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Kanto Denka (4047.T) supplies WF6 process gas from Japan. SK Hynix (000660.KS) manufactures HBM memory in South Korea. Wolfspeed (WOLF) controls SiC substrates in the US. Three different materials, three countries, all mapped and timestamped before the moves.
This is 1 chain of 601 we are tracking. The rest are forming now.
What this means for you
We track how policy changes ripple through supply chains over time — so you see the second and third-order moves, not just the obvious first reaction. (20 cause-and-effect chains validated across 5 years of data)
We flag companies caught between competing forces — benefiting from one policy shift while being squeezed by another. That's where consensus gets it wrong and mispricing happens. (10 identified right now)
We track convergences that didn't lead to price moves — so you know which patterns to ignore, not just which ones to follow.
Most platforms only show you bullish setups.
We show you where the thesis breaks — so you know what to avoid.
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