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spencer

T3 · host / generalist

Covers e-commerce, labor policy, and gig economy regulation, reporting on Amazon's delivery network and NYC legislative risks.

3 calls·2 names·33% bull·last heard 24 days ago·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
1stmedium conviction
$AMZNAmazon

Amazon's $60B advertising business called 'incredibly profitable' high-margin layer

Amazon's advertising business generates $60B revenue with high profitability because it leverages existing e-commerce infrastructure without heavy asset requirements.

Bloomberg Tech2026-09episode →
2ndlow conviction
$GMEGameStop

GameStop may withdraw $5.6B eBay bid for joint venture leveraging store footprint

GameStop lacks capital for a $5.6B eBay acquisition but holds ~10% stake; a joint venture using physical stores for collectibles authentication is explored but faces execution skepticism.

Bloomberg Tech2026-08episode →

most discussed · click a bar to filter

  • $AMZN
  • $GME
3 total
$AMZN
···
Amazon
MEDspencer·Bloomberg Tech·24 days ago·Anthropic’s Compute Bet, Musk on AI, Apple’s New CEO | Bloomberg Tech 9/01/2026
Amazon's $60B advertising business called 'incredibly profitable' high-margin layer
Amazon's advertising business generates $60B revenue with high profitability because it leverages existing e-commerce infrastructure without heavy asset requirements.
"Absolutely. $60 billion a year, not a huge number revenue side, but huge profitability side... They been able to build this advertising layer on top without all of those assets ne…"
21:53
$GME
···
GameStop
LOWspencer·Bloomberg Tech·2 months ago·Intel Raises Cash, Apple Gets Downgraded | Bloomberg Tech 8/10/2026
GameStop may withdraw $5.6B eBay bid for joint venture leveraging store footprint
GameStop lacks capital for a $5.6B eBay acquisition but holds ~10% stake; a joint venture using physical stores for collectibles authentication is explored but faces execution skepticism.
"THE BIG LESSON HERE IS IF YOU ARE GOING TO ANNOUNCE TO THE WORLD A $56 BILLION DEAL YOU SHOULD MAKE SURE YOU HAVE $56 BILLION. ... THE NOTION IS GAMESTOP HAS A NETWORK OF STORES A…"
20:34
$AMZN
···
Amazon
MEDspencer·Bloomberg Tech·2 months ago·Intel’s Big Raise, Apple’s iPhone Roadmap | Bloomberg Tech 8/11/2026
NYC Delivery Act threatens Amazon's subcontractor model nationally, prompting $5M lobbying
Proposed NYC legislation requiring direct employment of delivery workers could replicate nationally, threatening Amazon's low-cost subcontractor model that underpins its delivery economics.
"AMAZON IS COMING AT THIS IN A BIG WAY BECAUSE IF THIS PASSES IN NEW YORK, OTHER CITIES COULD REPLICATE IT. THEY ARE ABOUT, MAN, IF OTHERS SEE THIS AS A LABOR-FRIENDLY MOVE, THAT I…"
14:34
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