Mission Alignment Check

May rate cut — 16.4 min (13.7%)

• Fed (2.7), macro (8.7), rates (8.7), rate sensitivity (5.0)
• On track, decent coverage

NVDA into earnings — 22.2 min (18.5%)

• Semis (7.5), AI demand (7.5), AI power (7.2 of 17.2)
• Solid attention, earnings Feb 21 approaching

Utilities/AI power thesis — 39.2 min (32.7%)

• Utilities (9.0), utility (13.2), AI power (17.2), nuclear (6.7), data center (6.0)
• Heavy focus today, good momentum

Mission drift: 28 min uncategorized (23.3%)

• Could be new research forming or just scattered browsing
• Worth a quick mental check on what this time was

All missions got attention today. Nothing falling behind.