There is no evidence yet that -To The Moon - Tiger Brokers Online Investing Community - To The Moon

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.

Two Rounds of Treasury Buybacks, and Long-End Yields Still Hit a New High?

The Treasury bought 20- to 30-year debt again Wednesday, capped at $6B — second round in two weeks; the first filled only $5.2B. The bid came, yields didn't fall: the 10-year closed at 5.11%, up 15bp and the highest since 2007, as was the 30-year. October Fed hike odds hit 69.7%. Stocks fell: Nasdaq -1.13% to 26,936.04, erasing Tuesday's record; QQQ -0.84% to $741.21; S&P 500 -0.75% to 7,706.03; Dow -0.68% to 51,511.59. Bulls say firm data, not weak demand, is lifting yields; bears say two buybacks and a new high prove the bid can't absorb supply. At what yield do you redo the math on stocks?

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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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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. 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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"}