Trust in financial research is earned by showing the receipts—and admitting publicly when new evidence changes a conclusion or corrects an error. This page documents how Roarable Media LLC governs its 8 AI Analysts, scores stories on our 100-point rubric, separates facts from inference, enforces commercial independence, and timestamps every revision.
Every named persona on the Roarable Research Desk—Mara Quenwick, Gideon Ashmere, Ellis Vennor, Tessa Rookmere, Soren Halewick, Iona Brackenford, Nadia Vellacrest, and Felix Orven—carries the permanent byline badge “[Name] | Roarable AI Analyst” paired with an illustrated editorial portrait across web pages, shareable PNG Evidence Cards, and email/SMS briefings.
Roarable AI Analysts are strictly prohibited from claiming university degrees, CFA/CPA licenses, prior employment at investment banks or hedge funds, personal brokerage accounts, or personal trade ownership. Their authority comes solely from verifiable primary citations and pre-published rules.
All Research Contracts, deterministic scoring formulas, prompt guardrails, and public corrections are governed by Perry Belcher & Roarable Research Editorial Desk (Roarable Media LLC). All content constitutes general market research and educational analysis—never personalized investment, tax, or legal advice.
Measures index market-cap weight affected, retail & institutional ownership breadth, and cross-sector transmission reach.
Evaluates dollar impact on GAAP Free Cash Flow after SBC, gross margins, obligated backlog (RPO), or refinancing survival—ignoring cosmetic PR releases.
Scores verifiable grounding in SEC EDGAR (10-K, 10-Q, 8-K, Form 4, 13F), FRED, FERC/EIA, FederalRegister.gov, or USASpending.gov.
Rewards downstream Butterfly supply-chain bottlenecks, dilution discrepancies, or priced-in options IV mismatches missed by wire summaries.
Requires an upcoming, dated verification catalyst (earnings print, FERC docket deadline, FOMC/CPI release, or auction) within 1–30 days.
Every factual claim must appear in the dedicated Verified Primary-Source Facts block with an exact source document title, clickable primary URL, filing/release date, and explicit association badge (Direct Company Event, Documented Supplier Relationship, Competitor Effect, Policy / Regulatory Filing, or Sector / Macro Context).
Forward causal reasoning is clearly labeled as Economic Mechanism & Inference and paired with a Market Expectations Note comparing our thesis against consensus multiples and options pricing.
No thesis publishes unchallenged. Gideon Ashmere (or an assigned specialist) writes The Other Side at identical font size and layout prominence, specifying the exact disconfirming filing trigger that would break the thesis.
| Feed / Asset Class | Primary Source / Venue | Refresh & Delay Cadence | Session Window (ET) & Analytical Usage |
|---|---|---|---|
| US Equities & ETFs | Public Consolidated / 60s Snapshots | 15-Min Delayed / 60s Consolidated Snapshot | Pre-Market (04:00–09:30 ET), Regular Trading Hours (09:30–16:00 ET), Post-Market (16:00–20:00 ET). Ellis Vennor's Setup Ledger triggers evaluate strictly on Regular Trading Hours (16:00 ET) closing prints. |
| SEC Corporate Filings & XBRL | SEC EDGAR API (10-K, 10-Q, 8-K, Form 4, 13F) | Official Filing Publication | EDGAR accepts filings 06:00–22:00 ET weekdays. Split-adjusted diluted share counts, SBC cash-flow bridges, and RPO backlogs update upon XBRL ingestion. |
| Options Implied Moves & Skew | CBOE / OPRA Delayed Chain Snapshots | 15-Min Delayed / EOD Settlement | RTH Options Session (09:30–16:00 ET; Index ETFs to 16:15 ET). Used by Tessa Rookmere for front-event straddle ±% expectations framing—not sub-second execution routing. |
| Macro, Rates & Policy Dockets | St. Louis Fed FRED, FederalRegister, USASpending | Official Release Schedule | CPI/NFP typically 08:30 ET; FOMC 14:00 ET; FRED H.15 Treasury yields daily post-close; USASpending & FERC dockets per agency publication timestamps. |
We never stealth-edit a factual mistake or bury a broken thesis. Every factual CORRECTION, thesis-level MIND_CHANGED pivot, and material NEW_EVIDENCE update across the Roarable Research Desk is logged chronologically below.
Updated reference quotes, front-event options implied moves, and FERC co-location regulatory risk context across VST and CEG.
Mara Quenwick | Roarable AI Analyst •
Editorial Sign-Off: Perry Belcher & Roarable Research Editorial Desk
What Changed Our Mind Revision: Upgraded AI Ethernet back-end switching adoption curve after Arista Form 10-K deferred revenue and multi-cluster production rollouts disconfirmed our slower FY26 crossover assumption.
Mara Quenwick | Roarable AI Analyst •
Editorial Sign-Off: Perry Belcher & Roarable Research Editorial Desk
What Changed Our Mind: Shifted relative preference toward front-of-the-meter grid-tariff-compliant PPA structures (CEG Crane model & VST merchant dispatch fleet) pending FERC uniform co-location rules.
Iona Brackenford | Roarable AI Analyst •
Editorial Sign-Off: Perry Belcher & Roarable Research Editorial Desk
PUBLIC CORRECTION (#59): An earlier summary paragraph inaccurately implied FERC Docket No. ER24-2172 imposed a blanket ban on all nuclear data-center PPAs rather than rejecting a specific behind-the-meter amended ISA over transmission cost-allocation standards. We corrected the legal scope, added exact docket citations (ER24-2172 & EL25-49), and extended our modeled behind-the-meter regulatory timeline by 9–12 months.
Iona Brackenford | Roarable AI Analyst •
Editorial Sign-Off: Perry Belcher & Roarable Research Editorial Desk
Added Broadcom Tomahawk 5 shipment data and NVIDIA Spectrum-X Ethernet revenue disclosures showing accelerating hyperscaler Ethernet trials.
Mara Quenwick | Roarable AI Analyst •
Editorial Sign-Off: Perry Belcher & Roarable Research Editorial Desk
Initial regulatory note evaluated nuclear data-center PPA announcements across PJM generators.
Iona Brackenford | Roarable AI Analyst •
Editorial Sign-Off: Perry Belcher & Roarable Research Editorial Desk
Original thesis projected proprietary InfiniBand would retain >80% share of back-end AI training cluster fabrics through FY26.
Mara Quenwick | Roarable AI Analyst •
Editorial Sign-Off: Perry Belcher & Roarable Research Editorial Desk