Constraint Shock / evidence-first AI infrastructure
Pick companies, trace the documented paths to a shared provider, then test a hypothetical capacity shock. Know exactly what the evidence proves — and what it does not.
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Up to five. No account or portfolio amounts needed.
Coverage is deliberately partial. Supplier-only entries may have no upstream links researched. VRT, ETN and SU.PA have sourced architecture connections: qualification, platform support or reference design. These are distinguished from purchasing relationships. MOD, TT, CARR and CEG remain research candidates without mapped relationships; utility interconnections remain unmapped.
02 / Look underneath
A shared supplier is a research lead, not proof of a shortage or a measure of financial exposure. Paths stop after two links.
Validate → Follow → Watch
Open a company profile, inspect its dated sources and evidence limits, then choose Follow on that page. Its published research updates will appear in your watchlist.
Public profiles and X-Ray relationships have separate source scopes and review dates. A profile link does not establish a new supplier relationship or financial exposure.
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Saving an X-Ray selection does not follow companies. Follows and read markers stay in this browser; open the watchlist to check published updates.
03 / Constraint Shock · Interactive scenario
Turn a supplier connection into a transparent, source-backed research brief. This is a qualitative stress test, not a forecast.
Choose a connection to explore a shock.
A path shows a disclosed relationship or an indirect research chain. It does not establish shortages, procurement volumes, substitutability or financial impact. Missing paths are data gaps, not independence.
05 / How to read this
Each solid path comes from a company report or product document. Announcements are optional and explicitly marked. An indirect path combines separate disclosures; it does not prove a particular component flowed through that chain.
Capacity scenarios are qualitative research prompts. They do not estimate portfolio losses, stock returns, supply shares or substitutability. Product scope matters; no connection implies exclusivity.
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