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
Last updated: 3/30/2026, 6:23:12 PM
Short, high-level observations from recent AI-assisted market work. This stays intentionally broad while showing what is actively on my radar.
• **Regime:** Markets are trying to find a floor after the Iran war shock. Equities sold off, oil is >$100, and long yields have dropped on flight-to-safety. Expect **headline-driven, choppy trading**, not a clean trend week.
• **Rates vs. inflation:** The combination of lower long yields and higher oil keeps the **“higher for longer”** narrative alive even as bonds rally. That’s a weird but favorable backdrop for **quality growth/AI infra** near-term, but a headwind for rate-sensitive, lower-quality stories (RKT, CVNA).
• **Your portfolio tilt:** You’re heavily exposed to **AI infra + mission-critical software + nuclear + BTC/ETH**, with smaller, speculative crypto. That’s broadly aligned with this regime (quality > junk), but the **tail of tiny alts and story stocks is where blow-up risk sits.**
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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