Scenario Stock Impact
cache age 359h 32mMarginal 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
1.7K
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 |
|---|---|---|---|---|
| AMZN | Amazon.com | First $1T+ IPO in 2026 | $1T+ IPO | 26 |
| GOOGL | Alphabet (Google) | First $1T+ IPO in 2026 | $1T+ IPO | 20 |
| AMZN | Amazon.com | First $1T+ IPO in 2027 | $1T+ IPO | 18 |
| IBM | IBM | First $1T+ IPO in 2026 | $1T+ IPO | 17 |
| META | Meta Platforms | First $1T+ IPO in 2026 | $1T+ IPO | 17 |
| MSFT | Microsoft | First $1T+ IPO in 2026 | $1T+ IPO | 17 |
| ORCL | Oracle | First $1T+ IPO in 2026 | $1T+ IPO | 17 |
| AMZN | Amazon.com | First $1T+ IPO in 2028 | $1T+ IPO | 16 |
| IBM | IBM | First $1T+ IPO in 2028 | $1T+ IPO | 16 |
| NVDA | NVIDIA | First $1T+ IPO in 2026 | $1T+ IPO | 16 |
| GOOGL | Alphabet (Google) | First $1T+ IPO in 2027 | $1T+ IPO | 15 |
| GOOGL | Alphabet (Google) | First $1T+ IPO in 2028 | $1T+ IPO | 15 |
| META | Meta Platforms | First $1T+ IPO in 2027 | $1T+ IPO | 14 |
| MSFT | Microsoft | First $1T+ IPO in 2027 | $1T+ IPO | 14 |
| ORCL | Oracle | First $1T+ IPO in 2027 | $1T+ IPO | 14 |
| IBM | IBM | First $1T+ IPO in 2027 | $1T+ IPO | 13 |
| META | Meta Platforms | First $1T+ IPO in 2028 | $1T+ IPO | 13 |
| MSFT | Microsoft | First $1T+ IPO in 2028 | $1T+ IPO | 13 |
| NVDA | NVIDIA | First $1T+ IPO in 2027 | $1T+ IPO | 13 |
| SFTBY | SoftBank Group | First $1T+ IPO in 2026 | $1T+ IPO | 13 |
| ACN | — | First $1T+ IPO in 2028 | $1T+ IPO | 12 |
| ACN | — | First $1T+ IPO in 2026 | $1T+ IPO | 12 |
| CHGG | Chegg | First $1T+ IPO in 2028 | $1T+ IPO | 12 |
| CHGG | Chegg | First $1T+ IPO in 2026 | $1T+ IPO | 12 |
| CRWV | CoreWeave | First $1T+ IPO in 2026 | $1T+ IPO | 12 |
| ORCL | Oracle | First $1T+ IPO in 2028 | $1T+ IPO | 12 |
| ALAB | Astera Labs | First $1T+ IPO in 2026 | $1T+ IPO | 11 |
| APLD | Applied Digital | First $1T+ IPO in 2028 | $1T+ IPO | 11 |
| APLD | Applied Digital | First $1T+ IPO in 2026 | $1T+ IPO | 11 |
| ASML | ASML Holding | First $1T+ IPO in 2026 | $1T+ IPO | 11 |
| CRWV | CoreWeave | First $1T+ IPO in 2028 | $1T+ IPO | 11 |
| DELL | Dell Technologies | First $1T+ IPO in 2026 | $1T+ IPO | 11 |
| IREN | Iris Energy | First $1T+ IPO in 2026 | $1T+ IPO | 11 |
| LNVGY | Lenovo Group | First $1T+ IPO in 2026 | $1T+ IPO | 11 |
| MU | Micron Technology | First $1T+ IPO in 2026 | $1T+ IPO | 11 |
| NBIS | Nebius Group | First $1T+ IPO in 2026 | $1T+ IPO | 11 |
| NVDA | NVIDIA | First $1T+ IPO in 2028 | $1T+ IPO | 11 |
| SFTBY | SoftBank Group | First $1T+ IPO in 2027 | $1T+ IPO | 11 |
| SFTBY | SoftBank Group | First $1T+ IPO in 2028 | $1T+ IPO | 11 |
| WNS | — | First $1T+ IPO in 2026 | $1T+ IPO | 11 |
| WNS | — | First $1T+ IPO in 2028 | $1T+ IPO | 11 |
| AAPL | Apple | First $1T+ IPO in 2026 | $1T+ IPO | 10 |
| AAPL | Apple | First $1T+ IPO in 2027 | $1T+ IPO | 10 |
| ACN | — | First $1T+ IPO in 2027 | $1T+ IPO | 10 |
| ALAB | Astera Labs | First $1T+ IPO in 2027 | $1T+ IPO | 10 |
| AMT | American Tower | First $1T+ IPO in 2027 | $1T+ IPO | 10 |
| AMT | American Tower | First $1T+ IPO in 2026 | $1T+ IPO | 10 |
| APLD | Applied Digital | First $1T+ IPO in 2027 | $1T+ IPO | 10 |
| ASMIY | ASM International | First $1T+ IPO in 2027 | $1T+ IPO | 10 |
| ASMIY | ASM International | First $1T+ IPO in 2026 | $1T+ IPO | 10 |