Updates

Per-node confidence is computed live from the database. Below is the update history.

Node status

651 nodes · T4 651

Confidence is scored on two axes — Proof (P): sources, filings, cross-verification, securities research; Ripple (R): revenue, cost, investment, graph links. 6 points each.

Update history

• Nov 6, 2026Alnylam Q3 Leqvio royalties reconciled and Blackstone rights reverifiedDoneCross-checked Alnylam's Q3 2026 Form 10-Q and Korean reporting to confirm $94.664M of total royalty revenue (+105%). It moved with Novartis Leqvio sales of $506M (+64%), but the total was not treated as Leqvio-only revenue. Reverified Blackstone's 50% interest in future Leqvio royalties and the related $1.539305B liability carrying value on both sides, with no new edges and graph closure preserved.
• Nov 3, 2026Cerebras reverified with its latest SEC filing and TSMC hub refreshedDoneUsed Cerebras' Q2 2026 10-Q to correct and cross-check $180.11M revenue (+74%), 70% cloud mix, 76% concentration in three unnamed customers, OpenAI's committed 750MW plus 1.25GW option, the uncommenced AWS lease and sole-foundry dependence on TSMC. Refreshed TSMC to Q3 revenue of $46.72B and a 68% HPC mix. Strengthened reciprocal sources without adding closure or reciprocity gaps.
• Nov 3, 2026POSCO Future M reverified: LFP customer expansion and Q3 recoveryDoneUpdated Q3 2026 revenue to KRW 835bn and operating profit to KRW 82bn from the SEC 6-K. Added reciprocal KRW 1.1tn SK On LFP edges and reverified the existing Samsung SDI hub with its KRW 6tn integrated agreement. Cross-checked Korean and English primary releases while preserving zero missing exact matches and zero one-way links.
• Nov 3, 2026Satellogic reverified: three-year recurring HEO agreement and Officina supplier cross-checkDoneCross-verified the October 29 three-year non-Earth-imaging agreement through 2029 using primary announcements from both Satellogic and HEO plus Korean coverage. Added the seven-figure minimum in each contract year and 1,600+ captures in the latest year to the HEO revenue edge. Officina's own release independently confirms the telescope and on-board optical supply relationship. Rechecked that Palantir's latest public Form 10-Q remains Q2 2026, and updated SATL's return to +75.7% through November 2.
• Nov 2, 2026Hyundai Transys promoted to a T4 reference nodeDoneQuantified FY2025 revenue of KRW 14.839tn, 86.6% affiliate concentration, and Hyundai Motor/Kia sales and purchases from the consolidated audit report. Closed both directions of Hyundai Wia’s H1 purchases of KRW 367.65bn and sales of KRW 11.109bn, and cross-verified powertrain, seating and ownership with Korean and English sustainability reports, official IR and Korea Investors Service.
• Nov 2, 2026Hyundai Wia Q3 thermal growth and Hyundai Motor hub re-verificationDoneCross-verified Q3 mobility revenue of KRW 2.2884tn and 160% thermal-sales growth with official results and English reporting. Updated Hyundai Motor Q3 results, both returns, analysis notes and the house view through Oct 30.
• Nov 1, 2026Fiserv contract re-verification and Federal Realty revolver updateDoneConfirmed that Fiserv will report Q3 results on November 3 and rescheduled the Wells Fargo contract-value follow-up. Federal Realty's Q3 2026 Form 10-Q shows that the aggregate balance on its $1.4 billion syndicated revolver, administered by Wells Fargo, fell from $286.2 million in June to zero in September. Wells Fargo's individual commitment share and agent fee remain undisclosed.
• Nov 1, 2026Caterpillar reverified: bilingual GnCenergy procurement and Equinix Q3DoneCross-checked GnCenergy’s KRW 2.9544bn of 2025 Caterpillar engine purchases and a ten-set domestic project with a separate three-set project in its English track record. Reverified existing hub Equinix at Q3 revenue of $2.571bn (+11%), annualized gross bookings of $533m (+35%) and a +34.3% return through October 30. Caterpillar remains T4, and buyer procurement and installed units were not converted into consolidated revenue.
• Nov 1, 2026Nippon Steel full-node expansion and Mazda supply-chain re-verificationDoneBuilt a two-revenue, two-cost and two-investment structure from FY2025 filings and Korean/English sources. Verified Mazda and Nissan automotive sheet supply, Blackwater and Elk Valley coal offtake, the 20% Blackwater interest and U.S. Steel acquisition, then closed reciprocal links. Reverified Mazda with its September 2026 co-development account. Corrected the Whitehaven plan from 15% to the completed 20% Nippon Steel interest.
• Oct 31, 2026Hitachi H1 results reverified and Whitehaven attribution confirmedDoneCross-checked the October 28 English and Japanese filings against Korean coverage and updated three revenue edges with Q2 revenue of JPY 2,904.4bn (+15%), adjusted EBITA of JPY 376.1bn, and Energy revenue of JPY 960.4bn (+28%) on orders of JPY 1,566.2bn (+47%). Reconfirmed that Whitehaven equipment and autonomous-haulage contracts belong to Hitachi Construction Machinery, not Hitachi Ltd. Kept the Whitehaven full-node plan first in the queue.
