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
4.0K
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
AMZNAmazon.comHumanoid R2: 100K+ enterprise by Nov 2028Humanoid deployment44
NVDANVIDIAHumanoid R2: 100K+ enterprise by Nov 2028Humanoid deployment39
AMZNAmazon.comHumanoid R4: 10M+ cumulative by Dec 2033Humanoid deployment34
AMZNAmazon.comHumanoid R3: 1M+ consumer by Nov 2030Humanoid deployment34
KFY—Humanoid R2: 100K+ enterprise by Nov 2028Humanoid deployment31
MAN—Humanoid R2: 100K+ enterprise by Nov 2028Humanoid deployment31
RHI—Humanoid R2: 100K+ enterprise by Nov 2028Humanoid deployment31
TSLATeslaHumanoid R2: 100K+ enterprise by Nov 2028Humanoid deployment31
ABBNYABBHumanoid R2: 100K+ enterprise by Nov 2028Humanoid deployment30
FANUYFanucHumanoid R2: 100K+ enterprise by Nov 2028Humanoid deployment30
HYMTFHyundai MotorHumanoid R2: 100K+ enterprise by Nov 2028Humanoid deployment30
IRBTiRobotHumanoid R2: 100K+ enterprise by Nov 2028Humanoid deployment30
SYMSymboticHumanoid R2: 100K+ enterprise by Nov 2028Humanoid deployment30
ALNTAllientHumanoid R2: 100K+ enterprise by Nov 2028Humanoid deployment29
AMZNAmazon.comHumanoid R1: 10K+ factory units by Nov 2026Humanoid deployment29
BYDDYBYDHumanoid R2: 100K+ enterprise by Nov 2028Humanoid deployment29
HSEHYHarmonic Drive SystemsHumanoid R2: 100K+ enterprise by Nov 2028Humanoid deployment29
IFNNYInfineon TechnologiesHumanoid R2: 100K+ enterprise by Nov 2028Humanoid deployment29
LYSCFLynas Rare EarthsHumanoid R2: 100K+ enterprise by Nov 2028Humanoid deployment29
MIELYMitsubishi ElectricHumanoid R2: 100K+ enterprise by Nov 2028Humanoid deployment29
MPMP MaterialsHumanoid R2: 100K+ enterprise by Nov 2028Humanoid deployment29
NVDANVIDIAHumanoid R3: 1M+ consumer by Nov 2030Humanoid deployment29
PHParker HannifinHumanoid R2: 100K+ enterprise by Nov 2028Humanoid deployment29
RNSHFRenishawHumanoid R2: 100K+ enterprise by Nov 2028Humanoid deployment29
SERVServe RoboticsHumanoid R2: 100K+ enterprise by Nov 2028Humanoid deployment29
STMSTMicroelectronicsHumanoid R2: 100K+ enterprise by Nov 2028Humanoid deployment29
TELTE ConnectivityHumanoid R2: 100K+ enterprise by Nov 2028Humanoid deployment29
TERTeradyneHumanoid R2: 100K+ enterprise by Nov 2028Humanoid deployment29
TSLATeslaHumanoid R3: 1M+ consumer by Nov 2030Humanoid deployment29
TXNTexas InstrumentsHumanoid R2: 100K+ enterprise by Nov 2028Humanoid deployment29
USARUSA Rare EarthHumanoid R2: 100K+ enterprise by Nov 2028Humanoid deployment29
NVDANVIDIAHumanoid R4: 10M+ cumulative by Dec 2033Humanoid deployment28
TSLATeslaHumanoid R1: 10K+ factory units by Nov 2026Humanoid deployment28
HYMTFHyundai MotorHumanoid R1: 10K+ factory units by Nov 2026Humanoid deployment26
SYMSymboticHumanoid R1: 10K+ factory units by Nov 2026Humanoid deployment26
SYMSymboticHumanoid R3: 1M+ consumer by Nov 2030Humanoid deployment26
ABBNYABBHumanoid R1: 10K+ factory units by Nov 2026Humanoid deployment25
ABBNYABBHumanoid R3: 1M+ consumer by Nov 2030Humanoid deployment25
ALNTAllientHumanoid R1: 10K+ factory units by Nov 2026Humanoid deployment25
BYDDYBYDHumanoid R1: 10K+ factory units by Nov 2026Humanoid deployment25
FANUYFanucHumanoid R1: 10K+ factory units by Nov 2026Humanoid deployment25
FANUYFanucHumanoid R3: 1M+ consumer by Nov 2030Humanoid deployment25
IRBTiRobotHumanoid R3: 1M+ consumer by Nov 2030Humanoid deployment25
IRBTiRobotHumanoid R1: 10K+ factory units by Nov 2026Humanoid deployment25
MAN—Humanoid R3: 1M+ consumer by Nov 2030Humanoid deployment25
RHI—Humanoid R3: 1M+ consumer by Nov 2030Humanoid deployment25
SERVServe RoboticsHumanoid R1: 10K+ factory units by Nov 2026Humanoid deployment25
TELTE ConnectivityHumanoid R1: 10K+ factory units by Nov 2026Humanoid deployment25
CGNXCognexHumanoid R2: 100K+ enterprise by Nov 2028Humanoid deployment24
HSEHYHarmonic Drive SystemsHumanoid R1: 10K+ factory units by Nov 2026Humanoid deployment24