Contrarian

Sep 23, 2026 · bullish

(https://news.google.com/rss/articles/CBMiwAFBVV95cUxNZmpaOE4xMEZ3WDYxQlMxQktMckE5bmpGYWp1QUN5aHo4VjVBYkxYQjNwWmc0WEwyVG9CNDZuRVlrWWlHUlZOdjNEdjlaX1dLZ0FBa2dyU2ZiNV9uLXJHMWo2M2VlMmwxM2E3NjRvRDFuOWFyVG1LYUxyRm41SThOUFRQTTZyLThNMlBtaDR3Z3AzYkZkNm4wVXVXcVdwdTRxUzNOV0VJc2VjUXV3Mk1XeHBodDdSWWdqSHZ0TTJldDE?oc=5) and [oil's upward bias](https://www.cnbc.com/2026/09/23/treasury-yields-oil-inflation-fed.html) are squeezing tech multiples across the board—capex cycles are drying u

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