Vizogram — Global Tech Supply Chain

Investment Themes — click to filter

Wide Moat Filter (moat ≥ 1/10)

Show all Wide-moat only

Bottlenecks & high-moat only

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Sectors

Node Type

Country of listing

View

Physics on Hide isolated nodes $ value flow (edge width ∝ $/yr) Only priced edges

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Neighborhood highlight

Dim non-neighbors on click Suppliers (upstream) Customers (downstream)

Depth: 3 hop(s)

1 3

Layout

Scroll to zoom · drag to pan · click a node for details

Semis

AI HW

Consumer

EV / clean

Software

Bottleneck

● company · ◆ material · ▲ process

Selection

Click a node to see company fundamentals, moat analysis, and its position in the supply chain.

Bottleneck candidates (red borders) are places where supply is concentrated to 1–3 firms. Good hunting ground for wide-moat compounders.

Switch to Screener (top-right) to sort companies by valuation, exposure, or growth.

Screener

Theme Min theme % 0% Bottlenecks only —

Company	Country	Moat	Rev 25E	% theme	$ theme rev	Mcap $B	EV/EB	Rev CAGR	$ in/yr	$ out/yr

Click any row to return to the Map with that company focused. Numbers are Claude's triangulated estimates — treat as directional.

Signals · X-SupplyChain Alpha

— signals · last batch: —

💼 Active hedge-fund insight

What this batch tells you to do

🌡️ Theme heatmap

Click a theme to filter the Map view.

🏆 Leaderboard performance

Posts in last 7d × hit-rate (last 30d).

📡 Signal log

Click a ticker to jump to the Map node. Click an account to filter to just their signals.

Account Theme Investable=Yes only —

When	Account	Tickers	Theme	Thesis	Strength	Conv.