However, three trends visible in the company's latest earnings report have me concerned that the euphoric bubble surrounding ... as did its data center total of $26.3 billion.

Bubble No. 1: Treasuries As I write this, a three-month Treasury bill yields 0.005%, a 10-year note will fetch you 2.5%, and a 30-year bond will score you a spectacular 3.007%. For comparison's ...