Possible scenario
Cleanup Stays Contained
45% Chance
The most likely outcome is that the four malicious MemTensor releases are removed quickly from npm and PyPI, with maintainers publishing indicators of compromise and token-rotation guidance. Given the limited named scope versus the May 2026 TanStack incident, market effects remain negligible.
Portfolio impact
S&P 5000.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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