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08:00
Feb 13
Felix Jauvin Co-Host, Forward Guidance Forward Guidance
Long AI bottlenecks, short AI disruption.
The Citi AI bottleneck basket is trending straight up while the basket of companies at risk of AI disruption trends down. This dispersion reflects a secular shift where AI needs physical inputs that cannot be prompted into existence, so the trend likely persists despite short-term overbought conditions.
AI disruption basket
HIGH

About AI disruption basket Investor Commentary

Across the available history and selected sources, Buzzberg tracks AI disruption basket across 1 sources: 0 bullish vs 1 bearish calls from 1 authors. Historical directional balance: -100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Felix Jauvin.