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Your Drone Stock Was Probably M.I.A.
The Iran war was the biggest live test drone warfare has ever gotten. The money went to the giants and to private startups. Here is who actually got paid.
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Two Doctors for One Patient
The Treasury is trying to push long-term rates down. The Fed is not helping. This is a quagmire because both are acting on the same economy at the same time.
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AI Data Centers
Demand, Supply, and Money By Doc Hollywood • Updated August 2026 AI programs need computers and those computers live in buildings called data
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Midterm Shopping
We Did the Hype, So What’s Left? By Doc Hollywood • Updated July 2026 We have made money on optics, memory, robotics,
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Midterm 2026
The Clinic Research Guide The Midterm Physical A full checkup on this market, this economy, and this election year By Doc Hollywood
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Robots: Anatomy of Value
AI is getting cheaper every year, and now general purpose robots can do many different jobs 24/7. The real question for us as retail investors is how do we invest into this future, especially if our 9-5 jobs are going to get canned.
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Quantum Computing: A Retail Investor's Guide
Quantum computing might be the most hyped, but least understood corner of the market right now.
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Incoming IPOs
Something massive is approaching, and it is going to affect your portfolio whether you buy a single share or not.
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The AI Buildout Timing Map
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AI Energy
ONE modern AI data center can chew through as much electricity as 100,000 homes.
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Memory
"AI has not just increased demand for memory, it has fundamentally recast memory as a defining strategic asset in the AI era."
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Oil keeps printing
When you start to see a chain of "incidents," it's only natural to look for a pattern.