A quick note before you hit play.
This is an experiment.
Alpha with AI has always been a writing-first newsletter. That is not changing. But this week I wanted to try something different, a video podcast format, where the workflow comes alive on screen rather than on the page.
If you like it, I’ll do more of these alongside the written pieces. If you prefer the written format, that is coming back soon.
Either way, would love to know what you think in the comments.
This is Part 3 of the Claude Code series.
If you are new here, Part 1 was about why Claude Code is not just a coding tool. Part 2 was the full investment research setup: Obsidian, Playwright, Firecrawl, the whole stack.
This one is where the actual research begins.
Insider trade data is one of those signals everyone has an opinion on.
Half the community ignores it entirely. The other half treats every transaction like a gospel signal.
Peter Lynch settled this a long time ago — insiders sell for hundreds of reasons, but they buy for on…
