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 | AI Analysis | Peer Articles | Peer Return | Peer Sentiment | Role | Scan Date | Side |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VZ | Communication Services | — | -0.10 | — | 28 | 0.82 | partner | 2.75 | ASTS | 21 | -0.09 | -0.87 | dismissed Mechanism is immaterial to total revenue; relationship is a non-trade. | 4 | 0.01 | -0.35 | partner | 2026-10-19 | short |
| T | Communication Services | [{"head":"QBTS","role":"customer","edge_weight":1.541}] | 0.03 | 2 | 23 | 0.81 | partner | 2.57 | ASTS | 21 | -0.09 | -0.87 | dismissed Materiality is too low to justify a fundamental trade. | 4 | -0.00 | -0.17 | partner | 2026-10-19 | short |
| BAM | Financial Services | — | 0.23 | — | 21 | 0.87 | partner | 2.68 | BE | 8 | -0.06 | 0.06 | watchlistShort @ 46· TP 43.60· SL 48.50 Second-order short based on BE deterioration; awaiting confirmation of revenue contagion. | 0 | -0.01 | — | partner | 2026-10-19 | short |
| GSAT | Communication Services | — | -0.08 | — | 4 | 0.82 | competitor | 1.33 | ASTS | 21 | -0.09 | -0.87 | watchlistLong @ 83.22· TP 88.50· SL 78 Competitor play on ASTS weakness; fundamental materiality needs verification. | 0 | -0.01 | — | competitor | 2026-10-19 | long |
| AEP | Utilities | — | -0.36 | — | 6 | 0.85 | supplier | 1.65 | BE | 8 | -0.06 | 0.06 | dismissed Insufficient fundamental materiality and contradictory price action. | 1 | 0.02 | 0.30 | customer | 2026-10-19 | short |
| EQIX | Real Estate | — | 0.16 | — | 6 | 0.75 | supplier | 1.46 | BE | 8 | -0.06 | 0.06 | watchlistShort @ 1022.14· TP 962· SL 1,059 Testing the transmission of BE's weakness to EQIX's data center revenue. | 1 | -0.01 | 0.10 | customer | 2026-10-19 | short |
| TMUS | Communication Services | — | -0.15 | — | 3 | 0.77 | partner | 1.06 | ASTS | 21 | -0.09 | -0.87 | dismissed Relationship to ASTS is immaterial to T-Mobile's consolidated revenue. | 3 | 0.01 | -0.07 | partner | 2026-10-19 | short |
| F | Consumer Cyclical | — | -0.17 | — | 4 | 0.85 | supplier | 1.37 | MU | 41 | -0.06 | 0.16 | dismissed Relationship is non-material; automotive revenue is not driven by MU memory chips. | 2 | 0.01 | 0.30 | customer | 2026-10-19 | short |
| GM | Consumer Cyclical | — | -0.06 | — | 4 | 0.78 | supplier | 1.25 | MU | 41 | -0.06 | 0.16 | dismissed Relationship is too immaterial to drive a trade. | 4 | 0.00 | 0.40 | customer | 2026-10-19 | short |
| CDNS | Technology | — | 0.26 | — | 3 | 0.77 | partner | 1.06 | INTC | 12 | -0.06 | -0.16 | dismissed Mechanism is too immaterial to justify a fundamental trade. | 1 | -0.01 | -0.10 | partner | 2026-10-19 | short |
Showing 10 of 18
