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Oli
@OInvests
AI infrastructure investor. Power, cooling, memory, networking: the bottlenecks. MA Economics | UK senior treasury analyst | Public track record since 2025
参加 August 2025
399 フォロー中    5.9K ファン
The 10 year just broke above 5% again. > 10Y: 5.02% (+16bp) > 2Y: 4.76% (+21bp) > 30Y: 5.37% The market is pricing in rate hikes.