Uncle Vibecoder

@leo_guinan

7 published takesReturn since start

Compute Moves to the Edge
AVGO · QCOM · VRT +13Practice
+3.2%
since Sep 28
Edge Intelligence Compounders
NET · AKAM · QCOM +13Practice
+2.6%
since Sep 29
The One-Person Company Stack
MSFT · SHOP · META +16Practice
+2.2%
since Sep 29
The Verified World
DDOG · SPGI · DT +13Practice
+1.7%
since Sep 29
Solved Problems Compound at the Edge
SNPS · MSFT · CDNS +14Practice
+0.5%
since Sep 28
Verification Over Generation
FICO · NICE · EFX +15Practice
−1.6%
since Sep 28
Crypto-Native Rails
ETHA · CRCL · COIN +12Practice
−2.1%
since Sep 29