A raw, real-money journal of a founder hunting for global alpha.
Aug 10, 2026
Navigating a -30% drawdown on $AMPG, business cash updates, pre-market surge ahead of earnings, and introducing non-portfolio deep-dives.
Jun 20, 2026
We locked in quick green swing gains, optimized our long-term anchors, and fully exhausted our cash reserves right as the banking rails paused to reload.
Jun 6, 2026
This week was a blood bath in the stock market. The selloff was super intense, but it has presented new entries and opportunities.
May 29, 2026
How Alpha Compute ($ALP) is leveraging institutional debt to corner Telegram’s 1 billion-user ecosystem and why the market’s calculation is completely broken.
May 27, 2026
Why I completely liquidated my legacy $OCC position, aggressively scaled my $BZAI baseline, and front-ran the market with a massive pre-market entry into a sub-dollar NVIDIA power play.
