My Dashboard
A personal cockpit. Semis, AI, fusion, geo, macro — refreshed every 6h.
I check this page every morning to see what’s moving in semis, AI, fusion, geopolitics, macro. Dashboard →
Pipeline runs on a spare Linux box, refreshes every 6h. ~280 sources → SQLite → static HTML → Vercel. No LLM in the render path. Raw data lands, rule-based scoring, dashboard rendered in plain code. Reproducible. Stable. Doesn’t hallucinate.
Three layers:
Cockpit at top — five topic tiles with momentum, latest headline, freshness. One glance tells me which area is heating up.
Niche insights in the middle — the stuff you can’t get from a stock ticker. Insider Form 4 activity, hiring velocity at top labs, supply bottlenecks (HBM / CoWoS / EUV), regulatory and lobbying flow, patent filings, Congress STOCK Act trades, active CISA threats, plus a personal watchlist.
Markets at the bottom — macro indicator cards (10Y, DXY, VIX, DeFi TVL), sector heatmaps, commodities normalized to base 100.
Not Bloomberg. Not Palantir. A personal cockpit on $0 infra.
我的 Dashboard
个人 cockpit。半导体、AI、核聚变、地缘、宏观 — 每 6h 刷一次。
每天早上看一眼，知道半导体、AI、核聚变、地缘、宏观有什么在动。Dashboard →
Pipeline 跑在一台闲置 Linux 上，6h 一刷。~280 个源 → SQLite → 静态 HTML → Vercel。渲染路径不放 LLM。 数据原样入表，scoring 走规则，dashboard 纯代码生成。可重现，稳定，不瞎编。
三层：
顶部 Cockpit — 5 个 topic tile，momentum、最近 headline、新鲜度。一眼看哪个板块在动。
中间 Niche Insights — 股票 ticker 看不到的东西。Insider Form 4 交易、AI lab 招聘速度、供应链瓶颈（HBM / CoWoS / EUV）、监管和游说、专利、Congress STOCK Act 交易、CISA 主动威胁、加一个 watchlist。
底部 Markets — macro 指标卡（10Y / DXY / VIX / DeFi TVL）、板块 heatmap、commodities normalized 到 100。
不是 Bloomberg，也不是 Palantir。装在 $0 infra 上的个人 cockpit。