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**The $1.1 Trillion Blind Spot: Mapping Physical Economy Contagion**

**The Thesis**: Most investors trade on financial data (GICS), but the world runs on physical manufacturing logic (NAICS). We’ve spent the last few weeks bridging that gap.

**The Problem**: When a Tier 4 lithium mine in Australia slows down, the market doesn't feel it for months. By the time it hits the stock price and the margins of an EV manufacturer (listed or private), the alpha is gone.

**The Solution**: We are open sourcing the NAICS Contagion Map.

• 346 Nodes mapped from raw commodities to direct suppliers.
• 1,100+ Relational Edges showing the exact path of systemic risk.
• Heuristic Logic that translates industrial NAICS codes into financial GICS sectors.

This isn't just a dataset; it's a topological stress test for the physical economy.
Explore the interactive map here: huggingface.co/spaces/Plainr-26/README.

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