AXT Inc
Upstream — InP substrate supplier
Published Feb 21 at ~$29.90
Now $67.35
→
supplies substrates to
Applied Optoelectronics
Downstream — 800G optical transceivers
Identified Feb 24 at ~$53.69
Now $114.41
AXTI makes indium phosphide (InP) substrates — the base material for laser chips used in AI datacenter networking. We published it as an upstream chokepoint on Feb 21. Three days later, the graph traced the dependency downstream and flagged AAOI — the transceiver maker that needs those substrates for 800G modules. Same supply chain, two plays, found days apart.
XXXX → XXXX
Another chain forming
+XX% in X days
Pro Only
XXXX → XXXX
Another chain forming
+XX% in X days
Pro Only
This is 1 chain of 601 we are tracking. The rest are forming now.
Questions
What do I get with Pro?
Everything in Alerts, plus the interactive supply chain graph with 2453 nodes and 8441 mapped connections. Full convergence scores, sources, and timelines. Deep-dive playbooks with entry zones and catalysts. The full scanner suite (options flow, 13F, Form 4, lobbying, contracts). Second-order analysis showing ripple effects, competing forces, and failed patterns.
What's the difference between Alerts and Pro?
Alerts ($69/mo) sends you email notifications when new convergences form, plus the weekly digest and public data tools. Pro ($299/mo) gives you the complete platform — the interactive supply chain graph, full convergence details, deep-dive playbooks, all scanners, and second-order analysis. If you just want to know what is forming, Alerts is enough. If you want to understand why and build your own thesis, Pro is the right tier.
How is this different from a stock screener?
Screeners filter on price and volume — backward-looking indicators. ForcedAlpha maps the structural chains between policy shifts, capital flows, and forced actions — then detects when multiple data types converge on the same chain before the market prices it in. The edge is structural, not statistical.
Can I cancel anytime?
Yes. Cancel with one click from your account page. No contracts, no lock-in, no questions asked.
What's the refund policy?
14-day money-back guarantee. If the intelligence doesn't meet your standard, email
team@forcedalpha.com and get a full refund. No conditions.
What's on the Institutional plan?
Everything in Pro, plus API access to the graph and convergence data, bulk data exports (CSV, JSON), custom subgraph queries and cascade modeling, multi-seat team licenses, and dedicated support with onboarding. Built for funds, research desks, and teams. Reach out at
contact@forcedalpha.com and we'll scope it to your workflow.
Who is this for?
Macro-oriented investors, policy analysts, and anyone who trades around structural catalysts — regime changes, export controls, defense procurement cycles, energy policy shifts. If you trade on earnings beats and technical breakouts, this probably isn't for you. If you trade on structural inevitability, it is.