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Builder Mode

I don't stop building when I clock out. This is where the real experiments happen.

AI PROJECTSINVESTMENTSSYSTEMS
Andrew Nolan - Builder Mode

Investment Philosophy

The Why

Failing to harness your money to work double or triple time—accelerating your dreams from future to present—is like planting seeds in the shade without water and wondering why they don't sprout.

Investment Thesis

Thesis 1: The AI Infrastructure Supercycle

Envision artificial intelligence as a transformative juggernaut, overlooked by Wall Street yet poised to unleash trillions in infrastructure spending—vast data centers guzzling GW-scale power, compute hardware scaling like a modern industrial revolution, and grids buckling under unprecedented demands. The true windfall? Undervalued foundations: Nvidia's GPUs, Super Micro's servers, Vistra's utilities, and essentials like copper and lithium fueling the surge.

Thesis 2: Anti-Debasement in an Age of Perpetual Inflation

Governments globally, swamped by escalating debts, will relentlessly inflate currencies, diminishing your savings while astute investors shift to immutable assets. Bitcoin emerges as the supreme store of value, Ethereum as the platform for decentralized finance, and gold as an enduring safeguard, with proxies like MicroStrategy and Coinbase bridging worlds.

The Synthesis: Picks and Shovels → Bitcoin

To harness both theses synergistically, savvy investors can wield a "picks and shovels" strategy: allocate to AI infrastructure enablers for explosive growth, while hedging debasement by denominating gains in Bitcoin—converting fiat profits into BTC for storage, effectively mining the supercycle's upside in a currency immune to inflation.

Top Gainers by Thesis (Robinhood)

AI INFRASTRUCTURE

TickerGain
INTC Call+2,002%
MU+242%
AMD Call+241%
ASTS+229%
TER+138%
ALB+119%
GOOGL+107%
IREN+96%
AMD+84%
SYM+80%

ANTI-DEBASEMENT

PositionGain
BTC (Cold Storage)+807%
Gold+95%
Silver+85%

BTC @ $10,700 avg (purchased 2017-2019). Gold & Silver held across IRAs, physical (safe), and custodial accounts.

CRYPTO ALGORITHMIC TRADING

AssetAvg Annual Return
ETH+182.4%
BTC+103.9%
SOL+89.5%
ADA+85.9%

Algorithmic trading performance (ETH/BTC: 2019-2026, SOL/ADA: 2022-2026). Returns based on algo strategy.

Overall Return: +5,321%

Annual Performance (Robinhood)

Overall: +5,321% (54.2x) | CAGR: 74.4% | Period: Nov 2018 - Jan 2026

2019

+45%

2020

+180%

2021

+65%

2022

-35%

2023

+55%

2024

+85%

Last 30 DaysLive from Robinhood
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AI Projects

🥫 Pantry

AI-powered grocery intelligence: receipt OCR, meal planning, smart reordering

The Problem

30-40% of food purchased in US households goes to waste (~$1,500/year per family). Meanwhile, "what's for dinner?" remains the most asked question in any home.

The Solution

Pantry automatically tracks groceries by scraping email receipts, uses velocity-based algorithms to predict when items need replenishment, and leverages local AI to suggest meals using ingredients you actually have on hand.

Tech Stack

PythonStreamlitPostgreSQLOllamaBakLLaVAPlaywright
Production
Pantry Dashboard
Click to expand
View on GitHub →

🎯 What's Next

Personal ERP for career transition: company targeting, resume tailoring, pipeline tracking

The Problem

Executive job searching is inefficient. High-value candidates spend excessive time on low-value tasks — scrolling LinkedIn, reformatting resumes, writing cover letters.

The Solution

Automate the tedious, surface the strategic. 52 companies scored and prioritized. Tailored materials generated in minutes. Zero manual LinkedIn effort.

Tech Stack

Next.jsTypeScriptClaude MCPNashSupabase
Production

⚖️ Themis

Intelligence-led investing: 36 sources monitored, convergence scoring, weekly digest

The Problem

The best investment analysts publish across YouTube, Substack, and X — but nobody reads all of them. The real signal isn't any single take. It's when independent analysts arrive at the same thesis from completely different angles.

The Solution

Themis monitors 36 sources across YouTube, Substack, and X — extracting investment themes from every video, article, and post. When independent sources converge on the same ticker, that's signal, not noise. Every security gets a Themis Score combining convergence strength, fundamentals, and technicals. The highest-signal opportunities surface in a weekly intelligence digest on Substack. Named for the Greek goddess of justice and good counsel.

36
Sources
274K+
Securities
74K+
Themes

Tech Stack

Next.jsTypeScriptPythonPostgreSQLVercelLangChain
Live

🏛️ Hermes

Autonomous trading infrastructure: prediction markets, crypto algos, live-event execution

The Problem

Markets don't sleep, and the best edges are fleeting. Prediction markets move on real-time information — a name dropped in a live press conference, a weather shift mid-event. By the time a human reacts, the line has already moved.