Second-order chain — 7 long, 11 short (from 351 connected pairs, 72 headline names). VZ SHORT is ASTS's partner | ASTS -8.6%, VZ +0.9% (-10% captured) | edge 0.82 x28 T SHORT is ASTS's partner | ASTS -8.6%, T -0.3% (3% captured) | edge 0.81 x23 BAM SHORT is BE's partner | BE -6.3%, BAM -1.4% (23% captured) | edge 0.87 x21 GSAT LONG is ASTS's competitor | ASTS -8.6%, GSAT -0.7% (-8% captured) | edge 0.82 x4 AEP SHORT is BE's customer | BE -6.3%, AEP +2.3% (-36% captured) | edge 0.85 x6 EQIX SHORT is BE's customer | BE -6.3%, EQIX -1.0% (16% captured) | edge 0.75 x6 TMUS SHORT is ASTS's partner | ASTS -8.6%, TMUS +1.3% (-15% captured) | edge 0.77 x3 F SHORT is MU's customer | MU -5.6%, F +1.0% (-17% captured) | edge 0.85 x4 GM SHORT is MU's customer | MU -5.6%, GM +0.4% (-6% captured) | edge 0.78 x4 CDNS SHORT is INTC's partner | INTC -5.8%, CDNS -1.5% (26% captured) | edge 0.77 x3 MNST LONG is PEP's competitor | PEP +2.4%, MNST +0.9% (36% captured) | edge 0.84 x7 HESM LONG is CVX's supplier | CVX +2.6%, HESM +0.1% (5% captured) | edge 0.90 x3 NKE SHORT is DKS's supplier | DKS +2.5%, NKE -0.0% (1% captured) | edge 0.70 x5 KNX LONG is JBHT's competitor | JBHT -2.8%, KNX -0.7% (-26% captured) | edge 0.80 x3 ODFL LONG is JBHT's competitor | JBHT -2.8%, ODFL -0.6% (-22% captured) | edge 0.80 x3 GEV LONG is CVX's supplier | CVX +2.6%, GEV -0.6% (-22% captured) | edge 0.83 x3 AXP SHORT is C's competitor | C +0.9%, AXP -0.1% (10% captured) | edge 0.84 x10 YUM LONG is PZZA's competitor | PZZA -0.9%, YUM -0.2% (-23% captured) | edge 0.90 x4
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 — 14 long, 18 short (from 340 connected pairs, 79 headline names). VZ SHORT is ASTS's partner | ASTS -13.6%, VZ +3.8% (-28% captured) | edge 0.82 x28 T SHORT is ASTS's partner | ASTS -13.6%, T +4.5% (-33% captured) | edge 0.81 x23 HPQ LONG is DELL's competitor | DELL -17.8%, HPQ +3.3% (18% captured) | edge 0.84 x5 BAM SHORT is BE's partner | BE -9.9%, BAM +0.3% (-3% captured) | edge 0.87 x21 IRDM LONG is ASTS's competitor | ASTS -13.6%, IRDM -4.4% (-32% captured) | edge 0.79 x9 HUM SHORT is UNH's competitor | UNH +7.4%, HUM -0.3% (4% captured) | edge 0.89 x28 CSCO LONG is DELL's competitor | DELL -17.8%, CSCO -4.8% (-27% captured) | edge 0.78 x4 ELV SHORT is UNH's competitor | UNH +7.4%, ELV +1.5% (-20% captured) | edge 0.86 x17 GSAT LONG is ASTS's competitor | ASTS -13.6%, GSAT -0.1% (-1% captured) | edge 0.82 x4 AEP SHORT is BE's customer | BE -9.9%, AEP +0.1% (-0% captured) | edge 0.85 x6 EQIX SHORT is BE's customer | BE -9.9%, EQIX -3.5% (36% captured) | edge 0.75 x6 TMUS SHORT is ASTS's partner | ASTS -13.6%, TMUS +3.4% (-25% captured) | edge 0.77 x3 QCOM LONG is INTC's competitor | INTC -5.9%, QCOM +2.3% (39% captured) | edge 0.82 x18 QUBT LONG is IONQ's competitor | IONQ -5.3%, QUBT -1.3% (-24% captured) | edge 0.78 x29 QQQ SHORT is SPCX's customer | SPCX -9.1%, QQQ -2.4% (27% captured) | edge 0.82 x5 AXP LONG is C's competitor | C -6.6%, AXP +0.8% (11% captured) | edge 0.83 x9 KR SHORT is WMT's competitor | WMT +4.2%, KR +0.2% (-6% captured) | edge 0.84 x16 COF LONG is C's competitor | C -6.6%, COF -1.1% (-17% captured) | edge 0.78 x5 OSCR SHORT is UNH's competitor | UNH +7.4%, OSCR -1.6% (21% captured) | edge 0.72 x4 BRK-B SHORT is BAC's partner | BAC -5.3%, BRK-B +1.6% (-31% captured) | edge 0.72 x8
Second-order chain — 13 long, 12 short (from 316 connected pairs, 62 headline names). VST LONG is META's supplier | META +6.1%, VST +0.5% (9% captured) | edge 0.89 x41 CEG LONG is META's supplier | META +6.1%, CEG -0.8% (-12% captured) | edge 0.88 x32 ORCL SHORT is META's competitor | META +6.1%, ORCL +1.3% (-21% captured) | edge 0.75 x34 IRDM LONG is ASTS's competitor | ASTS -7.7%, IRDM -1.6% (-20% captured) | edge 0.79 x9 QCOM LONG is META's supplier | META +6.1%, QCOM +0.8% (13% captured) | edge 0.89 x11 TTD SHORT is META's competitor | META +6.1%, TTD +0.8% (-12% captured) | edge 0.80 x13 EL LONG is META's partner | META +6.1%, EL +1.7% (28% captured) | edge 0.85 x10 GSAT LONG is ASTS's competitor | ASTS -7.7%, GSAT -1.4% (-18% captured) | edge 0.82 x4 F SHORT is MU's customer | MU -7.4%, F -0.6% (8% captured) | edge 0.85 x4 GM SHORT is MU's customer | MU -7.4%, GM +1.5% (-21% captured) | edge 0.78 x4 DELL SHORT is MU's customer | MU -7.4%, DELL -2.3% (31% captured) | edge 0.75 x4 NEE LONG is META's supplier | META +6.1%, NEE +1.1% (18% captured) | edge 0.85 x4 NWSA LONG is META's supplier | META +6.1%, NWSA +1.8% (29% captured) | edge 0.78 x4 UPST SHORT is SOFI's competitor | SOFI -3.5%, UPST -1.1% (32% captured) | edge 0.78 x14 NFLX SHORT is META's competitor | META +6.1%, NFLX +0.2% (-4% captured) | edge 0.72 x4 ETR LONG is META's supplier | META +6.1%, ETR +2.1% (35% captured) | edge 0.80 x3 PYPL LONG is META's partner | META +6.1%, PYPL +1.1% (19% captured) | edge 0.73 x3 WAL SHORT is SOFI's competitor | SOFI -3.5%, WAL -0.7% (20% captured) | edge 0.90 x4 WDAY SHORT is CRM's competitor | CRM +3.9%, WDAY -0.3% (8% captured) | edge 0.77 x3 MNST LONG is CELH's competitor | CELH -2.3%, MNST -0.8% (-33% captured) | edge 0.87 x7
Second-order chain — 9 long, 6 short (from 347 connected pairs, 69 headline names). IRDM LONG is ASTS's competitor | ASTS -10.5%, IRDM -0.2% (-2% captured) | edge 0.79 x9 CMCSA LONG is T's competitor | T -10.8%, CMCSA -2.6% (-24% captured) | edge 0.84 x7 QBTS SHORT is T's supplier | T -10.8%, QBTS -0.2% (2% captured) | edge 0.86 x5 GLW SHORT is VZ's supplier | VZ -10.1%, GLW +2.5% (-25% captured) | edge 0.90 x5 GSAT LONG is ASTS's