DASHBOARDS
Each dashboard breaks an investment thesis down into a trackable framework: the argument, fund flows, catalysts, and stop-loss levels。Updated manually each earnings season; track the money, not the names。
Buffett · Pelosi · Cathie Wood · Soros · Dalio · Tepper · Tiger Global · Li Lu · Icahn · Congressional Trades Leaderboard…… 13F / Congressional trades / fund holdings — click through for full position rationale, catalysts, and risks。
Three-tier framework tracking 2025–2026 AI Capex The cycle: spenders vs. collectors vs. outsiders, plus picks-and-shovels plays。
Valuation curve / 18 supply-chain stocks / Starlink satellites in orbit / Musk statements — breaking down what to buy before and after a potential IPO into trackable signals。
Three-oligopoly structure (SK Hynix / Micron / Samsung) + equipment upstream + NAND co-cycle；Daily stock price / MU options activity / sector news。
Two tiers of 20 stocks (8 large-cap + 12 high-growth): Rule of 40 / operating margin / FCF / SBC dilution；SEC Earnings self-fetched, refreshed quarterly。
Fed Dot plot, real rates, risk premium — how an interest-rate inflection point transmits to Mag7 valuations。
Data center revenue, gross margin, Blackwell/Rubin shipment cadence — is the revenue side still being collected?。
TSM / AVGO / ASML / VRT / ANET——How the supply chain rises in tandem with Capex。
Gold / silver, central bank gold buying, real rates — the tug-of-war between safe-haven demand and liquidity。