Investment Analyst & Writer

Hi, I'm Jin Ming

I'm an investment analyst with a passion for AI and frontier technology innovation. With so much information online, I aim to use this platform to share my learnings, work experience, and insights that form my investment thesis and inform portfolio allocation decisions.

Beyond investment research, I also write about developments in the digital asset market that is becoming an increasingly important component of the modern financial system.

Investment Philosophy

How I Think About Markets

My edge comes from data-backed fundamental research, agility for spotting upcoming innovations and translating them into clear investment opportunities.

From Insight to Action

Research

Deep dive analysis

Write

Document thesis

Execute

Build position

Track

Monitor & update

Research Library

Published Writings

Investment thesis, market analysis, and technology insights

Product Work

Product Thinking

Translating research into product requirements. Each PRD is grounded in firsthand domain research into crypto, stablecoins, and AI infrastructure — closing the loop from insight to build.

Live Portfolio

Current Holdings

Real positions backed by published research

Last Updated

YTD Return

Holdings

Ticker	Company	Mkt Price	Weight	Return
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Portfolio data updated daily from IBKR

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Track Record

Performance & Attribution

Historical returns and risk metrics

Portfolio vs S&P 500 vs Nasdaq (YTD)

Portfolio

S&P 500

Nasdaq

Returns

Portfolio YTD --

S&P 500 YTD --

Nasdaq YTD --

Alpha --