JeffPu

AI industry-chain inflection-point research and trade-idea generation for public equities. Use when the user asks to find AI investment opportunities, AI supply-chain inflection points, expectation gaps, long/short ideas, pair trades, AI capex beneficiaries, AI-related portfolio risk, or analysis of AI subsectors such as compute, memory, networking, data centers, edge devices, software agents, robotics, autonomous driving, AI drug discovery, or AI data.