Corporate Scenarios
3 scenarios covering corporate scenarios. Analyze cascading impacts, investment opportunities, and affected assets.
What Happens if China Bans iPhone
Apple faces a $70B revenue wipeout and supply chain catastrophe as 95% of iPhone assembly sits in China, Huawei ascends to premium dominance with state-mandated market capture, and India's emergency manufacturing pivot reshapes global electronics production for a decade
Amazon Stock in Recession Scenario
AWS resilience provides a valuation floor while e-commerce faces trade-down headwinds, SOTP analysis reveals asymmetric downside protection, and Amazon's logistics moat widens as weaker competitors retreat
OpenAI IPO Market Impact
A $300B IPO forces AI sector re-rating as S-1 exposes frontier model unit economics, reopens the dormant IPO window for $500B+ in venture-backed backlog, and triggers index rebalancing mechanics across QQQ and S&P 500