When a big story hits one company, the company economically attached to it often has not reacted yet. This board reads the platform's 38,000-edge relationship graph — typed, directional, evidence-backed supplier / customer / partner / competitor links extracted from news — and finds those un-reacted neighbours.
The hard part is not finding connections; it is the three ways this strategy loses, each of which is a filter here rather than a judgement call:
from -[supplier]-> to means from SUPPLIES to — so the rule is arithmetic: everyone in a value chain moves WITH the headline, a competitor moves AGAINST it.Pipeline:
Each row carries the headline and its move, the neighbour and its move, the share of the move already captured, the edge type / strength / evidence count, and the resulting side.
After this screening produces tickers, an LLM runs this prompt against each ticker’s 6-month price action and attaches notes and entry levels to the result.
You are a second-order analyst. You never trade the company in the headline; you trade the one attached to it that has not reacted yet. You receive ONE candidate at a time. It has already passed a screen: a real story on the headline name, a strong and well-evidenced graph edge, the correct sign for the relationship type, and — most importantly — a neighbour whose price has NOT yet followed. What to establish, in order: 1. IS THE MECHANISM REAL? State in one plain sentence how the headline changes this company's revenue or costs. If you cannot, there is no trade — a graph edge is evidence that two companies were discussed together, not that money flows between them. 2. HOW BIG IS IT? This is the question that matters most and the one most often skipped. Roughly what share of this company's revenue does the affected relationship represent? A chipmaker that sells some parts to carmakers is not an automotive stock. A real edge that touches a small division is a fact, not a trade — say so and pass. 3. WHY HAS IT NOT MOVED? There are two answers and they are opposites. Either nobody has made the connection yet, which is your trade — or the market has considered it and concluded it does not matter, which means you are about to learn why. Distinguish them. Check whether the neighbour has its own news that explains the silence. 4. GET THE SIGN RIGHT. The screen computes it, but verify: a supplier is hurt when its customer struggles; a competitor is usually HELPED by a rival's trouble. If your reasoning disagrees with the screen's `side`, say so explicitly and explain — you may be right, and a disagreement is worth recording either way. 5. WHAT WOULD SETTLE IT? Name the measurable thing — an earnings date, a guidance revision, an order announcement — that would confirm or kill this within your holding period. A caution on horizon. These theses are FUNDAMENTAL: they are about revenue, and revenue moves on a quarterly cycle. A two-week hold is not enough time for the mechanism you just described to appear in any number. Either hold long enough for the mechanism to show up, or be honest that you are trading the market's realisation rather than the fundamental itself — those are different trades with different exits. Give a verdict, a size proportional to how material the relationship actually is, and the one measurement that would settle it.
| Symbol | Sector | Also Linked To | Captured Share | Corroborating Heads | Edge Mentions | Edge Strength | Edge Type | Edge Weight | Head | Head Articles | Head Return | Head Sentiment | Peer Articles | Peer Return | Peer Sentiment | Role | Scan Date | Side |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ORCL | Technology | [{"head":"MDB","role":"competitor","edge_weight":1.201}] | 0.29 | 2 | 34 | 0.86 | supplier | 3.06 | BE | 20 | 0.23 | -0.79 | 6 | 0.06 | -0.03 | customer | 2026-09-04 | long |
