2025
The $50B Blind Spot: Why 80% of Companies Don’t Know They’re Breaking AI Laws Right Now
The Uncomfortable Truth
Inside the Machine: How Market Makers Actually Hedge Gamma (And Why Walls Break)
The Machine’s Imperative: Delta Must Equal Zero
Gamma Wall Data Conflicts: Why SpotGamma ≠ SqueezeMetrics ≠ Bloomberg
The Confusion: Three Platforms, Three Different Numbers
Gamma Wall: The Secret Behind Price ‘Magnets’ in Options Markets
The Mystery of the Hovering Price
The Fog of War: Why You Only See 30% of the Gamma Game
The Setup: When the Wall Wasn’t There
TFSA × QQQ Deep ITM LEAPS: A Practical Guide to Tax-Free Leveraged Compounding
Executive Summary
AMD vs Intel in AI Portfolios: Tactical Value Analysis for NVIDIA-Heavy Investors
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QA to DevOps Transition 2025: Market Outlook, Salary Data & Skills Gap Analysis
Executive Summary
The Nuclear Renaissance: Why Microsoft Pays 83% Premiums for AI Power
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Liquid Cooling Revolution: The $23B Equipment Supercycle Powering AI
Executive Summary
Grid Gridlock: Why Eaton’s 12-Month Backlog and On-Site Power Are Reshaping AI Infrastructure
Executive Summary
AI Power Infrastructure Investment Series (5/5): Portfolio Construction & Risk Management
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The AI Datacenter Power Revolution: Why Electricity Is the New Oil
Executive Summary
Taleb’s Barbell Strategy: Why the Middle Ground Is Where You Die
Core Thesis
The Five Paradigms: A Unified Framework for Strategic Decision-Making
Global leaders across Singapore, Hong Kong, and San Francisco are rebalancing playbooks to survive tail risks while compounding upside. This article gives you a geographic-aware checklist to do the same.
2024
One Month Into the Sabbatical
Thirty days without sprint boards feels both liberating and disorienting. The first month of sabbatical life became an exercise in clearing space, rebuilding routines, and mapping the next chapter in Otaru, Japan.
Vancouver Exit Notes: Designing a Lightweight City Routine
I moved out of my Vancouver apartment in November. The rain had already settled in, and my suitcase had to fit three years of life.
Why I Resigned and What Comes Next
On September 25 I turned in my badge at Fortinet. There was no dramatic exit, just a quiet walk out of the office with a backpack full of notebooks.