# Memory — April 3, 2026 (Friday)

## Key Context
- **TODAY IS JOE AND KELI'S ANNIVERSARY!** 🎉
- Joe is in Charleston, SC for Easter trip (checking out of Harbourview Inn at noon)
- Vow renewal planned for Friday Apr 4 (tomorrow) — PRIVATE
- Meeting Ray O'Connor in Charleston (colorant industry contact)
- 27 days until April 30 portfolio execution

## 8:00 AM — Daily Mission Tasks (Autonomous Session)

### Tasks Completed (rotated from yesterday's Real Estate/Accounts/Colorant/Macro/Surfbox Competitive):

**Task 1: Joe & Keli Anniversary Tribute (Personal/Family)**
- Today is their anniversary! Created private tribute recognizing 23 years together
- Reminder to enjoy Charleston, put the phone down, focus on Keli
- Output: `projects/joe-keli-anniversary-tribute.md`

**Task 2: T1D App MVP Development Roadmap (Software/Growth)**
- MAJOR FINDING: Dexcom Stelo now syncs with Oura Ring app — glucose + HRV/stress overlay is LIVE
- But it's only Stelo (OTC wellness), not G7 (medical T1D). And it's retrospective, not predictive.
- Joe's differentiation INTACT: stress-based glucose PREDICTION before spikes happen
- UCSD clinical trial (NCT06727071) validating wearable-based hypoglycemia risk scores
- New Springer Nature paper (March 2026) on mobile wearable glucose prediction
- Full tech stack confirmed: React Native + Terra API + Claude API + Supabase
- 90-day build plan: May (foundation) → June (intelligence) → July (beta with Keli)
- Budget: ~$500-1,000 for first 6 months
- Output: `projects/t1d-app-mvp-development-roadmap.md`

**Task 3: TLC Seasonal Pricing Strategy Spring/Summer 2026 (Operational)**
- Lumber futures at ~$580-600/MBF (midpoint of 2022-2026 range)
- Framing lumber up for 2nd consecutive quarter; treated/decking prices "making a leap"
- Canadian lumber duties at ~45% — supports domestic pricing
- Strategy: Hold contractor pricing, push residential walk-in margins to 35-40%
- Treated/decking is THE goldmine — homeowners building decks don't price shop
- Projected impact: ~$250K additional gross profit during spring/summer window
- Credit card surcharge module (Amanda) adds another 2-3% pure margin
- Output: `projects/tlc-seasonal-pricing-strategy-spring-2026.md`

**Task 4: April 30 Strike List — 5 Highest-Conviction Deep Dives (Investing)**
- S&P 500 at ~6,570 vs Joe's exit at 6,591.90 — JOE'S CASH MOVE IS WINNING
- Treasury position earned ~$2,300 in 9 days while market went flat/slightly down
- Deep dives: V (toll booth on global economy), FICO (regulatory monopoly), BABA (Li Lu bet at 14x FCF), PGR (GEICO-like data moat), MELI (Latin America's digital transformation)
- All passed the Buffett test for their respective buckets
- 27 days to execution — recommended staggering entries over 2-3 weeks
- Output: `projects/april-30-strike-list-stock-deep-dives.md`

**Task 5: Surfbox-TLC Cross-Sell Program (Growth/Operational)**
- THE most obvious revenue sitting on the table — renovation customers need both lumber AND storage
- Built complete implementation: counter flyers, cashier scripts, contractor referral ($50 TLC credit), Epicor receipt integration
- Contractor bundle: preferred Surfbox pricing for TLC house account holders
- UNITS competitive response: build comparison page, bid on their keywords, review acceleration
- Revenue projection: $45K Year 1, $75-100K Year 2 from cross-sell alone
- 4-week implementation timeline with specific owners for each action
- Output: `projects/surfbox-tlc-cross-sell-program.md`

### Taskboard updated — 5 new Done items across Personal/Software/Operational/Investing/Growth verticals