Scenario Stock Impact

cache age 368h 24m

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
795
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.comMars uncrewed: 2028 transfer window (most likely first attempt)Mars uncrewed15
AMZNAmazon.comMars uncrewed: 2026 transfer windowMars uncrewed9
LMTLockheed MartinMars uncrewed: 2028 transfer window (most likely first attempt)Mars uncrewed9
NOCNorthrop GrummanMars uncrewed: 2028 transfer window (most likely first attempt)Mars uncrewed9
AMZNAmazon.comMars uncrewed: 2031+ transfer window or further delayMars uncrewed8
ASTSAST SpaceMobileMars uncrewed: 2028 transfer window (most likely first attempt)Mars uncrewed8
BABoeingMars uncrewed: 2028 transfer window (most likely first attempt)Mars uncrewed8
BKSYBlackSkyMars uncrewed: 2028 transfer window (most likely first attempt)Mars uncrewed8
GSATGlobalstarMars uncrewed: 2028 transfer window (most likely first attempt)Mars uncrewed8
IRDMIridium CommunicationsMars uncrewed: 2028 transfer window (most likely first attempt)Mars uncrewed8
LHXL3Harris TechnologiesMars uncrewed: 2028 transfer window (most likely first attempt)Mars uncrewed8
LMTLockheed MartinMars uncrewed: 2031+ transfer window or further delayMars uncrewed8
LMTLockheed MartinMars uncrewed: 2026 transfer windowMars uncrewed8
LUNRIntuitive MachinesMars uncrewed: 2028 transfer window (most likely first attempt)Mars uncrewed8
LUNRIntuitive MachinesMars uncrewed: 2026 transfer windowMars uncrewed8
NNENano Nuclear EnergyMars uncrewed: 2026 transfer windowMars uncrewed8
NNENano Nuclear EnergyMars uncrewed: 2028 transfer window (most likely first attempt)Mars uncrewed8
NOCNorthrop GrummanMars uncrewed: 2031+ transfer window or further delayMars uncrewed8
PLPlanet LabsMars uncrewed: 2028 transfer window (most likely first attempt)Mars uncrewed8
RKLBRocket LabMars uncrewed: 2028 transfer window (most likely first attempt)Mars uncrewed8
BABoeingMars uncrewed: 2031+ transfer window or further delayMars uncrewed7
BABoeingMars uncrewed: 2026 transfer windowMars uncrewed7
IBMIBMMars uncrewed: 2028 transfer window (most likely first attempt)Mars uncrewed7
LUNRIntuitive MachinesMars uncrewed: 2031+ transfer window or further delayMars uncrewed7
NNENano Nuclear EnergyMars uncrewed: 2031+ transfer window or further delayMars uncrewed7
ASTSAST SpaceMobileMars uncrewed: 2031+ transfer window or further delayMars uncrewed6
BKSYBlackSkyMars uncrewed: 2031+ transfer window or further delayMars uncrewed6
FLYFirefly AerospaceMars uncrewed: 2026 transfer windowMars uncrewed6
GSATGlobalstarMars uncrewed: 2031+ transfer window or further delayMars uncrewed6
IRDMIridium CommunicationsMars uncrewed: 2031+ transfer window or further delayMars uncrewed6
LHXL3Harris TechnologiesMars uncrewed: 2031+ transfer window or further delayMars uncrewed6
NOCNorthrop GrummanMars uncrewed: 2026 transfer windowMars uncrewed6
PLPlanet LabsMars uncrewed: 2031+ transfer window or further delayMars uncrewed6
RKLBRocket LabMars uncrewed: 2031+ transfer window or further delayMars uncrewed6
RTXRTX CorpMars uncrewed: 2031+ transfer window or further delayMars uncrewed6
APLDApplied DigitalMars uncrewed: 2028 transfer window (most likely first attempt)Mars uncrewed5
ASTSAST SpaceMobileMars uncrewed: 2026 transfer windowMars uncrewed5
BKSYBlackSkyMars uncrewed: 2026 transfer windowMars uncrewed5
CRWVCoreWeaveMars uncrewed: 2028 transfer window (most likely first attempt)Mars uncrewed5
DISHMars uncrewed: 2028 transfer window (most likely first attempt)Mars uncrewed5
FLYFirefly AerospaceMars uncrewed: 2028 transfer window (most likely first attempt)Mars uncrewed5
FLYFirefly AerospaceMars uncrewed: 2031+ transfer window or further delayMars uncrewed5
GOOGLAlphabet (Google)Mars uncrewed: 2028 transfer window (most likely first attempt)Mars uncrewed5
GSATGlobalstarMars uncrewed: 2026 transfer windowMars uncrewed5
IFNNYInfineon TechnologiesMars uncrewed: 2028 transfer window (most likely first attempt)Mars uncrewed5
IRDMIridium CommunicationsMars uncrewed: 2026 transfer windowMars uncrewed5
KRMNKarman HoldingsMars uncrewed: 2031+ transfer window or further delayMars uncrewed5
KRMNKarman HoldingsMars uncrewed: 2028 transfer window (most likely first attempt)Mars uncrewed5
LHXL3Harris TechnologiesMars uncrewed: 2026 transfer windowMars uncrewed5
METAMeta PlatformsMars uncrewed: 2028 transfer window (most likely first attempt)Mars uncrewed5