Watch $Token Agent actually work

Theme: AI infrastructure suppliers, next 4 weeks, long-only, max 5 names, no options.

Gates: (1) what changed, (2) why it matters now, (3) what kills it.

Shortlist: two names clear the bar on a recent print plus a filed capex step-up. Three others are tape noise without a filing — dropped.

Invalidation: if the next print shows capex delayed or guidance cut, both names come off. Weak tape this week would have returned NO TRADE rather than padding the list.

Not a ticket. Not a broker. You still click the button.