Articles & Analysis
Original, data-driven analysis built on the WorldPulse knowledge graph. Every chart is live and reconstructable point-in-time.
Semiconductors
Is the Chip Boom Just NVIDIA? What 15 Income Statements Say
Five AI-exposed chipmakers now take 71.6% of top-15 US chip revenue, up from 32.6% before ChatGPT. We rebuild 15 income statements from SEC filings to show when the boom was one company — and how far it has broadened.
Macro
Does China’s 5% Hold Up? Cross-Checking GDP Against the Hard Data
We test Beijing’s headline growth against electricity, factories, exports, PMI, prices and property — the modern Li Keqiang index.