#004June 24, 202610 min read
I Almost Sold The Steak
A near-sale, a Micron blowout, and the discipline of holding the thesis while managing the size. Day 85, +58% on capital, 20/20 positions green.
The Frontier File · A Wild Intelligence Publication
Archive
4 published issues · updated weekly
Latest - #003June 18, 20269 min read
The Dip Nobody Got To Buy
One retail account, one frontier-tech thesis, documented in public. A hawkish Fed surprise on Wednesday, a one-day correction, and by Thursday's close the dip-buyers — and a signed peace deal — had already erased it.
- #002June 15, 20269 min read
The War Ended. The Rocket Listed.
One retail account, one frontier-tech thesis, documented in public. This week the two biggest overhangs of the whole journey resolved in four days.
- #001June 1, 20266 min read
The Frontier File — Issue 001
Opening dispatch: AI compute, space, nuclear, quantum, fintech rails.