Key Takeaways
- Recency can raise or lower confidence quickly.
- Direct add, trim, hold, or sell language outweighs old thesis context.
- The daily automation is designed to catch new source material.
- Current does not mean verified in real time.
Fresh Evidence First
Recent transcripts and Discord messages get special weight because they can confirm whether a thesis is still active. Older evidence stays useful only when it has not been contradicted.
Handling Short-Term Trades
Some positions are described as short-term or easy to exit. Those names need extra caution because the public signal can become stale faster than a long-term thesis.
Daily Update Logic
The update process rescans the source set, refreshes market data, normalizes allocations, and republishes the static dashboard so the current model stays visible on the site.
FAQ
Does current mean live?
No. It means the best current estimate available from recent evidence.
What happens when exact amounts are unknown?
The tracker uses approximate weights and confidence labels instead of pretending to know exact values.