Scenario Stock Impact

cache age 350h 3m

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
1.6K
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
IBMIBMASI slow: post-2040 / soft takeoffASI59
GOOGLAlphabet (Google)ASI slow: post-2040 / soft takeoffASI38
NVDANVIDIAASI slow: post-2040 / soft takeoffASI36
AMZNAmazon.comASI slow: post-2040 / soft takeoffASI35
METAMeta PlatformsASI slow: post-2040 / soft takeoffASI35
MSFTMicrosoftASI slow: post-2040 / soft takeoffASI35
ORCLOracleASI slow: post-2040 / soft takeoffASI35
ACN—ASI slow: post-2040 / soft takeoffASI33
CHGGCheggASI slow: post-2040 / soft takeoffASI33
AIC3.aiASI slow: post-2040 / soft takeoffASI26
BABAAlibabaASI slow: post-2040 / soft takeoffASI26
BBAIBigBear.aiASI slow: post-2040 / soft takeoffASI26
GTLBGitLabASI slow: post-2040 / soft takeoffASI26
SOUNSoundHound AIASI slow: post-2040 / soft takeoffASI26
CTSH—ASI slow: post-2040 / soft takeoffASI24
IBMIBMASI mid: Schmidt 'ASI in 6 years'ASI24
INFY—ASI slow: post-2040 / soft takeoffASI24
CRWVCoreWeaveASI slow: post-2040 / soft takeoffASI23
APLDApplied DigitalASI slow: post-2040 / soft takeoffASI22
SFTBYSoftBank GroupASI slow: post-2040 / soft takeoffASI22
WNS—ASI slow: post-2040 / soft takeoffASI22
AMZNAmazon.comASI mid: Schmidt 'ASI in 6 years'ASI17
GOOGLAlphabet (Google)ASI mid: Schmidt 'ASI in 6 years'ASI17
METAMeta PlatformsASI mid: Schmidt 'ASI in 6 years'ASI17
MSFTMicrosoftASI mid: Schmidt 'ASI in 6 years'ASI17
NVDANVIDIAASI mid: Schmidt 'ASI in 6 years'ASI16
ORCLOracleASI mid: Schmidt 'ASI in 6 years'ASI16
QCOMQualcommASI slow: post-2040 / soft takeoffASI16
AMDAdvanced Micro DevicesASI slow: post-2040 / soft takeoffASI15
SITMSiTimeASI slow: post-2040 / soft takeoffASI15
ACN—ASI mid: Schmidt 'ASI in 6 years'ASI14
ARMArm HoldingsASI slow: post-2040 / soft takeoffASI14
AVGOBroadcomASI slow: post-2040 / soft takeoffASI14
CEVACEVA IncASI slow: post-2040 / soft takeoffASI14
CHGGCheggASI mid: Schmidt 'ASI in 6 years'ASI14
MRVLMarvell TechnologyASI slow: post-2040 / soft takeoffASI14
TSMTaiwan SemiconductorASI slow: post-2040 / soft takeoffASI14
TCEHYTencent HoldingsASI slow: post-2040 / soft takeoffASI13
APLDApplied DigitalASI mid: Schmidt 'ASI in 6 years'ASI12
CRWVCoreWeaveASI mid: Schmidt 'ASI in 6 years'ASI12
SFTBYSoftBank GroupASI mid: Schmidt 'ASI in 6 years'ASI12
WNS—ASI mid: Schmidt 'ASI in 6 years'ASI12
FRSH—ASI slow: post-2040 / soft takeoffASI11
GTLBGitLabASI mid: Schmidt 'ASI in 6 years'ASI11
PEGAPegasystemsASI slow: post-2040 / soft takeoffASI11
SHOPShopifyASI slow: post-2040 / soft takeoffASI11
AIC3.aiASI mid: Schmidt 'ASI in 6 years'ASI10
ALABAstera LabsASI slow: post-2040 / soft takeoffASI10
ASMLASML HoldingASI slow: post-2040 / soft takeoffASI10
BABAAlibabaASI mid: Schmidt 'ASI in 6 years'ASI10