Joey Politano 🏳️🌈
@JosephPolitano
Writing a data-driven newsletter about economics @ http://apricitas.io | Nuance? In this economy? | Perpetually awaiting that “trade deal” with Japan
🚨BIG PERSONAL NEWS🚨 In the last year I've published 78 articles, created 438 charts, and written thousands of words to explain our complicated modern economy. Today I'm excited to announce that I'm taking the leap—and writing my newsletter full-time!🧵 apricitas.io/p/taking-the-l…
They made a book vending machine God Bless the District of Columbia

US tech-sector physical investment continues skyrocketing amidst the AI boom—net holdings of property, plant, & equipment by tech companies in the US have risen by a record $154B over the last year

US imports of the large-scale computers typically used in data centers have hit new record highs, up 220% over this time last year—tariff front-running and the AI buildout are causing a historically unprecedented surge in demand

Chinese semiconductor production continues hitting new record highs, up 16% from this time last year and 42% from June 2023
