F L O W M I N D C o m p l e x d a t a . S t r u c t u r e d i n t e l l i g e n c e .
YOUR DATA Any format. Any source. Bring the mess.
FINDING RELATIONSHIPS Find the connections.
ORGANIZE Complex data. Structured intelligence.
MAKE DISCOVERIES Unearthed from the mess.
Tap to enter 02 Intelligence layer
Illustrative research: issuer aliases merge into one company. Three sources report 12.1B, 12.4B and 11.9B. The system selects the original filing value, 12.4B, and retains its source, 10-K page 018, inside the connected intelligence structure. That same graph changes domain: scientific entities cluster, then TREM2, microglial signaling, lipid response, a cohort and supporting literature form a sequential discovery path. The path expands into an explorable research instrument. Scientific evidence is illustrative, not a validated biomedical claim. Flow Mind / Research workspace Illustrative data co-expression literature support replication shared cohort COMPANY / THESIS Atlas Semiconductor / ATLS 65 THESIS CONVICTION 65 → COMPANY / THESIS Atlas Semiconductor ATLS / thesis revision 04 Conviction 72 / 100 GENE TREM2 ENTITY / HYPOTHESIS TREM2 Altered microglial signaling may shape lipid response. Exploratory / not validated TREM2 Altered signaling Lipid response Unvalidated hypothesis + Apple issuer_name Apple APPLE AAPL · COMPANY Company / Research APPLE INC. AAPL · canonical entity Research state / evidence linked PROTEIN SPI1 AAPL Inc. symbol / US AAPL Inc. PATHWAY Immune response / 02 Apple Inc. entity.legal_name Apple Inc. FINANCIALS Revenue / margin / cash flow 12.4B FY25 HISTORICAL REVENUE → FINANCIALS FY24 FY25 FY26E 9.8B 12.4B 14.8B EXPRESSION SIGNAL Microglial response { "revenue": null, "confidence": 0.82 } Revenue REVENUE 12.4B USD · FY26 VERIFIED Revenue / Signal 12.4B Source reconciled FY22 FY26 Provenance preserved / 10-K FILINGS 10-K / 10-Q / FY25 3 linked filings SOURCE LINEAGE → FILINGS 10-K FY25 / 10-Q Q2 3 verified / lineage preserved PAPER Literature / L-018 LITERATURE / PROVENANCE L-018 / literature record Linked to expression evidence D-07 / single-cell dataset Source lineage preserved Literature / L-018 Expression evidence Single-cell / D-07 Provenance preserved + 10-K / FY26 …reported in the filing 10-K 10-K p.018 Evidence / Provenance Linked source material 3 sources / 1 research state EVIDENCE Customers / suppliers 8 linked sources RELATIONSHIPS → EVIDENCE Guidance → CAGR → thesis Revision 04 / 8 sources Growth, with evidence. Guidance linked to thesis revision 04. 01 / EARNINGS GUIDANCE FY26 outlook / management statement 02 / REVENUE ASSUMPTION 13.1% CAGR / model linked 03 / THESIS REVISION 04 Conviction 72 / evidence attached 8 sources linked / revision 04 EVIDENCE Replication / D-12 SUPPORTING EVIDENCE Replication / D-12 Independent signal attached Cohort and assay traceable Inspect evidence → Replication / D-12 Independent assay Linked cohort / C-04 Inspect evidence → + GUIDANCE / +4.2% 2026-02-03 / 16:02 Guidance change EVENTS FAIR VALUE Per share / base case $362 FAIR VALUE / SHARE $362 → FAIR VALUE $362 → $389 PROTEIN APOE …operating cash flow …guidance revised Research thesis GUIDANCE DCF Cash flow / base case 18.6B PV OF CASH FLOWS 18.6B → DCF FCF / WACC 9.0% / g 2.5% PV 18.6B → 20.0B PATHWAY Microglial signaling PATHWAY / RELATIONSHIPS Microglial signaling TREM2 ↔ TYROBP Expression → lipid response Inspect connected entities Microglial signaling TREM2 ↔ TYROBP Expression ↔ phenotype Explore relationships + 245.00 value / observation Valuation VALUATION Valuation / DCF $245 Base case Assumptions → sources → model MARKET Price / volume / history ATLS / 1Y MARKET CONTEXT → MARKET FY22 — FY26 / market context DATASET Single-cell / D-07 2024 → 2026 Time series MARKET GUIDANCE RAISED Q2 earnings / new evidence FY26 outlook ↑ NEW EVIDENCE → EVIDENCE / 09:41 GUIDANCE RAISED FY26 guidance raised Earnings / 09:41 / verified 6 dependencies updated OBSERVATION Variant / R47H …operating cash flow …reported