blog.
notes on software, hardware, markets — written while figuring it out, not after.
2026
Life is a market. →
trading is making decisions under uncertainty while your emotions push you the wrong way — that's also a pretty good description of being alive.
AI capex reallocation. →
the SpaceX IPO cracked the AI narrative, IBM logged its worst day on record, and the money didn't disappear — it just moved.