AMZN

Kickboy21

Yeah do whatever you want. idk what the future is for bitcoin tbh but META MSFT AMZN are all investing in the future.

Kickboy21

Why bitcoin and not META or MSFT or AMZN

Ok_Wealth_3433

Amazon is a pretty easy buy. I just hold AMZN and ASTS for the long term; I know Amazon’s service is not competing with AST’s, but I feel like it’s a great hedge in case ASTS doesn’t execute long term.

Sufficient-Flan1565

How the hell MU has more weight in QQQ than Google and MSFT and AMZN? They still are more market cap than micron

No_Current3675

ASML TSM KLAC would probably be at the top of my list. 2nd tier NVDA LRCX GOOG AMZN MSFT. That said, I am an avid dip buyer and if any particular stock dropped 50-75% there's a good chance I'm picking it up, even garbage memestonks.

Fractalized419

AMZN

Odd-Block-2998

AMZN is a $350 stock

IxXSir_PeenXx

So many negative comments here means I need to full port AMZN

wallstreetbets-ModTeam

Thanks for your submission! To keep things interesting, we want to see big gains and big losses! So we've set the following thresholds for Gain, Loss, and YOLO flaired posts: * YOLO posts must be a minimum of $10,000 of options or $25,000 of shares and recently opened. * Gain / Loss posts must show realized gains or losses of more than $2,500 for options or $5,000 for shares. We want to see the actual trade. What you got in at, what you sold at. Then tell us why you did it. Give us the story of why you're a fucking genius (or idiot). This is what a great post looks like: [$17.2K Gain on AMZN](https://www.reddit.com/r/wallstreetbets/comments/wb5m4o/not_too_shabby_172k_gain_amzn/) - OP described his gain in the title, has a clear screenshot showing both the entry and exit, meaning his gains were locked in, and they explained their reasoning in the comments and what they learned. All around a great post! Here are examples of what could get your post removed: * [$300,000 SDC Loss. Still not selling](https://www.reddit.com/r/wallstreetbets/comments/wpm9am/over_300000_unrealized_loss_sdc_not_selling/) - Even though this is a tremendous loss and something worth posting about, **the position hasn't been closed yet**. Here are examples of amazing posts which could have been even better: * [$75,000 DDOG Loss.](https://www.reddit.com/r/wallstreetbets/comments/unsrey/loss_porn_ddog_call/) - This is a great post and one that won't get removed. However, the OP could have talked about *why* they entered the position in the first place, what their target price was, and what went wrong. OP didn't stick around in the comments to answer any questions. * [$1.1MM Loss, No details](https://www.reddit.com/r/wallstreetbets/comments/lxm6wt/hold_me_1100000_loss/) - OP simply posted a screenshot of their overall portfolio balance. It's definitely a big loss, but it's not that interesting without OP talking about what trades they were in and why. OP didn't answer most questions in the comments which left many readers speculating on what happened. --- All that being said, we are here to help. We want to make it as easy as possible for you to post to our community. We have to balance this with making the subreddit interesting for our readers. If you need some guidance, don't hesitate to [reach out to modmail](https://old.reddit.com/message/compose/?to=/r/wallstreetbets) and we'll give you some pointers!

Ble_h

That “excess compute” story was bullshit journalism. META wants to join MSFT and AMZN but selling AI compute power.

