Metrics

Config-driven metric catalog, latest values, data confidence, and source trail.

Metric Catalog

Metric	Layer	Direction	Weight	Latest	Data Confidence
Real Disposable Personal Income Growth	Consumer and Labor Income	Higher is better	0.2	-0.3	0
Personal Consumption Expenditure Growth	Consumer and Labor Income	Middle range is better	0.2	2.4	0
Revolving Consumer Credit Growth Acceleration	Consumer and Labor Income	Lower is better	0.2	3.2	0
Unemployment Rate Six-Month Change	Consumer and Labor Income	Lower is better	0.2	0.56	0
Credit Card Delinquency Trend	Consumer and Labor Income	Lower is better	0.2	2	11
Enterprise Software Revenue Growth	Enterprise Spending and AI ROI	Higher is better	0.18	84.71	30
Net Revenue Retention	Enterprise Spending and AI ROI	Higher is better	0.22	103	44
AI Attach Rate	Enterprise Spending and AI ROI	Higher is better	0.2	24	44Estimated
AI Usage vs Paid Revenue Gap	Enterprise Spending and AI ROI	Lower is better	0.2	28	44Estimated
Sales Cycle Length Change	Enterprise Spending and AI ROI	Lower is better	0.2	13	44
Paid User Growth	AI Applications and Model Monetization	Higher is better	0.2	16	0Estimated
AI Revenue Quality Ratio	AI Applications and Model Monetization	Higher is better	0.22	0.55	0Estimated
Token Unit Economics Spread	AI Applications and Model Monetization	Higher is better	0.22	-0.4	0Estimated
Model Gross Margin Change	AI Applications and Model Monetization	Higher is better	0.18	-3	47Estimated
Paid User Growth Deceleration Periods	AI Applications and Model Monetization	Lower is better	0.18	2	0Estimated
CapEx Growth Minus Cloud Revenue Growth	Hyperscaler CapEx and Cloud ROI	Lower is better	0.22	13.72	0Estimated
Cloud Revenue Growth	Hyperscaler CapEx and Cloud ROI	Higher is better	0.2	33.08	0Estimated
Cloud Operating Margin YoY Change	Hyperscaler CapEx and Cloud ROI	Higher is better	0.18	-87.02	0Estimated
Free Cash Flow After CapEx Change	Hyperscaler CapEx and Cloud ROI	Higher is better	0.2	19.34	30
CapEx Guidance Without Revenue Guidance	Hyperscaler CapEx and Cloud ROI	Lower is better	0.2	1	24
Power Cost and Lease Rate Pressure	Data Center / Power / Infrastructure	Lower is better	0.22	24	0
Grid Interconnection Delay Change	Data Center / Power / Infrastructure	Lower is better	0.2	7	40
Construction Cost Growth Minus Cloud Growth	Data Center / Power / Infrastructure	Lower is better	0.2	-6	40
Data Center Vacancy Tightness	Data Center / Power / Infrastructure	Middle range is better	0.18	82	40
PUE Efficiency Change	Data Center / Power / Infrastructure	Higher is better	0.2	1	40Estimated
AI/Data Center Revenue Growth	Semiconductor and Hardware Supply Chain	Higher is better	0.18	37.85	0Estimated
Gross Margin Historical Percentile	Semiconductor and Hardware Supply Chain	Higher is better	0.22	86.99	30
Inventory Days Change	Semiconductor and Hardware Supply Chain	Lower is better	0.18	36.21	0Estimated
Backlog Quality Score	Semiconductor and Hardware Supply Chain	Higher is better	0.2	42	23Estimated
Reported PE vs Normalized PE	Semiconductor and Hardware Supply Chain	Lower is better	0.22	1	23
Credit Spread Stress	Capital Markets / Funding / Valuation	Lower is better	0.2	65	0
AI Market Breadth	Capital Markets / Funding / Valuation	Higher is better	0.2	38	0
Normalized PE Premium	Capital Markets / Funding / Valuation	Lower is better	0.22	55	0
Data Center Debt Issuance Acceleration	Capital Markets / Funding / Valuation	Lower is better	0.2	62	0
Earnings Revision Breadth	Capital Markets / Funding / Valuation	Higher is better	0.18	52	0