Private access open · public launch pending

The investment committee, for the rest of us.

You already follow sharp people on markets. Robinhedge seats them on a board, weighs each voice by its lane, and turns their disagreement into research you can act on.

Board · Compute ↑ 78

AI capex cycle accelerates through 2026

Long the compute layer, short the second-order beneficiaries — the board holds, but three seats dissent on timing rather than direction.

Entry
178.40
Stop
164.00
Target
214.00
12 seats · last run 4h ago 4 DISSENT

Weighted

An energy analyst’s view on oil counts for more than a tech analyst’s.

Every expert has a lane. Commentary outside it is flagged and down-weighted, not silently blended in.

Attributed

Represented, never generated.

Every claim in a deliberation links back to a specific expert’s actual public commentary. No black box.

Dissenting

Disagreement is the product.

The output is not a consensus-smoothed summary. Dissent is explicit, attributed, and shown beside the call.

01

How it works

Roster · board · context · deliberation · signal
  1. Step 1 · Roster

    Curate the voices you already trust.

    Add the analysts, macro thinkers and writers you follow. Each is assigned a primary lane — Macro, Compute, Energy, Geopolitics.

  2. Step 2 · Board

    THESIS · AI CAPEX 2026

    Seat them around one thesis.

    A board is a room for a single question. Drag experts from your roster onto it; you’ve assembled a committee.

  3. Step 3 · Deliberation

    ADJACENT OUTSIDE LANE

    The system runs the meeting.

    Public commentary is ingested, attributed and tagged by lane, then weighed alongside the context you stage. Out-of-lane opinion is flagged. Disagreement is surfaced, not hidden.

  4. Step 4 · Signal

    LONG NVDA ↑ 78

    Consensus becomes a parameterized call.

    Ticker, entry, stop, target, size, horizon, confidence — and which seats drove it. Tracked over time, so accuracy accumulates.

Staged context

Before each deliberation, stage what the panel should weigh.

Newswire

09:42Hyperscalers lift 2026 capex guidance

Pull headlines off the live wire into the deliberation.

Market data

NVDA184.62+1.8% 50D 176.1052W high 212.40

Price, momentum, moving averages and the 52-week range for every ticker on the board.

Your notes

“Power, not chips, may cap this cycle. Weigh the grid delays.”

Your own view: a position, a worry, a question for the panel.

Research signals only — not investment advice, not a brokerage. No trades are placed.

A note from the founders

Hedge funds have investment committees. Individual investors have a feed and a feeling.

Two of us spent years inside Bloomberg watching how institutional research is actually made: domain weighting, tracked dissent, attributed calls. None of that reaches the person following the same commentators on X and YouTube. Robinhedge is that missing layer — structured deliberation on top of the voices you already read. It’s old machinery, on purpose.

Miklos, Jeremy & Vaughan

02

Founders

Three seats

Private access

Private access is available. Public launch is pending.

Write to us for details or a walkthrough of the boards.