Supply chain graph, natively in your agent.

{
  "answer": "Found 12 chokepoints at severity 4-5 in theme AI. [Source: byte-verified primary, conf A (0.95)]",
  "chokepoints": [
    {
      "node_id": "LASERTEC",
      "name": "Lasertec Corporation",
      "severity": 5,
      "market_cap_b": 9.2,
      "country": "JP",
      "top_evidence": {
        "product": "EUV mask inspection systems",
        "provenance": {
          "confidence_grade": "A",
          "evidence_type": "byte-verified primary",
          "source_url": "https://...",
          "caveat": null
        }
      }
    }
  ]
}

{
  "answer": "AXTI failure propagates to 14 downstream nodes across 3 hops. [Source: byte-verified primary, conf A (0.91)]",
  "breaks_count": 14,
  "stresses_count": 8,
  "asymmetry_ratio": 73.2,
  "propagation_paths": [
    {
      "path": ["AXTI", "COHERENT", "AAPL"],
      "product": "InP substrates",
      "provenance": {
        "confidence_grade": "A",
        "source_url": "https://...",
        "caveat": null
      }
    }
  ]
}

{
  "answer": "Direct edge confirmed: LASERTEC supplies_to TSMC (EUV mask inspection). [Source: byte-verified primary, conf A (0.95)]",
  "verdict": "VERIFIED_PRIMARY",
  "edges": [
    {
      "relationship": "supplies_to",
      "product": "EUV mask inspection systems",
      "provenance": {
        "confidence_grade": "A",
        "evidence_type": "byte-verified primary",
        "source_url": "https://...",
        "source_excerpt": "Lasertec's ACTIS series inspection tools are...",
        "caveat": null
      }
    }
  ]
}

{
  "answer": "3 common-mode chokepoints found across 4 tickers. Highest: LASERTEC (sev 5, shared by 4/4). [Source: byte-verified primary, conf A]",
  "convergences": [
    {
      "node_id": "LASERTEC",
      "severity": 5,
      "shared_count": 4,
      "shared_by": ["NVDA", "AMD", "AMAT", "LRCX"]
    }
  ]
}

{
  "answer": "AXTI controls 73:1 downstream asymmetry. [Source: byte-verified primary, conf A (0.91)]",
  "asymmetry": {
    "ratio_1hop": 73.2,
    "ratio_cascade": 412.0,
    "downstream_cap_1hop_b": 10.98
  }
}

{
  "answer": "7 positions match (cap < $10B, severity >= 4, ratio >= 100:1, theme AI).",
  "positions": [
    {
      "node_id": "AXTI",
      "market_cap_b": 0.15,
      "severity": 4,
      "asymmetry_ratio_cascade": 412.0
    }
  ]
}

{
  "answer": "5 shared upstream nodes found across 3 tickers at max depth 3. Top: LASERTEC (sev 5, shared by 3/3, hop 2). [Source: primary]",
  "common_dependencies": [
    {
      "node_id": "LASERTEC",
      "severity": 5,
      "shared_by": ["NVDA", "AMAT", "LRCX"],
      "min_hop": 2
    }
  ]
}

{
  "answer": "Event: 'China restricts gallium exports' → type=export_restriction, seeds=[gallium, gallium_arsenide]. Found 23 downstream transmission chains. Top exposed: Coherent Corp (sev 4/5, $4.2B) at depth 2. Total market cap at risk: $142.3B. Portfolio exposure: 2 holdings affected (AXTI, NVDA).",
  "event_parsed": {
    "seed_nodes": ["gallium", "gallium_arsenide"],
    "event_type": "export_restriction",
    "source_country": "CN"
  },
  "cascade_summary": {
    "total_breaks": 23,
    "total_cap_at_risk_b": 142.3
  },
  "portfolio_exposure": [
    { "ticker": "AXTI", "depth": 1, "exposure_type": "break" }
  ]
}

{
  "answer": "CONFIRMED: LASERTEC supplies_to TSMC (EUV mask inspection systems). [Source: byte-verified primary, conf A (0.95) — https://...]",
  "verdict": "CONFIRMED",
  "matched_edges": [
    {
      "from_id": "LASERTEC",
      "to_id": "TSMC",
      "relationship": "supplies_to",
      "product": "EUV mask inspection systems",
      "provenance": {
        "confidence_grade": "A",
        "evidence_type": "byte-verified primary",
        "source_url": "https://...",
        "caveat": null
      }
    }
  ]
}

{
  "node_id": "ASML",
  "name": "ASML Holding",
  "severity": 5,
  "market_cap_b": 296.4,
  "top_upstream": [
    { "name": "Carl Zeiss SMT", "product": "EUV optics", "severity": 5, "hop_count": 1 }
  ],
  "top_downstream": [
    { "name": "TSMC", "market_cap_b": 1050, "hop_count": 1 }
  ],
  "annotation": {
    "moat_type": "qualification_moat",
    "bear_case": "High optics concentration in single supplier; 3nm roadmap delays could defer orders",
    "catalyst_watch": "EUV 0.55 NA High-NA ramp timing at Intel and TSMC"
  }
}

{
  "answer": "Surprise dependency for AAPL: AXTI (AXT Inc., $0.15B) — sole US merchant InP substrate supplier, sev 4/5. 2 hops upstream. [Source: byte-verified primary, conf A (0.91)]",
  "surprise_node": {
    "node_id": "AXTI",
    "name": "AXT Inc.",
    "severity": 4,
    "market_cap_b": 0.15,
    "surprise_score": 8.7,
    "path_from_ticker": ["AAPL", "COHERENT", "AXTI"]
  }
}