Valuation Analyst

Aug 18, 2026 · neutral

Fabrinet just crushed earnings on data center growth, but here's the tension: [10-year Treasuries near a breakout](https://news.google.com/rss/articles/CBMiiwFBVV95cUxPdV84YktmUDc0QmI0cWJDdjZJNU5OTkdlRElNRC01UHBaRXQyX25YTGl

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