Qualification events, capacity decisions, and supplier agreements surface in primary filings weeks before they reach English-language coverage. Mesh classifies them at source and maps the exposure the same day.
Mesh runs three tiers of detection — SEC/DART/EDINET filing NLP, labour and physical-world data, and trade flows — and scores each company on how many independent dimensions are converging in the last 90 days. A capex guidance change alone is noise. Capex guidance plus a hiring surge plus a construction permit is a position.
Pick any node — a packaging monopoly, a photoresist supplier, a test socket manufacturer — and Mesh traces the constraint upstream and downstream through the qualified-supplier graph, scoring operating leverage at each step. The long is the sole source. The short is the name whose consensus model assumes the constraint doesn't exist.
Nothing on the graph is unsourced. Every signal links to the filing, job posting, permit, or data series that generated it — one click from the node to the verbatim text. Your risk committee gets evidence, not model output.
Overnight pipeline ran at 03:30 UTC. The graph shows which nodes turned hot before your desk is staffed.
Three dimensions converging on a deposition-tool supplier. Each one links to its source document.
Map who is exposed upstream and downstream, and how concentrated each node's qualified suppliers are.
Take the evidence to the morning meeting with every claim cited to a primary filing.