Apricitas Economics — sniff.trade

Apricitas Economics

Apricitas Economics - Joseph Politano's data-driven macro newsletter covering monetary policy, labor markets, inflation, and public policy.

4 episodes · 18 trades · 1 speakers

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TRACKED TRADES

@Apricitas Economics

2mo

America's Electricity Gap

IDEAS · 7

TANTANLONGUS solar generation is breaking records yearly despite hostile policy, set to hit 11.3% of power by 2027$49.85-16.74%›LITLITLONGUS battery power capacity is set to double to ~90GW in two years as the necessary complement to solar$2.09+125.57%›UTSUTSLLONGUS residential electricity prices up 40%+ since 2020 and likely to keep rising as demand outruns supply$41.77-17.92%›VSTVSTLONGTexas is the fastest-growing US power region and dominant in new solar/battery, riding 57% ERCOT growth$145.98-5.55%›

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@Apricitas Economics

5mo

The Supreme Court Ruled Against Trump's Tariffs. Now What?

IDEAS · 2

NVDNVDALONGData center and computer buildout is the one real investment boom, shielded by tariff exemptions$197.90+2.65%›AAPAAPLLONGSCOTUS killed IEEPA tariffs and opened $150B+ in refunds; the biggest disclosed importers get cash-flow relief.$303.85+12.60%›

@Apricitas Economics

5mo

America's $1T AI Gamble

IDEAS · 5

GOOGOOGLLONGAI capex boom drives hyperscaler property and equipment to record highs; Alphabet leads the buildout$355.28+10.22%›TSMTSMLONGTSMC sits at the center of the AI import surge; US imports from Taiwan up 670% in three years$397.56+6.77%›MUMULONGComputer memory prices more than tripled in a year as AI demand strains global manufacturing capacity$810.09+110.68%›UTSUTSLLONGData center power demand concentrated in ERCOT and PJM lifts electricity generation investment and prices$41.77-1.52%›

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@Apricitas Economics

9mo

California Keeps Losing Tech Jobs

IDEAS · 4

AMZAMZNLONGCloud infra demand (AWS-type) holds up best in tech while web search and IT design jobs bleed out$267.84+27.63%›GOOGOOGLSHORTSearch-portal businesses face the steepest structural decline as AI erodes the core franchise$355.28-37.02%›VSTVSTLONGAI buildout concentrates power demand in Texas and Virginia grids, lifting merchant producers selling into scarcity.$145.98-26.25%›TPHTPHLONGSB79 upzones transit-adjacent CA land statewide, expanding buildable units for the builder with the biggest CA land bank.—IDEA›