| BAM | Financial Services | — | -0.08 | — | 20 | 0.87 | partner | 2.65 | BE | 20 | 0.23 | -0.79 | 0 | -0.02 | — | partner | 2026-09-04 | long |
| MRVL | Technology | — | 0.23 | — | 9 | 0.84 | competitor | 1.94 | CRDO | 10 | -0.25 | 0.36 | 6 | 0.06 | 0.30 | competitor | 2026-09-04 | long |
| ALAB | Technology | — | 0.18 | — | 6 | 0.85 | competitor | 1.65 | CRDO | 10 | -0.25 | 0.36 | 2 | 0.05 | 0.30 | competitor | 2026-09-04 | long |
| AEP | Utilities | — | 0.07 | — | 5 | 0.84 | supplier | 1.50 | BE | 20 | 0.23 | -0.79 | 1 | 0.02 | 0 | customer | 2026-09-04 | long |
| EQIX | Real Estate | — | -0.04 | — | 5 | 0.74 | supplier | 1.33 | BE | 20 | 0.23 | -0.79 | 2 | -0.01 | 0.80 | customer | 2026-09-04 | long |
| OKTA | Technology | [{"head":"CRWD","role":"competitor","edge_weight":1.589}] | -0.11 | 2 | 8 | 0.79 | competitor | 1.73 | PANW | 9 | -0.13 | 0.47 | 1 | -0.01 | 0.70 | competitor | 2026-09-04 | long |
| SNAP | Communication Services | — | 0.19 | — | 31 | 0.80 | competitor | 2.78 | META | 48 | 0.08 | -0.12 | 4 | -0.01 | -0.25 | competitor | 2026-09-04 | short |
| OKLO | Utilities | [{"head":"VRT","role":"partner","edge_weight":1.574},{"head":"NVDA","role":"partner","edge_weight":1.515}] | 0.22 | 3 | 20 | 0.88 | supplier | 2.66 | META | 48 | 0.08 | -0.12 | 2 | 0.02 | -0.15 | supplier | 2026-09-04 | long |
| EL | Consumer Defensive | — | 0.20 | — | 10 | 0.85 | partner | 2.04 | META | 48 | 0.08 | -0.12 | 1 | 0.02 | 0.50 | partner | 2026-09-04 | long |
Showing 10 of 36
Second-order chain — 28 long, 8 short (from 329 connected pairs, 78 headline names). ORCL LONG is BE's customer | BE +22.6%, ORCL +6.5% (29% captured) | edge 0.86 x34 BAM LONG is BE's partner | BE +22.6%, BAM -1.8% (-8% captured) | edge 0.87 x20 MRVL LONG is CRDO's competitor | CRDO -24.6%, MRVL +5.6% (23% captured) | edge 0.84 x9 ALAB LONG is CRDO's competitor | CRDO -24.6%, ALAB +4.5% (18% captured) | edge 0.85 x6 AEP LONG is BE's customer | BE +22.6%, AEP +1.7% (8% captured) | edge 0.84 x5 EQIX LONG is BE's customer | BE +22.6%, EQIX -1.0% (-4% captured) | edge 0.74 x5 OKTA LONG is PANW's competitor | PANW -12.8%, OKTA -1.4% (-11% captured) | edge 0.79 x8 SNAP SHORT is META's competitor | META +7.8%, SNAP -1.4% (19% captured) | edge 0.80 x31 OKLO LONG is META's supplier | META +7.8%, OKLO +1.7% (22% captured) | edge 0.88 x20 EL LONG is META's partner | META +7.8%, EL +1.5% (20% captured) | edge 0.85 x10 APP SHORT is META's competitor | META +7.8%, APP +2.7% (-35% captured) | edge 0.70 x14 AMAT LONG is MU's supplier | MU +6.0%, AMAT -0.8% (-13% captured) | edge 0.79 x14 BLK LONG is META's partner | META +7.8%, BLK -2.9% (-37% captured) | edge 0.82 x6 LRCX LONG is MU's supplier | MU +6.0%, LRCX +2.0% (34% captured) | edge 0.79 x10 NEE LONG is META's supplier | META +7.8%, NEE +1.3% (17% captured) | edge 0.85 x4 COHR LONG is NVDA's partner | NVDA +4.3%, COHR +1.5% (33% captured) | edge 0.73 x22 NWSA LONG is META's supplier | META +7.8%, NWSA -1.0% (-13% captured) | edge 0.78 x4 ZETA SHORT is PLTR's partner | PLTR -6.5%, ZETA +1.2% (-19% captured) | edge 0.85 x4 ETR LONG is META's supplier | META +7.8%, ETR +0.9% (12% captured) | edge 0.80 x3 LLY LONG is NVDA's partner | NVDA +4.3%, LLY -0.6% (-15% captured) | edge 0.85 x8 [backfilled run — see data_used.point_in_time]
Fetch the latest results as JSON:
curl https://newsimpactscreener.com/api/market-screenings/second-order-chain
Response includes the screening metadata, the latest run timestamp, and the per-ticker rows.
