For local Qwen3.8, the short answer is simple: M5 Ultra 96GB is the fast 27B machine; M5 Ultra 256GB is the serious Flash-Next machine. Here is why memory capacity and bandwidth point to different winners.
Lori Paper League opens Oct 26—SCHD dividend core, AAPL megaplatform, NVDA AI compute hold positions reviewed within sleeve caps.
Ivy starts Monday with cash in the conservative sleeve and SPY anchors in neutral and aggressive, awaiting a live post-open review after Friday met the downside condition.
Monday’s paper-account opening watch: industrials have crossed a review level, AI exposure stays reduced, and primary-source gaps keep new buys unqualified.
Paper-only opening research: diversified conservative and neutral sleeves retain cash while concentrated AI exposure faces a renewed trend test.