Projects, Experiments, and Notes
This is mostly for my own enjoyment. Hopefully you find something interesting, but some things may still be under construction.
AI Market Insights
Short, high-level observations from recent AI-assisted market work. This stays intentionally broad while showing what is actively on my radar.
• **Backdrop:** After two weeks of AI/growth selling, last week ended with **stabilization and modest gains** in the S&P 500 and Nasdaq. VIX slipped below 20 and credit spreads tightened, but **stock‑level volatility remains high** (large moves under the surface).
• **Macro:** Inflation has continued to ease (latest CPI ~2.4% YoY vs 2.5% expected), and growth data is still solid. This week brings **more inflation/labor data and Treasury auctions**, which can move yields and risk appetite.
• **Earnings:** We are in the **heart of Q4 earnings for big tech and cyclicals**. Commentary suggests **NVDA and other megacap tech (MSFT, TSLA)** plus **NUE/CCJ** are key this week or very nearby. These prints likely **dominate factor rotation** between growth vs value.
Replacing Thermal Pads for MSI Ventus 3080Ti
Documenting my best results from multiple attempts at replacing thermal pads and paste on this card.
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Browse investing notes, project writeups, and practical tests.