(https://www.marketwatch.com/story/meta-and-amazon-are-leading-a-trillion-dollar-big-tech-spending-spree-17a8156d?mod=mw_rss_topstories) has a hidden time bomb: concentration risk in the credit markets. Meta and Amazon are both issuing massive tranches of debt simultaneously, and most institutional buyers are hitting their single-issuer exposure ceilings HARD.

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