$INFRA - US infrastructure and supply chains are more critical than previously understood, with indirect exposure through global networks creating vulnerability that requires infrastructure investment.
$ALTDATA - Alternative data and network analysis are becoming essential for understanding economic risks, with researchers needing millions of data points to track complex supply chain matrices.
$CLOUDGPU - Computing power is becoming essential infrastructure for economic research and policy development, with researchers explicitly thanking computing resources for enabling their work.
Bearish:
$TRADFI - Traditional economic models and frameworks are failing to capture current reality, with policymakers lacking the tools to understand monumental changes in the global order.
$EQUITIES - US equities face underappreciated global risks due to interconnected supply chains and financial networks, challenging the view that the US market is insulated.