Bridgewater-to-AI-infrastructure is a seductive long - but you are late if its already spreading
The Opportunity
Direction is LONG: the mechanism is the classic 'institutional flows rotate toward AI infrastructure' read-through, which can support multiples and narrative momentum for suppliers like Micron. But this is not in the alpha book - it is in propagation_monitor with decaying edge, which means the informational advantage is already being competed away.
The Timing
Mixed 58/100 provides a mild tailwind for longs (strength 16), but the timing issue is edge, not tape: once a big-name fund rotation story becomes a broad talking point, the remaining trade is usually 'how long until it disappoints?' rather than 'will it get discovered?'. What converts INVESTIGATE into something more decisive is a primary artefact (e.g., filings/position data) that is both new and materially sized.
The Evidence
No hydrated links or DD-layer source list for ED-006 is attached in the provided payload, and 7.1 did not assess this signal. The signal remains directionally resolved but lifecycle-damaged, which is why the correct action label here is INVESTIGATE rather than TRADE.