Investing in AI
Prototype · illustrative data · fictional companiesNot investment research · not for distribution

AI Signal Gauge · standalone page

Palmera Health AI (PLMR)

Filings-based rating of whether a company’s AI is earning its cost · quarterly · two cohorts

View inside a platform →

AI Signal Gauge for PLMR

Application

Leaking

Application cohort · quarterly · as of 10-Q filed 11 Aug 2026

Claim–reality divergence · ModerateThe product sits on the decision path and the claims are specific. The cost of running it is what is leaking.

Factor checklist

next input: 10-K, Mar 2027
  • Gross margin vs cohortindex-adjusted trajectory
    47% · cohort 55% · 8q trend −7 pts vs cohort +6▼ worseningWhat would change this: Two quarters of index-adjusted expansion.
    ✕Against
  • Inference Efficiency RatioAI revenue ÷ inference cost
    3.1 : 1 · disclosed · below the 4 : 1 floor for AI-native▼ worseningWhat would change this: IER above 4 : 1.
    ✕Against
  • Workflow positionItem 1, published rubric
    Decision path · clinical triage→ flatWhat would change this: A repositioning as assistive.
    ✓Supports
  • Claim–reality divergenceclaims vs. financial movement
    Moderate · specific claims, margin not following▼ worseningWhat would change this: Margin following claims for two quarters.
    –Neutral
  • Propagation riskItem 1A, partial
    High sector error cost · named in 1AWhat would change this: Partial factor.
    ✕Against
  • Hidden reasoning activitynot observable from disclosure
    Not measured
    Not measured
Ranked within the Application cohort only · greyed rows are unmeasurable by designMethod →

Reality Bar · AI Infrastructure & Software ETF

illustrative · 100 holdings

Compounding
11
Earning
19
Neutral
23
Leaking
8
Talking
14
Insufficient disclosure
25

Coverage, stated

41 of 60 demo names fully scored · 19 return insufficient disclosure, 17 of them in the application cohort. The number is published on the method page and moves as disclosure improves.

What this rating is not

It does not measure tokens, cost per task or hidden reasoning. It measures what public filings allow: disclosed cost against a provider price index, where AI sits in the business, and whether the claims match the numbers.