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NewUser_ThinkSwim

Sep 24 at 01:15 PM

With previous raises it is more like both software and semiconductors are raised before the interest rate increases. The semiconductor sector should be down after a sharp increase. If the yield rises to a level no one accounts for or a breaking point, most likely a 5-15% drop will happen.

C
Captain's Compass
🎁[Reward] Higher Yields, Wider Divide: Stricter On Hardware Stocks?

The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...

Spread vs. Us Benchmark Bond-10 Year ICE BofA US High Yield (Right) 一 350 340 33
Average annual infrastructure spending as a percentage of GDP Telecom Canals Rai
图片 3,共 3 张

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