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[@barbell_ideas](/creator/twitter/barbell_ideas)
"@mikealfred Anyone who buys 10y UST below X% today must have a higher belief in dramatic AI breakthroughs than any $nvda and $amd investor to make this a smart trade (in the context of a long-term investment)"  
[X Link](https://x.com/barbell_ideas/status/1979289657897586914) [@barbell_ideas](/creator/x/barbell_ideas) 2025-10-17T20:53Z XXX followers, XX engagements