wallstreetbets-ModTeam

Thanks for your submission! To keep things interesting, we want to see big gains and big losses! So we've set the following thresholds for Gain, Loss, and YOLO flaired posts: * YOLO posts must be a minimum of $10,000 of options or $25,000 of shares and recently opened. * Gain / Loss posts must show realized gains or losses of more than $2,500 for options or $5,000 for shares. We want to see the actual trade. What you got in at, what you sold at. Then tell us why you did it. Give us the story of why you're a fucking genius (or idiot). This is what a great post looks like: [$17.2K Gain on AMZN](https://www.reddit.com/r/wallstreetbets/comments/wb5m4o/not_too_shabby_172k_gain_amzn/) - OP described his gain in the title, has a clear screenshot showing both the entry and exit, meaning his gains were locked in, and they explained their reasoning in the comments and what they learned. All around a great post! Here are examples of what could get your post removed: * [$300,000 SDC Loss. Still not selling](https://www.reddit.com/r/wallstreetbets/comments/wpm9am/over_300000_unrealized_loss_sdc_not_selling/) - Even though this is a tremendous loss and something worth posting about, **the position hasn't been closed yet**. Here are examples of amazing posts which could have been even better: * [$75,000 DDOG Loss.](https://www.reddit.com/r/wallstreetbets/comments/unsrey/loss_porn_ddog_call/) - This is a great post and one that won't get removed. However, the OP could have talked about *why* they entered the position in the first place, what their target price was, and what went wrong. OP didn't stick around in the comments to answer any questions. * [$1.1MM Loss, No details](https://www.reddit.com/r/wallstreetbets/comments/lxm6wt/hold_me_1100000_loss/) - OP simply posted a screenshot of their overall portfolio balance. It's definitely a big loss, but it's not that interesting without OP talking about what trades they were in and why. OP didn't answer most questions in the comments which left many readers speculating on what happened. --- All that being said, we are here to help. We want to make it as easy as possible for you to post to our community. We have to balance this with making the subreddit interesting for our readers. If you need some guidance, don't hesitate to [reach out to modmail](https://old.reddit.com/message/compose/?to=/r/wallstreetbets) and we'll give you some pointers!

Malota13

because they are gambling retards, US market is became like this: \- AMZN, mag7 is shit as they "only" make 5-10% per year, \- high beta shts, momentum, narrative plays, loosing companies are AMAZING, as they can move 100x with lvg and options \- and then these morronic idiots after 100x-ing money coming here either crying or bragging \+ insider trades + crypto pump and dumps. I am super sad to see what happened with US market in merely some years (investing here 15-20 years ago). And then insiders and pumpers are cheered, and simped :D

Employee28064212

AMZN all day.

typo9292

There is no option 2, market will never be predictable. This volatility is amazing if you can find shares that swing around a known number. That 10% swing on a daily basis, how are you not making money buying/selling the swing? This is all I'm doing across \~20 shares and doing just fine. Only buying/selling shares, no options! slow and steady and I find doing this also lets me keep a good % of cash out at all time should we see a larger correction. Most of the stocks I buy pay dividends ... most (looking at you AMZN) so even if holding for a bit longer there is some return. Just DCA into a purchase and do the same selling and don't get greedy.

vermilli21

Another day of AMZN bending me over backwards again

New_Possible_284

Wait a sec, META is getting in the AI cloud business, and MSFT, Google, and AMZN are all up?

RexLaminaII

OF COURSE I bought AMZN instead of META instead

greenpride32

Why do you see this being bigger benefit for AMZN GOOGL when same offering is also available at MSFT? AMZN ARR for AI services was reported at $15b last quarter. And for MSFT that figure was $37b. Expect both to surge later this month on next earnings with only 3 months time passing. Anthropic ARR was $9b in 2025 and they came out of nowhere months later with $47b. You can read the narrative, or you can read the numbers. In next few years those hyperscaler ARR will hit 12 digit.

