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Portfolio Manager
The cockpit for my real US brokerage book — broker-authoritative trade journal, a Minervini-style audit bot, and tripwires that fire when a thesis breaks
TW Trading Bot
A real-money Taiwan stock trading bot on SinoPac Shioaji — the agent proposes, I approve, and pure-function guards block everything else
post-to-visual
An open-source pipeline and toolkit that turns any article into a single-file, illustrated, easy-read HTML page — works with zero API keys
Latest Posts
View allWhat 3 Months Did to My Claude Code Workflow
I open-sourced my Claude Code workflow in March. By June it was teaching a 2024 habit on a 2026 tool. Here's what a fast-moving CLI broke — and the audit that caught it.
The 3 Files That Turn Claude Code Into Your Dev Partner
Part 1 made Claude remember your project. These three files make Claude remember you.
The 3 Files That Make Claude Code Actually Remember
You're 40 minutes into a session and Claude is rebuilding the auth you finished yesterday. The fix isn't better prompting. It's three files.
Currently studying
A map of what I'm reading and turning into illustrated, easy-to-read summaries (圖文好讀版). Each dot is one read — bigger means deeper.
Click a topic to expand it · drag a topic to pin it (double-click to release)
Latest reads
Applied Materials (AMAT): A Variant-Perception Deep Dive
晶片複雜度的「賣鏟人」：先進製程與 3D 堆疊的沉積／蝕刻／鍵合／量測都靠它。頁面走變異觀點九步驟，附預先寫下的進場區、加碼階梯、股價 -40% 檢查清單與逐次更新紀錄 — 每個數字標來源與日期，結論隨數字改。個人研究，非投資建議。
原文 · Jazz Lien · 自有研究（IBKR + 10-K）
大立光（3008）：護城河是真的，價格把 2028 先付了
CPO 製造護城河真實可遷移，但收盤 7,810 元已是 2028 共識中位 EPS 的 32.6 倍。拆解 225 元 EPS 由什麼組成、三個單變數壓力測試，以及把「迴避」機制化的透支監測表。
原文 · Jazz Lien · 自有研究（公開財報＋法說）
Everpure（P）：市場賣掉的是毛利率，公司買下的是地盤
財報全面打敗預期、第二家 hyperscaler 剛簽約，股價卻四天跌掉 21% — 市場把毛利率 66.2% 讀成商品化的開端。本頁拆解：這是十年最緊 NAND 市場裡的主動土地戰，毛利率 75-85% 的 hyperscaler 收入 FY28 才進帳。
原文 · Jazz Lien · 自有研究（IBKR + 財報 + TrendForce）
Build activity
Live from GitHub — what shipping looks like day to day. More on the about page.
Lab
A creative-coding playground — four interactive sketches, from kinetic type to a recursive tree.
Work With Me
Training, mentorship, and hands-on building — I teach through doing.
AI & Cloud Training
Hands-on GCP & GenAI workshops
Vibe Coding Mentorship
Ship your ideas with AI-assisted dev
English Coaching
Learn through passion, not textbooks