The Solution

Hermes is a fleet of headless autonomous agents that trade without human intervention. Weather agents price meteorological data against prediction markets. Mention agents monitor live event transcripts via Deepgram, executing trades the moment a keyword is detected. Crypto algos run momentum and mean-reversion strategies 24/7 on Alpaca. No dashboard, no UI — just agents executing in production. Named for the Greek god of trade and messenger of the gods.

Active Strategies

Weather
Meteorological → prediction markets
Mention
Event monitoring → keyword triggers
Live-Mention
Deepgram transcription → instant execution
Crypto Algos
Momentum + mean-reversion on Alpaca

Tech Stack

PythonTradingViewAlpaca APIDeepgramKalshiPolymarket
Live — Headless Agents in Production
GitHub (private)

Reading

Top 25 Favorite Books

01
Man's Search for MeaningViktor Frankl

"Everything can be taken from a man but one thing: the last of the human freedoms—to choose one's attitude in any given set of circumstances, to choose one's own way."

02
AwarenessAnthony de Mello

"You see persons and things not as they are but as you are."

03
DuneFrank Herbert

"I must not fear. Fear is the mind-killer. Fear is the little-death that brings total obliteration. I will face my fear. I will permit it to pass over me and through me."

04
Bird by BirdAnne Lamott

"You own everything that happened to you. Tell your stories. If people wanted you to write warmly about them, they should have behaved better."

05
About FaceColonel David H. Hackworth

"If you're a decent leader, you don't dare lose it—for your own good. You've got to keep your unit up there doing its job. Combat is no place for martinets."

06
Extreme OwnershipJocko Willink & Leif Babin

"There are no bad teams, only bad leaders."

07
Thinking in BetsAnnie Duke

"What makes a decision great is not that it has a great outcome. A great decision is the result of a good process, and that process must include an attempt to accurately represent our own state of knowledge."

08
Make Your BedAdmiral William H. McRaven

"If you want to change the world, start off by making your bed. If you make your bed every morning, you will have accomplished the first task of the day."

09
The Lion Tracker's Guide to LifeBoyd Varty

"I don't know where we are going, but I know exactly how to get there."

10
Essays After EightyDonald Hall

"It is fitting, now, to speak of ambition. I was ambitious. I worked hard. I wanted to be the best poet... Now I think of the long-dead poets whose work I loved. I don't think about their rankings; I love to read them."

11
Blood MeridianCormac McCarthy

"The truth about the world, he said, is that anything is possible. Had you not seen it all from birth and thereby bled it of its strangeness it would appear to you for what it is, a hat trick in a medicine show, a fevered dream."

12
Arctic DreamsBarry Lopez

"To hunt means to have the land around you like clothing. To engage in a wordless dialogue with it, one so absorbing that you cease to talk with your human companions."

13
Empire of the Summer MoonS.C. Gwynne

"In a fight with Comanches, dismounting on open ground was like signing your own death warrant."

14
The FoundationIsaac Asimov

"Violence is the last refuge of the incompetent."

15
HyperionDan Simmons

"Sol Weintraub had come to a single, unshakable conclusion: any allegiance to a deity or concept or universal principle which put obedience above decent behavior toward an innocent human being was evil."

16
Infinite JestDavid Foster Wallace

"Everybody is identical in their secret unspoken belief that way deep down they are different from everyone else."

17
The Hitchhiker's Guide to the GalaxyDouglas Adams

"For a moment, nothing happened. Then, after a second or so, nothing continued to happen."

18
The FountainheadAyn Rand

"The question isn't who is going to let me; it's who is going to stop me."

19
The Graveyard BookNeil Gaiman

"If you dare nothing, then when the day is over, nothing is all you will have gained."

20
The Fish that Ate the WhaleRich Cohen

"A man can free his soul only by exhausting his body."

21
The AlchemistPaulo Coelho

"It's the possibility of having a dream come true that makes life interesting."

22
MeditationsMarcus Aurelius

"You have power over your mind—not outside events. Realize this, and you will find strength."

23
The War of ArtSteven Pressfield

"The amateur believes he must first overcome his fear; then he can do his work. The professional knows that fear can never be overcome."

24
Endurance: Shackleton's Incredible VoyageAlfred Lansing

"For scientific leadership, give me Scott; for swift and efficient travel, Amundsen; but when you are in a hopeless situation, when there seems to be no way out, get down on your knees and pray for Shackleton."

25
Sapiens: A Brief History of HumankindYuval Noah Harari

"History is something that very few people have been doing while everyone else was ploughing fields and carrying water buckets."

2025 Reading Log

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Photography & Mountain Biking

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