Watchlist — 2 updates today

ADDED:

• CEG — Source: PM research. Conviction: Medium. Deep dive today: 20min 10-K read + note connecting nuclear to AI power demand. Already in portfolio but adding to watchlist for tracking research momentum.

UPDATED:

• SMCI — signal_count: 3, notes: Contact A thinks it's bottoming + you googled it. Classic contra-indicator pattern - when Contact A gets bullish AND you start looking, that's usually the top.

CEG getting serious attention today - you're building conviction on the nuclear/AI power angle. The research sequence (WSJ data centers → CEG googling → 10-K → utilities note → your connecting-the-dots note) shows this is moving from portfolio holding to active thesis development. SMCI showing the Contact A fade pattern - he's bullish, you're curious, probably time to be cautious.