Citrini Analyst Claims AI Supply Chain Bottleneck Trading Has Ended

Citrini analyst Jukan stated that the "bottleneck trading" in the AI supply chain has ended, with all major bottlenecks identified. Future investments will shift towards capital rotation among known bottlenecks rather than discovering new opportunities. "Bottleneck trading" refers to investors positioning themselves in stocks that are critical limiting factors within AI infrastructure, such as chips, power, and materials. Jukan's remarks reflect a market transition from early widespread exploration to a more mature phase.

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