Decisions
The last link in the chain: source fact → identity → investment object → thesis evidence → decision → outcome. Every stance is signed, reasoned, and immutable — changing your mind adds a row, it never edits one.
Undecided (35)
Investment roots with signal in the last 14 days and no stance yet — newest signal first. Signals from a root's repos and models appear as chips on its row; rootless repos stay decidable on their own.
Decided (2)
Current stances, and what changed since each was taken
Looked at it: n8n is a workflow tool riding agent hype, not an AI-native margin story. Downgrading to watch until there is revenue or hiring evidence.
Datacentre cycle posture is stay_exposed on 5/5 positive hyperscalers, and MSFT quarterly capex is +84% YoY. Holding the existing paper-long rather than adding here.
Positions (1 open)
Exposure mapping — no sizes, no prices, no P&L
Exposure by theme
Open positions joined through theme membership at read time