competitor | ASTS -10.5%, GSAT +0.7% (7% captured) | edge 0.82 x4 AI SHORT is PLTR's competitor | PLTR +5.2%, AI +1.7% (-32% captured) | edge 0.77 x13 ZETA LONG is PLTR's partner | PLTR +5.2%, ZETA +0.2% (4% captured) | edge 0.82 x5 ONDS LONG is PLTR's partner | PLTR +5.2%, ONDS -1.8% (-34% captured) | edge 0.76 x5 DELL LONG is PLTR's partner | PLTR +5.2%, DELL +2.0% (39% captured) | edge 0.83 x3 RKLB SHORT is SPCX's competitor | SPCX +1.2%, RKLB -0.3% (22% captured) | edge 0.77 x30 IBM LONG is AMD's partner | AMD -2.0%, IBM +0.2% (11% captured) | edge 0.78 x5 LYFT SHORT is BIDU's partner | BIDU +1.7%, LYFT +0.6% (-33% captured) | edge 0.80 x7 RIOT LONG is AMD's supplier | AMD -2.0%, RIOT +0.3% (15% captured) | edge 0.90 x3 QQQ LONG is SPCX's customer | SPCX +1.2%, QQQ +0.5% (40% captured) | edge 0.82 x5 CIFR SHORT is APLD's competitor | APLD -0.7%, CIFR +0.1% (-21% captured) | edge 0.77 x3
Second-order chain — 13 long, 4 short (from 341 connected pairs, 77 headline names). HOOD LONG is BULL's competitor | BULL -19.2%, HOOD -6.2% (-32% captured) | edge 0.87 x3 QCOM LONG is INTC's competitor | INTC -7.8%, QCOM -2.6% (-34% captured) | edge 0.82 x18 NTAP LONG is WDC's competitor | WDC -10.9%, NTAP +3.2% (30% captured) | edge 0.90 x3 FTNT SHORT is INTC's customer | INTC -7.8%, FTNT +2.7% (-34% captured) | edge 0.75 x4 QQQ SHORT is SPCX's customer | SPCX -6.2%, QQQ -1.1% (18% captured) | edge 0.82 x5 BLK LONG is NVDA's partner | NVDA -3.5%, BLK -0.1% (-3% captured) | edge 0.71 x17 GFS LONG is TSM's competitor | TSM -5.7%, GFS +1.7% (29% captured) | edge 0.80 x3 KKR LONG is NVDA's partner | NVDA -3.5%, KKR -0.4% (-13% captured) | edge 0.72 x10 MMM LONG is HON's competitor | HON -3.5%, MMM +0.2% (7% captured) | edge 0.74 x8 BX LONG is NVDA's partner | NVDA -3.5%, BX +0.9% (27% captured) | edge 0.70 x8 JEPQ LONG is NVDA's customer | NVDA -3.5%, JEPQ -0.4% (-12% captured) | edge 0.72 x4 F LONG is MU's customer | MU -2.6%, F +0.8% (31% captured) | edge 0.85 x4 GSAT LONG is ASTS's competitor | ASTS -2.6%, GSAT -0.4% (-15% captured) | edge 0.82 x4 DASH SHORT is UBER's competitor | UBER +1.1%, DASH -0.0% (3% captured) | edge 0.85 x29 GE LONG is GEV's acquirer | GEV +0.9%, GE -0.2% (-25% captured) | edge 1.00 x17 APO LONG is O's partner | O +0.7%, APO -0.0% (-6% captured) | edge 0.74 x11 NNN SHORT is O's competitor | O +0.7%, NNN -0.3% (37% captured) | edge 0.79 x8
