Articles
This is where I actually have to decide.
Research can stay theoretical for a while. Articles are where the decision gets a date: what I did, what changed, what I screwed up, and the rare market event that actually mattered enough to write about.
Archive
What I’ve actually published.
The archive should get bigger. Research, decisions, reviews, mistakes and lessons can all earn a place here without every piece needing a trade attached to it.
Investor Day / Thesis Update
Oct 6, 2026
Marvell Finally Put a Number on the Denominator
Marvell's Investor Day finally put a per-share target behind the AI story. That changes my expected return enough to kill the easy December-sale thesis, but not enough to make me add today.
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Quarterly Review
Oct 1, 2026
Q3 2026: The Quarter I Mostly Held
Q3 was mostly about letting earlier decisions work, realizing the index sleeve had quietly shrunk, and remembering that a good expected return still has to beat the next-best use of the dollar.
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Earnings / Thesis Update
Sep 30, 2026
Micron's $33 EPS Is Not the Interesting Part
Micron reported $33.42 of quarterly EPS. The bigger change was management extending tight supply through 2028, adding much more contractual visibility, and setting up a real capital-return story.
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The Next Dollar
Sep 29, 2026
The Next $10,000
The hypothetical is now real: $5,000 into BRBR at $7.63 and $5,000 into FXAIX. About $320K is now invested. The more interesting question is why BRBR stops there.
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Start here
Sep 25, 2026
Mostly Nothing
Why I’m documenting the road to seven figures, why doing nothing is often the outcome of the work, and how I’m keeping future-me from rewriting the story.
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