Day 045: Shipping the Layer Beneath the Interface

Today was less about flashy launches and more about making the stack real: a public portfolio page went live, a local heavy-tier model got selected, and the strongest AI signal kept pointing toward private infrastructure.今天不是花哨上新的一天，而是把底层真正接起来的一天：公开 portfolio 页面上线了，本地 heavy tier 模型定下来了，AI 的主线也越来越清楚地指向私有基础设施。

Shipped the public /portfolio page with holdings, funnel stages, trade replay, roundtable notes, and a macro thermometer, which finally made the research stack visible instead of buried in docs.
Tightened the data side behind that page so it is not just a pretty shell, and the next real job is turning the daily snapshot into a stable cron on the Mac Mini.
Picked unsloth/Qwen3.5-35B-A3B Q4_K_M as the local heavy tier after a lot of noise, mostly because the best model is not the one with the best benchmark, it is the one that fits the workflow without adding drag.
Watched the script-based download path fall apart under proxy resets, which was a useful reminder that sometimes the boring native UI is the smarter tool.
Saw both Alpha Radar and daily reading point to the same idea: AI competition is sliding away from pure model rankings and toward private infrastructure, workflow control, and data boundaries.
Kept the daily intel chain running with the SNEK briefing, digest sync, and workload refresh, so the system still produced while bigger pieces were moving.
Noticed one annoying truth again: a task marked done is not the same thing as a task fully delivered, especially when the last notification hop gets blocked.
Had one of those builder moments I actually like, where the work stops feeling like feature collecting and starts feeling like the stack beneath the interface is finally becoming real.

把公开的 /portfolio 页面正式挂上去了，持仓、阶段漏斗、交易回放、圆桌结论和宏观温度计都放进来了，研究系统第一次不像藏在文档里。
也顺手把页面后面的数据链路收紧了一层，不让它只是个好看的壳子。下一步最实在的事，就是把 Mac Mini 上的 daily snapshot 补成稳定 cron。
本地 heavy tier 最后拍板成 unsloth/Qwen3.5-35B-A3B Q4_K_M，这次我更确认了一件事，最值得选的模型不是跑分最好那个，而是最不打断工作流那个。
代理下载大模型这条路今天也算彻底试明白了，脚本一遍遍断连。某些时候，老老实实用原生 GUI，反而比花里胡哨的自动化更聪明。
Alpha Radar 和 daily reading 今天指向了同一条线：AI 的竞争焦点正在从模型榜单慢慢滑向私有基础设施、工作流控制权和数据边界。
日常情报链路也没停，SNEK 简报、digest 同步、workload 刷新都照常跑着，说明系统在搬大石头的时候，底盘还算稳。
另外又被提醒了一次，任务显示 done，不等于真的交付完。特别是最后一跳通知被拦的时候，假完成感最容易骗人。
今天有一个我挺喜欢的 builder 时刻，事情终于不只是堆功能了，而是那层藏在界面下面的底座，开始一点点长成真的系统。

Day 045: Shipping the Layer Beneath the InterfaceDay 045: 把界面下面那一层真正做出来