Good research starts as a better question.
Question Factory explains the pipeline behind Octolyra's research: X idea maps and thesis leads become scoped diligence rooms, then source registers, claim reviews, FMP digests, and publishable reports.
From smoke to source-backed thesis.
The vault treats social-market narratives as leads only. The research workflow forces each idea through scoping, source hierarchy, disagreement checks, and claim qualification before it can become a post.
Capture the lead from X maps, Grok scans, watchlists, or a portfolio question.
Route it into an existing room or scaffold a numbered Question Research folder.
Build source register, FMP digest, external notes, and claim review before synthesis.
Publish only after naming gaps, disagreements, version families, and disconfirming signals.
The twelve diligence rooms.
One question has a first-pass deep report. The rest are scaffolded and waiting for source-register, FMP-digest, and claim-review execution.
| # | Question | Tickers | Status |
|---|---|---|---|
| 1 | Hyperscaler AI capex versus revenue, margin, utilization, and FCF drag | MSFT, AMZN, GOOGL, META | Deep report complete |
| 2 | Power availability and grid queues delaying data-center ramps | MSFT, AMZN, VST, CEG | Scaffolded |
| 3 | Data-center demand and utility pricing power versus pass-through | VST, CEG | Scaffolded |
| 4 | Bifurcated consumer economy in retailer volumes and margins | WMT, TGT, CMG, LULU, KHC | Scaffolded |
| 5 | Tariffs and input-cost pressure in retailers and logistics | RH, NKE, FDX | Scaffolded |
| 6 | HBM and advanced packaging pricing power and backlog visibility | MU, NVDA, AMD | Scaffolded |
| 7 | Data-center REIT lease rates versus construction and labor inflation | EQIX, DLR | Scaffolded |
| 8 | AI capex intensity widening reported earnings versus FCF gaps | MSFT, AMZN, GOOGL, META | Scaffolded |
| 9 | Energy and transportation costs flowing through working capital and margins | WMT, HD | Scaffolded |
| 10 | Enterprise AI adoption creating software pricing power versus license erosion | ADBE, SNOW | Scaffolded |
| 11 | Power-generation costs and data-center demand improving producer visibility | Power / gas producers | Scaffolded |
| 12 | FCF versus OCF valuation lenses in capex-heavy AI-adjacent businesses | AMZN, SOFI | Scaffolded |
The newest idea leads are still leads.
The June 10 Grok X-search scan found three highest-priority routing candidates. The room rules are strict: X-originated claims are smoke until primary sources, filings, transcripts, or company data corroborate them.
| Lead | Why It Matters | Routing | Evidence Need |
|---|---|---|---|
| CPO delay to NPO + power infrastructure | Three followed accounts converged; CRDO / DustPhotonics leg was independently verified. | Photonics, SiC GaN SST, AI Buildout | Product ramps, customer wins, power conversion order proof |
| APGE short catalyst | EBGLYSS every-8-week dosing approval is real and may weaken APG777's dosing-convenience edge. | AI Health / dedicated biotech room | Clinical differentiation, payer behavior, probability-weighted pipeline work |
| GHH.L quantum supply chain | Early upstream acousto-optics / crystal supplier angle with low public market attention. | Quantum computing room | Customer wins, filings, defense/quantum subsystem traction |
Publishing rule: a lead should not become a public thesis until it survives source authority, disagreement, evidence-gap, and version-family gates.