Backed by Y Combinator

The signal is already public. In pieces.

Filings, earnings calls, distributor moves, patents, posts, podcasts, and more — each already public, each a piece of the story. Provenance turns those scattered pieces into one sourced picture, before it's priced in.

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How it works
Thousands of public pieces. The few that add up.
Provenance: the record of where a claim came from, and when you knew it.
ICHR 10-K · customers
Two customers ≈ 80% of sales
LRCX
AMAT
WFE SPEND · REVISED
+14%
2026 forecast · LRCX + AMAT demand
DIGI-KEY · LEAD TIME
8→14wk
power-mgmt ICs · extending
EARNINGS CALL
“Subsystem orders lead our prints by about a quarter.”
— WFE maker · earnings call
GRAPH PATH
demand reads through to ICHR
Every claim, sourced.
Every read-through, on the record.
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01 Flood 02 Filter 03 Connect 04 Synthesize
The world model

One graph beneath every read-through.

A continuously updated supply-chain graph, 33,000 entities and counting, connects every name in the universe to the suppliers, customers, and second-order exposures that move first. Every edge traces back to a source document you can open.

Reads the entire tape

Provenance watches the supply chain around the names you cover: filings, Taiwan revenue disclosures, distributor lead times, earnings transcripts, trade press, X posts, interviews, and podcasts. It turns each one into structured, sourced evidence the moment it's public.

Assembles the read-through

It connects that evidence across the graph into one directional read-through per name: what a new piece of public information means for the stock, tracing supplier to customer and product to end market, assembled before the market connects the dots.

Commits it to the record

Every read-through is timestamped to an append-only public log the moment it's made, with the direction fixed before the outcome, then scored by a preregistered event study. You see whether the edge is real, not just asserted.

ICHR read-through path A single WFE-spend demand signal feeds Ichor's two largest customers, Lam Research and Applied Materials; demand reads through to Ichor's delivery subsystems about a quarter before its revenue prints, with Ultra Clean shown as a competing-supplier peer. WFE SPEND SEMI billings · +14% LRCX customer · ~45% AMAT customer · ~26% ICHR delivery subsystems UCTT peer · subsystem competitor 10-K · customer mix 10-K · customer mix orders lead ~1Q · earnings call competes with
Illustrative read-through path Open graph explorer →
Documents ingested
1M+
Entities mapped
33,000
Source families
6
Names, in depth
12
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Bring your watchlist. See what reads through.

Create a free account and ask the graph directly — Feed, Names, Graph, and five Ask-the-Graph questions a day. No waitlist, no card required.

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