Citrine Analyst: AI Supply Chain's 'Bottleneck Transaction' Has Ended

BlockBeats News, September 3rd, Analyst Jukan from Citrini released a statement this morning indicating that the "Bottleneck Trading" phase in the AI supply chain has ended. All major bottlenecks have been identified, and future investments will focus on capital rotation among known bottlenecks rather than discovering new opportunities.

“Bottleneck Trading” refers to investors strategically investing in individual stocks related to key constraints in AI infrastructure (such as chips, power supply, materials). Jukan's remarks may signal that the market has shifted from early-stage exploration to a more mature phase.