Will NVIDIA be the largest company in the world by market cap on June 30?
The live reading for this market isn’t in the current snapshot. We show no number rather than a stale or invented one — the venue page below stays authoritative.
What the venue is pricing.
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The number is the end of a chain. This is the chain.
Any new export-control action on advanced accelerators before June 30 — the fastest single channel from headline to rank change.
From a number to a defensible decision.
Both arrows into GPU orders carry opposite signs, which is where a governed graph earns its keep: the substrate would hold capex and export policy as separate parents, and attribute_change() would decompose a repricing into the share each pathway explains instead of letting the loudest headline take credit. simulate_intervention(do(export_action)) would return the knock-on across orders and forward revenue with its identification assumptions listed. Until the live graph ships, this diagram is illustrative — the discipline it sketches is the product.