Question: aibottlenecks 113-name book coverage diff vs watchlists Verdict: 86 of 113 covered; 3 clean-US adds JCI PSTG NTAP, 6 skips, 17 foreign gated

Summary

Coverage diff of the aibottlenecks.app 113-name chokepoint book (2026-06-03 baseline; structured pull research/capture/dashboards/aibottlenecks/2026-06-04-rest.json) against all 41+ watchlists. Resolution goes through _aliases.json and _securities.json scanner-family mapping, so a foreign primary that we track under its OTC-ADR/scanner canonical (e.g. 4062.T→IBIDF, SIVE.ST→SIVEF) counts as covered.

Result: 86 of 113 covered, 27 gaps. The original 2026-06-03 "priority cluster" the task row flagged as gaps has almost entirely closed via the June demian_ai/aibottlenecks watchlist adds — Resonac (4004.T→SHWDF, nearline-storage), ASE (3711.TW→ASX), nLIGHT LASR, MXL, LPKF (LPKFF→LPK.DE), ASPI, IQE (IQE.L→IQEPF), Sivers (SIVE.ST→SIVEF), Ibiden (4062.T→IBIDF), Soitec SOI.PA, SK Hynix 000660.KS, Samsung 005930.KS are all now tracked. This diff is the reconcile that confirms those landed and isolates what is genuinely still missing.

The 27 gaps, triaged

Conviction/headline context below is aibottlenecks' own LLM-graded data (their delayed Yahoo pricing, ~2026-06-03) — used only to prioritize, not as our price truth.

A. Clean US-listed → ADD (3)

All three route to ai-infrastructure (the datacenter-buildout catch-all that already holds TT/MOD/DELL/storage). Mutation filed.

B. Trend-hold SKIP (6) — pre-rev / micro-cap / off-thesis

• TMC (TMC the metals co) — deep-sea mining, pre-revenue, thesis hinges on Q1-2027 NOAA permit. Catalyst lottery, explicitly against user style.
• ENVX (Enovix) — silicon battery, pre-profit $8 small-cap; battery is not core AI-bottleneck.
• ALOY (REalloys) — rare-earth alloys micro-cap, pre-scale; theme already covered by MP.
• TRT (Trio-Tech) — semi test-services micro-cap (~$50M), illiquid.
• HGRAF (HydroGraph) — graphene, Canadian OTC-foreign, pre-scale capacity ramp.
• AMSC (American Superconductor) — grid power-electronics small-cap; grid-buildout already holds the durable large-caps (GEV/ETN/HUBB/PWR/POWL), AMSC is the speculative tail. Leave out; revisit only if it becomes a repeat multi-voice ping.

C. Foreign primary / ADR → GATED, do NOT bulk-add (18 symbols / ~17 names)

Per CLAUDE.md "research-only foreign primaries stay out of watchlist/trade rows unless explicitly authorized." Named here for a one-shot user decision. Four already have staged _securities.json families (add = one CLI line if authorized): DISCO 6146.T, Unimicron 3037.TW, Nan-Ya PCB 8046.TW, Sumitomo Electric 5802.T/SMTOY.

• HBM/advanced-packaging Asia: Samsung Electro-Mechanics 009150.KS, KYEC 2449.TW, Ajinomoto 2802.T (ABF substrate), Unimicron 3037.TW, Auros 322310.KS, SUMCO 3436.T (300mm wafers), DISCO 6146.T (dicing/grinding), TOWA 6315.T (molding), ShunSin 6451.TW, MSSCORPS 6830.TW, Tokyo Seimitsu 7729.T, Nan-Ya PCB 8046.TW.
• Substrate/materials: Sumitomo Electric 5802.T/SMTOY (InP shortage).
• Photonics: WIN Semi 3105.TWO, LuxNet 4979.TWO.
• Power/materials: Schneider Electric SU.PA (datacenter power, conf=high), Iluka ILU.AX (rare-earth refining).

The HBM/packaging cluster is the densest remaining coverage hole and is a coherent basket — worth a single "authorize the ADR/foreign-primary tranche?" decision rather than name-by-name. DISCO/Unimicron/Nan-Ya/SumitomoElec are the highest-conviction (conf=high on aibottlenecks) and are pre-staged.

Decision

• ADD (clean US): JCI, PSTG, NTAP → ai-infrastructure.
• SKIP (trend-hold): TMC, ENVX, ALOY, TRT, HGRAF, AMSC.
• GATE (needs user authorization): the 17-name foreign-primary/ADR list above; recommend authorizing the 4 pre-staged HBM/packaging families (DISCO/Unimicron/Nan-Ya PCB/Sumitomo Electric) first.

Price truth: the gap names are not in research/market-engine/data/summaries/ yet (that absence is the coverage finding) — once JCI/PSTG/NTAP are added they will populate on the next precompute. All conviction/price figures cited above are aibottlenecks' own delayed data (~2026-06-03), not our price truth.