AI Adjacent Short Targets

Saturday August 8, 2026

It’s still early I think.

But, one more squeeze and the market should be set up for a run-to-the-exits by VCs and executives on some if not all of these. Each company is tangentially connected to AI in some way.

These are ordered by relative position to return over the period.

Caveat is this is conditional on oil tankers not being on fire in the Strait of Hormuz. No aliens in orbit. You know the stuff we have to worry about today.

Green dotted line is estimated per share cost. Purple dotted line is an umbrella projection line (simple regression fit from distribution or consolidation signal. Not necessarily the latest hit.)