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,…

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…