Second-order chain — 21 long, 6 short (from 290 connected pairs, 63 headline names). BE SHORT is FCEL's competitor | FCEL +11.8%, BE +2.3% (-19% captured) | edge 0.80 x10 VZ LONG is ASTS's partner | ASTS +8.0%, VZ +0.1% (2% captured) | edge 0.82 x28 RKLB SHORT is SPCX's competitor | SPCX +8.2%, RKLB +1.5% (-19% captured) | edge 0.77 x29 T LONG is ASTS's partner | ASTS +8.0%, T +0.5% (6% captured) | edge 0.81 x23 IRDM SHORT is ASTS's competitor | ASTS +8.0%, IRDM +0.2% (-2% captured) | edge 0.79 x8 QQQ LONG is SPCX's customer | SPCX +8.2%, QQQ +1.3% (16% captured) | edge 0.82 x5 AMAT SHORT is INTC's supplier | INTC -5.7%, AMAT -1.8% (32% captured) | edge 0.80 x8 GSAT SHORT is ASTS's competitor | ASTS +8.0%, GSAT +0.5% (-6% captured) | edge 0.83 x3 TMUS LONG is ASTS's partner | ASTS +8.0%, TMUS +1.4% (18% captured) | edge 0.77 x3 APO LONG is AVGO's partner | AVGO +5.8%, APO +1.7% (29% captured) | edge 0.73 x6 BX LONG is AVGO's partner | AVGO +5.8%, BX +1.4% (25% captured) | edge 0.74 x5 CI LONG is SPRY's supplier | SPRY +5.5%, CI +1.4% (26% captured) | edge 0.70 x5 TTD LONG is APP's competitor | APP +3.9%, TTD -0.2% (-6% captured) | edge 0.74 x9 CVS LONG is SPRY's customer | SPRY +5.5%, CVS -0.0% (-1% captured) | edge 0.72 x4 VRT LONG is NVDA's partner | NVDA +2.3%, VRT +0.4% (17% captured) | edge 0.79 x20 COHR LONG is NVDA's partner | NVDA +2.3%, COHR +0.4% (17% captured) | edge 0.73 x22 PEP SHORT is CELH's partner | CELH +2.0%, PEP -0.1% (7% captured) | edge 0.80 x11 ODFL LONG is JBHT's competitor | JBHT -3.5%, ODFL -1.4% (-39% captured) | edge 0.80 x3 KKR LONG is NVDA's partner | NVDA +2.3%, KKR +0.4% (19% captured) | edge 0.72 x10 MNST LONG is CELH's competitor | CELH +2.0%, MNST +0.7% (36% captured) | edge 0.87 x7
Second-order chain — 25 long, 4 short (from 317 connected pairs, 54 headline names). BE SHORT is FCEL's competitor | FCEL +11.5%, BE +4.2% (-36% captured) | edge 0.80 x9 ASTS SHORT is SPCX's competitor | SPCX +7.3%, ASTS +2.5% (-34% captured) | edge 0.73 x13 QQQ LONG is SPCX's customer | SPCX +7.3%, QQQ +1.0% (14% captured) | edge 0.82 x5 GS LONG is SPCX's partner | SPCX +7.3%, GS +0.7% (9% captured) | edge 0.75 x4 TTD LONG is APP's competitor | APP -4.7%, TTD -1.2% (-27% captured) | edge 0.74 x9 DECK LONG is NKE's competitor | NKE -3.6%, DECK -0.6% (-16% captured) | edge 0.81 x14 MS LONG is SPCX's partner | SPCX +7.3%, MS +1.2% (17% captured) | edge 0.73 x3 U LONG is APP's competitor | APP -4.7%, U +0.0% (0% captured) | edge 0.74 x5 PEP SHORT is CELH's partner | CELH -2.4%, PEP +0.2% (-10% captured) | edge 0.80 x11 APO LONG is AVGO's partner | AVGO +3.4%, APO -0.3% (-8% captured) | edge 0.73 x6 BX LONG is AVGO's partner | AVGO +3.4%, BX -0.4% (-13% captured) | edge 0.74 x5 CROX LONG is NKE's competitor | NKE -3.6%, CROX -1.0% (-26% captured) | edge 0.72 x4 SHOO LONG is NKE's competitor | NKE -3.6%, SHOO +0.6% (17% captured) | edge 0.77 x3 RIOT LONG is AMD's supplier | AMD +2.9%, RIOT +0.6% (21% captured) | edge 0.90 x3 KO LONG is CELH's competitor | CELH -2.4%, KO -0.5% (-22% captured) | edge 0.78 x4 IONQ LONG is NVDA's partner | NVDA +1.3%, IONQ -0.5% (-37% captured) | edge 0.76 x11 CDNS LONG is NVDA's customer | NVDA +1.3%, CDNS +0.2% (13% captured) | edge 0.74 x7 HPQ LONG is NVDA's customer | NVDA +1.3%, HPQ -0.1% (-7% captured) | edge 0.82 x5 SNPS LONG is NVDA's partner | NVDA +1.3%, SNPS -0.1% (-10% captured) | edge 0.88 x4 VST LONG is NVDA's partner | NVDA +1.3%, VST +0.2% (14% captured) | edge 0.74 x5
