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Portfolio Manager
The cockpit for my real US brokerage book — broker-authoritative trade journal, a Minervini-style audit bot, and tripwires that fire when a thesis breaks
TW Trading Bot
A real-money Taiwan stock trading bot on SinoPac Shioaji — the agent proposes, I approve, and pure-function guards block everything else
post-to-visual
An open-source pipeline and toolkit that turns any article into a single-file, illustrated, easy-read HTML page — works with zero API keys
Latest Posts
View allWhat 3 Months Did to My Claude Code Workflow
I open-sourced my Claude Code workflow in March. By June it was teaching a 2024 habit on a 2026 tool. Here's what a fast-moving CLI broke — and the audit that caught it.
The 3 Files That Turn Claude Code Into Your Dev Partner
Part 1 made Claude remember your project. These three files make Claude remember you.
The 3 Files That Make Claude Code Actually Remember
You're 40 minutes into a session and Claude is rebuilding the auth you finished yesterday. The fix isn't better prompting. It's three files.
Currently studying
A map of what I'm reading and turning into illustrated, easy-to-read summaries (圖文好讀版). Each dot is one read — bigger means deeper.
Click a topic to expand it · drag a topic to pin it (double-click to release)
Latest reads
Caterpillar（CAT）：AI 電力的故事是真的，股價已經先付了
在手訂單 $72B、年增 92%，市場把「排隊」當「成長」在定價。本研究拆解出貨與終端需求的剪刀差，主張勝負不在需求、而在 2027–29 的全行業供給牆：目標價 $780，觀點迴避。
原文 · Jazz Lien · 自有研究（IBKR + 財報 + 法說逐字稿）
Arista Networks（ANET）：AI 機房裡那台不起眼的交換器，值兩千多億美元
輝達親自下場乙太網路之後，Arista 的護城河還守得住嗎？賣方把「乙太網路贏」直接翻譯成「Arista 贏」，中間少了一步。附 2026-08-05 Q2 財報更新：首個單季 30 億美元、全年展望上調至年增約 40%。
原文 · Jazz Lien · 自有研究（IBKR + 財報 + IDC）
CoPoS 與 EMIB：把封裝做大，還是把矽用在刀口上
同一個問題、兩個相反的答案：台積電把中介層攤到 310×310 mm 方形面板，Intel 只在晶粒交界埋一小塊矽橋。內含圓晶圓利用率實算——5.5 個光罩的中介層，一片 12 吋晶圓只排得下 8 顆。
原文 · SemiWiki
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