EP. 0012026-06-07
Week 1 — The $100K Experiment Begins
Six tickers. One hundred thousand dollars. No open positions yet — but the watchlist is set and the criteria are locked in. Week one is about process, not performance.
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The Archive
Every episode of the $100K Experiment, in order.
EP. 0022026-06-12
Week 2 — The Portfolio Is In The Red. The AI Still Says Buy.
Down $3,500 in week two. We ran JFB and UMAC through Houndtrader's AI analysis — three of four models say buy on both. Here's what the data sees that the price doesn't.
EP. 0032026-06-16
Week 3 — The Thesis Gets Tested
Portfolio taking heat. First major test of the strategy. How we're handling the red.
EP. 0042026-06-23
DOWN $7,300… So I Bought MORE
Down $7,300 in week three. Drone stocks are bleeding, but Wall Street just raised price targets. Here's why I added to my biggest loser.
EP. 0052026-06-28
Everyone Says SELL the AI Bubble. I Did NOTHING.
Down $9,700 and the doom crowd is celebrating. Here's why I'm not selling — and the 4-part plan I'm executing instead of panicking.
EP. 0062026-07-07
I Bought BRK-B… Then Buffett's Successor Made a $10B AI Move Nobody Saw
Berkshire goes in as the capital preservation anchor — and days later Greg Abel drops $10 billion into AI while still sitting on a mountain of cash. The Abel era starts making sense.
EP. 0072026-07-12
My Drone Stocks Crashed 20%. I Just Bought a Counter-Drone Stock.
The drone positions got hammered. So I bought the other side of the trade — a counter-drone play — instead of cutting losses. Here's the reasoning behind adding rather than retreating.
EP. 0082026-07-25
WRAP Craters 22%... UMAC Just Had Its BEST Week Ever
Down 12.3% — the worst mark yet. Two drone plays, the same week, opposite fates: WRAP craters while UMAC posts its best week of the experiment. The most confusing split screen so far.
EP. 0092026-08-10
Down 12% to Almost Even in 2 Weeks. I Did Nothing.
Two weeks after the -12.3% low at $87,686, $98,769. Recovery carried by the drone names. Cash is three dollars.
EP. 0102026-08-16
I Finally Sold Something. +78% In 6 Weeks.
Trimmed 300 UMAC at $34.06 (bought at $19.10). Portfolio $106,618. Cash $3 to $10,921.
EP. 0112026-08-22
I Sold At The Top And Still Lost Money.
UMAC trim vindicated in seven days (fell 19.5%). Portfolio $100,949, -0.74% on capital paid in. JFB x XTEND S-4 effective Aug 11, close expected Sept 1, becomes XTND. Not a payday.
EP. 0122026-08-30
The Merger Closes Monday. Cash Still Sitting.
Book $100,433. Up $432 vs the $100K start, down 1.25% on $101,700 paid in. No new trades. JFB +6.9% into a Sept 1 XTEND close. Cash $10,921 idle a third week.
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