Raw NoteProcessExperiment underway
Does AI Change How I Trade?
I may be the world’s worst trader. This is the experiment to see whether AI, discipline and better information can change that.
Read entry →The Journal
Everything stays on the record.
Ideas before I buy. Positions after I buy. Wins without chest-thumping. Losses without deleting the evidence. Every meaningful entry carries a date, status, ticker/topic and a permanent update trail.
ProcessPublic RecordActive rule
How This Journal Will Work
The permanent rules for timestamps, status changes, ticker timelines, wins, losses and thesis updates.
Read entry →Convergence Research
Convergence Engine v1 Is Now Defined
The exact source roster, vote rules and freshness standards.
Read entry →Convergence ResearchNVDAMUATIResearch candidates
The First Published Convergence Screen
The first names through the four gates—and what evidence is still missing.
Read entry →Raw Notes
Why I’m Building a Four-Layer Stock Discovery System
The original thesis behind the project.
Read entry →Raw Notes
AI Is My Scout, Not My Oracle
The role AI should and should not play in my investing process.
Read entry →Thesis Updates
What a 4/4 Score Actually Means
Research priority, not permission to buy.
Read entry →How entries are built
One thought. One permanent trail.
1. CaptureRaw thought, ticker, question, trade idea or reaction—before it gets polished.
2. RecordDate/time, status, thesis, failure condition, evidence and Convergence score when relevant.
3. UpdateNew evidence creates a new timestamp. The original entry is never rewritten out of existence.
Journal rule
I don’t want a highlight reel.
When real positions begin appearing here, the original thesis stays visible. Updates will be appended or linked rather than rewriting history. If an idea fails, the post-mortem belongs beside the winner.