https://secondorderradar.comThe AI-disruption trades the market hasn't connected yet.https://secondorderradar.com/portfolio.html8c6bca0309a50990880f649928819df0eed3bc37021994dde13da72aa27b496a2026-10-13T19:03:45ZBAC said 'AI / Artificial Intelligence' on 0/4 recent calls; model 0.11 vs no ask 0.05https://secondorderradar.com/portfolio.html97f8789de54157fe46905dfd750285618202886757b3d54517848e18e9c5bcba2026-10-13T19:03:45ZBAC said 'Buyback / Buy Back' on 0/4 recent calls; model 0.11 vs no ask 0.67https://secondorderradar.com/portfolio.htmld0a8a001de797c016d27f26751c9eecac8e3531b04b86b1d7ec22c90e25540e32026-10-13T19:03:45ZBAC said 'Delinquency' on 1/4 recent calls; model 0.33 vs no ask 0.08https://secondorderradar.com/portfolio.htmlf6571887f83371915ba3995d27c0a576156218b6161f7b4615680f2fa9d73ac72026-10-13T19:03:45ZBAC said 'Hike / Hiked' on 0/4 recent calls; model 0.11 vs no ask 0.20https://secondorderradar.com/portfolio.html94da6c70f767fd18a1f92c461f8c7e2b5a3937d881f4b41e90e31543a0408dc32026-10-13T19:03:45ZBAC said 'Inflation' on 3/4 recent calls; model 0.76 vs no ask 0.13https://secondorderradar.com/portfolio.html50e7e327805ed5471b2716781b5d7ac67189361d0e81eba2056b3311158f42cc2026-10-13T19:03:45ZBAC said 'Iran / Middle East' on 0/4 recent calls; model 0.11 vs no ask 0.59https://secondorderradar.com/portfolio.html3e400835f3d100272ab5eeaaee73516687bdc486bb6c74862e3363297b4647bf2026-10-13T19:03:45ZBAC said 'Merrill' on 3/4 recent calls; model 0.75 vs no ask 0.08https://secondorderradar.com/portfolio.html475b9f0beb34e3520a988eb5f6457850c52d51747e2eaea1adcf2865677a98bb2026-10-13T19:03:45ZBAC said 'Pipeline' on 3/4 recent calls; model 0.70 vs no ask 0.18https://secondorderradar.com/portfolio.html88e72112ad8a33fce46a794c8225b8689ba2fd1945bad6e4895db62237ed9bc42026-10-13T19:03:45ZBAC said 'Rate Cut / Cut Rate' on 0/4 recent calls; model 0.11 vs no ask 0.80https://secondorderradar.com/portfolio.html9446df2ed6c7b3a30a7b75e20cb412761741d5030c5fec02b77508d8679109f02026-10-13T19:03:45ZBAC said 'Recession' on 2/4 recent calls; model 0.46 vs yes ask 0.14https://secondorderradar.com/portfolio.htmledad2bc33bea398e9faa331605bc371b7c5874fdfc638682dfa70abe48cdb2c82026-10-13T19:03:45ZBAC said 'Tariff' on 3/4 recent calls; model 0.76 vs yes ask 0.33https://secondorderradar.com/portfolio.html07eae72936e3714efcb87a7c94d0be95fa3540237c90e82bb53932a7bfb0310f2026-10-13T19:03:45ZBAC said 'World Cup' on 2/4 recent calls; model 0.54 vs yes ask 0.28https://secondorderradar.com/portfolio.html88e3918dc7726cd468e495148c1d941f342799ae5cc8b87b4410ff9371d918dd2026-10-13T18:00:15ZIBTA is exposed to 'Personal AI agents vs. consumer inertia and ad-funded discovery' (receipt/offer cash-back tied to human shopping journeys) but has moved only +12.8% vs benchmark since 2026-09-04.https://secondorderradar.com/portfolio.htmle81aa8ac8a9a2effd906678e2c44f30940d75c727dea3ca3df71e32c736b803e2026-10-13T18:00:15ZZD is exposed to 'Personal AI agents vs. consumer inertia and ad-funded discovery' (affiliate commerce content (coupons, reviews) loses clicks) but has moved only +3.3% vs benchmark since 2026-09-04.https://secondorderradar.com/portfolio.html23fa0526c90e087548882560cdce3ab303349fe231cb44d8f95108b703702e0f2026-10-13T18:00:15ZIRDM is exposed to 'Starlink Mobile vs. terrestrial wireless' (satellite voice/IoT franchise vs. Starlink direct-to-cell at scale) but has moved only -2.5% vs benchmark since 2026-10-08.https://secondorderradar.com/portfolio.htmla37b83da7a450606010b8a61e7cacdf0e172e76e47413b846acae399c1d77b9a2026-10-13T18:00:15ZGSAT is exposed to 'Starlink Mobile vs. terrestrial wireless' (Apple emergency-SOS satellite partner; D2C competition for handset satellite services) but has moved only -1.0% vs benchmark since 2026-10-08.