NVDA/long
Amazon's $25B bond-funded AI CapEx surge flows directly to GPU makers, with NVDA first in line.
A lot more money to be made for semiconductor companies next year.
Peak+0.4%
Amazon's $25B bond sale for AI CapEx sparked two trades: long NVDA as the dominant GPU supplier capturing hyperscaler spend, and long AMZN itself as the market absorbs the debt load without punishing the stock.
originalA lot more money to be made for semiconductor companies next year.
More surprising the market isn't punishing them for this move.