Me-Regarded

AMZN $300 inbound

vermilli21

Bruh as soon as I said something about AMZN it gets a -1% candle….piece of shit

vermilli21

Can AMZN get a random 6% day or cure cancer or something

wallstreetbets-ModTeam

Thanks for your submission! To keep things interesting, we want to see big gains and big losses! So we've set the following thresholds for Gain, Loss, and YOLO flaired posts: * YOLO posts must be a minimum of $10,000 of options or $25,000 of shares and recently opened. * Gain / Loss posts must show realized gains or losses of more than $2,500 for options or $5,000 for shares. We want to see the actual trade. What you got in at, what you sold at. Then tell us why you did it. Give us the story of why you're a fucking genius (or idiot). This is what a great post looks like: [$17.2K Gain on AMZN](https://www.reddit.com/r/wallstreetbets/comments/wb5m4o/not_too_shabby_172k_gain_amzn/) - OP described his gain in the title, has a clear screenshot showing both the entry and exit, meaning his gains were locked in, and they explained their reasoning in the comments and what they learned. All around a great post! Here are examples of what could get your post removed: * [$300,000 SDC Loss. Still not selling](https://www.reddit.com/r/wallstreetbets/comments/wpm9am/over_300000_unrealized_loss_sdc_not_selling/) - Even though this is a tremendous loss and something worth posting about, **the position hasn't been closed yet**. Here are examples of amazing posts which could have been even better: * [$75,000 DDOG Loss.](https://www.reddit.com/r/wallstreetbets/comments/unsrey/loss_porn_ddog_call/) - This is a great post and one that won't get removed. However, the OP could have talked about *why* they entered the position in the first place, what their target price was, and what went wrong. OP didn't stick around in the comments to answer any questions. * [$1.1MM Loss, No details](https://www.reddit.com/r/wallstreetbets/comments/lxm6wt/hold_me_1100000_loss/) - OP simply posted a screenshot of their overall portfolio balance. It's definitely a big loss, but it's not that interesting without OP talking about what trades they were in and why. OP didn't answer most questions in the comments which left many readers speculating on what happened. --- All that being said, we are here to help. We want to make it as easy as possible for you to post to our community. We have to balance this with making the subreddit interesting for our readers. If you need some guidance, don't hesitate to [reach out to modmail](https://old.reddit.com/message/compose/?to=/r/wallstreetbets) and we'll give you some pointers!

Spac55

All big tech going debt market and free cash flow disappearing $GOOG $AMZN $NVDA $MSFT $META all free cash flow wipeout and soon all see ROI of AI is negligible. Soon all dump semi $SMH , it can crash 80% semi stocks

Port_Lens

I think the interesting question isn't whether NVDA or AMAT is the better business—it's how much exposure you actually want at each layer of the AI stack. You could make a reasonable case for owning: Infrastructure (NVDA, AMD), Equipment (AMAT, ASML, LRCX), Foundries (TSMC), Hyperscalers (MSFT, AMZN, GOOGL), Software/app layer. That way you're not making a single bet on where the economic profits ultimately end up. History shows that sometimes the biggest winners aren't the companies everyone talks about today. The harder part is deciding the allocation between those buckets rather than picking one "winner."

MythrilBalls

AWS and data infrastructure is the reason AMZN is my 3rd largest position.

