Scenario Stock Impact

cache age 362h 32m

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
IBMIBM50GW dedicated AI/data center grid by Dec 2027Energy / grid39
AMZNAmazon.com50GW dedicated AI/data center grid by Dec 2027Energy / grid34
GOOGLAlphabet (Google)50GW dedicated AI/data center grid by Dec 2027Energy / grid34
METAMeta Platforms50GW dedicated AI/data center grid by Dec 2027Energy / grid33
MSFTMicrosoft50GW dedicated AI/data center grid by Dec 2027Energy / grid33
CRWVCoreWeave50GW dedicated AI/data center grid by Dec 2027Energy / grid32
ORCLOracle50GW dedicated AI/data center grid by Dec 2027Energy / grid31
APLDApplied Digital50GW dedicated AI/data center grid by Dec 2027Energy / grid30
SFTBYSoftBank Group50GW dedicated AI/data center grid by Dec 2027Energy / grid29
NVDANVIDIA50GW dedicated AI/data center grid by Dec 2027Energy / grid25
ACN—50GW dedicated AI/data center grid by Dec 2027Energy / grid21
WNS—50GW dedicated AI/data center grid by Dec 2027Energy / grid21
CHGGChegg50GW dedicated AI/data center grid by Dec 2027Energy / grid20
IBMIBM50GW grid expansion by Dec 2029Energy / grid20
SITMSiTime50GW dedicated AI/data center grid by Dec 2027Energy / grid20
AIC3.ai50GW dedicated AI/data center grid by Dec 2027Energy / grid19
SOUNSoundHound AI50GW dedicated AI/data center grid by Dec 2027Energy / grid19
AMDAdvanced Micro Devices50GW dedicated AI/data center grid by Dec 2027Energy / grid18
BBAIBigBear.ai50GW dedicated AI/data center grid by Dec 2027Energy / grid18
GTLBGitLab50GW dedicated AI/data center grid by Dec 2027Energy / grid18
ARMArm Holdings50GW dedicated AI/data center grid by Dec 2027Energy / grid17
AVGOBroadcom50GW dedicated AI/data center grid by Dec 2027Energy / grid17
BABAAlibaba50GW dedicated AI/data center grid by Dec 2027Energy / grid17
CEVACEVA Inc50GW dedicated AI/data center grid by Dec 2027Energy / grid17
CTSH—50GW dedicated AI/data center grid by Dec 2027Energy / grid17
INFY—50GW dedicated AI/data center grid by Dec 2027Energy / grid17
MRVLMarvell Technology50GW dedicated AI/data center grid by Dec 2027Energy / grid17
QCOMQualcomm50GW dedicated AI/data center grid by Dec 2027Energy / grid17
TSMTaiwan Semiconductor50GW dedicated AI/data center grid by Dec 2027Energy / grid17
EQIXEquinix50GW dedicated AI/data center grid by Dec 2027Energy / grid14
IBMIBM50GW grid expansion delayed past 2031Energy / grid14
WULFTeraWulf50GW dedicated AI/data center grid by Dec 2027Energy / grid14
AMZNAmazon.com50GW grid expansion by Dec 2029Energy / grid13
CRWVCoreWeave50GW grid expansion by Dec 2029Energy / grid13
GOOGLAlphabet (Google)50GW grid expansion by Dec 2029Energy / grid13
IRENIris Energy50GW dedicated AI/data center grid by Dec 2027Energy / grid13
METAMeta Platforms50GW grid expansion by Dec 2029Energy / grid13
MSFTMicrosoft50GW grid expansion by Dec 2029Energy / grid13
NBISNebius Group50GW dedicated AI/data center grid by Dec 2027Energy / grid13
AAPLApple50GW dedicated AI/data center grid by Dec 2027Energy / grid12
AMTAmerican Tower50GW dedicated AI/data center grid by Dec 2027Energy / grid12
IRMIron Mountain50GW dedicated AI/data center grid by Dec 2027Energy / grid12
STXSeagate50GW dedicated AI/data center grid by Dec 2027Energy / grid12
ACN—50GW grid expansion by Dec 2029Energy / grid11
APLDApplied Digital50GW grid expansion by Dec 2029Energy / grid11
CHGGChegg50GW grid expansion by Dec 2029Energy / grid11
NVDANVIDIA50GW grid expansion by Dec 2029Energy / grid11
ORCLOracle50GW grid expansion by Dec 2029Energy / grid11
SFTBYSoftBank Group50GW grid expansion by Dec 2029Energy / grid11
WNS—50GW grid expansion by Dec 2029Energy / grid11