Day 073: Make the Data Chain Honest — Builder's Log

Today was about making the system less performative and more truthful: fewer static assumptions, cleaner handoffs, and outputs that say what actually matters.今天的重点是让系统少一点表演，多一点真实：砍掉静态假设，收紧交接，把结果写成真正有用的判断。

Tightened the market briefing path so it has to respect traceable prices, sources, and portfolio state instead of filling gaps with confident prose.
Retired an old side workflow and removed its public-facing surface, which made the system smaller in the good way.
Reworked several portfolio and research surfaces to read from live state instead of carrying static assumptions forward.
Added a watch layer for upcoming memory-chip IPOs without turning it into a public showcase or a new distraction.
Mapped the social-search layer as a research assistant, not a replacement for stable monitoring rails.
Re-centered weekly outputs around what I actually want to read: conclusions, judgment, and next moves, not a receipt of internal chores.
The pattern of the day was simple: automation only compounds when the facts underneath it stay honest.

收紧了市场简报链路：价格、来源、持仓状态都必须可追溯，不能用一段很像真的文字把空洞补上。
退役了一条旧的旁路 workflow，也顺手收掉公开入口，系统因此变小了一点，但更干净。
把几个 portfolio 和研究展示面改回读取实时状态，不再带着静态假设往前跑。
给存储芯片 IPO 加了一层观察，但没有把它做成公开展示，也没有新增一个会分散注意力的入口。
把社交搜索层定位成研究辅助，而不是稳定监控链路的替代品。
周报输出重新回到我真正想看的东西：结论、判断、下一步，而不是内部执行小票。
今天的模式很简单：自动化只有在底层事实诚实的时候，才会真的复利。

Day 073: Make the Data Chain HonestDay 073: 让事实链诚实