PUBLIC COMPANIES · DATED SOURCES · DISCLOSURE · INVESTMENT NEUTRALITY
Sixteen controls prevent AI branding, filings, prices, forecasts, and market exposure from becoming unstated current facts or investment recommendations.
NOT INVESTMENT ADVICE
EVIDENCE AND DISCLOSURE CONTROLS
AIGOV-MARKET-81-01
Verify issuer, legal entity, exchange, ticker, security class, and date before describing a public-market instrument.
SOURCE_REFRESH_REQUIRED
AIGOV-MARKET-81-02
Attach every financial figure to the exact fiscal period, filing, currency, accounting basis, and publication date.
SOURCE_REFRESH_REQUIRED
AIGOV-MARKET-81-03
Distinguish infrastructure, software, services, applied AI, underwriting, automation, algorithmic management, and thematic-fund exposure.
SOURCE_REFRESH_REQUIRED
AIGOV-MARKET-81-04
Do not infer that a company is AI-run from branding, AI revenue, software use, or an AI-styled executive title.
SOURCE_REFRESH_REQUIRED
AIGOV-MARKET-81-05
Separate total revenue, AI-attributed revenue, management estimates, segment reporting, and analyst inference.
SOURCE_REFRESH_REQUIRED
AIGOV-MARKET-81-06
Separate revenue growth from margins, cash flow, capital intensity, stock compensation, and profitability.
SOURCE_REFRESH_REQUIRED
AIGOV-MARKET-81-07
Distinguish signed contracts, remaining performance obligations, pipeline, announcements, pilots, and customers.
SOURCE_REFRESH_REQUIRED
AIGOV-MARKET-81-08
Treat price, market capitalization, multiples, index weight, and valuation as time-sensitive and never silently current.
SOURCE_REFRESH_REQUIRED
AIGOV-MARKET-81-09
Label company guidance, analyst estimates, vendor forecasts, scenario modeling, and historical actuals distinctly.
SOURCE_REFRESH_REQUIRED
AIGOV-MARKET-81-10
Preserve the speaker, date, source, scope, qualifications, and absence of independent verification.
SOURCE_REFRESH_REQUIRED
AIGOV-MARKET-81-11
Treat investigations, rules, litigation, settlements, and compliance status as jurisdiction- and date-specific.
SOURCE_REFRESH_REQUIRED
AIGOV-MARKET-81-12
Require attributable filings and dates; do not infer motive or investment conclusion from a transaction alone.
SOURCE_REFRESH_REQUIRED
AIGOV-MARKET-81-13
Do not infer business quality, AI purity, or suitability from index, ETF, or thematic inclusion.
SOURCE_REFRESH_REQUIRED
AIGOV-MARKET-81-14
Expose compute cost, concentration, competition, model risk, security, regulation, customer dependence, and execution uncertainty where supported.
SOURCE_REFRESH_REQUIRED
AIGOV-MARKET-81-15
Publish no buy, sell, hold, price target, personalized allocation, or suitability conclusion.
SOURCE_REFRESH_REQUIRED
AIGOV-MARKET-81-16
Expire date-sensitive facts unless an exact attributable source receipt supports continued use.
SOURCE_REFRESH_REQUIRED