Wall Street Erased $16 Billion From a Legal Monopoly Over an AI Myth.

A 57%-margin insurance toll-booth is trading at a 10-year low after the sell side threw in the towel at the bottom—just days before a Q3 earnings print…

Oct 30 • First Strike Research

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Oura’s Challenge: Convincing Consumers They Need One More Wearable

Ring category dominance, SaaS margins, then why pause the IPO?

Oct 1 • First Strike Research

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September 2026

Perpetual Futures and CME: What the Early Data Shows

A review of more than 240,000 CFTC Commitments of Traders data points examines whether early perpetual-futures activity has coincided with meaningful…

Sep 3 • First Strike Research

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July 2026

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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