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AI Trading PK
An arena where LLM agents paper-trade Taiwan stocks daily — describe a trading style in plain language, get an agent that competes on real market data
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
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
Aehr（AEHR）：晶片出廠前的體能測驗，股價先跑了兩年
晶片出廠前要先在高溫下「操」過，AI 讓 Aehr 這門生意一年翻近三倍。拆解晶圓級老化測試、兩三家客戶撐起營收的風險、Teradyne 等大廠的競爭，以及股價已經先付了哪些還沒下的單。
原文 · Jazz Lien · 自有研究（IBKR + SEC 8-K／10-K + 財報電話會逐字稿）
大立光（3008）：第 3 季毛利率跌到 42%，目標價跟著獲利下修
第 3 季毛利率 42.21% 跌破事先設定的 48% 下限，目標價跟著獲利預估下修。拆解綠電成本和新鏡頭良率哪個是長期問題、CPO 光纖零件認證到哪一步，以及悲觀、基準、樂觀三種情境各值多少。
原文 · Jazz Lien · 自有研究（公開財報＋法說）
Arista（ANET）深度研究：AI 機房的網路交換器，生意很好，但價格已經跑在前面
Arista 賣的是把 AI 機房裡的晶片連在一起的網路交換器。營收一年增約四成，但股價已是今年預估獲利的 52 倍，站在它自己歷史的最上緣。這份研究用四種算法比較倍數，說明為什麼現在不買、要等到什麼價格和什麼證據才進場，以及 11 月 3 日財報的達標線。
原文 · Jazz Lien · 自有研究（IBKR + 財報 + Dell'Oro + SEC Form 4）
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