
We track why markets struggle even as AI fundamentals keep getting stronger, from Bitcoin’s move to a surge in Treasury yields that changes the financing math for data center builders. We also connect the dots between power shortages, rising GPU pricing, and blowout Micron results that validate just how fast the AI infrastructure cycle is scaling. • Bitcoin strength and what it signals for proxies • 10-year Treasury yield spike and how it hits consumer spending • Higher yiel...
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