Cascade Reach — Companies at 4-Hop Graph Traversal
Starting from all 13 atoms — how far downstream does disruption propagate, and what market cap is exposed?
Top 5 mega-caps (NVDA / GOOG / AAPL / MSFT / AMZN) represent approximately 33% of the $55.2T Hop 4 total. Disruption at the 13 atoms does not mean these companies stop operating — it means their supply chains are exposed to the same upstream risk. Relative fragility varies significantly by company.
Data note: 324 private or unverified-market-cap companies appear in the 4-hop cascade but are excluded from market cap totals above. The $55.2T figure covers publicly listed companies with verified market caps only. Graph traversal: ForcedAlpha BFS from 13 seed atoms, April 2026 snapshot.