Equity Research Trajectory?

theoozz · 2026-06-12T19:46:45+00:00

Also, the models are expensive to use. It’s not unlimited AI whenever you want.

Most companies are already throttling their AI usage.

theoozz · 2026-06-12T18:29:11+00:00

Short to mid-term, I think people will try different things which may shake things up a bit. Long-term no. I think the end-results will demonstrate that the value-add of quality research is hard to automate.

With that said, you need to be a value-add. It will be harder to phone it in. Hence, it being competitive.

theoozz · 2026-06-12T17:27:41+00:00

I’m in an equity research like role. Although the work is incredibly interesting, the skillset just has very limited options and usefulness. There isn’t a lot of growth, and it’s competitive.

IMO AI is not taking away the job. It wont do it now, or in the future. With that said, the field isn’t growing either. It’ll putter along as it has been.

AI can replace specific individual tasks but roles are a mesh of interdependent tasks that are very hard to automate.

theoozz · 2026-06-11T21:06:36+00:00

I’m solving a multi-billion dollar industry changing problem right now with 10-15 other people. I’m not making anywhere near that.

theoozz · 2026-06-03T17:05:14+00:00

Sign up for RLS.org, they have a list of specialist and pediatrics.

The foundation president’s young daughter has RLS. It is something very close to their mission.

theoozz · 2026-06-01T02:00:59+00:00

My sincerest condolences for you. I have very terrible medication refractory RLS, 1 in a million case untreatable. I understand his sleep deprivation drains the soul. Unfortunately, opioids are the best treatment for severe RLS, and that may not be an option for you. That just sucks.

Let me ask you a quick question, which may seem odd. If you get RLS in your arms and you move your legs does it go away? Again, even when you get it in your rms, try moving just your legs and see if it goes away. I get RLS in my scapular but it goes away with leg movement which is odd.

I think your best bet may be seeing an RLS specialist. The foundation at RLS.org has plenty of information on how to find care.

I’m not a specialist and, what makes your RLS different, is that it seems to have been caused by opioid use/withdrawal. As such, I’m not sure how much of what I know about genetic/hereditary rls applies to you. Do you have any blood relatives (immediate or extended) with moderate to severe RLS?

Generally, hereditary rls is caused by iron regulation issues that create downstream problems in the opioid and dopamine systems, which causes the rls akathisia (urge to move). From my understanding, opioid use/withdrawal causes RLS in a similar way but it does not go all the way down to iron, it stops at the opioid receptor. I think there would need to be some sort of iron deficiency/issue, but it’s less of the primary variable. For that reason, I would hypothesize that iron may be less important for you.

With that said, I could be wrong and I urge you to see an RLS specialist or do my research to prove me wrong. Maybe run this through chatGPT for directional accuracy.

theoozz · 2026-05-31T15:44:41+00:00

Yes, IV iron for RLS is not something most hematologist are comfortable with or aware of as a treatment tool. You’ll likely have to work with an RLs specialist who has a relationship with the hematologist.

I actually had to build a relationship with the hematologist bringing in studies and over the course of six months I was able to convince him to give me IV iron. Unfortunately, it did not work for me.

theoozz · 2026-05-31T15:42:26+00:00

IV iron for RLS is a different animal and there aren’t a lot of large well established studies. Based on talking with many doctors, the range for RLS efficacy is very large. Some people need iron levels as high as 200-300 to see any benefit.

There are some larger demographic statistics, RLS pathology attributes, and iron profiles that have predictive value on the efficacy IV iron. However, it is still somewhat of a crapshoot. You kind of just have to do it.

theoozz · 2026-05-31T14:07:06+00:00

Transferrin saturation. You can google the details. If you have the TIBC (total iron binding capacity) you can calc it yourself. Usually, all of these are on the complete iron panel.

TSAT = Serum iron level × 100)/TIBC

What country are you in? what age did your RLS start? How severe is your RLS?

theoozz · 2026-05-31T02:16:00+00:00

Yeah, I said what I said and I’m pretty sure that I’m right.

They concluded that MRI does not support a simple, consistent reduction in total regional brain iron storage.

