Layers

Health, stress buffer, and data confidence by economic chain layer.

Layer Scores

Layer	Health	Stress Buffer	Data Confidence	Status	Top Driver
Consumer and Labor Income	70	56	100	Stable	Real Disposable Personal Income Growth
Enterprise Spending and AI ROI	75	41	72	Watch	Net Revenue Retention
AI Applications and Model Monetization	69	35	72	Watch	Token Unit Economics Spread
Hyperscaler CapEx and Cloud ROI	45	10	43	Critical	CapEx Guidance Without Revenue Guidance
Data Center / Power / Infrastructure	77	57	87	Stable	Grid Interconnection Delay Change
Semiconductor and Hardware Supply Chain	69	10	44	Critical	Reported PE vs Normalized PE
Capital Markets / Funding / Valuation	63	43	46	Watch	Data Center Debt Issuance Acceleration

Layer Trend Reference