Updates
Per-node confidence is computed live from the database. Below is the update history.
Node status
426 nodes · T4 416 · T3 10
Confidence is scored on two axes — Proof (P): sources, filings, cross-verification, securities research; Ripple (R): revenue, cost, investment, graph links. 6 points each.
| Node | Confidence | Proof · Ripple | Segments | Money in | Money out | Investment | Research | Ripple | Sources | Verified | Updated |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NVIDIA | T4 15/15 | P6/6R6/6 | 4 | 49 | 41 | 6 | 22 | 96 | 145 | 22 | Jul 12, 2026 |
| Foosung | T4 15/15 | P6/6R6/6 | 3 | 4 | 2 | 1 | 1 | 2 | 12 | 2 | Jul 12, 2026 |
| Daejoo Electronic Materials | T4 15/15 | P6/6R6/6 | 2 | 3 | 2 | 1 | 1 | 2 | 10 | 1 | Jul 12, 2026 |
| Daeduck Electronics | T4 15/15 | P6/6R6/6 | 1 | 2 | 2 | 1 | 1 | 2 | 9 | 1 | Jul 12, 2026 |
| Park Systems | T4 15/15 | P6/6R6/6 | 1 | 2 | 2 | 1 | 1 | 2 | 9 | 1 | Jul 12, 2026 |
| Korea Aerospace Industries | T4 15/15 | P6/6R6/6 | 3 | 5 | 2 | 1 | 1 | 4 | 13 | 2 | Jul 12, 2026 |
| KC Tech | T4 15/15 | P6/6R6/6 | 1 | 2 | 2 | 1 | 1 | 3 | 12 | 2 | Jul 12, 2026 |
| Samsung Electronics | T4 15/15 | P6/6R6/6 | 4 | 10 | 75 | 1 | 22 | 86 | 239 | 85 | Jul 12, 2026 |
| SKC | T4 15/15 | P6/6R6/6 | 3 | 5 | 2 | 2 | 1 | 3 | 15 | 2 | Jul 12, 2026 |
| Oklo | T4 15/15 | P6/6R6/6 | 2 | 3 | 2 | 1 | 1 | 2 | 8 | 2 | Jul 12, 2026 |
| Anthropic | T4 15/15 | P6/6R6/6 | 3 | 3 | 5 | 3 | 5 | 8 | 22 | 6 | Jul 12, 2026 |
| Siemens Energy | T4 15/15 | P6/6R6/6 | 3 | 3 | 2 | 1 | 1 | 2 | 14 | 3 | Jul 12, 2026 |
| Sociedad Química y Minera de Chile S.A. | T4 15/15 | P6/6R6/6 | 4 | 4 | 2 | 1 | 1 | 2 | 15 | 4 | Jul 12, 2026 |
| Denso | T4 15/15 | P6/6R6/6 | 5 | 3 | 2 | 3 | 3 | 2 | 15 | 2 | Jul 12, 2026 |
| Hyundai Motor Company | T4 15/15 | P6/6R6/6 | 2 | 2 | 6 | 3 | 1 | 7 | 20 | 1 | Jul 12, 2026 |
| GlobalFoundries | T4 15/15 | P6/6R6/6 | 4 | 3 | 9 | 1 | 4 | 10 | 21 | 4 | Jul 12, 2026 |
| Global Unichip | T4 15/15 | P6/6R6/6 | 3 | 2 | 2 | 1 | 1 | 4 | 8 | 2 | Jul 12, 2026 |
| ASUSTeK Computer | T4 15/15 | P6/6R6/6 | 2 | 2 | 4 | 1 | 1 | 3 | 11 | 2 | Jul 12, 2026 |
| Realtek | T4 15/15 | P6/6R6/6 | 3 | 3 | 2 | 1 | 3 | 2 | 12 | 4 | Jul 12, 2026 |
| CoreWeave | T4 15/15 | P6/6R6/6 | 2 | 4 | 5 | 2 | 5 | 10 | 21 | 3 | Jul 12, 2026 |
| Kioxia | T4 15/15 | P6/6R6/6 | 1 | 4 | 8 | 1 | 3 | 10 | 27 | 3 | Jul 12, 2026 |
| EcoPro Materials | T4 15/15 | P6/6R6/6 | 2 | 2 | 2 | 2 | 4 | 3 | 10 | 1 | Jul 12, 2026 |
| SK IE Technology | T4 15/15 | P6/6R6/6 | 1 | 3 | 2 | 1 | 1 | 2 | 8 | 1 | Jul 12, 2026 |
