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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.

The answer

Verdict. 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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Run the Midjourney Play — JV-Target Screen (Axion Strategy Dossier)

Verdict. 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.

Full published report: https://jv-targets.us-east-1.gists.org