Second-order chain — 28 long, 12 short (from 304 connected pairs, 56 headline names). MRVL LONG is CRDO's competitor | CRDO -29.5%, MRVL -3.6% (-12% captured) | edge 0.84 x9 ALAB LONG is CRDO's competitor | CRDO -29.5%, ALAB -2.3% (-8% captured) | edge 0.85 x6 HPE SHORT is DELL's competitor | DELL +13.2%, HPE +4.1% (-31% captured) | edge 0.82 x33 CRWD LONG is PANW's competitor | PANW -10.7%, CRWD -1.6% (-15% captured) | edge 0.83 x42 RIVN SHORT is TSLA's competitor | TSLA +7.9%, RIVN -1.0% (13% captured) | edge 0.86 x114 BAM LONG is BE's partner | BE +11.8%, BAM -3.5% (-30% captured) | edge 0.87 x20 GM SHORT is TSLA's competitor | TSLA +7.9%, GM +1.1% (-14% captured) | edge 0.85 x64 ZS LONG is PANW's competitor | PANW -10.7%, ZS -3.5% (-33% captured) | edge 0.80 x23 CRWV LONG is NVDA's customer | NVDA +5.0%, CRWV +0.4% (8% captured) | edge 0.91 x86 HPQ SHORT is DELL's competitor | DELL +13.2%, HPQ +4.6% (-35% captured) | edge 0.80 x5 OKTA LONG is PANW's competitor | PANW -10.7%, OKTA +2.5% (24% captured) | edge 0.79 x8 AEP LONG is BE's customer | BE +11.8%, AEP +2.0% (17% captured) | edge 0.84 x5 INTC LONG is TSLA's partner | TSLA +7.9%, INTC +2.5% (31% captured) | edge 0.71 x20 EQIX LONG is BE's customer | BE +11.8%, EQIX -0.3% (-3% captured) | edge 0.74 x5 OKLO LONG is META's supplier | META +5.7%, OKLO -0.8% (-13% captured) | edge 0.88 x20 RDDT SHORT is META's competitor | META +5.7%, RDDT +1.9% (-35% captured) | edge 0.76 x25 IBKR SHORT is COIN's competitor | COIN +7.9%, IBKR -3.0% (38% captured) | edge 0.74 x9 GLW LONG is META's supplier | META +5.7%, GLW -2.0% (-35% captured) | edge 0.93 x11 ANET LONG is META's supplier | META +5.7%, ANET -2.0% (-36% captured) | edge 0.86 x10 APP SHORT is META's competitor | META +5.7%, APP -1.3% (23% captured) | edge 0.70 x14 [backfilled run — see data_used.point_in_time]
Second-order chain — 16 long, 5 short (from 293 connected pairs, 46 headline names). MRVL LONG is CRDO's competitor | CRDO -29.0%, MRVL -4.7% (-16% captured) | edge 0.84 x9 ALAB LONG is CRDO's competitor | CRDO -29.0%, ALAB -5.3% (-18% captured) | edge 0.85 x6 OKTA LONG is PANW's competitor | PANW -11.6%, OKTA -1.8% (-16% captured) | edge 0.79 x8 AI LONG is PLTR's competitor | PLTR -9.0%, AI -0.1% (-1% captured) | edge 0.77 x13 UBER LONG is HTZ's partner | HTZ +7.9%, UBER -3.0% (-38% captured) | edge 0.81 x12 INTC SHORT is NVDA's competitor | NVDA +3.1%, INTC +0.7% (-21% captured) | edge 0.85 x193 ZETA SHORT is PLTR's partner | PLTR -9.0%, ZETA -0.3% (4% captured) | edge 0.85 x4 GOOG LONG is PLTR's competitor | PLTR -9.0%, GOOG -2.6% (-29% captured) | edge 0.72 x4 ACHR SHORT is PLTR's partner | PLTR -9.0%, ACHR -1.7% (19% captured) | edge 0.70 x4 MU LONG is DELL's supplier | DELL +7.9%, MU +2.5% (32% captured) | edge 0.75 x4 SPCX LONG is NVDA's customer | NVDA +3.1%, SPCX -0.6% (-18% captured) | edge 0.90 x25 COST LONG is BABA's competitor | BABA -6.0%, COST -1.8% (-30% captured) | edge 0.93 x3 VRT LONG is NVDA's partner | NVDA +3.1%, VRT -0.1% (-5% captured) | edge 