in the filing Earnings call NEWS REVENUE ASSUMPTION Revenue CAGR / FY26–30 11.8% REVENUE CAGR 11.8% → REVENUE ASSUMPTION Revenue CAGR / FY26–30 11.8% → 13.1% PHENOTYPE Lipid response PHENOTYPE / OBSERVATION Lipid response Signal recurs across subsets Confounders unresolved Association / not causation Lipid response Repeated across subsets Confounders unresolved Association only + FY24 FY25 Δ 8.92 9.41 +.5 USD bn 10-Q ESTIMATES PORTFOLIO CONTEXT Position / research context 4.2% RESEARCH WEIGHT 4.2% → PORTFOLIO CONTEXT ATLS / research weight 4.2% → 4.8% Sector exposure 12.8% COHORT Discovery / C-04 COHORT CONTEXT Discovery / C-04 Discovery + replication subsets Cell type: microglia Inspect cohort → Discovery / C-04 Discovery + replication Cell type: microglia Inspect cohort → + Industry note 2026.02.03 / p.018 Industry note PORTFOLIO OBSERVATION Assay / 12 12.1B revenue / extract Source / 01 12.1B EXTRACTED VALUE EXTRACTION MISMATCH PAPER Literature / 13 12.4B revenue / filing FY26 / 10-K 12.4B 10-K / FY26 / p.018 PRIMARY SOURCE EXPRESSION Expression / 14 11.9B revenue / feed Source / 03 11.9B MARKET FEED EARLIER PERIOD TEMPORAL MISMATCH source DATASET Dataset / 15 PDF / FOOTNOTE 255 Company 10-K GENE CLU QUARTERLY / USD 18.9 19.5 20.2 20.8 21.5 22.1 22.7 23.4 24.0 Company FY25 PROTEIN ABCA7 IMAGE Company supplier PATHWAY Immune response / 18 AUDIO Company customer COHORT Cohort / 19 CHEMBL / 1201585 assay:1387 / p=0.139 Company consensus OBSERVATION Assay / 20 WEB PAGE [ 26AAC : 0.695 ] Company cash flow PAPER Literature / 21 EARNINGS / TRANSCRIPT 2022.10 2023.11 2024.12 2025.1 Company margin EXPRESSION Expression / 22 API / JSON Company DATASET Dataset / 23 NOTES / SOURCE 391 Company GENE TYROBP BRCA1 / rs80357906 assay:1752 / p=0.175 2E668 Company PROTEIN SPI1 QUARTERLY / USD 29.5 30.2 30.8 31.5 32.1 32.7 33.4 34.0 34.6 Company PATHWAY Immune response / 26 Company COHORT Cohort / 27 Company OBSERVATION Assay / 28 [ 36224 : 0.710 ] Company PAPER Literature / 29 P38398 / PROTEIN assay:2117 / p=0.212 Company EXPRESSION Expression / 30 EARNINGS / TRANSCRIPT 2022.7 2023.8 2024.9 2025.10 Company DATASET Dataset / 31 RESEARCH / ABSTRACT 527 Company GENE PLCG2 3DDE0 Company PROTEIN SORL1 Company PATHWAY Immune response / 34 CHEMBL / 1201585 assay:2482 / p=0.248 Company COHORT Cohort / 35 ESTIMATES / CSV 41.4 42.0 42.6 43.3 43.9 44.5 45.2 45.8 46.5 Company OBSERVATION Assay / 36 [ 4599C : 0.091 ] Company PAPER Literature / 37 CLINICAL / EVENT 2022.2 2023.3 2024.4 2025.5 Company EXPRESSION Expression / 38 Document DATASET Dataset / 39 Document GENE CLU 4D558 Document PROTEIN ABCA7 ESTIMATES / CSV 48.5 49.1 49.7 50.4 51.0 51.6 52.3 52.9 53.5 Document PATHWAY Immune response / 42 Document COHORT Cohort / 43 Document OBSERVATION Assay / 44 NOTES / SOURCE 748 Metric PAPER Literature / 45 Metric EXPRESSION Expression / 46 CLINICAL / EVENT 2022.11 2023.12 2024.1 2025.2 Metric DATASET Dataset / 47 P38398 / PROTEIN assay:3431 / p=0.343 Metric GENE TYROBP 5CCD0 Metric PROTEIN SPI1 Metric PATHWAY Immune response / 50 NOTES / SOURCE 850 Event COHORT Cohort / 51 Event OBSERVATION Assay / 52 [ 6488C : 0.249 ] Event PAPER Literature / 53 NOTES / SOURCE 901 Event EXPRESSION Expression / 54 ASSAY / RESULTS 63.8 64.5 65.1 65.7 66.4 67.0 67.6 68.3 68.9 Event DATASET Dataset / 55 Event GENE PLCG2 RELEASE / LOG 2022.9 2023.10 2024.11 2025.12 Source PROTEIN SORL1 BRCA1 / rs80357906 assay:4161 / p=0.416 Source PATHWAY Immune response / 58 Source COHORT Cohort / 59 Source OBSERVATION Assay / 60 PDF / FOOTNOTE 1020 Source PAPER Literature / 61 Source EXPRESSION Expression / 62 Person DATASET Dataset / 63 ASSAY / RESULTS 74.5 75.1 75.7 76.4 77.0 77.6 78.3 78.9 79.5 Person GENE CLU Person PROTEIN ABCA7 Person PATHWAY Immune response / 66 Person COHORT Cohort / 67 Person OBSERVATION Assay / 68 Product PAPER Literature / 69 Product EXPRESSION Expression / 70 Product DATASET Dataset / 71 Product GENE TYROBP Product PROTEIN SPI1 Product PATHWAY Immune response / 74 Time COHORT Cohort / 75 Time OBSERVATION Assay / 76 Time PAPER Literature / 77 Time EXPRESSION Expression / 78 Time DATASET Dataset / 79 Time GENE PLCG2 Company PROTEIN SORL1 Company PATHWAY Immune response / 82 Company COHORT Cohort / 83 Company OBSERVATION Assay / 84 Company PAPER Literature / 85 Company EXPRESSION Expression / 86 Document DATASET Dataset / 87 Document GENE CLU Document PROTEIN ABCA7 Document PATHWAY Immune response / 90 Document COHORT Cohort / 91 Document OBSERVATION Assay / 92 Metric PAPER Literature / 93 Metric EXPRESSION Expression / 94 Metric DATASET Dataset / 95 Metric GENE TYROBP Metric PROTEIN SPI1 Metric PATHWAY Immune response / 98 Event COHORT Cohort / 99 Event OBSERVATION Assay / 100 Event PAPER Literature / 101 Event EXPRESSION Expression / 102 Event DATASET Dataset / 103 Event GENE PLCG2 Source PROTEIN SORL1 Source PATHWAY Immune response / 106 Source COHORT Cohort / 107 Source OBSERVATION Assay / 108 Source PAPER Literature / 109 Source EXPRESSION Expression / 110 Person DATASET Dataset / 111 Person GENE CLU Person PROTEIN ABCA7 Person PATHWAY Immune response / 114 Person COHORT Cohort / 115 Person OBSERVATION Assay / 116 Product PAPER Literature / 117 Product EXPRESSION Expression / 118 Product DATASET Dataset / 119 Product GENE TYROBP Product PROTEIN SPI1 Product PATHWAY Immune response / 122 Time COHORT Cohort / 123 Time OBSERVATION Assay / 124 Time PAPER Literature / 125 Time EXPRESSION Expression / 126 Time DATASET Dataset / 127 Time GENE PLCG2 Company PROTEIN SORL1 Company PATHWAY Immune response / 130 Company COHORT Cohort / 131 Company OBSERVATION Assay / 132 Company PAPER Literature / 133 Company EXPRESSION Expression / 134 Document DATASET Dataset / 135 Document GENE CLU Document PROTEIN ABCA7 Document PATHWAY Immune response / 138 Document COHORT Cohort / 139 Document OBSERVATION Assay / 140 Metric PAPER Literature / 141 Metric EXPRESSION Expression / 142 Metric DATASET Dataset / 143 Metric GENE TYROBP Metric PROTEIN SPI1 Metric PATHWAY Immune response / 146 Event COHORT Cohort / 147 Event OBSERVATION Assay / 148 Event PAPER Literature / 149 Event EXPRESSION Expression / 150 Event DATASET Dataset / 151 Event GENE PLCG2 Source PROTEIN SORL1 Source PATHWAY Immune response / 154 Source COHORT Cohort / 155 Source OBSERVATION Assay / 156 Source PAPER Literature / 157 Source EXPRESSION Expression / 158 Person DATASET Dataset / 159 Person GENE CLU Person PROTEIN ABCA7 Person PATHWAY Immune response / 162 Person COHORT Cohort / 163 Person OBSERVATION Assay / 164 Product PAPER Literature / 165 Product EXPRESSION Expression / 166 Product DATASET Dataset / 167 Product GENE TYROBP Product PROTEIN SPI1 Product PATHWAY Immune response / 170 Time COHORT Cohort / 171 Time OBSERVATION Assay / 172 Time PAPER Literature / 173 Time EXPRESSION Expression / 174 Time DATASET Dataset / 175 Time Canonical entity 3 sources → 1 entity Canonical FY26 / 10-K 12.1B 12.4B 11.9B Source verified Conflict resolved Temporal link Evidence attached Financial intelligence Scientific discovery INGEST Shared processing stage 1: ingest NORMALIZE Shared processing stage 2: normalize CONNECT Shared processing stage 3: connect REASON Shared processing stage 4: reason DISCOVER Shared processing stage 5: discover ACT Shared processing stage 6: act 01 / Raw data
CASE 01
MAD DOG ALPHA ● Research state 03 Illustrative research / fictional company
Shared intelligence architecture
FLOW MIND
C o m p l e x d a t a . S t r u c t u r e d i n t e l l i g e n c e .
Mad Dog Alpha: raised guidance propagates through revenue assumptions, thesis, cash flows, fair value and portfolio context. The same research graph becomes an investment research workspace. Fictional illustration. Scientific discovery: the same nodes reorganize around a gene, pathway, phenotype, cohort and evidence. Connected panels expose an exploratory hypothesis, literature and dataset provenance. Synthetic evidence; associations are not validated conclusions.