Methodology
Sources
The Compute separates documents (what a source published), claims (atomic, checkable assertions extracted from documents), events (real-world occurrences reconstructed from corroborated claims), and editorial interpretation (what we write). A document is not a fact. A claim is not an event. Issues cite the layer beneath them, and every source carries a reliability grade.
First-party announcements; deal figures are primary but framed by the company.
Supply-chain sourcing from Taiwan; feed blocks bots (HTTP 406) — cite via manual ingest.
Earnings transcripts (/transcripts), results (/results), and calendar (/calendar). Bot-guarded — ingest transcripts manually; calendar syncs from Nasdaq via scripts/earnings-sync.ts.
Machine source for scripts/earnings-sync.ts — report dates, EPS estimates, actuals, surprises.
First-party announcements; deal figures are primary but framed by the company.
Wire service carrying company releases verbatim — treat as first-party marketing, not reporting.
First-party announcements; treat forward-looking claims as marketing.
Independent semiconductor and datacenter research. Strong primary fieldwork.