0.79 x18 LLY LONG is NVDA's partner | NVDA +3.1%, LLY -1.2% (-39% captured) | edge 0.85 x8 GEV LONG is CVX's supplier | CVX +4.9%, GEV +1.1% (22% captured) | edge 0.83 x3 AEP SHORT is BE's customer | BE +3.1%, AEP +1.0% (-33% captured) | edge 0.84 x5 INFQ LONG is NVDA's partner | NVDA +3.1%, INFQ -1.2% (-37% captured) | edge 0.78 x5 ON LONG is NVDA's partner | NVDA +3.1%, ON -0.4% (-12% captured) | edge 0.72 x6 DOX LONG is NVDA's partner | NVDA +3.1%, DOX -0.7% (-23% captured) | edge 0.72 x4 LTH LONG is PLNT's competitor | PLNT -3.1%, LTH -0.1% (-2% captured) | edge 0.70 x3 [backfilled run — see data_used.point_in_time]
Second-order chain — 1 long, 1 short (from 244 connected pairs, 20 headline names). AMD SHORT is RXT's partner | RXT -4.8%, AMD -1.3% (27% captured) | edge 0.71 x9 COST LONG is BABA's competitor | BABA -5.1%, COST -0.6% (-12% captured) | edge 0.93 x3 [backfilled run — see data_used.point_in_time]
Second-order chain — 9 long, 2 short (from 200 connected pairs, 5 headline names). AMD SHORT is NVDA's competitor | NVDA -3.2%, AMD -1.2% (40% captured) | edge 0.89 x562 META LONG is NVDA's customer | NVDA -3.2%, META +0.2% (7% captured) | edge 0.83 x238 AVGO SHORT is NVDA's competitor | NVDA -3.2%, AVGO -0.3% (10% captured) | edge 0.76 x239 GOOG LONG is NVDA's customer | NVDA -3.2%, GOOG -0.7% (-22% captured) | edge 0.82 x61 PLTR LONG is NVDA's partner | NVDA -3.2%, PLTR +0.2% (8% captured) | edge 0.77 x17 BLK LONG is NVDA's partner | NVDA -3.2%, BLK -1.0% (-32% captured) | edge 0.70 x14 KKR LONG is NVDA's partner | NVDA -3.2%, KKR +0.4% (12% captured) | edge 0.71 x8 BX LONG is NVDA's partner | NVDA -3.2%, BX -0.3% (-9% captured) | edge 0.70 x7 ON LONG is NVDA's partner | NVDA -3.2%, ON -0.9% (-30% captured) | edge 0.72 x6 DOX LONG is NVDA's partner | NVDA -3.2%, DOX +0.6% (18% captured) | edge 0.72 x4 JEPQ LONG is NVDA's customer | NVDA -3.2%, JEPQ -0.1% (-5% captured) | edge 0.73 x3 [backfilled run — see data_used.point_in_time]
Second-order chain — 8 long, 10 short (from 274 connected pairs, 45 headline names). WDAY SHORT is CRM's competitor | CRM +22.4%, WDAY +2.8% (-12% captured) | edge 0.77 x3 CVS LONG is SPRY's supplier | SPRY +10.1%, CVS -1.1% (-11% captured) | edge 0.70 x11 CEG LONG is MSFT's supplier | MSFT +5.4%, CEG +1.2% (23% captured) | edge 0.89 x35 GOOG SHORT is MSFT's competitor | MSFT +5.4%, GOOG -0.5% (9% captured) | edge 0.79 x55 ET LONG is ORCL's supplier | ORCL +5.9%, ET +1.1% (18% captured) | edge 0.84 x9 CVX LONG is MSFT's supplier | MSFT +5.4%, CVX -0.6% (-11% captured) | edge 0.77 x10 SOUN SHORT is MSFT's competitor | MSFT +5.4%, SOUN +1.6% (-29% captured) | edge 0.71 x11 BEPC LONG is MSFT's supplier | MSFT +5.4%, BEPC -1.8% (-33% captured) | edge 0.87 x6 BAM SHORT is BE's partner | BE +3.3%, BAM -0.4% (11% captured) | edge 0.87 x20 SNOW SHORT is ORCL's competitor | ORCL +5.9%, SNOW +1.6% (-27% captured) | edge 0.80 x4 DTE LONG is ORCL's supplier | ORCL +5.9%, DTE +0.1% (2% captured) | edge 0.90 x3 DOCN SHORT is MSFT's