There is no evidence yet that

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Tiger 123
08-11 08:41

There is no evidence yet that hyperscaler infrastructure spending is slowing materially.

The better investment opportunity continues to move toward the physical AI infrastructure chain:

REITs — today’s CPI matters considerably to this sector

Soft CPI → lower Treasury yields → positive REIT catalyst.

Hot CPI + Brent approaching $90 → higher yields → negative REIT catalyst.

# Indices Pause at Highs Ahead of CPI — Is 3.4% the Pass Mark?

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zookee
·08-11 09:43
CPI catalyst is too crowded now. Brent near 90 matters more imo, how much juice does that really add to inflation fears?
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JackJackson
·08-11 09:43
I added some data center REITs too. CPI is the near-term trigger, but do you think long lease duration can offset yield noise enough?
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July CPI lands tonight, 20:30 Beijing: economists surveyed by Dow Jones look for headline 3.4% year-over-year (from 3.5%) and core 2.5% (from 2.6%), monthly 0.1% and 0.2%. Nick Timiraos, the \"Fed whisperer,\" reads a soft print as pressure off Chair Warsh and the FOMC, a sticky one as reopening the September hike case. 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Brent near 90 matters more imo, how much juice does that really add to inflation fears?","text":"CPI catalyst is too crowded now. Brent near 90 matters more imo, how much juice does that really add to inflation fears?","html":"CPI catalyst is too crowded now. Brent near 90 matters more imo, how much juice does that really add to inflation fears?","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":595500774339104,"commentId":"595500774339104","gmtCreate":1786412600579,"gmtModify":1786430707671,"authorId":9000000000000192,"author":{"id":9000000000000192,"idStr":"9000000000000192","authorId":9000000000000192,"name":"JackJackson","avatar":"https://static.tigerbbs.com/3f9d9d09b3d77dedfb1d5c351779a212","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":595485085946048,"objectIdStr":"595485085946048","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"I added some data center REITs too. CPI is the near-term trigger, but do you think long lease duration can offset yield noise enough?","text":"I added some data center REITs too. CPI is the near-term trigger, but do you think long lease duration can offset yield noise enough?","html":"I added some data center REITs too. CPI is the near-term trigger, but do you think long lease duration can offset yield noise enough?","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}