Research
Company and macro analysis — written by Finryse, and by the community.
AI trading agents are here. What should retail investors actually hand over?
Robinhood opened its platform to AI trading agents. The trading side is well guarded. The data side is the boundary worth reading.
The SpaceX S-1 drops in days. The Nasdaq-100 was rewritten first.
How Nasdaq, NYSE and S&P rewrote their inclusion rules ahead of the SpaceX IPO, and what the index math means for passive investors in QQQ and the S&P 500.
Dollar-cost averaging vs market timing: what the research shows
Why disciplined, regular investing tends to beat trying to time the market, and where DCA still makes sense over a lump sum.
Hyperscaler earnings: AI is booming, and so is the bill
Microsoft, Meta, Amazon, and Alphabet all showed strong AI demand. The market reaction came down to how quickly that demand can cover the cost.
The 2026 Software Apocalypse: How AI Is Reshaping the Future Value of Software Companies
The 2026 Software Apocalypse re-priced SaaS as AI challenged traditional software models. Learn what really changed and how to evaluate AI-era software moats.