• Oct 31, 2026Hitachi Construction Machinery interim results and Whitehaven candidate reverifiedDoneUpdated the October 29 filing to JPY 698.076bn of first-half revenue (+6.7%), JPY 75.186bn of adjusted operating income (+25.0%), a 35.8% Asia-Oceania mix and a 47% value-chain revenue mix. Whitehaven qualifies for full-node expansion because equipment, engine, rail, port and Blackwater co-investment evidence can satisfy the minimum structure. Also rechecked existing hub Caterpillar's Q3 Power Generation sales of $3.421bn (+30%).
• Oct 31, 2026Cummins reverified: Whitehaven primary evidence, data-center BESS and Caterpillar Q3DoneUsed Whitehaven's 2019 sustainability report to directly confirm Hitachi-Cummins engine work and cross-checked the 2023 count of 61 engines in Korean and English Cummins materials. Recorded Cummins' selection for its largest BESS deployment at a large U.S. data center with value and capacity undisclosed. Reverified existing hub Caterpillar's Q3 Power Generation sales of $3.421bn (+30%) using its October 29 SEC filing and Korean reporting. Cummins Q3 results are due November 5 and were not estimated.
• Oct 29, 2026Alnylam Leqvio chain reverified and Blackstone Q3 refreshedDoneCross-checked Novartis Q3 2026 Leqvio sales of $506M (+64%) in its interim report and Korean media. Alnylam Q2 total royalty revenue of $71.674M was mainly driven by Leqvio but was not wholly attributed to it. Reverified Blackstone Q3 AUM of $1.3683tn and perpetual-capital AUM of $562.3bn in its SEC filing. No new edges; moved the Novartis full-node candidate to the front of the schedule.
• Oct 28, 2026Mitsubishi Europe and Renault OEM reverified; Nissan Q1 refreshedDoneReconfirmed four Renault OEM models against Mitsubishi releases in Japanese and English and the existing Renault filing. Added a separate Europe regional edge for FY2026 Q1 revenue of JPY25.5B and 9,000 retail units, keeping model-level contract value undisclosed. Refreshed Nissan FY2025 and FY2026 Q1 results, including JPY60B savings, plus both companies’ October 27 returns and analysis notes.
• Oct 28, 2026Mitsubishi Corporation Copper World investment FID reverifiedDoneCross-checked Mitsubishi, Hudbay’s SEC 6-K and Korean reporting to record a 30% Copper World LLC interest, $1.023B expected cumulative investment and H2 2029 first-production target. Reverified Mitsubishi Motors’ 22.23% stake on its current shareholder page. Renault OEM supply belongs to Mitsubishi Motors; its separate research plan remains queued.
• Oct 26, 2026Satellogic Merlin launch and HEO follow-on use verified; SpaceX mirror refreshedDoneConfirmed four Satellogic satellites on the October 1 Transporter-18 launch from both companies’ primary sources and refreshed both directions of the launch relationship. Rechecked the HEO NewSat-34 sale in the SEC annual report and added separate evidence of NewSat-47 non-Earth imaging on October 4. Reconfirmed Officina Stellare’s 4.7% stake, $0.2M H1 purchases and $0.6M payable in the Q2 10-Q. Updated Satellogic returns and analysis through October 23; retained Officina as a full-node candidate.
• Oct 26, 2026Reverify Hyundai Motor and Hyundai Wia supply links to Hyundai TransysDoneCross-checked Hyundai Motor’s Indonesian seat-supplier filing against Hyundai Transys’s 2026 sustainability report. Reverified Hyundai Wia’s KRW 367.65bn purchases from Transys in its H1 filing, keeping them separate from undisclosed Hyundai Motor-only purchases. Updated Hyundai Motor’s return from daily prices through 23 October.
• Oct 25, 2026Hyundai Rotem Q3 2026 earnings and Taiwan rail contract reverifiedDoneReverified Rotem’s KRW 4.6842tn nine-month revenue, KRW 703.7bn operating profit, defense and rail segment sales, and KRW 29.142tn backlog from its Korean and English Q3 IR decks. Cross-checked the October 21 Taoyuan Green Line Zhongli extension E&M contract at KRW 239,197,358,517 against the filing and English coverage. Reverified the reciprocal Hyundai Wia defense-transfer link against October 20 broker research.
• Oct 25, 2026Hyundai Wia defense transfer reverifiedDoneCross-checked both companies’ 19 October 2026 filings against English reporting. Updated both sides of the K2 supply link and both node analyses for the KRW 358.386bn defense transfer, KRW 393.1bn of 2025 unit sales, planned March 2027 closing and shareholder-vote condition. Hyundai Transys remains next in the expansion queue. Added Wia’s 1.88% Hyundai Transys stake as an investment edge from official Korean and English IR pages.
• Oct 25, 2026Trip.com Group full expansion and Baidu Q2 re-verificationDonePromoted Trip.com to a T4 full node using its FY2025 20-F, Q2 2026 6-K, Korean reporting and Hana Securities research to verify accommodation and ticketing commissions, supplier payments, processing fees and marketing costs. Closed reciprocal links while separating Baidu’s current ~7% stake from Booking’s historical 2014 investment. Updated Baidu with Q2 AI Cloud revenue of RMB7.3bn (+50%) and online marketing revenue of RMB13.1bn (-19%).