Scenario Stock Impact
cache age 367h 24mMarginal 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
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Unique tickers
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Modeled links
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Unknown move links
1.6K
Gross abs impact
0.00pp
Scenario family filter
Top scenario × ticker impacts
Positive means scenario increases expected return; negative means scenario hurts the ticker.
| Ticker | Company | Scenario | Family | Impact | Gross | Modeled links | Unknown 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.
| Ticker | Company | Scenario | Family | Unknown links |
|---|---|---|---|---|
| IBM | IBM | Compute: 100GW national-scale by Dec 2030 | Compute scale | 25 |
| GOOGL | Alphabet (Google) | Compute: 100GW national-scale by Dec 2030 | Compute scale | 23 |
| IBM | IBM | Compute: 10GW total by Dec 2028 | Compute scale | 23 |
| CRWV | CoreWeave | Compute: 100GW national-scale by Dec 2030 | Compute scale | 22 |
| AMZN | Amazon.com | Compute: 100GW national-scale by Dec 2030 | Compute scale | 21 |
| META | Meta Platforms | Compute: 100GW national-scale by Dec 2030 | Compute scale | 21 |
| MSFT | Microsoft | Compute: 100GW national-scale by Dec 2030 | Compute scale | 21 |
| ORCL | Oracle | Compute: 100GW national-scale by Dec 2030 | Compute scale | 20 |
| APLD | Applied Digital | Compute: 100GW national-scale by Dec 2030 | Compute scale | 19 |
| NVDA | NVIDIA | Compute: 100GW national-scale by Dec 2030 | Compute scale | 18 |
| SFTBY | SoftBank Group | Compute: 100GW national-scale by Dec 2030 | Compute scale | 18 |
| AMZN | Amazon.com | Compute: 10GW total by Dec 2028 | Compute scale | 17 |
| ORCL | Oracle | Compute: 1GW operational by Jun 2027 | Compute scale | 17 |
| CRWV | CoreWeave | Compute: 10GW total by Dec 2028 | Compute scale | 16 |
| GOOGL | Alphabet (Google) | Compute: 10GW total by Dec 2028 | Compute scale | 16 |
| META | Meta Platforms | Compute: 10GW total by Dec 2028 | Compute scale | 16 |
| MSFT | Microsoft | Compute: 10GW total by Dec 2028 | Compute scale | 16 |
| AMZN | Amazon.com | Compute: 1GW operational by Jun 2027 | Compute scale | 15 |
| APLD | Applied Digital | Compute: 1GW operational by Jun 2027 | Compute scale | 15 |
| CRWV | CoreWeave | Compute: 1GW operational by Jun 2027 | Compute scale | 15 |
| GOOGL | Alphabet (Google) | Compute: 1GW operational by Jun 2027 | Compute scale | 15 |
| META | Meta Platforms | Compute: 1GW operational by Jun 2027 | Compute scale | 15 |
| MSFT | Microsoft | Compute: 1GW operational by Jun 2027 | Compute scale | 15 |
| ORCL | Oracle | Compute: 10GW total by Dec 2028 | Compute scale | 15 |
| SFTBY | SoftBank Group | Compute: 1GW operational by Jun 2027 | Compute scale | 15 |
| APLD | Applied Digital | Compute: 10GW total by Dec 2028 | Compute scale | 14 |
| IBM | IBM | Compute: 1GW operational by Jun 2027 | Compute scale | 14 |
| SFTBY | SoftBank Group | Compute: 10GW total by Dec 2028 | Compute scale | 14 |
| SITM | SiTime | Compute: 100GW national-scale by Dec 2030 | Compute scale | 14 |
| ACN | — | Compute: 100GW national-scale by Dec 2030 | Compute scale | 13 |
| NVDA | NVIDIA | Compute: 10GW total by Dec 2028 | Compute scale | 13 |
| SITM | SiTime | Compute: 10GW total by Dec 2028 | Compute scale | 13 |
| WNS | — | Compute: 100GW national-scale by Dec 2030 | Compute scale | 13 |
| ACN | — | Compute: 10GW total by Dec 2028 | Compute scale | 12 |
| AI | C3.ai | Compute: 100GW national-scale by Dec 2030 | Compute scale | 12 |
| AMD | Advanced Micro Devices | Compute: 100GW national-scale by Dec 2030 | Compute scale | 12 |
| ARM | Arm Holdings | Compute: 100GW national-scale by Dec 2030 | Compute scale | 12 |
| AVGO | Broadcom | Compute: 100GW national-scale by Dec 2030 | Compute scale | 12 |
| CEVA | CEVA Inc | Compute: 100GW national-scale by Dec 2030 | Compute scale | 12 |
| CHGG | Chegg | Compute: 100GW national-scale by Dec 2030 | Compute scale | 12 |
| CHGG | Chegg | Compute: 10GW total by Dec 2028 | Compute scale | 12 |
| IREN | Iris Energy | Compute: 100GW national-scale by Dec 2030 | Compute scale | 12 |
| MRVL | Marvell Technology | Compute: 100GW national-scale by Dec 2030 | Compute scale | 12 |
| NBIS | Nebius Group | Compute: 100GW national-scale by Dec 2030 | Compute scale | 12 |
| QCOM | Qualcomm | Compute: 100GW national-scale by Dec 2030 | Compute scale | 12 |
| SOUN | SoundHound AI | Compute: 100GW national-scale by Dec 2030 | Compute scale | 12 |
| TSM | Taiwan Semiconductor | Compute: 100GW national-scale by Dec 2030 | Compute scale | 12 |
| WNS | — | Compute: 10GW total by Dec 2028 | Compute scale | 12 |
| AI | C3.ai | Compute: 10GW total by Dec 2028 | Compute scale | 11 |
| AMD | Advanced Micro Devices | Compute: 10GW total by Dec 2028 | Compute scale | 11 |