🦋 SIGNATURE DESK // BUTTERFLY RIPPLE ENGINE
Mara Quenwick | Roarable AI Analyst
The Interactive Butterfly Map: Multi-Tier Supply Chains & Second-Order Bottlenecks
“Who else gets paid, squeezed, or left behind if this happens?” Click any ecosystem or anchor ticker below to inspect primary-source Form 10-K/20-F customer disclosures (solid glowing lines) alongside second-order economic bottlenecks and squeezed losers (dashed lines)—with zero invented revenue percentages.
48
Mapped Links
40
10-K Confirmed
6 Chains
8 Hypotheses
ENTRY MODE:
SELECT ECOSYSTEM SUPPLY CHAIN (48 VERIFIED MULTI-TIER CONNECTIONS)
ANCHOR HUBS:
FILTER EDGES:
MULTI-TIER RIPPLE CHAIN // ANCHOR: UBER
UBER (Uber Technologies Inc.) — 1st & 2nd Order Supply-Chain Ripple Map
Solid Glow = CONFIRMED FILING (10-K / 20-F / Contract)Dashed = ANALYST HYPOTHESIS (2nd-Order Mechanism)TailwindHeadwindMixed / Bottleneck
NODE SELECTED: UBERUber Technologies Inc.• Highlighting 1st & 2nd-order transmission chain
SPONSORED 2ND-ORDER BOTTLENECK NODE🔒 [REDACTED TICKER] — The $4.20 Switchgear & Liquid-Cooling Monopoly
Sponsored Research Dossier • Click to Unlock Instant Report ($2.50 CPL Instant Leadshare) →
LIVE RQD DELTA ENGINE
⚡ RANKED SECOND-ORDER POWER, NETWORKING & THERMAL SUPPLIERS (WITH LIVE RQD DELTAS)
Primary Hub: UBER (Uber Technologies Inc. • Hub RQD 67/100) — Ranking connected 2nd-order & 3rd-order power, switchgear, liquid cooling, optical networking, lithography & HBM suppliers by RQD quality delta vs. hub.
SELECT PRIMARY HUB:
Rank By:
| Rank | Supplier Node | Order & Bottleneck Role | Supplier RQD | RQD Delta vs UBER (RQD 67) | Actions |
|---|---|---|---|---|---|
| #1 | ANET2ND-ORDER Arista Networks Inc. | AI Ethernet Switching & 800G Backplane Optics Replaces legacy InfiniBand bottlenecks across 100k+ GPU back-end cluster fabrics. | RQD 74(B) | +7 vs UBER • Higher Quality | |
| #2 | AVGO2ND-ORDER Broadcom Inc. | Custom ASICs (XPU) & Tomahawk 5 PCIe/Ethernet Silicon Co-designs hyperscaler inference accelerators and high-radix cluster networking switches. | RQD 71(B-) | +4 vs UBER • Higher Quality | |
| #3 | TSM2ND-ORDER Taiwan Semiconductor Manufacturing Company Ltd. | 3nm/4nm Foundry Wafer Fab & CoWoS-L Advanced Packaging Sole-source wafer lithography and interposer packaging bottleneck for flagship AI accelerators. | RQD 69(C+) | +2 vs UBER • Higher Quality | |
| #4 | ASML3RD-ORDER ASML Holding N.V. New York Registry Shares | High-NA EUV Lithography Scanners (Sub-2nm Node Gatekeeper) Upstream monopoly supplier of EUV lithography systems enabling all leading-edge foundry capacity. | RQD 68(C+) | +1 vs UBER • Higher Quality | |
| #5 | MU2ND-ORDER Micron Technology Inc. | HBM3e / HBM4 High-Bandwidth Memory Stacks High-stack DRAM cube memory integrated directly onto CoWoS interposers alongside GPU dies. | RQD 66(C+) | -1 vs UBER • Torque Beta | |
| #6 | VRT2ND-ORDER Vertiv Holdings LLC | Thermal & Liquid Cooling / Direct-to-Chip CDU Manifolds 120kW–140kW rack thermal dissipation requires chilled-water CDUs & rear-door heat exchangers. | RQD 65(C) | -2 vs UBER • Torque Beta | |
| #7 | ETN2ND-ORDER Eaton Corporation PLC | Medium-Voltage Transformers & Utility Switchgear 36–48 month lead-time step-down transformers and PDU switchgear governing megawatt energization. | RQD 64(C) | -3 vs UBER • Torque Beta | |
| #8 | TSLA2ND-ORDER Tesla, Inc. | Consumer Discretionary Supply-Chain Node Connected supply-chain and capex transmission beneficiary. | RQD 62(C) | -5 vs UBER • Torque Beta | |
| #9 | CEG2ND-ORDER Constellation Energy Corporation | 24/7 Carbon-Free Nuclear Baseload & Co-Located PPAs Largest US merchant nuclear operator signing 20-year hyperscaler power agreements. | RQD 57(D+) | -10 vs UBER • Torque Beta | |
| #10 | VST2ND-ORDER Vistra Corp. | Nuclear/Baseload Power & ERCOT/PJM Dispatchable Generation Behind-the-meter nuclear & CCGT fleet capturing 24/7 AI data-center power purchase spreads. | RQD 41(D-) | -26 vs UBER • Torque Beta |
Synchronized Transmission Matrix (5 Connections)
CLICK ANY ROW TO INSPECT PRIMARY FILING EVIDENCE →| Chain (Source → Target) | Relationship | Evidence Tier | Effect | Materiality / Disclosed Share |
|---|---|---|---|---|
| TSLA→UBER | SUBSTITUTE / RIVAL | ◇ ANALYST HYPOTHESIS | HEADWIND | Second-Order Autonomous Mobility Disintermediation Risk (Undisclosed %; Cited in UBER Form 10-K) |
| ON→TSLA | DIRECT SUPPLIER | ✓ CONFIRMED FILING | MIXED / CONSTRAINT | Undisclosed % — Automotive Silicon Carbide (SiC) Traction Inverter & ADAS Sensor Exposure (ON Form 10-K) • Verified via Annual SEC 10-K/20-F Relationship Disclosure (2025-02-10) |
| TSLA→GM | CONFIRMED CUSTOMER | ✓ CONFIRMED FILING | TAILWIND | Undisclosed % — Adopted NACS Supercharger Network Access & GHG Regulatory Credit Pool (TSLA Form 10-K) • Verified via Annual SEC 10-K/20-F Relationship Disclosure (2025-01-29) |
| ALB→TSLA | DIRECT SUPPLIER | ✓ CONFIRMED FILING | MIXED / CONSTRAINT | Undisclosed % — Multi-Year Battery-Grade Lithium Supply Agreement (ALB & TSLA Form 10-K) • Verified via Annual SEC 10-K/20-F Relationship Disclosure (2025-02-19) |
| TSLA→RIVN | POTENTIAL LOSER | ◇ ANALYST HYPOTHESIS | HEADWIND | Second-Order EV Pricing Ceiling & IRA §30D Policy Vulnerability (Undisclosed %) |
| 🔒 [REDACTED TICKER] — The $4.20 Switchgear & Liquid-Cooling Monopoly | 2ND-ORDER AI POWER MONOPOLY | ★ SPONSORED DOSSIER | $1.4B BACKLOG | Sponsored Research Dossier • Click to Unlock Instant Report ($2.50 CPL Instant Leadshare) → |