aibottlenecks.app monthly snapshot — 113-name chokepoint universe baseline — dashboard-snapshot
Snapshot
aibottlenecks.app monthly snapshot — 113-name chokepoint universe baseline — dashboard-snapshot
· @demian_ai
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Baseline snapshot — first dated capture of the aibottlenecks.app dashboard, establishing the universe to diff future snapshots against. Their data, not our 113 names across 15 chokepoint themes / 14 physical stack layers; dated catalyst calendar (the dashboard lists "8 ahead" — 7 of 8 captured this baseline; the 8th was past the visible scroll, so the next snapshot must treat a newly-appearing 8th catalyst as possibly pre-existing, not net-new). Regime headline today: "AVGO earnings day sparks rotation from HBM/Power into Cloud/Silicon leadership." Book avg 1D +0.79%; lead NVTS +18.4%, laggard Auros (322310.KS) −14.2%.
Related
9 events DateTypeEvent
Jun 3 SourceAstera Labs ALAB retimer thesis — most boring chip highest gross margin in the rack Jul 2 Snapshotaibottlenecks snapshot — 2026-07-02 (deltas vs 2026-06-04 REST / 2026-06-03 DOM baseline) May 26 InvestigationSpaceX IPO Deep Dive: Separate Trades + the Oxygen Question May 25 InvestigationOptical supercycle WHY: what specifically drove the CIEN/COHR demand acceleration Jun 2 InvestigationxAI (SpaceX AI segment) S-1/A crosswalk read — first application of the AI-lab S-1 thesis crosswalk playbook Jun 2 ReferenceAI-Lab S-1 → Thesis Crosswalk Playbook Jul 8 ArticleThe Unwind Is Washing Out Our Picks-and-Shovels Lanes While Their Fundamentals Inflect Up May 29 ScanMonster Scan May 26 InvestigationCPU Shortage Thesis — First-Principles Derivation Source links
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