- ai-infrastructure 4
- sabbatical 3
- portfolio-strategy 3
- risk-management 3
- reflection 2
- routines 2
- market-microstructure 2
- career 1
- mindfulness 1
- vancouver 1
- remote-life 1
- travel 1
- strategic-ops 1
- antifragility 1
- leadership-rituals 1
- systems-thinking 1
- taleb 1
- antifragile 1
- black-swan 1
- convexity 1
- data-centers 1
- power-demand 1
- energy-markets 1
- investment-research 1
- AI 1
- infrastructure 1
- portfolio 1
- asset-allocation 1
- grid-infrastructure 1
- eaton 1
- bloom-energy 1
- onsite-generation 1
- ai-datacenters 1
- liquid-cooling 1
- thermal-management 1
- vertiv 1
- data-center-equipment 1
- nuclear-power 1
- constellation-energy 1
- SMR 1
- power-purchase-agreements 1
- devops 1
- qa-engineer 1
- career-transition 1
- kubernetes 1
- ci-cd 1
- salary-analysis 1
- cloud-native 1
- amd 1
- intel 1
- nvidia 1
- semiconductor-analysis 1
- tactical-allocation 1
- tfsa 1
- options-strategy 1
- leaps 1
- qqq 1
- tax-optimization 1
- leveraged-investing 1
- compound-growth 1
- otc-derivatives 1
- market-structure 1
- information-asymmetry 1
- institutional-trading 1
- dark-markets 1
- derivatives-market 1
- gamma-wall 1
- options-trading 1
- market-mechanics 1
- technical-analysis 1
- derivatives 1
- gamma-exposure 1
- data-quality 1
- options-analytics 1
- market-data 1
- trading-systems 1
- quantitative-analysis 1
- market-makers 1
- delta-hedging 1
- gamma-hedging 1
- options-flow 1
- dealer-positioning 1
- eu-ai-act 1
- ai-compliance 1
- regulatory-compliance 1
- ai-governance 1
- legal-tech 1
- enterprise-ai 1
- saas-compliance 1
- gdpr 1
- ccpa 1
ai-infrastructure
AMD vs Intel in AI Portfolios: Tactical Value Analysis for NVIDIA-Heavy Investors
Executive Summary
The Nuclear Renaissance: Why Microsoft Pays 83% Premiums for AI Power
Executive Summary
Liquid Cooling Revolution: The $23B Equipment Supercycle Powering AI
Executive Summary
The AI Datacenter Power Revolution: Why Electricity Is the New Oil
Executive Summary
sabbatical
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.
portfolio-strategy
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
Executive Summary
Taleb’s Barbell Strategy: Why the Middle Ground Is Where You Die
Core Thesis
risk-management
The $50B Blind Spot: Why 80% of Companies Don’t Know They’re Breaking AI Laws Right Now
The Uncomfortable Truth
AI Power Infrastructure Investment Series (5/5): Portfolio Construction & Risk Management
Executive Summary
Taleb’s Barbell Strategy: Why the Middle Ground Is Where You Die
Core Thesis
reflection
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.
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.
routines
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.
market-microstructure
Inside the Machine: How Market Makers Actually Hedge Gamma (And Why Walls Break)
The Machine’s Imperative: Delta Must Equal Zero
Gamma Wall: The Secret Behind Price ‘Magnets’ in Options Markets
The Mystery of the Hovering Price
career
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.
mindfulness
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.
vancouver
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.
remote-life
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.
travel
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.
strategic-ops
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.
antifragility
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.
leadership-rituals
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.
systems-thinking
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.