QumulusAI, Inc.

Nasdaq: QMLS

Day 87 public/EARLY PUBLIC/IPO Jul 15, 2026/Services-Computer Processing & Data Preparation

$5.25

▼ 0.40 (-7.08%)

LIVE

updated 16h ago

Intelligence Core

MONITORING

No new filings in 72 h · watching for the next event

Current missionThesis Test · Day 31–90

Test the initial thesis against the first earnings, guidance and execution.

Focus

EarningsGuidanceExecutionInstitutional changes

CAUTIOUSFORMING THESIS…Intelligence score DERIVED

/ 100

Confidence55%

CURRENT THESIS INTERPRETED

QumulusAI, Inc. is an early public company trading at $5.25 following a 7.08% decline. Fundamentals show reported revenue alongside a net loss, while institutional ownership is supported by 3 Schedule 13D/13G filings. Elevated filing activity includes multiple Form 4s and 8-Ks.

Momentum

Price · since IPOLIVE

Yahoo · 61 pts

H $21.43L $5.25Last $5.25

Current ThesisINTERPRETEDLIVE

Why

+Institutional backing evidenced by 3 Schedule 13D/13G disclosures
+Active insider and corporate reporting with 4 8-Ks and 27 insider forms

Risks

−Newly public status under 90 days with a risk score of 60
−Fundamentals indicate net loss alongside reported revenue
−Negative near-term price momentum with a 1-day decline of 7.08%

Catalysts

→Subsequent periodic SEC filings to demonstrate operational progress
→Potential changes in institutional positioning based on Schedule 13 filings

Current Thesis

Company Web Research · Official DomainVIEW ONLY

https://qumulusai.com

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Capturing qumulusai.com…

Screenshot of QumulusAI, Inc.'s official website

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Resolving official website…

Research EnvironmentLIVE

Research environment · $QMLSSEC · market · news

22 evidence items|newest evidence 5d ago

Core activity · newest firstreal events · view-only

0s agoSCOREDERIVEDIntelligence score 64/100 recomputed from 5 rule-based signals.via Deterministic scoreDERIVED

0s agoSTATECore MONITORING · No new filings in 72 h · watching for the next event. Mission: Thesis Test.via Intelligence Core

16h agoOBSERVATIONVERIFIEDLast price $5.25 · -7.08% on the day.via Finnhub quoteVERIFIED

Oct 5, 2026EVIDENCEVERIFIEDForm 4 filed · PRIMARY DOCUMENT.via SEC EDGARVERIFIED Oct 5, 2026EVIDENCEVERIFIEDForm 4 filed · PRIMARY DOCUMENT.via SEC EDGARVERIFIED Oct 5, 2026EVIDENCEVERIFIEDForm 4 filed · PRIMARY DOCUMENT.via SEC EDGARVERIFIED Oct 5, 2026EVIDENCEVERIFIEDForm 4 filed · PRIMARY DOCUMENT.via SEC EDGARVERIFIED Oct 5, 2026EVIDENCEVERIFIEDForm 4 filed · PRIMARY DOCUMENT.via SEC EDGARVERIFIED 10d agoEVIDENCEQumulusAI stock falls amid $240.9M Nvidia GPU contractsvia Yahoo · tier 3, cross-check 10d agoEVIDENCEQumulusAI Signs $240.9 Million in New AI Inference Customer Contracts for NVIDIA Blackwell B300 Capacityvia Yahoo · tier 3, cross-check 11d agoEVIDENCEQumulusAI Inks Two, Three-Year $240.9M Agreements With AI Inference Clients For Over 2K NVIDIA Blackwell B300 GPUsvia Benzinga · tier 3, cross-check

Evidence · SEC filing timelineVERIFIED

Filed	Form	Document	Source
2026-10-05	4	PRIMARY DOCUMENT	SEC ↗
2026-10-05	4	PRIMARY DOCUMENT	SEC ↗
2026-10-05	4	PRIMARY DOCUMENT	SEC ↗
2026-10-05	4	PRIMARY DOCUMENT	SEC ↗
2026-10-05	4	PRIMARY DOCUMENT

VERIFIEDfrom a primary sourceDERIVEDcomputed by rulesINTERPRETEDreasoned from evidence

Assembled 0s ago · every panel labelled live or simulated · no fabricated metrics