| Nepes | T4 15/15 | P6/6R6/6 | 3 | 3 | 2 | 1 | 4 | 3 | 12 | 2 | Jul 12, 2026 |
| Hana Materials | T4 15/15 | P6/6R6/6 | 1 | 3 | 2 | 1 | 1 | 4 | 11 | 1 | Jul 12, 2026 |
| Eugene Technology | T4 15/15 | P6/6R6/6 | 1 | 3 | 2 | 1 | 1 | 3 | 12 | 2 | Jul 12, 2026 |
| TCK (Tokai Carbon Korea) | T4 15/15 | P6/6R6/6 | 1 | 3 | 2 | 2 | 1 | 4 | 13 | 1 | Jul 12, 2026 |
| TRUMPF | T4 15/15 | P6/6R6/6 | 2 | 2 | 2 | 1 | 1 | 2 | 10 | 2 | Jul 12, 2026 |
| Siemens EDA | T4 15/15 | P6/6R6/6 | 3 | 14 | 2 | 1 | 31 | 15 | 46 | 15 | Jul 12, 2026 |
| Foxconn (Hon Hai) | T4 15/15 | P6/6R6/6 | 3 | 4 | 8 | 1 | 5 | 11 | 24 | 3 | Jul 12, 2026 |
Update history
- Jul 11, 2026Baseline promotion batch 6: Fujikura, Daikin, Kyocera, Sunny Optical, BYD Electronic (+TDK/Fujikura universe gap fix)DoneFixed two Nikkei parse gaps (TDK, Fujikura) then promoted Fujikura (tripling optical-cable capacity, +425% 2024 return), Daikin (DDC/Chilldyne deals plus $163M lab), Kyocera (datacenter organic packages), Sunny Optical (Apple penetration; four Chinese brands over half of revenue) and BYD Electronic (iPhone mid-frames, NVIDIA liquid cooling). Researched nodes 340 to 345; 32 promotions today.
- Jul 11, 2026Baseline promotion batch 5: Hitachi, Mitsubishi Electric, Trane, JCI, EmersonDoneExtended the AI power/cooling chain globally: Hitachi Energy grid capacity, Mitsubishi Electric (No.1 datacenter optical devices, 8-inch SiC), Trane (record $10.7B backlog), JCI (Silent-Aire CDUs; residential HVAC sold to Bosch for $8.1B), Emerson (AspenTech fully owned for $7.2B). Researched nodes 335 to 340; 27 promotions today.
- Jul 11, 2026Baseline promotion batch 4: HOYA, Nikon, Canon, Tencent, XiaomiDonePromoted the lithography chain (HOYA EUV blanks with conflicting share estimates noted, Nikon-Intel ArF decline recorded honestly, Canon NIL with Kioxia/TIE) and the China chain (Tencent-CXMT 20bn-yuan DDR5 flagged as source-based, Xiaomi dual-sourced batteries plus TSMC 3nm XRING). Researched nodes 330 to 335; 22 promotions today.
- Jul 11, 2026Baseline promotion batch 3: Samsung E&A, Hyundai, Kia, Doosan Enerbility, Hyosung HeavyDonePromoted five more nodes: Samsung E&A (Aramco 31.4%, Samsung 22.0%, filing-verified, T4), Hyundai (SK On/LGES battery JVs, NVIDIA, Samsung Foundry, Boston Dynamics), Kia, Doosan Enerbility (KRW 5.64tn Czech nuclear, NuScale SMR, AI-datacenter turbines), Hyosung Heavy (record US 765kV order, KRW 20.2tn backlog). Researched nodes 325 to 330.
