CAPITAL TRANSMISSION v3.4

Mega-Cap Spillover Workbench

MODEL READY • NVDA Q-EARNINGS

1. Shock Originator

Calibrate earnings magnitude & guidance tone
Scenario Presets Instant Load
+4.20%
-10% -5% 0% +5% +10% +15%
+$2.1B vs Cons
-$2.0B $0.0B +$2.5B +$5.0B
1.0x Real-time
0.2x Slow 1.0x Normal 2.5x Fast
Macro Spillover Delta High R² (0.84)
+0.88% NQ / +38.4 SPX pts
NVDA Cap Delta +$146.2B
Implied VIX Shift -0.64 pts
10Y Yield Vector +1.8 bps
Crypto Liquidity Beta +1.47% BTC

2. Dynamic Transmission Cascade & Network Flows

Real-time particle vectors model capital re-allocation & beta propagation pathways
Positive Inflow
Drawdown / Drain
Index Weight Conduit
Liquidity Beta
• Hover or tap any node to inspect transmission weight and underlying structural beta. 60 FPS • Active Particle Field

3. Cross-Asset Transmission Matrix

Direct weighting, structural correlation, and point estimates
Asset Class / Proxy Beta (β) Projected Shift Impact Mechanism

4. Supply Chain & Peer Spillovers

Foundry, packaging, competitors, and hyperscaler capex
Educational Risk Framing & Transmission Methodology

Statistical Spillover Notice: The simulated movements displayed above are derived from historical 180-day rolling cross-asset beta sensitivities, S&P 500 capitalization weightings (NVDA ~7.12%), and Nasdaq 100 weightings (NVDA ~8.45%). These models illustrate theoretical capital transmission pathways and liquidity impulses; they do not represent real-time trade execution recommendations, automated market making forecasts, or financial advice. In live markets, unexpected macro headline shocks or FOMC rate expectations can decouple historical beta relationships.

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