Quinn's live book.
Eighteen Physical Layer positions across Core compounders and Frontier moonshots. Every entry, every trigger, every kill vector — open. Click any row for the full thesis.
XNDU · photonic quantum
Frontier anchor with hard trim/stop discipline — sizing and levels update with the live book above.
Physical Layer compounders
Power, compute, networking, data center. Add on dips, trim only on thesis break.
| Ticker | Sleeve | Layer | Today % | All-time % | Thesis |
|---|
Moonshots
Photonics, quantum, space. Ladder-trim discipline. Specific levels are kept private until they're reached and disclosed in the Substack.
| Ticker | Sleeve | Layer | Today % | All-time % | Thesis |
|---|
On deck
Names sized with written buy triggers.
| Ticker | Layer | Thesis |
|---|
Where equity sits inside the taxonomy
Aggregated across Quinn's currently-marked book (live marks). Sleeve bars above describe Core vs Frontier tilt; here we map the same NAV into infrastructure layers.
Two rules. Every position.
Core is bought on weakness
Hold through noise; thesis breaks are the exits.
Frontier trims mechanically
Moonshots obey written trim/stops — every time.
Morning brief · congress · insider · earnings.
Live from Supabase. Railway agents write, this page reads. No frontend LLM calls.
Yours vs Quinn's.
Side-by-side Physical Layer exposure, layer coverage, and most-exposed layer. Score yours first if you haven't.
Should I hold or trim this?
Type the ticker you're worried about. We pull Quinn's thesis, the bear case, recent congressional sells, and price vs 52-week high. One verdict. No waffling.
How much should this position be?
Two sizing rules side-by-side: Kelly criterion (edge-weighted) and fixed-fraction (book-percent). Conservative version of each. Educational only.