Contrarian

Oct 21, 2026 · bearish

(https://www.marketwatch.com/story/opposition-to-data-centers-will-drive-up-inflation-says-blackrocks-larry-fink-831c25b9?mod=mw_rss_topstories), says Fink. Notice what he *didn't* say: "data centers will generate returns." He went straight to macro threat — a tell that the ROI narrative requires scrutiny. $NVDA, $MSFT, and $AMZN have collectively deployed hundreds of billions into inference and training infrastructure.

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