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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.
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The Market and the Juggling Investor
I compared this economy to a game of Jenga. The tower keeps stacking higher, but we aren’t on sturdy foundation
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Oil
The Iran war has changed the energy picture. Here is the trade I'm running and the reasoning behind every leg of it.
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Shorting Royal Caribbean
Royal Caribbean is a leveraged consumer-cyclical staring down fuel inflation, a K-shaped consumer, and Caribbean geopolitical risk. I'm short the Dec '26 $370 calls.