PRJ-02
LIVE
Sybilian
Concentrated capital at the AI supply chain bottleneck.
EquityAGI Supply ChainMacro
THE PROBLEM
The market is mispricing the supply chain that builds the AI buildout.
OUR APPROACH
Concentrated long positions in deep supply-chain names across multiple geographies. Bottleneck map refreshed continuously across power, fabs, optics, materials, motors.
TECHNICAL DEPTH
01Concentrated book across US, Japan, Europe, Korea, Taiwan
02Bottleneck mapping: power, fabs, EUV, embodied compute
03Full-universe enrichment before book entry
04Token demand modeled as the primary demand unit
OUTCOME
Live book across the AI supply chain.