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robert shipman

T3 · host / generalist

Analyzes corporate bond markets and credit fundamentals, particularly for large tech issuers funding AI infrastructure.

1 call·1 name·100% bull·last heard last month·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$AMZNAmazon

Amazon raises $25B+ in bonds to fund $300B AI capex surge

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.

Bloomberg Tech2026-07→

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$AMZN
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Amazon
HIGHrobert shipman·Bloomberg Tech·last month
Amazon raises $25B+ in bonds to fund $300B AI capex surge
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.
"$25 BILLION IS NOT THAT BIG OF A NUMBER. IT IS PROBABLY GOING TO BE MORE. RELEASED ALMOST $70 BILLION ACROSS CURRENCIES THIS YEAR ALREADY. THE CASH NUMBER IS UP ABOVE $150 BILLION…"
14:20