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Jv-targets

Reverse-engineer the Midjourney<>Butterfly +56% move into a repeatable deal template, screen ~60 public names across 12 clusters for the best companies we could run it with, design a JV structure for each, and run the Axion curiosity loop on the top picks.

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The single biggest finding: *most* obvious AI-infrastructure names have already run the play and re-rated. The edge is the unspent catalyst (Tier 1). Five top picks get full curiosity-loop theses: AEHR, CRNC, FCEL, HYPR, PENG.

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