Second-order chain — 12 long, 6 short (from 337 connected pairs, 70 headline names). VZ SHORT is ASTS's partner | ASTS -6.5%, VZ -1.5% (23% captured) | edge 0.82 x28 T SHORT is ASTS's partner | ASTS -6.5%, T -2.4% (36% captured) | edge 0.81 x23 TTD LONG is APP's competitor | APP -8.7%, TTD -1.9% (-22% captured) | edge 0.74 x9 BAM LONG is BE's partner | BE +5.6%, BAM +0.1% (2% captured) | edge 0.87 x20 ALAB SHORT is MRVL's competitor | MRVL +6.4%, ALAB +1.5% (-23% captured) | edge 0.83 x9 VSAT LONG is ASTS's competitor | ASTS -6.5%, VSAT -1.8% (-28% captured) | edge 0.80 x8 IRDM LONG is ASTS's competitor | ASTS -6.5%, IRDM -0.9% (-15% captured) | edge 0.79 x8 AEP LONG is BE's customer | BE +5.6%, AEP +1.3% (23% captured) | edge 0.85 x6 EQIX LONG is BE's customer | BE +5.6%, EQIX +0.1% (2% captured) | edge 0.75 x6 GSAT LONG is ASTS's competitor | ASTS -6.5%, GSAT +0.7% (10% captured) | edge 0.83 x3 F LONG is MU's customer | MU +4.1%, F -0.8% (-20% captured) | edge 0.85 x4 DELL LONG is MU's customer | MU +4.1%, DELL -0.4% (-9% captured) | edge 0.75 x4 SMCI LONG is NVDA's customer | NVDA +0.9%, SMCI +0.3% (38% captured) | edge 0.89 x86 UBER SHORT is BIDU's partner | BIDU -1.6%, UBER -0.4% (26% captured) | edge 0.75 x6 SOLS SHORT is HON's acquirer | HON +1.1%, SOLS +0.1% (-8% captured) | edge 0.90 x3 AEVA LONG is NVDA's partner | NVDA +0.9%, AEVA +0.1% (16% captured) | edge 0.77 x3 QYLD LONG is MSFT's customer | MSFT +0.7%, QYLD +0.3% (38% captured) | edge 0.70 x3 SCHW SHORT is SOFI's competitor | SOFI -0.6%, SCHW +0.1% (-13% captured) | edge 0.70 x4
Second-order chain — 18 long, 12 short (from 340 connected pairs, 68 headline names). SNOW LONG is MDB's competitor | MDB -17.8%, SNOW -1.7% (-9% captured) | edge 0.72 x8 LUV SHORT is BA's customer | BA -5.2%, LUV -1.4% (27% captured) | edge 0.92 x13 UBER LONG is TSLA's competitor | TSLA -5.2%, UBER -0.4% (-7% captured) | edge 0.75 x25 LMT LONG is BA's competitor | BA -5.2%, LMT -1.4% (-27% captured) | edge 0.74 x22 UAL SHORT is BA's customer | BA -5.2%, UAL -1.2% (22% captured) | edge 0.85 x12 AAL SHORT is BA's customer | BA -5.2%, AAL -1.9% (36% captured) | edge 0.83 x9 NOC LONG is BA's competitor | BA -5.2%, NOC -1.2% (-22% captured) | edge 0.74 x9 CI LONG is SPRY's supplier | SPRY +7.8%, CI +1.2% (15% captured) | edge 0.70 x4 CVS LONG is SPRY's