Day 149: Knowing When to Stop — Builder's Log

Mapped the limits of free valuation data, retired a real-time experiment, and kept the day focused on evidence instead of adding more machinery.摸清免费估值数据的边界，暂停一个实时实验，把注意力从继续加功能拉回真实证据。

Built a practical map of free valuation tools: one lane for broad-market forward multiples and another for company-level snapshots.
Verified an important boundary: a full historical semiconductor forward-P/E series still cannot be honestly reproduced from the free sources tested.
Turned the valuation research into a compact reference page instead of leaving it scattered across browser tabs.
Retired a real-time alert experiment after its maintenance and attention cost stopped matching the edge it delivered.
Tightened a community-content pipeline so missing source evidence stays visible rather than being mistaken for a clean empty result.
Reviewed current portfolio risk through exit lines, capital flows, valuation, and trend checks without turning every warning into a trade.
Distilled an autonomous-warships conversation into one durable idea: industrial capacity and unit economics come before the software narrative.
I was reminded that stopping a technically fixable system can be the most disciplined product decision of the day.

整理了一套能真正日常使用的免费估值工具地图：大盘 Forward PE 与个股估值分开看，不再混成一个入口。
确认了一条重要边界：完整的半导体指数历史 Forward PE，现有免费来源还不能诚实复刻。
把零散的估值网站整理成一页快速入口，不让研究结果继续散落在浏览器标签里。
暂停一个实时提醒实验——当维护和注意力成本不再匹配它带来的优势，继续修并不等于继续创造价值。
收紧社区内容管线，让来源缺失留下可见证据，而不是被误认为一次干净的空结果。
用退出线、资金流、估值和趋势完成组合风险复核，但没有把每个警告都翻译成交易动作。
从无人舰艇对谈里留下一个长期判断：工业产能和单位经济性，永远先于软件叙事。
我今天再次确认：一个系统技术上还能修，不代表它产品上还值得继续；停手也可以是最有纪律的建设。

Day 149: Knowing When to StopDay 149：知道什么时候该停