wallstreetbets-ModTeam

Thanks for your submission! To keep things interesting, we want to see big gains and big losses! So we've set the following thresholds for Gain, Loss, and YOLO flaired posts: * YOLO posts must be a minimum of $10,000 of options or $25,000 of shares and recently opened. * Gain / Loss posts must show realized gains or losses of more than $2,500 for options or $5,000 for shares. We want to see the actual trade. What you got in at, what you sold at. Then tell us why you did it. Give us the story of why you're a fucking genius (or idiot). This is what a great post looks like: [$17.2K Gain on AMZN](https://www.reddit.com/r/wallstreetbets/comments/wb5m4o/not_too_shabby_172k_gain_amzn/) - OP described his gain in the title, has a clear screenshot showing both the entry and exit, meaning his gains were locked in, and they explained their reasoning in the comments and what they learned. All around a great post! Here are examples of what could get your post removed: * [$300,000 SDC Loss. Still not selling](https://www.reddit.com/r/wallstreetbets/comments/wpm9am/over_300000_unrealized_loss_sdc_not_selling/) - Even though this is a tremendous loss and something worth posting about, **the position hasn't been closed yet**. Here are examples of amazing posts which could have been even better: * [$75,000 DDOG Loss.](https://www.reddit.com/r/wallstreetbets/comments/unsrey/loss_porn_ddog_call/) - This is a great post and one that won't get removed. However, the OP could have talked about *why* they entered the position in the first place, what their target price was, and what went wrong. OP didn't stick around in the comments to answer any questions. * [$1.1MM Loss, No details](https://www.reddit.com/r/wallstreetbets/comments/lxm6wt/hold_me_1100000_loss/) - OP simply posted a screenshot of their overall portfolio balance. It's definitely a big loss, but it's not that interesting without OP talking about what trades they were in and why. OP didn't answer most questions in the comments which left many readers speculating on what happened. --- All that being said, we are here to help. We want to make it as easy as possible for you to post to our community. We have to balance this with making the subreddit interesting for our readers. If you need some guidance, don't hesitate to [reach out to modmail](https://old.reddit.com/message/compose/?to=/r/wallstreetbets) and we'll give you some pointers!

PooPooPointBoiz

Sigh dude. Will fucking AMZN go back to 270 any time so I can unload this fucking anchor and get into something better like goddamn MU/ASTS/RKLB/DRAM? Fucking meme stocks hitting double digit gains every other day. Where as AMZN goes up like 5% and gives half or more back. After dropping like 20 goddamn percent.

BigWarning8696

Lol yeah that's why I said from a "technical" standpoint. From a fundamental standpoint, it's not my favorite. But the market is bipolar, and at some point people will say Capex doesn't matter because of the future gains. For example, AMZN didn't even have positive earnings for years in the 2010s and their stock was still pumping

PooPooPointBoiz

Dude, fucking typical AMZN piece of shit. Yeah, 3% for the day is cool, but it nearly hit 6%, then gave a shit ton back. And we're still WAY under my average cost of 270. Fuck my goddamn fucking life dude. Oh yeah, and fuck you too MSFT, literally every other MAG7 goes up, except you. What the actual fuck.

Pristine_Eye_8361

They’re cheaper than the majority of the mag7 by forward PE (and PE excluding the ridiculous investment “gains” from GOOGL/AMZN). This doesn’t even consider price to FCF yield, which it’s clearly the cheapest in that regard.

Samjabr

How the hell does AMZN make money? I just ordered some tic tacs. Some guy picked them up and drove them to my house and left them at my front door in a few hours.

iMakeGOODinvestmemts

MSFT AMZN META ( I should have got google instead of Microsoft) 🤣🤣🤣

Competitive_Key3968

Bro can’t believe I didn’t touch AMZN under 230

Status-Net2947

Pls tell me if my port is good: AMD, ORCL, META, MSFT, ANET, ISRG, SPCX, GOOG, AMZN, AVGO, PLTR

