Process Note
Why I Am Moving Away From 0DTE
A trading process note about moving away from short-dated options toward setups that are easier to manage emotionally.
Nothing here is financial advice.
Investing
A public portfolio journal for stock research, position notes, and the decisions I want to make harder to rewrite later.
Watchlist
My AI Infrastructure Watchlist
A market-theme watchlist for AI memory, semiconductors, data centers, and space infrastructure.
- Direction
- Long
- Time horizon
- 6-18 months
- Disclosure
- Personal watchlist; positions may change without update.
Nothing here is financial advice.
Process Note
A Simple Macro Regime Tracker
A simple market dashboard for checking risk appetite, breadth, stress, credit, and speculative liquidity.
Nothing here is financial advice.
Portfolio Journal
Why I Am Writing About Stocks in Public
A public investing process note about making stock decisions easier to inspect later.
Nothing here is financial advice.
Occasional updates when I publish new writing on building, software, or investing. No spam, unsubscribe anytime.
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