Bottleneck Names
-
Critical + Bottleneck
Companies by Value Chain Layer
Estimated Hyperscaler Capex Flow ($B)
Revenue Growth vs Gross Margin (Bubble = Market Cap)
Pricing Power by Layer
Cyclicality Profile
Bottleneck Heatmap: Pricing Power x Status
Attractive Zone
-
Score > 70
Opportunity Map: Score vs 52W Performance
EV/EBITDA vs Revenue Growth
P/E vs FCF Margin
Valuation Premium / Discount to Regression
Capex Flow-Through Timing: Hyperscaler Spend to Revenue Recognition
Revenue Growth by Layer & Cyclicality