Analyzes corporate bond markets and credit fundamentals, particularly for large tech issuers funding AI infrastructure.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Amazon's $25B bond offering (likely to grow) signals capex will far exceed its $200B guidance, potentially approaching $300B next year as AI demand outpaces supply and they front-load investments in data centers, chips, and ecosystem partners like OpenAI and Anthropic.