Auditable provenance for the May 14, 2026 FactSet Workstation pull anchoring the Culper Research 2026-05-13 substrate. Every file in the pull is rendered against its manifest entry; the per-file path under data/raw/factset/ is the canonical source location for every load-bearing claim downstream surfaces (the Diversion Pipeline substrate, the BIS Cross-Reference rebrand callout, the Compute Visibility Index Inspur cross-listing worked example) make about these 17 entities.
A complete listing of what Scrutica pulled directly from FactSet on May 14, 2026 in order to assemble its analysis around the seventeen entities named in Culper Research's short thesis on Nvidia. Researchers can verify exactly which file supports any cross-source synthesis claim; nothing is opaque.
The pull was assembled in two batches on May 14, 2026 (manifests at data/raw/factset/_manifest_2026-05-14.json and data/raw/factset/_manifest_2026-05-14_batch2.json). Files in the second batch include three full-pull supply-chain xlsx that were missed in the first pass (Tencent 700-HK, YTL Power 6742-MY, Dawning/Sugon 603019-CN) and several segments and overview-supply-chain files. Two batch-2 files (a duplicated overview supply chain for YTL Power and a missing segments file) are flagged as unclassified in the manifest and excluded from the canonical processed JSON.
| FactSet module | Slug | Files |
|---|---|---|
| Entity structure | entity-structure | 17 |
| Supply chain (full) | supply-chain | 15 |
| Supply chain (top-10 overview) | supply-chain-OVERVIEW-PARTIAL | 12 |
| Segment revenue | segments | 10 |
| Geographic revenue | geographic-revenue | 6 |
| Use of cash | use-of-cash | 2 |
| Holder-type analysis | holder-type-analysis | 2 |
Each row below is one ticker covered by the pull, with the per-module file paths relative to the repository root. Click an entity to navigate to its canonical row in the organizations index.
data/raw/factset/entity_structure/inspur_information_000977-CN.xlsxdata/raw/factset/inspur_information_000977-CN.xlsxdata/raw/factset/segments/inspur_information_000977-CN.xlsxdata/raw/factset/holders/inspur_information_000977-CN.pdfdata/raw/factset/entity_structure/gigabyte_technology_2376-TW.xlsxdata/raw/factset/supply_chain_overview/gigabyte_technology_2376-TW.xlsxdata/raw/factset/gigabyte_technology_2376-TW.xlsxdata/raw/factset/segments/gigabyte_technology_2376-TW.xlsxdata/raw/factset/geographic_revenue/gigabyte_technology_2376-TW.pdfdata/raw/factset/supply_chain_overview/vobile_3738-HK.xlsxdata/raw/factset/entity_structure/vobile_3738-HK.xlsxdata/raw/factset/vobile_3738-HK.xlsxdata/raw/factset/supply_chain_overview/ytl_corp_4677-MY.xlsxdata/raw/factset/entity_structure/ytl_corp_4677-MY.xlsxdata/raw/factset/ytl_corp_4677-MY.xlsxdata/raw/factset/segments/ytl_corp_4677-MY.xlsxdata/raw/factset/use_of_cash/ytl_corp_4677-MY.xlsxdata/raw/factset/geographic_revenue/ytl_corp_4677-MY.pdfdata/raw/factset/entity_structure/inspur_international_596-HK.xlsxdata/raw/factset/inspur_international_596-HK.xlsxdata/raw/factset/segments/inspur_international_596-HK.xlsxdata/raw/factset/supply_chain_overview/dawning_sugon_603019-CN.xlsxdata/raw/factset/dawning_sugon_603019-CN.xlsxdata/raw/factset/entity_structure/ytl_power_6742-MY.xlsxdata/raw/factset/use_of_cash/ytl_power_6742-MY.xlsxdata/raw/factset/supply_chain_overview/ytl_power_6742-MY.xlsxdata/raw/factset/supply_chain_overview/ytl_power_6742-MY__2026-05-14_v1.xlsxdata/raw/factset/ytl_power_6742-MY.xlsxdata/raw/factset/supply_chain_overview/hygon_688041-CN.xlsxdata/raw/factset/entity_structure/hygon_688041-CN.xlsxdata/raw/factset/hygon_688041-CN.xlsxdata/raw/factset/segments/hygon_688041-CN.xlsxdata/raw/factset/holders/hygon_688041-CN.pdfdata/raw/factset/entity_structure/cambricon_688256-CN.xlsxdata/raw/factset/segments/cambricon_688256-CN.xlsxdata/raw/factset/entity_structure/tencent_700-HK.xlsxdata/raw/factset/supply_chain_overview/tencent_700-HK.xlsxdata/raw/factset/tencent_700-HK.xlsxdata/raw/factset/entity_structure/alibaba_9988-HK.xlsxdata/raw/factset/alibaba_9988-HK.xlsxdata/raw/factset/segments/alibaba_9988-HK.xlsxdata/raw/factset/geographic_revenue/alibaba_9988-HK.pdfdata/raw/factset/entity_structure/alibaba_BABA-US.xlsxdata/raw/factset/alibaba_BABA-US.xlsxdata/raw/factset/segments/alibaba_BABA-US.xlsxdata/raw/factset/geographic_revenue/alibaba_BABA-US.pdfdata/raw/factset/entity_structure/cp_all_CPALL-TH.xlsxdata/raw/factset/entity_structure/cp_foods_CPF-TH.xlsxdata/raw/factset/entity_structure/indosat_ooredoo_ISAT-ID.xlsxdata/raw/factset/supply_chain_overview/indosat_ooredoo_ISAT-ID.xlsxdata/raw/factset/indosat_ooredoo_ISAT-ID.xlsxdata/raw/factset/entity_structure/nvidia_NVDA-US.xlsxdata/raw/factset/supply_chain_overview/nvidia_NVDA-US.xlsxdata/raw/factset/nvidia_NVDA-US__2026-05-14.xlsxdata/raw/factset/segments/nvidia_NVDA-US.xlsxdata/raw/factset/geographic_revenue/nvidia_NVDA-US.pdfdata/raw/factset/entity_structure/supermicro_SMCI-US.xlsxdata/raw/factset/supply_chain_overview/supermicro_SMCI-US.xlsxdata/raw/factset/supermicro_SMCI-US__2026-05-14.xlsxdata/raw/factset/geographic_revenue/supermicro_SMCI-US.pdfdata/raw/factset/segments/supermicro_SMCI-US.xlsxdata/raw/factset/entity_structure/true_corp_TRUE-TH.xlsxdata/raw/factset/supply_chain_overview/true_corp_TRUE-TH.xlsxdata/raw/factset/true_corp_TRUE-TH.xlsxThe parser at scripts/parse_factset_pull_2026_05_14.py reads every file listed above into schema-aligned JSON in data/processed/factset/. Each row in the processed JSON carries data_source: "factset-workstation-2026-05-14", thesource_file path under data/raw/factset/, thedata_vintage, and an authority_tier integer (1 for primary disclosures, 2 for FactSet Revere supply-chain aggregations).
Migration 20260605000000_factset_pull_2026_05_14_culper_substrate.sql upserts the new canonical org rows, alias map, parent-child relationships, editorial-correction rows, and 8 cross-source data-quality flags corroborating (or surfacing tensions in) Culper Research's 2026-05-13 thesis. The flags include the Inspur 596-HK / 000977-CN state-ownership disclosure asymmetry (50.88% Government vs. 33.26% Private Company on sister listings of the same group), the Inspur Information geographic-revenue gap vs. Aivres trade records, the Nvidia supplier-graph density anomaly, Nvidia's Q3 FY2026 georev methodology change, Supermicro's +46.5% Y/Y China growth during the April 2025 tightening window, the Supermicro and Inspur International segments-disclosure lag, and YTL Corporation's 3.4× FY22→FY25 capex acceleration coinciding with the Johor Green Data Center buildout.
FactSet Workstation files are themselves aggregations across the underlying company filings (SEC 10-K, HKEX annual report, SSE substantial-shareholder disclosure, Singapore Bizfile, Malaysian SSM, etc.); the authority tier of each row depends on the module. Holder-type analyses, entity trees, geographic revenue, segment revenue, and use-of-cash are Tier 1 primary disclosure repackaging — the underlying filings are publicly accessible and FactSet adds standardization, not derivation. Supply-chain graphs (FactSet Revere) are Tier 2 aggregations: FactSet identifies and ranks counterparty relationships from a mix of company filings, 13F/13D ownership data, and proprietary research; the relationship-rank column and the 3-month price correlation reflect FactSet methodology, not company disclosure. Where the Culper Research 2026-05-13 thesis cites trade-record data (Tradesparq), bilateral corporate filings (Singapore Bizfile UEN-traceable, Malaysia SSM-traceable, Cayman corporate register), or analyst-interview quotes, the authority tier and source are surfaced per-row at the data-quality-flag JSONB level — Scrutica does not represent Culper's Tier-3 analyst narrative as direct factual corroboration.