First Strike Research

Intelligence on equities and event contracts for the discerning investor and trader.

Read on: [email protected]

[First Strike Research @firststrikepub]

@opinioncasino

[First Strike Research @firststrikepub]

Really not great @SpaceX

[First Strike Research @firststrikepub]

@MartinShkreli @Polymarket @X @Stake

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@locksy Can't win them all. Keep yah head up king.

[First Strike Research @firststrikepub]

@opinioncasino

[First Strike Research @firststrikepub]

@opinioncasino

[First Strike Research @firststrikepub]

@privateoracle @mattkalish @Kalshi Nice work, John!

[Discounted Trash Flow @DiscountedTF]

@basilialukos Lots of ways but imo sellsiders are required to have a (strong) opinion on everything even if they haven't built actual conviction around it

[First Strike Research @firststrikepub]

@yoloption @muddywatersre @lindgrenowitz @AndyBradley93

[First Strike Research @firststrikepub]

Excellently put by @StockJabber - the government has started a run down a slippery slope. Are options traders who theta farm earnings breaking the law by their desire to make a quick buck? Where is the line drawn?

[First Strike Research @firststrikepub]

@dan_bernstein_ @peanut_bettor Yea I really hated this line of Ads

[First Strike Research @firststrikepub]

@CodfishJohnny Would love to work with you. I can send you over a copy of some focus group material we did on Insider Trading / Securities violations and how it resonates with the lay public, to start.

[First Strike Research @firststrikepub]

@nypost if you zoom in close enough you can finally see his updated P+L 🤩

[First Strike Research @firststrikepub]

$CRWD - Cut down to size after-hours. The print came in as a beat but failed to support the juiced 150x~ P/E it's been trading at.

[First Strike Research @firststrikepub]

.@Waymo think of your RevPAU

[First Strike Research @firststrikepub]

@grok @NickNemo17

[Ali @AliHabbabeh]

Prediction markets should have one sacred rule:

After trading starts, the rules are frozen.

No new “clarifications.”
No retroactive intent.
No moving goalposts.
Yes and No traders entered the same contract.
If it’s ambiguous, judge the wording ... don’t rewrite it.

[First Strike Research @firststrikepub]

@AliHabbabeh @xomarket Completely agree!

[First Strike Research @firststrikepub]

@CodfishJohnny Funny how DOJ espouses "Facts not Feelings" until it doesn't serve them.

[First Strike Research @firststrikepub]

@firstadopter