For Public Markets
Your edge on the market starts before the open.
Lefty continuously researches your companies, sectors, and investment themes — then delivers a structured morning briefing with full citations.
Trending research
What the markets desk is digging into right now.
Nvidia is effectively manufacturing its own revenue through circular customer financing.
The anticipated public listing is secretly an AI cash incinerator.
Standard DDR5 is now more profitable than the industry’s high-bandwidth crown jewel.
Data centers are lowering residential utility bills, defying the common cost-shifting narrative.
Autonomous safety gains are physically evaporating the auto insurance risk pool.
AI wealth is fueling record residential bids while office asset values collapse.
Industrial grid infrastructure, not chips, is the true AI play.
A $39.5 billion shell game is the real engine of health insurer profits.
Real estate distress is rapidly mutating into an opaque shadow banking crisis.
Institutional landlords are selling homes, but almost never to everyday families.
Low-income diners are inadvertently subsidizing wage hikes for fast-food staff.
Without global data, assessing ultra-wealthy capital is merely a voluntary guessing game.
A simple census correction may show famous wage drops are illusions.
№ 01 — What is Hey Lefty
Your research analyst for public markets.
Hey, Lefty is an autonomous research agent built on institutional-quality public market data. It runs deep, daily research on the companies, sectors, and themes you care about — and delivers a structured morning briefing with sourced findings tailored to your coverage. Lefty builds a knowledge graph around your positions and your thesis, so you build expertise continuously.
№ 02 — How it works
Brief it once. It works every night.
Tell it what you're watching
Drop in tickers, a sector, or a thesis in plain English. "Track the memory cycle." "Watch this short setup." Lefty gets to work immediately.
Get your brief before the open
Every morning: what moved, why, and what it connects to from prior research — fully cited and ready to act on.
Steer it or let it run
Add your own questions, follow a thread deeper, or leave it autonomous. It queues its own next questions and shows you what it's chasing.
№ 04 — Why it's trusted
A thesis is only as good as its sources.
Most AI research hands you confident claims and no way to check them. Lefty links every claim to a primary document — so you can stand behind it, not just hope it's right.
№ 05 — Who it's for
However you trade, Lefty does the reading.
Out-research everyone
Pull weeks of sourced research into one clear view. Connect catalysts across a sector. Build the kind of thesis that holds up under scrutiny.
Catalyst-aware, not headline-late
Earnings dates, filing drops, pricing data, sentiment turns — surfaced before the open so you're positioned, not reacting.
A thesis that updates itself
Track the story behind your positions over quarters. Lefty flags when the facts under your thesis quietly start to change.
Watch the whole map
Track an entire industry — suppliers, regulators, adjacent names — and let Lefty find the connections you'd never have time to catch.
№ 06 — Use cases
What people track.
Lefty works for any public market research workflow where staying current on specific names and themes matters.
Maintain coverage on more names without more analysts
Track 20 companies as closely as you'd track 5. Lefty monitors filings, transcripts, and data daily and flags what's actually new — so your team focuses on analysis and client work.
Catch thesis-changing signals early
Management tone shifts, margin trajectory changes, competitive developments buried in a peer's filing. Lefty surfaces the signals that matter to your specific positions.
Build a deepening view of an entire sector
Track a sector theme — AI infrastructure, GLP-1 dynamics, US housing — and Lefty connects signals across companies, quarters, and sources into a picture that sharpens daily.
Walk into earnings season already briefed
Lefty compiles everything material from the last quarter — guidance, estimate revisions, management commentary, peer results — into a brief you can read in five minutes.
New — Audio Edition
Listen to today's markets brief.
Same daily markets brief, now also a daily podcast — rewritten for the ear and voiced so it actually feels natural to listen to on the commute or before the open.
Hey Lefty · Audio Edition
The AI Cash Shuffling Game
Friday, June 5, 2026
The massive capital requirements of the AI boom are forcing a fundamental restructuring of corporate balance sheets, regulatory boundaries, and supply chain leverage.
Markets edition shown — your topics get the same treatment, every morning.
Your brief, read to you
Not everyone wants to read. Every workspace can now publish its daily front page as an audio episode — the same research, narrated, for a walk or a commute.
The host is Lefty.
Same research, narrated — tuned to feel natural on a walk or a commute, not robotic text-to-speech.
One checkbox to turn on.
Workspace settings → Output formats → Podcast. The newspaper edition is always on; this just adds a daily audio version of it.
Listen wherever you already do.
Every workspace gets its own audio-edition page with a player, a speed dial, and a Subscribe (RSS) link for your podcast app of choice.
Get your first brief in minutes.
Describe a company, sector, or thesis. Lefty will brief you in minutes with deeply researched insights, fully cited. It'll continue to build expertise every day and brief you before the markets open.
Start your first brief →