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    Every Time Yields Rise Something Always Breaks

    October 2, 2026

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    16 out of 16 is a pretty good record I would say, right? When yields rise, it causes a problem and you shouldn't pretend otherwise. In this video I made for the Finance Friday crew last week, you can see it visually and there's no mistaking it. Btw, even though this was created for them, I wanted to include it on YouTube just because it's so essential to understand. To those watching this and are in the Finance Friday, tonight we'll be discussing the bigger bottleneck than semi conductors for the AI buildout. Lots of deep learning.

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