customer | SPRY +7.8%, CVS -2.3% (-29% captured) | edge 0.73 x3 HWM SHORT is BA's supplier | BA -5.2%, HWM -0.6% (12% captured) | edge 0.77 x6 HXL SHORT is BA's supplier | BA -5.2%, HXL -1.7% (32% captured) | edge 0.90 x4 FTNT SHORT is INTC's customer | INTC -5.8%, FTNT +1.4% (-25% captured) | edge 0.75 x4 AMKR LONG is INTC's competitor | INTC -5.8%, AMKR +1.0% (17% captured) | edge 0.87 x3 GD LONG is BA's competitor | BA -5.2%, GD -1.3% (-25% captured) | edge 0.72 x4 CDNS SHORT is INTC's partner | INTC -5.8%, CDNS -0.6% (10% captured) | edge 0.77 x3 MA LONG is SOFI's partner | SOFI -4.0%, MA -0.7% (-18% captured) | edge 0.77 x6 LYFT LONG is TSLA's competitor | TSLA -5.2%, LYFT +1.3% (26% captured) | edge 0.70 x4 RTX SHORT is BA's supplier | BA -5.2%, RTX -1.3% (25% captured) | edge 0.80 x3 YUM LONG is PZZA's competitor | PZZA +4.0%, YUM -0.6% (-16% captured) | edge 0.90 x3 SCHW SHORT is SOFI's competitor | SOFI -4.0%, SCHW +0.1% (-2% captured) | edge 0.70 x4
Second-order chain — 10 long, 13 short (from 376 connected pairs, 76 headline names). BAM LONG is BE's partner | BE +8.3%, BAM +0.0% (0% captured) | edge 0.87 x20 MRVL SHORT is CRDO's competitor | CRDO +7.6%, MRVL +1.1% (-15% captured) | edge 0.83 x10 ALAB SHORT is CRDO's competitor | CRDO +7.6%, ALAB +1.1% (-15% captured) | edge 0.86 x7 AEP LONG is BE's customer | BE +8.3%, AEP +0.7% (8% captured) | edge 0.84 x5 EQIX LONG is BE's customer | BE +8.3%, EQIX -2.6% (-31% captured) | edge 0.75 x6 TGT SHORT is COST's competitor | COST +2.9%, TGT +0.8% (-28% captured) | edge 0.88 x36 GOOG LONG is INTC's partner | INTC -3.5%, GOOG +0.6% (18% captured) | edge 0.87 x3 YUM LONG is PZZA's competitor | PZZA -3.3%, YUM +0.9% (28% captured) | edge 0.90 x3 HD SHORT is COST's competitor | COST +2.9%, HD +0.4% (-12% captured) | edge 0.76 x5 QBTS SHORT is IONQ's competitor | IONQ +1.1%, QBTS -0.4% (36% captured) | edge 0.78 x71 CDNS LONG is INTC's partner | INTC -3.5%, CDNS +1.3% (37% captured) | edge 0.77 x3 KR SHORT is COST's competitor | COST +2.9%, KR -0.3% (10% captured) | edge 0.78 x4 DLTR SHORT is COST's competitor | COST +2.9%, DLTR +0.5% (-17% captured) | edge 0.72 x4 T SHORT is ASTS's partner | ASTS +1.2%, T -0.3% (22% captured) | edge 0.81 x23 IRDM LONG is ASTS's competitor | ASTS +1.2%, IRDM -0.3% (-23% captured) | edge 0.79 x8 MA LONG is SOFI's partner | SOFI -1.3%, MA +0.3% (21% captured) | edge 0.77 x6 SCHW SHORT is SOFI's competitor | SOFI -1.3%, SCHW -0.5% (35% captured) | edge 0.70 x4 DECK LONG is NKE's competitor | NKE -0.7%, DECK -0.0% (-2% captured) | edge 0.82 x12 AFRM SHORT is SOFI's competitor | SOFI -1.3%, AFRM -0.1% (5% captured) | edge 0.73 x3 MS SHORT is SOFI's competitor | SOFI -1.3%, MS -0.0% (0% captured) | edge 0.73 x3