First Strike Research

First Strike Research

Home
Notes
Terms Of Service
Archive
About
Apple Earnings Mentions Contracts: Our Analysis
Why Apple is one of the most disciplined call operators, and what Tim Cook's departure from CEO means for the call.
 • First Strike Research
Trading Zyn US Shipment Q1 Volume on Kalshi
Four doomsday scenarios have to be true at once for the market’s bear case.
 • First Strike Research
Mention Market Analysis: Truist Financial
We’re coming off a big win on Nike’s earning call. The Truist strikes are new for our machine learning model, and our first analysis of a bank.
 • First Strike Research
The CFTC Is Regulating Event Markets Alone. We Filed Five Proposals to Help.
And, the exam that licenses prediction market professionals has ZERO questions about prediction markets.
 • First Strike Research
It Pays to be a Winner: Our ML model and social research layer just went 14-for-16 on Nike’s Q3 call. (Kalshi, Mentions)
Our ML model and social research layer just went 14-for-16 on Nike’s Q3 call.
 • First Strike Research
Nike Earnings Mentions Contracts: Our Analysis, and Fair Value Pricing Model.
We combine ML probability modeling with transcript research, product launch tracking, and analyst sentiment to find the contracts the market hasn't…
We Dramatically Improved our Machine Learning Model to Price Kalshi Earnings Contracts. It Went 11/13.
The new model combines historical frequency data with AI narrative analysis to find mispriced Kalshi contracts. Here's how it performed.
 • First Strike Research
First Strike Research
First Strike Research
Actionable intelligence on financial markets: equities, event contracts, and more. We find mispricings across stocks, options, event-contracts. Subscribe now so you don't miss a trade!
Recommendations
View all 6
Lay Quant's Substack
Lay Quant's Substack
Lay Quant
The Value Road
The Value Road
The Value Road
mainstreet media.
mainstreet media.
mainstreet media.
"From $100K to $1M" & More.
"From $100K to $1M" & More.
Yegor
The Market Dispatch
The Market Dispatch
The Market Dispatch

First Strike Research

AboutArchiveRecommendationsSitemap
© 2026 First Strike Research · Publisher Terms
Substack · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture