGE LOG02 / PUT IT TO WORK
Make your next review
easier to revisit.
Use the kit to organize a question, not to manufacture an answer. Missing evidence stays missing until you can verify it.
Read the NBIS research guide ↗- Save a copy for one company.
Open the .md file in any text editor. Write down your question and the reporting period you are reviewing.
- Start with the original document.
Record the source, date, unit and exact definition. Keep reported results separate from guidance and estimates.
- Leave a trail for your next review.
Note what you could not verify and what evidence would change an assumption. Revisit after a new filing or update.
03 / A LOOK AT THE FORMAT
Every claim needs somewhere to point.
Blank prompts from the source log.
No sample market figures.
| Claim or metric | Evidence type | Source & period | Status |
|---|---|---|---|
| [Your research question] | [Reported / assumption] | [Document, URL, period] | Not verified |
The full kit also includes units, retrieval dates, limitations, review triggers and a checklist for checking AI summaries.
04 / WHAT WE’RE EXPLORING
A deeper workflow.
The same evidence-first approach.
Explore the Research Workflow Pack: expanded editable templates, a review routine, and a fictional worked example. It is not available to buy yet. Read the preview and try the sample to see whether the process fits the way you work.
Preview the Workflow Pack ↗Free sample available. Sales are not open.
BEFORE YOU DOWNLOAD
A few practical details.
What do I need to open it?
Any text editor. Markdown is plain text with simple formatting, so you can use the kit without a new app or account.
Does the kit include current data or stock picks?
No. It contains blank templates and research checklists. Use current primary sources for your research and verify material information independently. This is educational material, not financial advice.
Can I adapt it?
Yes, for your own personal or internal business research. Do not resell the kit or represent it as your original product. The download includes the use terms.
Will downloading it subscribe me to email?
No. The download does not collect your email address or create an account. Signing up for NBIS Close is a separate, optional action.