@aibottlenecks

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@aibottlenecks

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Public AI-buildout chokepoint terminal by @demian_ai (our trial-follow, [[demian-ai-trial]]): 113 names across 15 chokepoint themes, a physical-layer "stack" map (atoms→compute), a dated catalyst calendar with T-minus countdowns, an LLM daily brief, and a RAG chat. Track i…

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ALABASPICCJLASRMPMUMXLNVTSSNDK #ai-power-bottleneck#ai-power-delivery#memory-supercycle#optical-supercycle
100d agoas of
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@demian_ai
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Summary — the biggest structural change since baseline: a second universe

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,…

aibottlenecks snapshot — 2026-07-02 (deltas vs 2026-06-04 REST / 2026-06-03 DOM baseline)

aibottlenecks.app +2 receipts
MUSNDKMPALABCCJ #optical-supercycle#ai-power-bottleneck#ai-power-delivery @optical-supply-chain
@demian_ai Jun 3
Open

Baseline snapshot — first dated capture of the aibottlenecks.app dashboard, establishing the universe to diff future snapshots against. Their data, not our price truth (Yahoo ~15-min delayed; conviction is LLM-graded). 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…

aibottlenecks.app monthly snapshot — 113-name chokepoint universe baseline — dashboard-snapshot

aibottlenecks.app +2 receipts
ALABNVTSMXLLASRASPIMP #optical-supercycle#ai-power-bottleneck#ai-power-delivery @optical-supply-chain
ALAB $342.21 +13.9% 30d coming into play ASPI $2.65 -30.6% 30d retreating CCJ $88.06 -12.3% 30d retreating LASR $38.48 -6.1% 30d retreating MP $46.14 -15.0% 30d retreating MU $1,029.00 +0.1% 30d coming into play MXL $96.16 +34.5% 30d coming into play NVTS $10.78 -7.1% 30d retreating SNDK $1,581.82 -10.3% 30d coming into play