- Jul 11, 2026Baseline promotion batch 2: Howmet, Textron, GM, LG Display, Ecopro HNDonePromoted five more baseline nodes with sourced edges and mirrors: GM (Ultium/LGES, Samsung SDI $3.5B JV, NVIDIA DRIVE, dedicated GF capacity, Qualcomm), LG Display (Apple 58.4%, Samsung WOLED), Textron (FLRAA, 27% US government), Howmet (GE/RTX each 11%), Ecopro HN (Samsung E&A Taylor RCS). Researched nodes 320 to 325.
- Jul 11, 2026Baseline promotion batch 1: seven graph-adjacent nodes made fullDonePromoted seven graph-adjacent baseline nodes to full nodes with sourced edges: GE Aerospace, Komatsu, Sumitomo Metal Mining, LG Electronics, Ecopro, Lotte Chemical and Garmin. Mirrors first, then agent research with primary-source verification. All reached T3; researched nodes now 320 (from 313).
- Jul 11, 2026Strengthening cycle close: new-edge round, hub re-verification, house view resyncDoneNew-edge round across nine nodes added 25 edges plus 12 mirrors and some 30 filing-grade concentration figures. Modine-NVIDIA edge downgraded to low after 10-K check (re-verification principle). Hub re-verified: NVIDIA lead updated to Q1 FY2027 (revenue $81.6B +85%, DC $75.2B). House synthesis changelog resynced.
- Jul 11, 2026Demand-gap strengthening 4: DART filing batch (Unitest, KC Tech, Jusung) + Eugene Tech ticker fixDoneStrengthened directly from DART single-supply-contract filings. Unitest: KRW 29.2bn HBM4 wafer tester for SK hynix (26.5% of revenue) plus a new KRW 60.1bn Guam solar EPC edge (54.5%). KC Tech: contract metrics vs SK hynix (18.1%) and Samsung (5.9%). Jusung: KRW 19.4bn SK hynix contract sourced. Fixed Eugene Tech ticker mis-registered as Seegene (096530→084370) and refetched returns (+202.5% in 2025).
- Jul 11, 2026Demand-gap strengthening: new Phison/Foosung edges, first graph closures into the universeDoneStrengthened thin nodes atop the demand-gap scan (signals on 288 of 1,344 nodes). Added Phison-Kingston (controller supply, high, 2 sources) and Foosung-US battery materials buyer (1,000t/yr LiPF6, low); reinforced sources on nepes (Samsung share) and Lasertec (customer concentration). Closed 12 links surfaced by the audit, including the first edges into baseline universe nodes (4 into GE Aerospace), and mirrored the Toyota edge, keeping closure and one-way counts at zero.
- Jul 11, 2026Universe phases 2-3: Korea · Japan · Hong Kong · ShanghaiDoneAdded KOSPI 200, KOSDAQ 150 (by market cap), Nikkei 225, Hang Seng and SSE 50 baseline nodes. 1,349 nodes total (313 researched, 1,036 baseline) across 7 universes: the denominator for relative attention measurement.
- Jul 11, 2026Universe baseline nodes, phase 1: US (S&P 500 · NASDAQ 100)DoneDenominator for relative attention. 421 index constituents added as baseline nodes (733 total); existing nodes tagged with index membership. Baseline nodes get promoted once AI question demand is observed.
- Jul 10, 2026Edge evidence complete: every edge sourced, one misattribution removedDoneLinked 25 sources to the 15 unsourced edges (HBM TC bonder cluster, governance edges; KO/EN cross-checked). Verification exposed the Samsung-Hanwha Semitech TC bonder pair as misattributed (Samsung procures via SEMES; no Hanwha Semitech order) and both directions were removed. All 2,677 edges now carry sources.
