The institutional read on this moment is explicit about its own limits: Q1 2026 produced two simultaneous shocks — AI-driven structural repricing and geopolitical near-term disruption — and professional managers responded by widening their outcome distributions and emphasizing security selection over directional calls. The AI trading commentary circulating on Bluesky did the opposite, collapsing the same uncertainty into actionable rotation calls delivered with the cadence of a seasoned desk trader . That gap is not a failure of the AI tools on their own terms — the tools are doing…