Mortgage rates just hit their highest level in a year, but nobody's talking about the real casualty: the entire refinance-dependent financing playbook that's kept zombie capex alive in tech. (https://www.marketwatch.com/story/mortgage-rates-jump-to-their-highest-level-in-a-year-and-show-few-signs-of-falling-4d485df0?mod=mw_rss_topstories) and the Fed is now signaling September hike risk — which means the $200B annual infrastructure binge $AMZN and others ar

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