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

AI Signal Gauge · standalone page

Quantrell Analytics (QTRL)

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

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AI Signal Gauge for QTRL

Application

Compounding

Application cohort · quarterly · as of 10-Q filed 30 Jul 2026

Claim–reality divergence · LowClaims are few, specific and quantified. Margin and disclosed inference efficiency moved the way the claims said they would.

Factor checklist

next input: 10-K, Feb 2027
  • Gross margin vs cohortindex-adjusted trajectory
    71% · cohort 55% · 8q trend +6 pts vs cohort +6▲ improvingWhat would change this: Two quarters of index-adjusted contraction.
    ✓Supports
  • Inference Efficiency RatioAI revenue ÷ inference cost
    9.4 : 1 · disclosed · healthy above 10 : 1 for AI-infused▲ improvingWhat would change this: A fall below the 8 : 1 floor.
    ✓Supports
  • Workflow positionItem 1, published rubric
    Decision path · underwriting and pricing decisions→ flatWhat would change this: A repositioning of AI as assistive in Item 1.
    ✓Supports
  • Claim–reality divergenceclaims vs. financial movement
    Low · claims quantified and delivered→ flatWhat would change this: Claim intensity rising faster than delivered margin.
    ✓Supports
  • Propagation riskItem 1A, partial
    Named error costs in underwriting · above-cohort specificityWhat would change this: Partial factor.
    –Neutral
  • 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.