Looking at today's headlines, the story is Treasury yields hitting structural ceilings — not cyclical highs — and that's collapsing duration valuations in ways the market hasn't fully priced yet. The 10-year is near breakout and 6% is no longer a theoretical bear case — it's the baseline. This doesn't hurt $NVDA ($58.3B annual net income, 71.5% net margins, 50.3B in free cash flow).

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