J's prompt: shoot for the stars, frame the data corpus's value as a
predictive signal, not just a contractor directory. The thesis is
that every name in this corpus is also a forward indicator on public
equities — permits filed today predict construction starts in ~45
days, staffing in ~30, revenue recognition months later. The
associated-ticker network surfaces this signal before any 10-Q does.
Two new layers above the basket:
1. HERO THESIS PANEL — "Chicago Construction Activity Signal Engine"
header + 3-line value statement, then 4 live metrics:
- BAI (Building Activity Index) — attribution-weighted average of
day-change % across surfaced issuers. Weight = attribution count
so issuers we have more depth on count more. Today: +0.76%
(9 issuers · top contributors FCBC +2.4%, ACRE +1.7%, JPM +1.5%).
Color-coded green/red.
- Indexed build value — total $ of permits attributable to ANY
public issuer in this view. Today: $344M.
- Network depth — issuers / attribution edges. Today: 9 / 15.
This is the "we see what nobody else sees" metric: how many
contractors are bridges from a private builder back to a public
equity holder.
- Market replication roadmap — chips showing "Chicago — live ·
NYC DOB — adapter ready · LA County · Houston BCD · Boston ISD
· DC DCRA". Frames the corpus as metro-agnostic from day one.
2. PER-TICKER ACTIVITY MAP — when a basket card is clicked, a leaflet
map appears below the basket plotting that ticker's geocoded permit
activity. Pulls /intelligence/contractor_profile for up to 6
attributed contractors, merges their geocoded permits, plots on a
dark Chicago tile layer. Color-banded by permit cost (green <$100K,
amber $100K-$1M, red ≥$1M). Click TGT → 23 Target permits across
Chicago; click JPM → JPMorgan-adjacent contractor activity. Cached
per ticker so toggling is instant.
Verified end-to-end on devop.live/lakehouse/profiler:
Default load: hero panel renders with all 4 metrics, basket strip
with 9 issuers + live prices in 669ms.
Click TGT : signal map activates, "23 geocoded permits across
1 contractor", table filters to 2 rows.
Tooltip on basket cards: full reason path including matched name +
contributors attributed to that ticker.
Architecture-side: zero new server code — all metrics computed
client-side from the existing profiler_index + ticker_quotes payloads.
The corpus already had the value; the page just needed to articulate it.
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