See what runs short next - before it does.
Most tools tell you what’s tight today. The forecast runs the whole chain forward with a Monte-Carlo migration model - thousands of simulated paths - to show where the binding constraint moves next, quarter by quarter, each with a real probability. Stress it under contagion or capex-easing scenarios, out to twelve quarters.
For anyone who’d rather get the heads-up than read about it after the fact.
Illustrative - live values in the app
What you get
Odds, not hot takes
You get a real probability - “likely the squeeze moves from memory to power within two quarters” - not a confident guess.
Learns from real data
Where we have real history for two parts, the link between them is measured from the data, not assumed. The more history, the sharper it gets.
Stress-test the future
Flip between calibrated scenarios - base, contagion, capex-easing - and watch the forecast redraw. Every path is stamped with the model version and dated, so you can hold it to its record.
Say memory is tight today. The forecast might show a 7-in-10 chance the bottleneck moves to grid power within a year - so you watch the power companies now, not after the move.
Stop reacting to today’s bottleneck and start positioning for the next one.
Questions
How far ahead does it look?
About two years, broken into quarters, so you can see roughly when a shift is likely - not just that one is coming.
Is it ever wrong?
Of course - it’s a forecast. That’s why we log every call with a date so you can check our track record.