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2025-11-17

$Amazon.com(AMZN)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ 📈 Big money is moving. I’m watching $AMZN tap the debt market with a 6 part bond offering for the first time since 2022. “General 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 🔥

🛒🛍️ 🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟧

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
    2025-11-18
    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 👌 🧃
    • Barcode: 
      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: 
      🙏🏼 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
    2025-11-18
    Cool Cat Winston
    🔍📈 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: 
      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: 
      🙏🏼 Thanks for checking out my post CCW, it’s traders like you that make the journey worth it!
  • Kiwi Tigress
    2025-11-18
    Kiwi Tigress
    我正在读这篇文章，老实说，亚马逊的债务举措让我措手不及。当你把它分成六个部分时，感觉会更大，因为这意味着对整个人工智能规模的真正规划。索罗斯的立场在某种程度上证实了这种轮换，因为如果你对趋势强度没有强烈的看法，你不会把超过7%的资金投入到某件事上。公民的文章也很合适，因为人工智能代理是广告的合法推动力。是的，波动性和信用利差对动量很重要，但你设定水平的方式让它更容易跟踪。即使信贷方面变得困难，NVDA TSLA AMZN仍不断将流动性拉回其中，这真是太疯狂了
    • Barcode: 
      我喜欢你的观点，因为你发现了六部分结构是如何传达长期人工智能规划的。你关于水平的观点是准确的，因为当波动性上升时，这是指导轮动的因素。
    • Barcode: 
      🙏🏼谢谢KT，你的观点让这个话题既相关又有见地。
  • VivianChua
    2025-11-19
    VivianChua
    Nice 💚💚💚
  • poisonivyallover
    2025-11-18
    poisonivyallover

    A

  • Huat Kueh 88
    2025-11-18
    Huat Kueh 88

    很棒的文章，你愿意分享吗？

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