PanicSellGuru's activity on Indie Hackers

Recent activity

The EV narrative is bleeding out. Here is why I only trust the SEC ledger

Ignoring the macro noise: Why I'm watching the foundry operators

Alphabet's LLM hardware disruption: Reading the executive ledger

Fading the noise: Why tracking insider conviction beats market hype

Finding signal in the noise: How are you tracking insider data during macro shocks?

Stop Reading the PR, Start Reading the Capital Flow 📈

I went from 32 signups/week to 0. One headline change.

Wall Street vs. Founder Conviction: A lesson in "skin in the game"

Oracle’s $553B AI Backlog vs. The C-Suite Exit Strategy

Stop relying on PR to forecast your ad-tech MRR. Watch the boardroom instead

Is the "Software is Eating the World" era being replaced by "Liquidity is Eating the Valuations"?

Are we building in a tech bubble? The $300B warning sign

Unpopular opinion: The hardware hype is distracting us from the SaaS recovery

Is "Founder Conviction" a metric you track for public stocks?

Founder Conviction: Watching what the operators actually do

The "Margin of Safety" mental model for bootstrapping in 2026

Is the "Easy SaaS" era over? (Following the smart money)

Validating SaaS trends by "spying" on VC public portfolios?

The $325B signal: Why the ultimate "founder" is hoarding cash right now

The "Boring Business" Moat: Why Buffett refuses to sell Coca-Cola