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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1

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

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.

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)

Our ML model and social research layer just went 14-for-16 on Nike’s Q3 call.

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 buzzword is 'baked' into the call!

Feb 22 • First Strike Research

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5

After Trade Review, and Earnings Mention Market Thoughts

In light of our rapidly growing subscriber base, we’re starting this week out with a free article containing an after trade review; and thoughts going…

Feb 10 • First Strike Research

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Mispriced Kalshi Contract: Snapchat Family Center

Snapchat just expanded their Family Center, will they talk about it? We don't think so.

Feb 2 • First Strike Research

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2

CrowdStrike: A Glass DeathStar during SaaSmageddon | Short Thesis

The largest IT outage in history, an SEC/DOJ investigation, and a renewal cliff the market hasn't priced into Wall Street's most expensive cybersecurity…

Feb 1 • First Strike Research

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January 2026

How We Made 233% Trading a Starbucks Condiment Bar

A trade review and special thank you to our subscribers!

Jan 29 • First Strike Research

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