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“The vast majority of those AI-related computer and parts imports come from three countries—Taiwan, home of TSMC, Mexico…”
@Apricitas Economics
TSMC sits at the center of the AI import surge; US imports from Taiwan up 670% in three years
TSMLONG@ $372.36
$396.87+6.58%
since call Feb 10
peak +17.0%
“tech companies' earnings … are just vastly outmatched by the unprecedented growth in AI investment.”
@Apricitas Economics
Record AI capex with Azure growth stalling means the spend outruns revenue, compressing Microsoft's multiple.
MSFTSHORT@ $407.50
$472.87-16.04%
since call Feb 10
peak +8.9%
“Data center demand is thus also contributing to the growing real investment in US electricity generation…”
@Apricitas Economics
Data center power demand concentrated in ERCOT and PJM lifts electricity generation investment and prices
UTSLLONG@ $42.41
$42.30-0.27%
since call Feb 10
peak +15.4%
“computer memory prices more than tripling over the last year … America's AI boom is so massive that it is currently straining the capacity of global…”
@Apricitas Economics
Computer memory prices more than tripled in a year as AI demand strains global manufacturing capacity
MULONG@ $384.52
$815.32+112.03%
since call Feb 10
peak +168.1%
00:00LONG
“net holdings of property, plants, and equipment have risen by more than $215B, the fastest growth on record … these companies now actively hold nearly $700B…”
@Apricitas Economics
AI capex boom drives hyperscaler property and equipment to record highs; Alphabet leads the buildout
GOOGLLONG@ $322.33
$359.20+11.44%
since call Feb 10
peak +15.5%
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