Scenario Stock Impact
cache age 349h 55mMarginal 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.
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Unique tickers
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Modeled links
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Unknown move links
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Gross abs impact
0.00pp
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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 |
|---|---|---|---|---|
| GOOGL | Alphabet (Google) | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 40 |
| UBER | Uber Technologies | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 32 |
| ALL | Allstate | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 31 |
| PGR | Progressive | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 31 |
| TRV | Travelers | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 31 |
| TSLA | Tesla | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 31 |
| QCOM | Qualcomm | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 30 |
| BIDU | Baidu | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 29 |
| AEVA | Aeva Technologies | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 28 |
| AIOT | Powerfleet | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 28 |
| AMBA | Ambarella | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 28 |
| AUR | Aurora Innovation | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 28 |
| BMWYY | BMW Group | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 28 |
| GM | General Motors | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 28 |
| HMC | Honda Motor | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 28 |
| HSAI | Hesai | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 28 |
| INVZ | Innoviz Technologies | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 28 |
| IOT | Samsara | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 28 |
| LIDR | AEye | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 28 |
| MBGAF | Mercedes-Benz Group | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 28 |
| MBLY | Mobileye | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 28 |
| OUST | Ouster | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 28 |
| PONY | Pony.ai | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 28 |
| TM | Toyota Motor | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 28 |
| VWAGY | Volkswagen AG | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 28 |
| WRD | WeRide | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 28 |
| CINF | — | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 27 |
| MCY | — | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 27 |
| VRRM | Verra Mobility | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 27 |
| AMZN | Amazon.com | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 15 |
| NVDA | NVIDIA | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 15 |
| IBM | IBM | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 14 |
| META | Meta Platforms | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 13 |
| MSFT | Microsoft | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 13 |
| ACN | — | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 12 |
| WNS | — | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 12 |
| APLD | Applied Digital | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 11 |
| CHGG | Chegg | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 11 |
| CRWV | CoreWeave | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 11 |
| GOOGL | Alphabet (Google) | Tesla FSD unsupervised wide deployment by Nov 2026 | Robotaxi | 11 |
| ORCL | Oracle | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 11 |
| SFTBY | SoftBank Group | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 11 |
| IBM | IBM | Robotaxi nationwide expansion by Nov 2028 | Robotaxi | 9 |
| UBER | Uber Technologies | Tesla FSD unsupervised wide deployment by Nov 2026 | Robotaxi | 9 |
| AAPL | Apple | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 8 |
| ALAB | Astera Labs | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 8 |
| ALL | Allstate | Tesla FSD unsupervised wide deployment by Nov 2026 | Robotaxi | 8 |
| AMT | American Tower | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 8 |
| ASMIY | ASM International | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 8 |
| ASML | ASML Holding | Robotaxi >10% urban miles by Nov 2030 | Robotaxi | 8 |