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“its share of web search jobs has fallen to the lowest level since 2011”
@Apricitas Economics
Search-portal businesses face the steepest structural decline as AI erodes the core franchise
GOOGLSHORT@ $259.30
$360.38-38.98%
since call Oct 19
“Web search portals (like Google) and computer systems designers (like IBM) have led the decline, while computer infrastructure providers (like Amazon Web…”
@Apricitas Economics
Cloud infra demand (AWS-type) holds up best in tech while web search and IT design jobs bleed out
AMZNLONG@ $209.85
$265.50+26.52%
since call Oct 19
peak +27.1%
“California's high cost of energy also means that despite the tech industry's concentration in the Bay Area, few data centers are planned in the state itself…”
@Apricitas Economics
AI buildout concentrates power demand in Texas and Virginia grids, lifting merchant producers selling into scarcity.
VSTLONG@ $197.92
$144.83-26.83%
since call Oct 19
“The state has just passed SB79, a bill that allows more housing construction near transit stops throughout the state…”
@Apricitas Economics
SB79 upzones transit-adjacent CA land statewide, expanding buildable units for the builder with the biggest CA land bank.
TPHLONGIDEA · NOT YET PRICED
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