Settings

Layer weights, metric thresholds, and source TTL values from repository config.

Layer Weights

Consumer and Labor Income

Enterprise Spending and AI ROI

AI Applications and Model Monetization

Hyperscaler CapEx and Cloud ROI

Data Center / Power / Infrastructure

Semiconductor and Hardware Supply Chain

Capital Markets / Funding / Valuation

Metric Thresholds

Metric	Weight	Green	Yellow	Red	TTL
Real Disposable Personal Income Growth	0.2	2	0.5	-1	45
Personal Consumption Expenditure Growth	0.2	2.5	4.5	7	45
Revolving Consumer Credit Growth Acceleration	0.2	0	2	5	45
Unemployment Rate Six-Month Change	0.2	0	0.25	0.75	45
Credit Card Delinquency Trend	0.2	0	1	3	120
Enterprise Software Revenue Growth	0.18	18	8	0	120
Net Revenue Retention	0.22	120	105	95	120
AI Attach Rate	0.2	35	15	5	120
AI Usage vs Paid Revenue Gap	0.2	0	15	40	120
Sales Cycle Length Change	0.2	0	10	25	120
Paid User Growth	0.2	25	10	0	45
AI Revenue Quality Ratio	0.22	1	0.5	0	45
Token Unit Economics Spread	0.22	4	1	-2	45
Model Gross Margin Change	0.18	3	0	-8	120
Paid User Growth Deceleration Periods	0.18	0	1	3	45
CapEx Growth Minus Cloud Revenue Growth	0.22	0	15	30	120
Cloud Revenue Growth	0.2	25	12	0	120
Cloud Operating Margin YoY Change	0.18	100	0	-400	120
Free Cash Flow After CapEx Change	0.2	10	0	-25	120
CapEx Guidance Without Revenue Guidance	0.2	0	0.5	1	120
Power Cost and Lease Rate Pressure	0.22	20	50	80	45
Grid Interconnection Delay Change	0.2	0	3	9	120
Construction Cost Growth Minus Cloud Growth	0.2	-5	5	20	120
Data Center Vacancy Tightness	0.18	50	75	95	120
PUE Efficiency Change	0.2	5	0	-5	120
AI/Data Center Revenue Growth	0.18	35	15	0	120
Gross Margin Historical Percentile	0.22	75	50	20	120
Inventory Days Change	0.18	-5	0	20	120
Backlog Quality Score	0.2	75	45	20	120
Reported PE vs Normalized PE	0.22	0	0.5	1	120
Credit Spread Stress	0.2	0	35	90	2
AI Market Breadth	0.2	65	45	25	10
Normalized PE Premium	0.22	0	30	80	2
Data Center Debt Issuance Acceleration	0.2	0	35	80	45
Earnings Revision Breadth	0.18	60	45	25	10