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AXTI makes indium phosphide (InP) substrates — the base material for laser chips used in AI datacenter networking. The graph mapped it as an upstream chokepoint on Mar 15 (git commit 4c2218e0). Ten days later it traced the dependency downstream and added AAOI — the transceiver maker that needs those substrates for 800G modules. Same supply chain, two plays, both timestamped in git 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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