mapping the chain…
Supply-chain intelligence for tech investors
News drops. We map who benefits — before the market does.
Every major tech event — earnings, datacenter buildouts, export bans, new models — instantly mapped to the public companies exposed, tier by tier. Including the second-order winners nobody is talking about yet.
Free weekly digest · breaking-map alerts · no spam, ever
Hover a node for the causal link · click for the dossier
⚡ Minutes after the news
Maps are drafted by our engine the moment significant news clears the wire, reviewed by a human, and shipped to your inbox.
🕸 Second-order plays
The non-obvious winners — power, cooling, optics, substations. The part of the chain the headlines skip and the market prices last.
📊 Public track record
Every call is scored against actual price moves at 7 and 30 days. Wins and misses, on a public scoreboard. No cherry-picking.
Pricing
Free gets you every new map. Pro is for going deeper — the archive, the sleeper-play filter, and alerts the moment news breaks.
Free
£0
- ✓ Latest 3 maps, full access
- ✓ Weekly 90-second digest
- ✓ 3 watchlist tickers
- ✓ Public track record
Pro
£12/mo
or £99/yr (31% off) with a 14-day free trial
- ✓ Full map archive
- ✓ ◎ Under-the-radar filter — sleeper plays only
- ✓ Instant breaking-map alerts
- ✓ Unlimited watchlist
- ✓ Significance filter — only 8/10+ events
- ✓ Weekly sleeper pick
- ✓ Detailed track-record breakdowns
Billed securely via Stripe (Flobase Ltd, our UK company). Cancel anytime.
FAQ
What exactly is a chain map?
When a major tech event drops — an $80B capex commitment, an export ban, a new model — we map its value chain: every tier of public companies exposed to it, first-order and second-order, each with a one-line thesis and an exposure rating.
Is this financial advice?
No. SympathyPlay is educational analysis of how news events relate to public companies. We track our own hit rate publicly — wins and misses — but nothing here is a recommendation to buy or sell anything.
How are maps made?
A pipeline classifies incoming news for significance, an AI engine drafts the chain map under strict rules (no invented tickers, second-order plays required, theses under 20 words), every ticker is checked against a listings database, and a human reviews and edits every map before it publishes. See the methodology page.
What makes the second-order plays special?
Anyone can tell you NVIDIA benefits from a datacenter buildout. The edge is the power utility signing the PPA, the liquid-cooling supplier, the substation builder. That's what we surface — before the market finishes pricing it.
How often will you email me?
A weekly digest you can read in 90 seconds, plus optional instant alerts for breaking maps and your watchlist tickers. You set a significance threshold — we'd rather send nothing than noise.
The next big event drops soon.
Be the one in the meeting who already knows the second-order plays.