The Pantoja CDE Framework

The Pantoja CDE Framework: a balance triangle of the three inputs AI runs on (compute, data and energy, with memory and storage counted inside data) that shows which one is full and which two are constrained right now, with an AI Demand Score from 0 to 1, and how AI chip, memory and power shares move together. For research, not investment advice.

Readings as of Sun 25 Oct 2026

• Full: Compute · Constrained: Data and Energy
• AI Demand Score: 0.15 (1 = no shortage signs · 0 = all three at their tightest. An index, not a share of demand met.)
• Compute: balance share 54 of 100, supply High
• Data: balance share 21 of 100, supply Low
• Energy: balance share 25 of 100, supply Low
• AI stocks moving together: When other AI shares move, AI chip shares usually move with them.
• AI stocks moving together: When other AI shares move, memory shares usually move with them.
• AI stocks moving together: When other AI shares move, energy shares usually move with them.
• AI stocks moving together: When AI shares move, chip link and optics shares usually move with them.
• For research, not investment advice. Past results do not guarantee future results, and nothing here is a recommendation to buy or sell anything.