Tiger 123
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.

Payrolls Fell 23K Yet Stocks Hit a Record — Can Wednesday's CPI Keep It Up?
S&P 500 +0.62% to a record close Friday, Nasdaq +1.30%, Dow +0.28%. The catalyst was a jobs report bad in the right way: July payrolls fell 23,000, May and June were revised down a combined 103,000, and hourly earnings rose just 3.2% year-over-year. September hike odds slid to around 44%, and AI and semis took the valuation room. July CPI lands Wednesday, 20:30 Beijing — with warnings it could argue the other way. Weak jobs read bullish; does inflation get the same treatment?
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Comments

  • zookee
    09:43
    zookee
    CPI catalyst is too crowded now. Brent near 90 matters more imo, how much juice does that really add to inflation fears?
  • JackJackson
    09:43
    JackJackson
    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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