- Jul 10, 2026Full broker-rating coverage: 301 of 305 listed nodesDoneFilled 174 rating-gap nodes in four waves (30 research agents): 461 new rows, 963 total. Remaining 4 are structural gaps (JSR and Shinko taken private by JIC; Sidus Space micro-cap without coverage).
- Jul 10, 2026New ArianeGroup node resolves Avio isolationDoneAdded ArianeGroup, Europe's launcher hub (7 edges: Amazon Kuiper 18 launches, ESA exploitation support, DGA M51.4, Avio boosters, MT structures, Airbus/Safran 50:50). Back-linked 4 Avio edges, mirrored Amazon and Airbus. Zero one-way links.
- Jul 10, 2026Demand-gap strengthening (4 nodes) + new Alibaba nodeDoneStrengthened thin nodes vs AI bot demand: LVMH, P&G, Eoptolink, FANUC (16 new edges, 29 cross sources, 6 mirrors). Added Alibaba node (8 edges from 6-K/20-F filings; linked to Apple, NVIDIA, LVMH), resolving LVMH's deg2.
- Jul 9, 2026Analysis article reinforcement: 2 new pieces + 5 deepened (27 total)DoneNew: 'Capital that funds the boom runs on the rate clock' (banks, asset managers, Berkshire) and 'Turn your assets into AI infrastructure and your clock changes' (the conversions of IREN, TeraWulf, Core Scientific, Nebius and SK Telecom). Deepened five pieces (satcom, EO, launch, cathode, European primes) to house spec with ~20 stale figures corrected against current returns. Slimmed the capital detail out of ai-cycle-contained and added an off-chain clocks section to the finale.
- Jul 8, 2026Ripple deepening 1: wiring thin component/materials nodes into the AI layerDoneDeepened degree-2 thin nodes via research: Illumina→NVIDIA/Amazon, Monolithic Power→AMD, Analog Devices→Apple/Tesla/NVIDIA plus a strengthened TSMC edge, SQM→LG refreshed (>100kt). Thin nodes fell 32→28; closure and reciprocity intact. Unsourceable counterparties were skipped, not fabricated.
- Jul 8, 2026Consumer batch 5 complete: Korea/Asia consumptionDoneAmorepacific, CJ CheilJedang, Orion and SK Telecom all reached T4 (311 nodes). Wired to real nodes via retail channels (Coupang, E-mart, Costco, Walmart, Amazon) and SK hynix/NVIDIA, creating no new isolation (deg0 still 1 = AbCellera). The three consumer names run on China, overseas-volume and commodity clocks; only SK Telecom re-rated on an AI-infrastructure story (GPUaaS, SK Group AI Factory), up +37.5% in 2025.
- Jul 8, 2026Finance batch 2 complete + value-chain ripple cleanupDoneFour banking/asset-management nodes (JPMorgan, Bank of America, BlackRock, Berkshire) all reached T4. Thesis: capital runs on the rate clock. Connected Visa and Mastercard via their issuing-bank mirrors, and reviewed isolated (deg0) firms to wire Asahi Kasei (Samsung SDI), Costco (Coca-Cola, PepsiCo, Microsoft, Google), Avio (Leonardo, RTX) and LVMH (Google Cloud) into the chain, cutting deg0 from 7 to 1 (only AbCellera, structural).
- Jul 5, 2026Consumer batch 4, six nodes: LVMH, Disney, Netflix, Airbnb, PepsiCo, ToyotaDoneWidened the discretionary spectrum (luxury, media, travel, autos) plus a defensive (PepsiCo), all T4. Six mirrors: Netflix/Airbnb/Disney-AWS, PepsiCo-Walmart, Toyota-Renesas/NVIDIA. Reverified TSMC 1Q26 (HPC a record 61%). Key point surfaced in the house view and article: full cloud dependence is still separate from the AI clock.