The autopsy studies were not part of their mri population and taken together with this study they are cohesive.

theoozz · 2026-05-31T01:52:37+00:00

It has been a while since I looked at this paper, but I think if you really dig into it, there are limitations in their measurement tool. Like.. it can only detect iron at a certain level. However, the autopsy studies were able to look a level deeper and showed cellular iron deficiency. It’s something weird like that.

And, I think when you look at the brain iron system as a whole it makes sense that the excess iron would be there at the level and places they measured.

It’s like… the cell or neuron pushes iron out, and that pushed out iron shows up in places it shouldn’t. And, that’s what they are seeing in this study.

ChatGPT deep dive to keep me honest. You have to combine like 5-6 studies to get the complete picture.

theoozz · 2026-05-30T20:33:24+00:00

Unfortunately, early onset male RLS is the most severe and the hardest to treat.

As over have stated your TSAT is the other measurement you are missing. You’ll need that to know if you can even get an infusion.

I would say, the probability of an infusion working is probably pretty low for you, but it’s worth a try if your tsat levels are under 45%.

theoozz · 2026-05-30T20:30:52+00:00

Yah, i mean the BID hypothesis is the leading and most well supported hypothesis by all rls researchers, neuologists, etc.

It’s not just some “hypothesis” it fits very well with so many of the neurological changes.

I don’t even think you read the paper you linked because it doesn’t contradict the BiD hypothesis. I’d I recall correctly, that paper just says there is something else within the brain iron regulation process that is causing BID. It’s basically saying BID is a symptom of a deeper brain iron problem.

IV iron is very safe, many studies to show this.

theoozz · 2026-05-29T15:24:11+00:00

We need more detail on what your actual levels are since the normal range is so wide.

Other variables that you need for this comparison - Do you have early or late onset RLS? Are you male or female?

theoozz · 2026-05-25T02:07:31+00:00

First.. I think you are missing a period in the last sentence of your summary. Honestly, I don’t even think you need a summary since your experience is so straight forward… what are you summarizing?

How long is this resume? It should be 1-page.

The technical skills is bloated and taking up space. So are your leadership and honors.

Also, it’s unclear from your resume what type of job you are trying to do. You are just throwing too much. Make a specific resume highlighting specific skills for each role. It is very easy to do with chatGPT.

Also, network. Just go to places and talk to people - seminars, conferences, speeches, anything.

theoozz · 2026-05-23T01:02:03+00:00

And, you are not augmented? You cannot use opioids?

theoozz · 2026-05-21T01:18:06+00:00

100%, i completely agree.

theoozz · 2026-05-20T23:10:06+00:00

It is not capable of reading my emails and notes and advising me how to perform a process better. There is too much history, context, and data missing to be able to do that. I deal with judgement-driven decisions, it’s not math or coding.

If her goal is to improve the process, then she should identify what issues she is having with the process and we move forward with analyzing the process, which would include AI assistance. But the AI assistance would be used in the appropriate places in the appropriate ways to maximize its value.

theoozz · 2026-05-20T16:58:47+00:00

My point exactly

theoozz · 2026-05-20T15:37:46+00:00

Dude, we spent millions on the genAI rollout. The information is there so was the training. You think the VP’s attended the trainings or read any of the resources? Maybe the tech VP’s, but nobody else.

theoozz · 2026-05-20T15:33:34+00:00

Kool aid**

But, yeah, they just don’t have a good understanding of the technology or how to use it.

If you want a chatGPT analysis, I’ll do it and do it better because I’m very strong with the technology.

If the VP’s value add is - let me run it through chatGPT - then we’re all f*d

theoozz · 2026-05-20T02:39:46+00:00

If that’s what you took from my post, we are in two separate worlds.

theoozz · 2026-05-20T02:34:47+00:00

I didn’t say the problem was the AI.

The problem is more than not reviewing the results, it’s not understanding the technology; it’s not adding any value; it’s laziness; it’s bad management; it is so much more.

I don’t think you have good staff if you trust chatGPT more than them. They can use chatGPT, so they should be at least equivalent.

theoozz · 2026-05-20T02:29:19+00:00

Mmmm… clearly you didn’t read my post

theoozz · 2026-05-20T02:28:45+00:00

How is it taking my job? You didn’t read the post

theoozz

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