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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.
All 89 articles

Writing

Articles

Build notes, thinking notes, field records, and DYOR research share one filterable Articles board; DYOR still keeps dedicated visual report pages.

All 89 Build Notes 4 Thinking Notes 15 Field Notes 1 DYOR 63 Venture Ideas 6

2026-09

3
  1. Onchain Stocks Field Report 2026-09: SEC Lets "Same-Rights" In, Synthetics Out DYOR
  2. Whole-market 13F migration: 8,521 managers, Q1→Q2 2026 DYOR
  3. 2026-09-04 NFP Preview: A High-Beta Playbook for LITE / SNDK / MRVL / MU / SK Hynix DYOR

2026-08

1
  1. Q2 2026 Active 13F: 30 Famous Funds · 11,207 Securities DYOR

2026-07

15
  1. Institutional and Corporate Position Changes: 13F Plus Schedules 13D/13G DYOR
  2. High-Beta Momentum ETFs: Finding the Best Balance of Liquidity and Upside DYOR
  3. Dot-com vs. AI Capital Cycles: Is This Reset 1998 or 2000? DYOR
  4. Post-CPI Hundred-Bagger Window: NVDA Momentum × NFLX Earnings Gamma DYOR
  5. Must COR1M Spike First? A Split View on Broad-Market Strength and Tech Repair DYOR
  6. China A-share × U.S. AI Hardware Earnings Calendar: Equipment, Memory and Optics DYOR
  7. China A-Share and Korean AI Hardware Theme Map: Optical Chips, MLCC, CCL, Memory and Fiber DYOR
  8. Three Trading Paths for Memory Price Declines and Capacity Expansion DYOR
  9. One-Month 20-30% Upside Map: Optical, ABF, MLCC, Memory, Equipment, Manufacturing, Power DYOR
  10. July 10 Theme Squeeze Map: Optical, ABF, MLCC, Memory, Equipment, Manufacturing, Power DYOR
  11. Weekly Short Squeeze Top 10: SNDK, WULF, IREN, CLSK and the Ignition Screen DYOR
  12. Momentum Repair and Hundred-Bagger Options Window: July 10-17 Semi Gamma Band DYOR
  13. Semiconductor Hundred-Bagger Options Map: Full-Universe OPEX Rescan DYOR
  14. AI Power and Compute Supply Map: Who Has Turned MW Into Contracts? DYOR
  15. Korea Margin Balance Weekly Monitor: KOSDAQ Deleveraging Is the Signal DYOR