Scenario Stock Impact

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Marginal public-company impact from scenario probability movement. Formula: scenario_counterfactual.delta_pos × signed expected_move_pct. Missing move magnitudes are excluded and surfaced as coverage gaps.

Rows shown
0
Unique tickers
0
Modeled links
0
Unknown move links
31.4K
Gross abs impact
0.00pp

Scenario family filter

All familiesCompute scaleEnergy / gridHumanoid deploymentRobotaxiAGIASI$1T+ IPOMars uncrewedAI pauseRecession

Top scenario × ticker impacts

Positive means scenario increases expected return; negative means scenario hurts the ticker.
TickerCompanyScenarioFamilyImpactGrossModeled linksUnknown move
No modeled scenario impacts. Populate node_tickers.expected_move_pct to activate this view.

Unmodeled scenario × ticker exposure

Exposure links exist, but no approved expected_move_pct values are available yet. This table shows where expected-move backfill will unlock the most impact signal.
TickerCompanyScenarioFamilyUnknown links
IBMIBMAGI mid: Kurzweil 2029 pathAGI107
AMZNAmazon.comAGI mid: Kurzweil 2029 pathAGI84
GOOGLAlphabet (Google)AGI mid: Kurzweil 2029 pathAGI84
MSFTMicrosoftAGI mid: Kurzweil 2029 pathAGI81
METAMeta PlatformsAGI mid: Kurzweil 2029 pathAGI80
NVDANVIDIAAGI mid: Kurzweil 2029 pathAGI79
IBMIBMAGI fast: drop-in remote worker by 2027-09AGI76
ORCLOracleAGI mid: Kurzweil 2029 pathAGI76
ACN—AGI mid: Kurzweil 2029 pathAGI67
CHGGCheggAGI mid: Kurzweil 2029 pathAGI66
IBMIBMASI slow: post-2040 / soft takeoffASI59
WNS—AGI mid: Kurzweil 2029 pathAGI56
APLDApplied DigitalAGI mid: Kurzweil 2029 pathAGI55
CRWVCoreWeaveAGI mid: Kurzweil 2029 pathAGI55
SFTBYSoftBank GroupAGI mid: Kurzweil 2029 pathAGI55
AMZNAmazon.comAGI fast: drop-in remote worker by 2027-09AGI51
GOOGLAlphabet (Google)AGI fast: drop-in remote worker by 2027-09AGI51
MSFTMicrosoftAGI fast: drop-in remote worker by 2027-09AGI50
IBMIBMAGI delayed: capability plateau or AI winterAGI49
METAMeta PlatformsAGI fast: drop-in remote worker by 2027-09AGI49
NVDANVIDIAAGI fast: drop-in remote worker by 2027-09AGI49
ORCLOracleAGI fast: drop-in remote worker by 2027-09AGI47
GTLBGitLabAGI mid: Kurzweil 2029 pathAGI45
AMZNAmazon.comHumanoid R2: 100K+ enterprise by Nov 2028Humanoid deployment44
IBMIBMAGI slow: Schmidt/Hassabis 5-10 year pathAGI44
AIC3.aiAGI mid: Kurzweil 2029 pathAGI41
BBAIBigBear.aiAGI mid: Kurzweil 2029 pathAGI41
SOUNSoundHound AIAGI mid: Kurzweil 2029 pathAGI41
GOOGLAlphabet (Google)Robotaxi >10% urban miles by Nov 2030Robotaxi40
GTLBGitLabAGI fast: drop-in remote worker by 2027-09AGI40
ACN—AGI fast: drop-in remote worker by 2027-09AGI39
AIC3.aiAGI fast: drop-in remote worker by 2027-09AGI39
IBMIBM50GW dedicated AI/data center grid by Dec 2027Energy / grid39
NVDANVIDIAHumanoid R2: 100K+ enterprise by Nov 2028Humanoid deployment39
SOUNSoundHound AIAGI fast: drop-in remote worker by 2027-09AGI39
BBAIBigBear.aiAGI fast: drop-in remote worker by 2027-09AGI38
GOOGLAlphabet (Google)ASI slow: post-2040 / soft takeoffASI38
GOOGLAlphabet (Google)AGI delayed: capability plateau or AI winterAGI38
NVDANVIDIAAGI delayed: capability plateau or AI winterAGI38
AMZNAmazon.comAGI delayed: capability plateau or AI winterAGI37
BABAAlibabaAGI mid: Kurzweil 2029 pathAGI37
CHGGCheggAGI fast: drop-in remote worker by 2027-09AGI36
MSFTMicrosoftAGI delayed: capability plateau or AI winterAGI36
NVDANVIDIAASI slow: post-2040 / soft takeoffASI36
AAPLAppleAGI mid: Kurzweil 2029 pathAGI35
ALABAstera LabsAGI mid: Kurzweil 2029 pathAGI35
AMTAmerican TowerAGI mid: Kurzweil 2029 pathAGI35
AMZNAmazon.comASI slow: post-2040 / soft takeoffASI35
ASMIYASM InternationalAGI mid: Kurzweil 2029 pathAGI35
ASMLASML HoldingAGI mid: Kurzweil 2029 pathAGI35