Thoughts, stories and ideas.
28
Nov

Morning Playbook: Riding the AI Regime, Respecting the Floors (2025-11-28 Early Close)

3 min read
27
Nov

Thanksgiving Tape: No Execution, All Risk

2 min read
26
Nov

PM Playbook: Letting Healthcare Share the Stage with AI

4 min read
25
Nov

AI Melt-Up, One New Bet: Micron – Evening Swing Journal 2025-11-25

3 min read
24
Nov

Riding the AI Melt‑Up Without Losing My Nerve

4 min read