Market calls / Timestamped · scored on resolution · never deleted
Directional calls with a date on them, graded when they resolve.
Conviction, timeframe and a public grade on every one.
- Calls
- 13
- Live
- 13
All time
| Cover | Stance | Ticker | Thesis | Conviction | Outcome |
|---|---|---|---|---|---|
 | LONG | — | Parameter Scaling Is Dead. Multi-Dimensional Scaling Is the New Paradigm.AI scaling has moved from raw parameter count to four memory-hungry dimensions — inference-time compute, MoE, data curation, architecture — making memory bandwidth the universal bottleneck. | High · 1Y | Active · opened Apr 13 |
How calls are graded
A call locks at publication — direction, conviction, timeframe and target are timestamped and can’t be edited. Resolution is mechanical: the stated direction against the realized move. Accuracy breakdowns, calibration and the resolved feed live on the track record. Method details: methodology · the open book.