The narrative flip is real. A week ago, every dollar flowed into mega-cap AI capex. Today, (https://www.marketwatch.com/story/wall-street-bank-urges-hedging-into-julys-cpi-as-sell-trigger-hits-highest-level-in-eight-years-bc9374f1?mod=mw_rss_topstories), and suddenly telecom towers and pipeline contracts look *safe*. That's not sentiment noise — it's positioning.

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