(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) while the Fed stands pat — this inverts the entire low-rate playbook that's kept zombie capex alive in cloud and semi for 18 months. The Value Investor flagged refinance dynamics getting crushed, but the real casualty is any company running on the assumption that cheap capital stays cheap.

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