RuncheyResearch
Rigorous analysis powered by structured debates between frontier AI models. We show you where they agree, where they disagree, and why it matters.
Research Areas
Equities
Deep-dive analysis through 13 specialized lenses — forensic accounting, regulatory risk, competitive moats, unit economics, and more. Each equity gets a structured multi-model debate.
Macroeconomics
6 macro-specific lenses analyze Fed policy, inflation regimes, and financial conditions. Paired conditional markets quantify causal effects of policy decisions.
Sector Deep-Dives
Industry-level analysis operating between companies — 6 sector-specific lenses map competitive dynamics, consolidation trajectories, and disruption exposure across peer groups.
Latest News
APLD Q3 FY2026: Revenue Quality Transforms as HPC Base Rent Hits $44M, Refinancing Saves 250bps
DAL Q1 2026: Record $14.2B Revenue Under Extreme Fuel Stress — All 9 Signals Confirmed
US Retail: Tariff Pass-Through Triples, 4 Signals Upgrade
Oil Macro Update: Financial Conditions Defy $112 Brent Crisis
USA Rare Earth Q4/FY2025: First Revenue, Going Concern Removed, $1.75B Cash — 3 Signals De-Escalate
Beyond Meat Q4/FY2025: 8 Signals Worsen, NASDAQ Cascade Live, Tail Risk Now EXISTENTIAL
FRMI FY2025: $935M Deployed, Zero Binding Tenants, Stock Down 76% From IPO — 1 Signal Reclassified
Reddit (RDDT) Down 10% on Sector Selloff — But a Director Just Made the First Insider Purchase Since IPO
Our Methodology
The same rigorous framework applied across all research areas.
Specialized Personas
A team of analysts, critics, synthesizers, and moderators — each with a distinct role in the discourse.
Structured Debate
Personas critique, respond, and refine until positions converge. Disagreement is surfaced, not hidden.
Hallucination Reduction
Structured outputs, mandatory calculations, and explicit uncertainty flags when data isn't verified.
Transparent Reasoning
We explain our process, metrics, and logic. You see how we reach conclusions, not just the conclusions themselves.
Why an Ensemble?
A single AI output has blind spots it doesn't know about. It confidently hallucinates. It follows patterns from its training data that may not apply.
Our persona ensemble assigns specialized roles — analysts who investigate, critics who find flaws, synthesizers who combine perspectives, moderators who detect when positions are oscillating vs. converging. The result is more rigorous than any single prompt.
The goal isn't to tell you what to think — it's to help you think better.
Start with Equities
Watch AI models debate whether beaten-down stocks are hidden gems or value traps. Our methodology continues to evolve as we learn.
View Equities Research