Founder, Rocket Capital · Trader · Researcher
An open horizon.An independent mind.
Finding the signal in the noise of the market.
Trading · Research · Life
I focus on trend following, value investing, and AI infrastructure while building my own trading and research systems — using data, tools, and AI to make complex investment decisions clearer, more systematic, and easier to review.
Research · Trading · Observations
From a distance, society’s conformity and absurdity can be dispiriting. Up close, we keep meeting sincere, decent people. These views may coexist: we can question how groups work while leaving room for patience and goodwill towards individuals.
Watching new arrivals in a crowded London hotpot restaurant brings back memories of my own first year. Several nights of clubbing a week have given way to meals, tea and conversation. The friendships haven’t changed; the pace has.
After Jiuzhaigou, a visit to Grandma’s home in Shiqiao brings familiar wontons, quiet bamboo paths, and a small childhood memory of Grandpa—a simple, precious ending to a journey through Sichuan.
Before the Mid-Autumn Festival, a trip through Chengdu, Mount Qingcheng, Dujiangyan, and Jiuzhaigou becomes a reminder that the rarest part of travel is having time together.
From Meta’s smart glasses and Muse to Tencent’s WorkBuddy, the most durable position in AI may be the one closest to the user.
How I make decisions
I do not try to predict everything, nor believe in a method that is always right. The market is bigger than any one of us.
What I saw, why I thought that way, and where I might be wrong — the process is more valuable than the conclusion.
When new facts emerge, the view should change with them. Changing your mind is not failure; it is the system working.
Truly worthwhile opportunities are rare. Most of the time, the best move is no move at all.
About me
Rather than offer standard answers, I want to record how I arrive at a judgment: what I saw, why I thought that way, where I might be wrong, and how new facts change an earlier view. This journal follows my research, trading, work as a founder, and observations on education, technology, wealth, and ways of living.
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