competitor | MSFT +5.4%, DOCN -0.3% (6% captured) | edge 0.70 x5 CRWV SHORT is ORCL's competitor | ORCL +5.9%, CRWV -2.3% (40% captured) | edge 0.70 x4 SNDK LONG is MSFT's supplier | MSFT +5.4%, SNDK -0.5% (-10% captured) | edge 0.72 x4 QYLD LONG is MSFT's customer | MSFT +5.4%, QYLD +1.1% (21% captured) | edge 0.70 x3 AEP SHORT is BE's customer | BE +3.3%, AEP +0.3% (-8% captured) | edge 0.84 x5 UBER SHORT is HTZ's partner | HTZ -2.3%, UBER -0.6% (26% captured) | edge 0.81 x12 EQIX SHORT is BE's customer | BE +3.3%, EQIX -1.0% (31% captured) | edge 0.74 x5 [backfilled run — see data_used.point_in_time]
Second-order chain — 25 long, 10 short (from 308 connected pairs, 60 headline names). PANW SHORT is CRWD's competitor | CRWD +18.8%, PANW +7.0% (-37% captured) | edge 0.83 x42 NOW SHORT is CRM's competitor | CRM +20.5%, NOW +7.7% (-38% captured) | edge 0.73 x24 S SHORT is CRWD's competitor | CRWD +18.8%, S +7.2% (-38% captured) | edge 0.86 x19 ZS SHORT is CRWD's competitor | CRWD +18.8%, ZS +3.0% (-16% captured) | edge 0.81 x21 CRWV LONG is NVDA's customer | NVDA +6.2%, CRWV -1.2% (-19% captured) | edge 0.91 x86 WDAY SHORT is CRM's competitor | CRM +20.5%, WDAY -3.2% (16% captured) | edge 0.77 x3 QLYS SHORT is CRWD's competitor | CRWD +18.8%, QLYS +3.6% (-19% captured) | edge 0.83 x3 BAM LONG is BE's partner | BE +8.1%, BAM -0.4% (-5% captured) | edge 0.87 x20 CVS LONG is SPRY's supplier | SPRY +9.4%, CVS -0.1% (-1% captured) | edge 0.70 x11 COHR LONG is NVDA's partner | NVDA +6.2%, COHR +2.0% (33% captured) | edge 0.73 x22 FCEL SHORT is BE's competitor | BE +8.1%, FCEL -1.1% (14% captured) | edge 0.79 x7 GLW LONG is NVDA's partner | NVDA +6.2%, GLW +2.0% (32% captured) | edge 0.83 x10 AEP LONG is BE's customer | BE +8.1%, AEP +1.5% (18% captured) | edge 0.84 x5 CSCO LONG is NVDA's partner | NVDA +6.2%, CSCO +1.0% (16% captured) | edge 0.82 x10 BLK LONG is NVDA's partner | NVDA +6.2%, BLK +0.9% (15% captured) | edge 0.70 x14 EQIX LONG is BE's customer | BE +8.1%, EQIX +1.0% (13% captured) | edge 0.74 x5 HPE LONG is NVDA's customer | NVDA +6.2%, HPE +1.8% (29% captured) | edge 0.87 x6 KKR LONG is NVDA's partner | NVDA +6.2%, KKR +0.8% (12% captured) | edge 0.71 x8 AMAT LONG is NVDA's supplier | NVDA +6.2%, AMAT -2.0% (-33% captured) | edge 0.78 x6 OKLO LONG is NVDA's partner | NVDA +6.2%, OKLO +1.1% (17% captured) | edge 0.73 x7 [backfilled run — see data_used.point_in_time]
Second-order chain — 8 long, 4 short (from 301 connected pairs, 64 headline names). BAM LONG is BE's partner | BE +8.3%, BAM -0.5% (-7% captured) | edge 0.87 x20 CVS LONG is SPRY's supplier | SPRY +9.4%, CVS +1.4% (15% captured) | edge 0.70 x11 UBER SHORT is HTZ's partner | HTZ -7.1%, UBER -0.4% (6% captured) | edge 0.81 x12 FCEL SHORT is BE's competitor | BE +8.3%, FCEL -2.4% (29% captured) | edge 0.79 x7 AEP LONG is BE's customer | BE +8.3%, AEP +2.0% (24% captured) | edge 0.84 x5 EQIX LONG is BE's customer | BE +8.3%, EQIX +1.3% (16% captured) | edge 0.74 x5 MRK LONG is MRNA's partner | MRNA +3.1%, MRK +0.4% (12% captured) | edge 0.83 x21 PFE SHORT is MRNA's competitor | MRNA +3.1%, PFE +0.8% (-26% captured) | edge 0.88 x6 QQQ LONG is SPCX's customer | SPCX +1.9%, QQQ -0.3% (-15% captured) | edge 0.82 x5 PNC SHORT is WFC's competitor | WFC +1.7%, PNC +0.6% (-38% captured) | edge 0.78 x4 MWH LONG is PRIM's competitor | PRIM +1.3%, MWH +0.0% (0% captured) | edge 0.75 x4 KLAC LONG is TSM's supplier | TSM -0.3%, KLAC -0.1% (-29% captured) | edge 0.82 x4 [backfilled run — see data_used.point_in_time]
Second-order chain — 8 long, 5 short (from 308 connected pairs, 61 headline names). MRK LONG is MRNA's partner | MRNA +9.4%, MRK +2.6% (27% captured) | edge 0.83 x21 BAM LONG is BE's partner | BE +7.9%, BAM +0.4% (5% captured) | edge 0.87 x20 PFE SHORT is MRNA's competitor | MRNA +9.4%, PFE +1.8% (-19% captured) | edge 0.88 x6 FCEL SHORT is BE's competitor | BE +7.9%, FCEL -1.3% (16% captured) | edge 0.79 x7 AEP LONG is BE's customer | BE +7.9%, AEP +1.5% (19% captured) | edge 0.84 x5 EQIX LONG is BE's customer | BE +7.9%, EQIX +0.8% (10% captured) | edge 0.74 x5 CVS SHORT is SPRY's supplier | SPRY +3.8%, CVS -0.1% (3% captured) | edge 0.70 x11 LUMN LONG is PLTR's partner | PLTR -4.0%, LUMN -0.8% (-21% captured) | edge 0.76 x5 ALAB SHORT is AVGO's competitor | AVGO -3.2%, ALAB -0.8% (26% captured) | edge 0.79 x7 APO LONG is AVGO's partner | AVGO -3.2%, APO +0.4% (12% captured) | edge 0.78 x4 CSCO SHORT is AVGO's competitor | AVGO -3.2%, CSCO +0.1% (-2% captured) | edge 0.78 x4 MWH LONG is PRIM's competitor | PRIM -3.1%, MWH -0.5% (-17% captured) | edge 0.75 x4 BX LONG is AVGO's partner | AVGO -3.2%, BX +0.0% (1% captured) | edge 0.80 x3 [backfilled run — see data_used.point_in_time]
Second-order chain — 5 long, 9 short (from 328 connected pairs, 65 headline names). NFLX LONG is PARA's competitor | PARA -13.7%, NFLX -0.2% (-1% captured) | edge 0.80 x60 DIS LONG is PARA's competitor | PARA -13.7%, DIS +3.1% (22% captured) | edge 0.83 x15 CMCSA LONG is PARA's competitor | PARA -13.7%, CMCSA +2.3% (17% captured) | edge 0.76 x12 STRC LONG is MSTR's subsidiary | MSTR +9.1%, STRC +2.1% (23% captured) | edge 1.00 x5 AMAT SHORT is MU's supplier | MU -6.6%, AMAT -2.4% (37% captured) | edge 0.79 x14 LOW SHORT is TGT's competitor | TGT +7.4%, LOW -0.2% (2% captured) | edge 0.75 x8 TJX SHORT is TGT's competitor | TGT +7.4%, TJX +0.0% (-0% captured) | edge 0.71 x7 F SHORT is MU's partner | MU -6.6%, F -0.4% (6% captured) | edge 0.75 x4 PFE SHORT is MRNA's competitor | MRNA +4.2%, PFE +0.7% (-16% captured) | edge 0.88 x6 GM SHORT is MU's customer | MU -6.6%, GM +1.0% (-15% captured) | edge 0.73 x3 KLAC SHORT is MU's supplier | MU -6.6%, KLAC -2.3% (35% captured) | edge 0.73 x3 CVS SHORT is SPRY's supplier | SPRY -2.9%, CVS +0.5% (-17% captured) | edge 0.70 x11 LLY SHORT is MRK's competitor | MRK +1.1%, LLY +0.2% (-18% captured) | edge 0.71 x15 ACHR LONG is PLTR's partner | PLTR +1.1%, ACHR -0.3% (-30% captured) | edge 0.70 x4 [backfilled run — see data_used.point_in_time]