Alphabet 100-year bonds Loading... : Investor Sentiment and Bull/Bear Views
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23:50
Feb 09
Feb 09
Bullish AI corporate bonds on strong demand.
He is very bullish on AI-related corporate credit: bondholders are not worried about an AI bubble, capex guidance has risen, and massive order books like Oracle's show strong demand. The 100-year Alphabet bond also shows long-dated demand from insurers, and he argues the bond market is telling equity investors to calm down.
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About Alphabet 100-year bonds Investor Commentary
Across the available history and selected sources, Buzzberg tracks Alphabet 100-year bonds across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Robert Schiffman.