.Trata (YC W25) provides stock analysis to hedge funds from buy-side analysts. Their AI agents interview analysts at >$1bn dollar funds, capture their thinking about companies they know, and publish it anonymously. ycombinator.com/launches/Mrn-t… Congrats on the launch, Eric Cho,

We pay public investors >$500/hr to talk stocks anonymously. Not looking for proprietary research (>$bn compliance teams are ok with it). The best talent =/= fund size. If that sounds like you, DM us or email [email protected].

And if you're interested in the $CLBT interview on Trata (YC W25) mentioned on the pod, you can find it here: trytrata.com/clbt

The bear case for $MNDY, 1.13.26: "For a company like Monday, it's very important for them to keep adding new customers to the funnel. What I expect to happen is basically you're going to have so many competitors flooding into pretty much every software category, the same way

Short $ASTS, 1.16.26: "The bigger concern is that by the time these 72 AST satellites without Ligado compatibility are launched, Starlink will be on the next generation and fairly ahead. We have yet to hear a fundamentally compelling argument for the next-generation Starlink

$BME.L "Alex Russo was a D-tier CEO. Everyone looked great in 2021-2022, but it became clear in November 2024, when I was seriously considering the stock for the first time, that he wasn't running the business with long-term performance in mind. He was making decisions based on

$MDB, Bull/Skeptic 1.20.26 Analyst 2: "I was thinking more of MongoDB Atlas as the system of record. It's a weird application of the classic economic hoteling cost. If I have data sitting in there, there's a cost to calling an OpenAI API to compute my embeddings. But if your

$GS, 1.22.26 Analyst 1: "I started my career at Goldman. Then we ventured out and did a spin-off for a few years." Analyst 2: "I also started my career at Goldman. I was there before and during the financial crisis. Lots of interesting stories got thrown in there. I was a