There is no evidence yet that

Tiger 123

08-11

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.

QQQ Falls 1%: Warsh and Bessent Clash at Jackson Hole — Who Sets the Tone?

QQQ −1.00% Monday against the S&P 500's −0.28% — the drop was tech and semis weighting, not broad risk-off. Two macro weights: Jackson Hole, where the story is Warsh against Bessent, monetary stance versus debt issuance; and the fiscal-dominance question, with long-end rates and liquidity now doing the valuation work. Iran signalled a new round of U.S. pressure, adding oil risk. The nearer trigger: Nvidia after Wednesday's close, guidance amplified sector-wide. Trim ahead of both and hold only relative-strength platforms like Meta and Alphabet, or use the pullback to add QQQ?

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Comments

zookee
08-11
zookee
CPI catalyst is too crowded now. Brent near 90 matters more imo, how much juice does that really add to inflation fears?
JackJackson
08-11
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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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}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/595485085946048"}