Writing · Build / Thinking / Field / DYOR
Writing follows problem type.
This area holds details that are too granular for work pages: build notes for projects and shipping, thinking notes for judgment, field notes for inputs, and DYOR research for industries, earnings, and valuation questions.
URLs use only stable slugs, not category names; categories can move, links should not break.
Writing
Articles
Build notes, thinking notes, field records, and DYOR research share one filterable Articles board; DYOR still keeps dedicated visual report pages.
Latest in depth
How the VIX Is Calculated from SPX Option Prices to the Fear Gauge
A source-traced breakdown of the VIX. It covers the model-free variance formula, option selection, 30-day interpolation across two expirations, and how the index differs from Black-Scholes-implied volatility.
GPT-6 Astra Deep Research: Abilities, Benchmarks, and Test Cases
A source-traced teardown of GPT-6 Astra built on the OpenAI blog, system card, and ARC Prize's own evaluation — covering computer use, coding, cybersecurity, science, and professional work, with the benchmark numbers and the 99.9% vs 62.7% ARC-AGI-3 harness nuance.
2026-09
4- 2026-09-04 NFP Preview: A High-Beta Playbook for LITE / SNDK / MRVL / MU / SK Hynix DYOR
- The complete stack for building robust agents Thinking Notes
- Mistakes, Open-Sourced: What Claude Code, Codex, and the DeepSeek Harness's Failure Records Teach About Building Stable Agents Thinking Notes
- Where Stability Comes From: Eight Lines of Defense in the DeepSeek Harness Thinking Notes
2026-08
32026-07
15- Institutional and Corporate Position Changes: 13F Plus Schedules 13D/13G DYOR
- High-Beta Momentum ETFs: Finding the Best Balance of Liquidity and Upside DYOR
- Dot-com vs. AI Capital Cycles: Is This Reset 1998 or 2000? DYOR
- Post-CPI Hundred-Bagger Window: NVDA Momentum × NFLX Earnings Gamma DYOR
- Must COR1M Spike First? A Split View on Broad-Market Strength and Tech Repair DYOR
- China A-share × U.S. AI Hardware Earnings Calendar: Equipment, Memory and Optics DYOR
- China A-Share and Korean AI Hardware Theme Map: Optical Chips, MLCC, CCL, Memory and Fiber DYOR
- Three Trading Paths for Memory Price Declines and Capacity Expansion DYOR
- One-Month 20-30% Upside Map: Optical, ABF, MLCC, Memory, Equipment, Manufacturing, Power DYOR
- July 10 Theme Squeeze Map: Optical, ABF, MLCC, Memory, Equipment, Manufacturing, Power DYOR
- Weekly Short Squeeze Top 10: SNDK, WULF, IREN, CLSK and the Ignition Screen DYOR
- Momentum Repair and Hundred-Bagger Options Window: July 10-17 Semi Gamma Band DYOR
- Semiconductor Hundred-Bagger Options Map: Full-Universe OPEX Rescan DYOR
- AI Power and Compute Supply Map: Who Has Turned MW Into Contracts? DYOR
- Korea Margin Balance Weekly Monitor: KOSDAQ Deleveraging Is the Signal DYOR
2026-06
9- SK Hynix: Micron Read-Through, Next Earnings and SKHY Rerating DYOR
- QCOM Investor Day 2026: How Strong Are the Dragonfly Technologies? DYOR
- Ibiden 4062.T: Global AI Package Substrate Chain and Competition Map DYOR
- CoPoS and Glass Substrates From Zero to One: An AI Packaging Investment Map DYOR
- High-End MLCC vs HBM: AI Hardware Demand, Bottlenecks, and Expansion Difficulty DYOR Research
- QQQ CPI Options Playbook: Call/Put Branches, Early-Exit P&L and Hedges DYOR
- Vera Rubin and Vera CPU: A Serenity Bottleneck Map for the AI Factory Supply Chain DYOR
- 2026-06-04 Daily Research Briefing: News and Cross-Border Products DYOR
- 2026-06-02 Daily Research Briefing: News and Cross-Border Products DYOR
2026-05
38- MLCC, EMIB and silicon capacitors: core AI upstream tickers DYOR Research
- ARM Options Plan: Target $480, Naked Calls First, Then Sep Spreads DYOR Research
- IBM High-Odds Call Plan: Entries, Sizing, and Payoff Ratios DYOR Research
- LITE Execution Plan: Naked Calls First, Then Call Spreads DYOR Research
- 2026-05-29 Daily Research Briefing: News and Cross-Border Products DYOR
- MRVL Q1 FY2027: AI Networking Becomes the Bottleneck DYOR Research
- 2026-05-28 Daily Research Briefing: News and Cross-Border Products DYOR
- 2026-05-27 Daily Research Briefing: News and Cross-Border Products DYOR
- How Warming Ferments Into the Economy: A 2026-2027 Timeline Map DYOR Research
- 2026-05-26 Daily Research Briefing: News and Cross-Border Products DYOR
- 2026-05-25 Daily Research Briefing: News and Cross-Border Products DYOR
- 2026-05-24 Daily Research Briefing: News and Cross-Border Products DYOR
- 2026-05-23 Daily Research Briefing: News and Cross-Border Products DYOR
- Vera Rubin Racks at $7.8M: Who Really Benefits? DYOR Research
- ARM / QCOM / INTC / AMD: Four Chip Capacity Models DYOR Research
- Bitcoin Miners' Power-to-AI Pivot: BTDR vs HUT vs IREN vs CIFR DYOR Research
- 2026-05-22 Daily Research Briefing: News and Cross-Border Products DYOR
- T1 Energy / TE: A High-Leverage U.S. Solar Manufacturing Turnaround DYOR Research
- SpaceX IPO and Space Stocks: RKLB Upside, Proxy Risk, and Dilution DYOR Research
- 2026-05-21 Daily Research Briefing: News and Cross-Border Products DYOR
- Sivers / SIVEF: A Laser-Source Bottleneck Candidate in AI Photonics DYOR Research
- 2026-05-20 Daily Research Briefing: News and Cross-Border Products DYOR
- 2026-05-19 Daily Research Briefing: News and Cross-Border Products DYOR
- 2026-05-18 Daily Research Briefing: Markets, News, and Cross-Border Products DYOR
- How to Find Paid Demand and Turn It into a Website That Can Win Thinking Notes
- How Mx-Shell Made "The Zombie Cleaner": Seedance2 Process Deconstruction Field Notes
- POET / MXL / HIMX: three layers of AI interconnect optionality DYOR Research
- I Put the /goal Lesson Back into Superloop Build Notes
- Cerebras WSE: The Wafer-Scale Answer to AI Inference DYOR Research
- Earnings trade checklist DYOR Research
- AI interconnect comp map DYOR Research
- 2026/2027 global profit top 10 DYOR Research
- Memory supercycle DYOR Research
- AXTI material beta DYOR Research
- 1.6T optical order chain DYOR Research
- AMD Q1 2026 earnings: can AI demand become sustained delivery? DYOR Research
- U.S. optical earnings map: where the AI interconnect bottleneck sits DYOR Research
- Big Four AI CapEx receiver chain DYOR Research