# AI infrastructure stocks — X 热门讨论 (2026-09-24 21:05 UTC)
## @GlobalMktObserv (Global Markets Investor) · 09-24 17:12 · ♥37 ↻9 💬4 ⚠️US real Treasury yields are surging to levels not seen since the Financial Crisis:
The 30-year US real yield has jumped to 3.18%, its highest level since 2002, while the 10-year real yield is up to 2.79%, its highest since 2008.
Real yields measure the return investors receive after adjusting for expected inflation, making them a key measure of the real cost of capital.
In other words, Treasury yields are rising not just because of inflation expectations, but because investors are demanding a much higher inflation-adjusted return to hold US government debt.
The pressure comes as investors face massive government borrowing, rising demand for private-sector capital and an enormous AI infrastructure buildout expected to require $10.3 trillion from 2025-2032, equal to ~3.63% of US GDP per year.
Notably, higher real yields increase the discount rate applied to future corporate earnings, making stocks, real estate, and other risk assets less attractive.
The real cost of capital is exploding, and that could become a major headwind for the equity market. https://x.com/GlobalMktObserv/status/2103170603758899582
## @sami_igood (sami igood) · 09-24 17:22 · ♥40 ↻0 💬3 $IREN investors-plenty of surprises coming soon. Stay tuned.
Bullish on IREN and the massive opportunity in AI infrastructure? Follow me + turn on all notifications 🔔
I’m closely tracking every significant move-AI cloud, GPUs, energy, data centers, contracts, clients, and institutional investments.
No unnecessary hype. Follow the performance. Follow the growth. Follow $IREN. 🚀👇👀
#IREN #AI #AICloud #AIInfrastructure #DataCenters #NVIDIA #Microsoft #IREN #AI #ArtificialIntelligence #AIStocks #AIInfrastructure #AICloud #DataCenters #GPUs #NVIDIA #NVDA #Microsoft #MSFT #NASDAQ #TechStocks #GrowthStocks #CloudComputing #HPC #Investing #Stocks #WallStreet https://x.com/sami_igood/status/2103173307638157711
## @NotA_Bull (Evan | Investments) · 09-23 22:54 · ♥34 ↻0 💬5 $AMZN and $NVDA are basically on sale right now.
Investors are panicking over huge AI infrastructure spend, driving both stocks down to multi year LOW valuations.
Both are poised to explode once tech buildout clears. https://t.co/9MMpl0uKnm https://x.com/NotA_Bull/status/2102894280968675793