$WATERWATER Harga

On August 18, investors have reasons to be concerned about inflation, but this may not be the primary cause of rising bond yields. In fact, inflation expectations measured by the breakeven rate are quite close to the Federal Reserve's long-term target of 2%. Capital.com analyst Daniela Hassoun stated, "Investors can believe that inflation will average around 2%-2.5% in the long term, but at the same time, they are becoming less certain about this forecast due to oil prices, tariffs, fiscal policies, and other supply shocks." She noted that the bond sell-off is driven by "persistent inflation risks, massive government borrowing, and increasingly fierce capital competition, rather than just a sharp rise in expected inflation itself."

On August 18, Yili Hua, founder of LiquidCapital (formerly LDCapital), stated that AGPU's Q2 report revealed four key signals: First, the prepayment ratio for each contract is between 20% and 40%, with $317 million in prepayments received in August, reflecting customer credibility and delivery capability; second, the contracts have strong profitability, with expected EBITDA margins of 62% to 76%, surpassing CRWV's 59% and NBIS's 50%; third, the company is transitioning to become a power center holder, planning to collaborate with DUOS to build data centers while holding a 49% stake, which will not only provide computing power but also directly own data centers and power assets, likely enhancing long-term cost and bargaining power; fourth, short-term financing mainly relies on customer prepayments and bond issuance, which essentially covers construction costs and reduces reliance on equity financing and shareholder dilution pressure. Yili Hua believes that despite AGPU's stock price having risen significantly since the previous research report, it remains severely undervalued compared to expectations of billion-dollar contracts, primarily due to a timing mismatch between contract signing, computing power delivery, and financial report confirmation. Previously, on July 27, Yili Hua analyzed AGPU, stating that it is 'about to announce new contracts worth $1.5 billion, bringing the total contracts to over $3 billion, with a target of achieving $10 billion in total contracts this year. The key is that AGPU's financing method is not through ATM equity, ensuring investor interests. These contracts will soon reflect in the upcoming financial reports.'

On August 18, U.S. President Trump stated that there are no negotiations or dialogues ongoing or planned with Iran. The naval blockade remains fully effective. The Strait of Hormuz is open and operating normally. All mines have been removed or detonated.