CME's Stock Is Cheap for the Wrong Reason

Despite the scare of perpetual futures, CME continues to post near-record trading activity, expanding market data revenue, and steady buybacks and…

Jul 28 • First Strike Research

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Blackstone's Subs - Inside the Jersey Mike's IPO.

The Asset Light Advantage: Franchisees Fund the Growth, Company Collects the Royalties, but, Same Store Sales are Staling.

Jul 5 • First Strike Research

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June 2026

What CrowdStrike Shareholders Are Really Funding

How CrowdStrike's pay structure quietly moves money away from shareholders to employees

Jun 5 • First Strike Research

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May 2026

Will the real AI company please stand up?

Our research shows this little known broadcaster has a robust AI engine poised to drive growth

May 7 • First Strike Research

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April 2026

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.

Apr 28 • First Strike Research

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Trading Zyn US Shipment Q1 Volume on Kalshi

Four doomsday scenarios have to be true at once for the market’s bear case.

Apr 20 • First Strike Research

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Mention Market Analysis: Truist Financial

Yes, there are financial markets for trading on what companies will say on earnings calls.

Apr 14 • First Strike Research

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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.

Apr 10 • First Strike Research

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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)

Post trade results, and breakdown of our new model's performance.

Apr 1 • First Strike Research

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March 2026

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…

Mar 29

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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.

Mar 7 • First Strike Research

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February 2026

Mispriced Domino’s Mention Contract: Kalshi Traders Haven’t Ordered This Yet!

Why we believe this new corporate buzzword is 'baked' into the call!

Feb 22 • First Strike Research

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