Time to short hyperscaler bonds, not stocks - BofA (AMZN:NASDAQ)
Core Viewpoint - Investors are advised to consider shorting bonds of hyperscalers while refraining from major shorts in the broader AI trade according to BofA Securities [2] Group 1: Hyperscalers - Cash flow from hyperscalers is no longer sufficient for major players like Amazon (AMZN) and Alphabet (GOOG) [2]