by Adrian Manz | Sep 1, 2026 | The Doctor's Dose
Technology Insight SpaceX Orbital Data Centers Could Reshape the AI Infrastructure Race Elon Musk’s trillion-dollar vision would move AI compute into orbit—but the investment case still depends on solving launch cadence, heat rejection, radiation protection and...
by Adrian Manz | Aug 31, 2026 | The Doctor's Dose
Technology Insight AI-Generated Video in China Is Replacing Actors—and Rewriting the Economics of Digital Media ByteDance’s Seedance models and a new generation of digital performers are collapsing production times and costs. The result may be a margin opportunity for...
by Adrian Manz | Aug 31, 2026 | The Doctor's Dose
Market Insight Kevin Warsh’s Rate Hike Warning Puts Inflation—and September—Back at the Center of the Market The Federal Reserve chair did not promise an increase, but he made clear that persistent inflation could force the central bank to act. For traders, that...
by Adrian Manz | Aug 26, 2026 | The Doctor's Dose
Market Insight | August 26, 2026 Hotter-Than-Expected PCE Inflation Raises the Stakes for the Fed — and for Traders Inflation did not suddenly surge in July, but it also did not deliver the improvement the Federal Reserve has been waiting for. That leaves...
by Adrian Manz | Aug 19, 2026 | The Doctor's Dose
Treasury Steps Into the Bond Market as Long-Term Yields Surge The United States Treasury is stepping up its support for the long end of the government bond market after a sharp sell-off pushed borrowing costs to levels not seen in nearly two decades. The department...
by Adrian Manz | Aug 19, 2026 | The Doctor's Dose
Google’s $12.2 Billion Marvell Deal Raises the Stakes in the AI Chip Race Google is deepening its push into custom artificial intelligence hardware through an expanded partnership with Marvell Technology—one that could give the search giant the right to acquire as...
by Adrian Manz | Aug 19, 2026 | The Doctor's Dose
Moderna’s Cancer Vaccine Breakthrough: What the Historic MRNA Rally Means for Traders Moderna’s transformation from a struggling post-pandemic vaccine company into one of the market’s most closely watched oncology stories accelerated dramatically after the company and...
by Adrian Manz | Aug 19, 2026 | The Doctor's Dose
Trading Confluence: How I Use the 5-Minute Chart, Bookmap, and HIRO Together One of the easiest mistakes traders make when they add more technology to their screens is assuming that more information automatically leads to better decisions. It doesn’t. The real...
by Adrian Manz | Aug 18, 2026 | The Doctor's Dose
AI Can Win and AI Stocks Can Still Crash: The Valuation Risk Traders Are Missing There is an assumption buried inside much of the artificial intelligence trade that I think traders need to reconsider. It goes something like this: If AI really does transform the...
by Adrian Manz | Aug 12, 2026 | The Doctor's Dose
Gap Fade Trading Strategy: How We Find 2 Standard Deviation Opening Gaps Stocks gap higher and lower every morning. But not every opening gap creates a trading opportunity.What interests us most are the unusual gaps — stocks opening so far away from their previous...
