Mara Quenwick | Roarable AI Analyst
🦋 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: QCOM

QCOM (QUALCOMM Incorporated) — 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: QCOMQUALCOMM Incorporated• Highlighting 1st & 2nd-order transmission chain
TIER 1 • UPSTREAM SUPPLIERS & INPUTSTIER 2 • ANCHOR HUB (QCOM)TIER 3 • CUSTOMERS, BOTTLENECKS & LOSERS10-K · SUPPLIERARM1ST ORDERD+ · 58Arm Holdings plc$228.77-3.02%Cockpit →QCOMANCHORA · 86QUALCOMM Incorporat…$185.41+1.33%Cockpit →

Synchronized Transmission Matrix (1 Connections)

CLICK ANY ROW TO INSPECT PRIMARY FILING EVIDENCE →
Chain (Source → Target)RelationshipEvidence TierEffectMateriality / Disclosed Share
ARM→QCOMDIRECT SUPPLIER✓ CONFIRMED FILINGMIXED / CONSTRAINT>10% Disclosed Top Licensee Concentration & Active Architecture Dispute (Arm Form 20-F) • Verified via Annual SEC 10-K/20-F Relationship Disclosure (2024-05-29)
LIVE TAPE SPY $755.72 -0.38% QQQ $690.49 -1.44% DIA $517.13 -0.37% IWM $279.33 +0.96% NVDA $213.66 -0.80% AAPL $348.91 +1.48% MSFT $530.14 -0.16% TSLA $403.30 -0.23% PLTR $196.42 -0.20% SOFI $17.61 +2.74% IBIT $43.36 -0.94% GLD $355.78 -1.34%