Research
Semis, data, and robotics notes
HBM, EUV, foundries, power demand, cloud rails, automation, sensors, and physical AI infrastructure.
Core workflow
Activity
Activity, not noise.
A cleaner activity page for the decisions that matter: Bitcoin allocation, semis, data, robotics, asymmetric hedge reviews, and trade ideas kept in their proper place.
Decision queue
What the platform is watching.
The old activity page made trading feel like the center of the firm. This version puts activity into an analysis workflow: macro first, research second, risk third, execution only when it fits the portfolio.
Risk
Rebalance and hedge review
Position drift, concentration, cash needs, taxes, downside hedges, and exposures already embedded in employer plans or illiquid holdings.
Weekly review
Satellite
Bitcoin, options, and asymmetric ideas
Satellite ideas remain visible, sized, and separated from the main portfolio so they add convexity without hijacking the plan.
Defined limits
Operating rhythm
Simple enough to use every week.
No noisy dashboard theater. The page should help an investor understand what changed, what deserves action, and what can wait.
Review
Read the portfolio map, locked holdings, cash needs, and technology exposure before new trades enter the conversation.
01
Decide
Separate required action from interesting noise. Hedges, taxes, and liquidity come before novelty.
02
Document
Keep notes simple enough that future reviews can explain why a position was added, reduced, hedged, or ignored.
03