What Breakwise is, and what it holds back.

Trust · Legal · Terms · Disclosures

Educational research, not investment advice. I'm not a licensed adviser.

Breakwise publishes information about the AI buildout: constraints, claims, dated evidence, thesis states and scored calls. Nothing here is personalised, nothing is addressed to any person's situation, and the desk places no trades. This page changes only by dated entries in §05.

01What this is

An informational publication. Every claim about a market carries a label that says how it knows (the four labels); every number carries the date it was read; every call carries its direction, confidence and horizon from the moment it opens and is scored when the horizon arrives. The desk's own setups, holdings and watchlists are never published.

02Producer

Anthony Meijer, sole producer. Not a licensed investment adviser; not affiliated with any issuer, broker or fund. No issuer, broker, exchange or vendor pays for coverage. Contact: [email protected].

03Dates and corrections

Every publication carries the time its content was completed and the time it was first published, in UTC. A correction is a new dated row that references the old one; nothing is edited in place, and a call cannot be edited, withdrawn or re-dated after it opens.

04Positions and blackout

Every position the producer holds in an issuer a publication names is listed here, whatever its size, with the date it was last checked against the broker's statement. The table is checked again before any publication that names an issuer. The producer does not trade a covered issuer in the 48 hours before or after a publication that names it.

Issuer	Position	As of
None disclosed as of 2026-09-17. Updated before any publication that names an issuer in which a position exists.

05AI assistance, and changes to this page

Language models assist with extraction and drafting. Every extracted fact is gated on a verbatim quote from its document; every draft is labelled draft until a person accepts it; the producer is responsible for every publication.

Date	Change
2026-09-17	First version. Later the same day: shortened to five sections.
2026-09-18	Planned inference vendor removed: the desk's models run on the producer's own equipment.
2026-10-14	Positions: every position in a named issuer is listed, whatever its size (it was: above 0.5% of share capital, or otherwise material).