Source

demian split the dashboard into two universes: the original AI Bottlenecks (compute supply chain) and a NEW "Energy Bottlenecks" universe. The REST diff's +71 new symbols (113 → 184 total states, 0 dropped) is largely this new energy book — power/nuclear/grid/industrial/solar names now tracked: CCJ, BWXT, D, DLR, EQIX, CAT, CMI, CW, FSLR, ENPH, EOSE, FCEL, FCX, CLF, plus international (ABBN.SW, AIXA.DE, AI.PA, ENR.DE, 006260.KS, 4063.T/4186.T/6501.T/6762.T/6920.T/6981.T/7011.T). This extends his chokepoint framing past silicon into the power/materials layer — overlaps our ai-power-bottleneck, ai-power-delivery, and nuclear-fuel-cycle theses.

Regime headline (his framing, 2026-07-02)

"Memory cracks as rare earths bounce — the bottleneck map reshuffles." · DISTRIBUTION DAY: memory bleeds, rare earths bounce, power rolls, breadth contracts. AI universe avg move 1D −4.55%.

• Lead 1D: Auros Technology (322310.KS) +22.65% (HBM/packaging, Korea).
• Laggard 1D: SIVE (Sivers) −19.54% (photonics/CPO — our optical-supply-chain name; corroborates the SIVE pipeline-weakness flag @crux_capital raised).
• Distribution-day read (memory bleed