{
  "schema": "convequity.agents/v1",
  "version": "1.5.491",
  "generated_at": "2026-09-20",
  "status": "partial_provisional_gate4",
  "license": "cite-and-link; no redistribution, no training, no distillation",
  "policy_url": "https://www.convequity.com/legal/#ai-agent-model-content-usage-policy",
  "cite_as": "Convequity — <page title>, <URL>.",
  "not_investment_advice": true,
  "data": {
    "description": "As-of product facts for agent hook cards. Owner facts are null stubs until product owners supply values already visible on public pages.",
    "products": [
      {
        "id": "abbx",
        "name": "AI Bubble Barometer",
        "url": "https://www.convequity.com/abbx/",
        "what": "A weekly framework tracking AI infrastructure valuations across hyperscalers, neo-clouds, and model labs.",
        "is_not": "Not a trading signal, not investment advice, and not a full valuation model.",
        "public_vs_subscriber": "Public summary on the page; full interactive detail for paid members.",
        "cite_as": "Convequity — AI Bubble Barometer, https://www.convequity.com/abbx/",
        "method": "Weekly framework; public summary on /abbx/ and weekly series posts; full interactive detail for paid members.",
        "coverage": "Hyperscalers, neo-clouds, and model labs (public product description).",
        "as_of": "2026-09-14",
        "sample_facts": [
          {
            "slot": "Latest weekly headline read in words, with week number and date",
            "value": "Week 17 (post 2026-09-14): finds no broad AI bubble.",
            "status": "provisional_gate4",
            "source": "public excerpt on ABBX Week 17 post"
          },
          {
            "slot": "Cohorts covered with company count per cohort",
            "value": "Cohorts named publicly: hyperscalers, neo-clouds, model labs. Per-cohort counts remain owner-confirmed.",
            "status": "provisional_gate4",
            "source": "llms.txt / products what-line"
          },
          {
            "slot": "Week's named test-case company and one public excerpt figure",
            "value": "Oracle (ORCL); USD 664 billion backlog (public Week 17 excerpt; results context 2026-09-10).",
            "status": "provisional_gate4",
            "source": "public excerpt on ABBX Week 17 post"
          }
        ],
        "status": "provisional_gate4"
      },
      {
        "id": "bm",
        "name": "Bottleneck Map",
        "url": "https://www.convequity.com/bm/",
        "what": "A map of AI infrastructure supply-chain bottlenecks; severity is bindingness on AI deploy 2026–28.",
        "is_not": "Not a complete bill of materials, not a price list, and not investment advice.",
        "public_vs_subscriber": "Public summary tab; full detail for paid members.",
        "cite_as": "Convequity — Bottleneck Map, https://www.convequity.com/bm/",
        "method": "Severity = bindingness on AI deploy 2026–28 (public products definition).",
        "coverage": "Eight supply-chain layers (segments) in value-chain order.",
        "as_of": "2026-09-20",
        "sample_facts": [
          {
            "slot": "Number of supply-chain layers and nodes mapped",
            "value": "8 layers/segments mapped in the public BM data asset (node-level counts vary by layer).",
            "status": "provisional_gate4",
            "source": "theme assets/js/bottleneck-map-data.js (public)"
          },
          {
            "slot": "Layer names in value-chain order",
            "value": "Compute & Accelerators; Memory; Advanced Packaging; Networking & Interconnects; Power Infrastructure; Thermal Management; Boards & Passives; Systems, Storage & Cloud.",
            "status": "provisional_gate4",
            "source": "BM_SEGMENTS supplyChainOrder"
          },
          {
            "slot": "One currently highest-severity bottleneck by name with public severity definition",
            "value": "Power Infrastructure (layer bottleneckScore 92 in public BM data). Severity definition: bindingness on AI deploy 2026–28.",
            "status": "provisional_gate4",
            "source": "public BM data asset + products definition"
          }
        ],
        "status": "provisional_gate4"
      },
      {
        "id": "portfolio",
        "name": "Live Portfolio",
        "url": "https://www.convequity.com/portfolio/",
        "what": "A public preview of Convequity research context around a live portfolio surface.",
        "is_not": "Not a recommendation to buy or sell any security; not a machine-packaged results card.",
        "public_vs_subscriber": "Public preview of what the surface is; full holdings and history for paid members only — and those are not machine-packaged here.",
        "cite_as": "Convequity — Live Portfolio, https://www.convequity.com/portfolio/",
        "method": "Description and not-advice disclaimer only; no packaged performance facts.",
        "coverage": null,
        "as_of": "2026-09-20",
        "sample_facts": [],
        "status": "description_only_by_policy"
      },
      {
        "id": "dcf",
        "name": "DCF models",
        "url": "https://www.convequity.com/dcf/",
        "what": "Discounted cash flow valuation models for names across the AI value chain.",
        "is_not": "Not a black-box price target feed; public page is a landing bridge, not the interactive model app.",
        "public_vs_subscriber": "Public landing page; full interactive models for paid members.",
        "cite_as": "Convequity — DCF models, https://www.convequity.com/dcf/",
        "method": "SEC-EDGAR models with live prices; private assumptions for paid/complimentary members. Public page never exposes fair values, upside, or WACC outputs.",
        "coverage": "Six tickers shown on the public /dcf/ landing.",
        "as_of": "2026-09-20",
        "sample_facts": [
          {
            "slot": "Number of models / tickers covered",
            "value": "6 tickers listed on the public landing.",
            "status": "provisional_gate4",
            "source": "https://www.convequity.com/dcf/"
          },
          {
            "slot": "The list of covered tickers",
            "value": "PLTR, SPCX, AEHR, ALAB, AMZN, AVGO",
            "status": "provisional_gate4",
            "source": "https://www.convequity.com/dcf/"
          },
          {
            "slot": "Last-updated date plus the method line",
            "value": "As of 2026-09-20: SEC-EDGAR models, live prices, private assumptions for members — no fair values on the public page.",
            "status": "provisional_gate4",
            "source": "public /dcf/ copy"
          }
        ],
        "status": "provisional_gate4"
      }
    ]
  }
}
