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The headline only names one ticker

A chip-plant fire in Taiwan. A tanker wedged in the Red Sea. A surprise 8-K dropped at 4:30 PM. Within minutes, hundreds of stocks reprice — but the newswire only ever names one of them.

The link between that headline and the thirty companies it's about to hit lives in an analyst's head, stitched together by hand from terminals, filings, Discord servers, and weather alerts. By the time a human draws the map, the move is already priced in.

I wanted to know what it would take for software to draw that map in real time — not a sentiment score, not a news summary, but the actual transmission path: headline → direct supplier → their customer → the peer that competes with both, each ranked by how hard the shock travels.

That's two problems in one. There's a hard analytical problem — walk a supply-chain graph, embed the text, score relevance, weigh geography. And a relentless real-time problem — push every new shock to every open screen, instantly, at any scale. Most tools do one well and the other badly.

💡 The thesis: The clean answer is two databases, each doing the one job it's unbeatable at. Amazon Aurora PostgreSQL owns the analytical plane. Amazon DynamoDB owns the real-time plane. Neither tries to do the other's job.

A live event arriving in the Cascade feed

A live event arriving in the Cascade feed

A live event — here, a GDELT geopolitical signal — arriving in the feed. Ingested, embedded, and ready to cascade within seconds.


What Cascade does

Cascade is a real-time market-intelligence terminal. A 3D globe pulses with live events from the past few hours — SEC filings, news, earthquakes, shipping signals, geopolitical events. Click any event and the right rail walks its cascade: the downstream tickers, three supply-chain hops deep, each one scored and explained in plain English.

"TSM supplies NVDA directly (edge weight 0.95). FedEx is a logistics customer of TSMC (second hop, cumulative weight 0.71). Broadcom competes with Intel on the same chip node (third hop, cumulative weight 0.54)."

The full Cascade terminal — globe, live feed, and cascade panel

The full Cascade terminal — globe, live feed, and cascade panel

The full terminal: 3D globe on the left, live ranked event feed in the centre, cascade panel on the right. No refresh required — new events stream in via SSE.

Cascade dashboard with event stats and active cascades

Cascade dashboard with event stats and active cascades

Dashboard view: event counts by source, active cascades, and system health at a glance.

Three ways to see the cascade:

NVDA cascade on the 3D globe — shockwaves ripple outward from the event origin

NVDA cascade on the 3D globe — shockwaves ripple outward from the event origin