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: which sectors are structurally advantaged vs. disrupted? Coming 2026.
Suggest a Topic
What else should we explore? New verticals, frameworks, or questions where structured ensemble debate could teach us something.
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Latest News
NVDA Q4 FY2026: $68B Revenue (+73%), All 8 Signals Confirmed — Thesis Maintained at Price-Above-Value
CRM Q4 FY2026: Thesis Upgraded to Price-Below-Value at ~10x FCF
SNOW Q4 FY2026: SBC 41%→34%→27% Guided, $9.77B RPO — One Signal Shifts
ADSK Earnings Preview: 68% Guidance Beat at 19x Forward PE
INTU Earnings Preview: 77% Mailchimp Decline, 65% Revenue Miss
COMP Earnings Preview: 70% EBITDA Miss, 80% Zillow Risk
XYZ Earnings Preview: 86% GP Growth, 28% SEC Risk
REZI Q4 2025: Record Results Partially Refute Spruce Point — 1 Signal De-Escalated, 4 Confirmed
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