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11-17

$Amazon.com(AMZN)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ πŸ“ˆ Big money is moving. I’m watching $AMZN tap the debt market with a 6 part bond offering for the first time since 2022. β€œGeneral corporate purposes” is the line but the real read is fuel for the AI machine as Big Tech lever up and credit spreads widen. 

Citizens reiterated Market Outperform and held the $300 PT, calling the new Amazon Ads AI agent a real catalyst. Soros bought 1.8M shares and it is now over 7% of the portfolio. Structure is clean, BTFD support firm, rotation back into the trend with $NVDA $TSLA $AMZN showing real momentum πŸ”₯

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Amazon plans to raise about $12 billion in US bonds
Amazon launched its first U.S. high-grade bond offering in nearly three years on Nov. 17. It plans to raise about $12 billion in up to six tranches of the bond. The funds will be used for general corporate purposes, including debt repayment, acquisitions and investments.
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Comments

  • Queengirlypops
    11-18
    Queengirlypops
    This AMZN update is wild because the debt tap plus the AI fuel story hits so clean. Six part deal, first since 2022, that is real momentum for the whole AI trade. And that Soros exposure is loud because seven percent of a whole book is a serious conviction signal. The Citizens PT at 300 with the Ads AI agent boost lines up with what I’m seeing on flow trackers. Market rotation is snapping back into NVDA TSLA AMZN and your volatility call is spot on since spreads widening always shakes out weaker names. Total beast setup and the structure read is πŸ‘Œ πŸ§ƒ
    • Barcode:Β 
      Your energy is spot on Q since this setup is exactly where liquidity wants to migrate during AI capital cycles. The way you tied spreads, flow and leadership rotation together is well aligned with the trend.
    • Barcode:Β 
      πŸ™πŸΌ Thanks for taking the time to read my post Q, it means a lot to share the journey with sharp minds like yours!
  • Cool Cat Winston
    11-18
    Cool Cat Winston
    πŸ”πŸ“ˆ I’m reading your AMZN update and the liquidity angle stands out. A six part bond tap in this credit environment signals a real shift in how Big Tech manage capital for AI scale. Volatility will stay elevated if spreads keep widening since it drags on speculative pockets tied to names like RIVN. The way you framed the BTFD structure and the Soros allocation gives more weight to the upside scenarios. I’m watching how that rotation into momentum leaders settles because it affects trend signals across the broader tech stack.
    • Barcode:Β 
      I appreciate the way you framed the credit environment CCW since the bond tap timing is the real tell. Your point on speculative pockets like RIVN fits the shift in how liquidity rotates when spreads widen.
    • Barcode:Β 
      πŸ™πŸΌ Thanks for checking out my post CCW, it’s traders like you that make the journey worth it!
  • Kiwi Tigress
    11-18
    Kiwi Tigress
    I’m reading this and honestly the AMZN debt move caught me off guard. It feels bigger when you break it down to six parts because that means real planning for the whole AI scale up. And the Soros position kinda confirms the rotation since you don’t put over seven percent of a book into something without a strong view on trend strength. The Citizens piece fits too because that AI agent is a legit boost for ads. Yeah the volatility and credit spread stuff matters for momentum but the way you framed the levels makes it easier to track. It’s wild how NVDA TSLA AMZN keep pulling liquidity back into them even when the credit side gets rough
    • Barcode:Β 
      I like your take KT since you picked up on how the six part structure telegraphs long term AI planning. Your point on levels is accurate because that is what guides the rotation when volatility picks up.
    • Barcode:Β 
      πŸ™πŸΌ Thanks KT, your perspective keeps the thread relatable yet informed.
  • VivianChua
    11-19
    VivianChua
    Nice πŸ’šπŸ’šπŸ’š
  • poisonivyallover
    11-18
    poisonivyallover

    A

  • humbled.huat
    11-18
    humbled.huat

    Great article, would you like to share it?

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