“Was it an SOS rather than a contract cancellation?”… Why Oracle's New Mexico data center is being delayed and the unresolved challenges for AI infrastructure investment

In a Chuseok special live broadcast, Lee Hyoseok Academy explains Oracle's declaration of force majeure for its New Mexico data center and the sharp rise in US interest rates. It attributes the surge in yields to 5.2% for 10-year bonds and 5.5% for 30-year bonds to rising real interest rates rather than BEI, identifying demand for funding for AI investment as a factor. Citing Howard Marks, it advises against selling all holdings out of fear of interest rates, while presenting September (month 9) as a period for defensive positioning with one's guard up. It highlights the polarization between 81 new highs and 400 new lows even as the Nasdaq reaches a record high, urging viewers to study stocks whose fundamentals are reaching new highs. Using the cup-and-handle principle, it explains how to respond to consolidation periods around new highs in Dell, HP, Meta, and AMD. Through Techfeed's theory of exponential growth and an analogy involving 2.6 days of GDP, it presents criteria for long-term AI investment that look beyond interest rates. It characterizes Oracle's force majeure declaration as an SOS over funding problems rather than a contract cancellation and confirms that the project is continuing. All directional outlooks are the speaker's conditional judgments, not definitive predictions of short-term prices.