Constraint X-Ray / AI infrastructure
Look beneath the company names. Trace the suppliers they share, inspect the evidence, and ask what changes when capacity does.
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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.
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.
03 / 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.
Saving uses this browser’s local storage. Share links include tickers in the URL fragment and can be read by anyone you give the link to. No holdings are sent to an AI model. This page has no analytics scripts.