wallstreetbets-ModTeam

Thanks for your submission! To keep things interesting, we want to see big gains and big losses! So we've set the following thresholds for Gain, Loss, and YOLO flaired posts: * YOLO posts must be a minimum of $10,000 of options or $25,000 of shares and recently opened. * Gain / Loss posts must show realized gains or losses of more than $2,500 for options or $5,000 for shares. We want to see the actual trade. What you got in at, what you sold at. Then tell us why you did it. Give us the story of why you're a fucking genius (or idiot). This is what a great post looks like: [$17.2K Gain on AMZN](https://www.reddit.com/r/wallstreetbets/comments/wb5m4o/not_too_shabby_172k_gain_amzn/) - OP described his gain in the title, has a clear screenshot showing both the entry and exit, meaning his gains were locked in, and they explained their reasoning in the comments and what they learned. All around a great post! Here are examples of what could get your post removed: * [$300,000 SDC Loss. Still not selling](https://www.reddit.com/r/wallstreetbets/comments/wpm9am/over_300000_unrealized_loss_sdc_not_selling/) - Even though this is a tremendous loss and something worth posting about, **the position hasn't been closed yet**. Here are examples of amazing posts which could have been even better: * [$75,000 DDOG Loss.](https://www.reddit.com/r/wallstreetbets/comments/unsrey/loss_porn_ddog_call/) - This is a great post and one that won't get removed. However, the OP could have talked about *why* they entered the position in the first place, what their target price was, and what went wrong. OP didn't stick around in the comments to answer any questions. * [$1.1MM Loss, No details](https://www.reddit.com/r/wallstreetbets/comments/lxm6wt/hold_me_1100000_loss/) - OP simply posted a screenshot of their overall portfolio balance. It's definitely a big loss, but it's not that interesting without OP talking about what trades they were in and why. OP didn't answer most questions in the comments which left many readers speculating on what happened. --- All that being said, we are here to help. We want to make it as easy as possible for you to post to our community. We have to balance this with making the subreddit interesting for our readers. If you need some guidance, don't hesitate to [reach out to modmail](https://old.reddit.com/message/compose/?to=/r/wallstreetbets) and we'll give you some pointers!

vermilli21

AMZN ran out of juice or something?

Pete26l96

Funny seeing everyone cheer about AMZN, meanwhile I've been holding this shit for over a year and officially give no more fucks even seeing it up 3-5% on any day because I've been let down so much.

hioman01

Classic AMZN slow bleed to flat by close

jumpingjazzo

is it just me or does AMZN have the trippiest selloffs sometimes. second time in a week i've seen where it just glides way back down after a rip.

Burtonwurton

Sold AMZN and held MSFT...Yup I am fucking retarded.

AXSXCE

Alright, I dumped my AMZN bags, what stock do I lose money on now?

Current-Run-2750

AMZN $400 next year

pussinbuuts

AMZN pumping 6% on no news but i've seen stranger things in this market

Burtonwurton

AMZN gives 0 fucks. It is going to mars...without me since I sold near open. FUCK

hioman01

AMZN 300 July?

Luka__mindo

AMZN and AMAT are on steroids today

Burtonwurton

God damn AMZN just doesn't stop. I settled for hundreds but if I sold now, it would be 3k. Fuck that sucks.

SuspiciousSpyderman

I sold AMZN and NFLX for NVDA last week, i belong here

Allout-Okarun

AMZN gonna do this all month in July

silverfutes

GOOG & AMZN are the only ones left who can afford memory

bunnibly

It's wild to think that I need several more of these days on AMZN just to break even on my calls

shanked5iron

GOOD & AMZN with the classic "opposite day" action

Stop_The_Rain

Sold AMZN and bought NVDA.... not sure how I do it!

StrongBearMan

AMZN to moon.

Burtonwurton

Ya definitely sold AMZN too soon, realized hundreds, but could be thousands right now.

StonkGoUp

AMZN I’m going to cum

Burtonwurton

Buying the fuck outta the AMZN dip did pay off this time. Probably sold too soon, but going to take some money off the table here,.

Allout-Okarun

Been telling y’all since last week to hop on this AMZN 🚀

Me-Regarded

AMZN still looks good. I'm new short semis. So that's my thinking. Who knows, probably inverse me

Memento_mori9608

Hoping for a Jeff AMZN ripper today

Samjabr

Is AMZN prime day not prime month? wtf is with all these emails

Me-Regarded

Who knows. I'm short semis again and long AMZN. Few other odds and ends, CRM, NFLX, some nke 🫡 let's see where the chips fall

Me-Regarded

Especially AMZN

bearhunter429

#Tomorrow's forecast: SPY up, most stocks down (especially MSFT, META, GOOG and AMZN) LMAO🤌

Beautiful_Golf6322

It's just that I bought MSFT, AMZN, GOOG, NVDA and TSLA. I seem to be humpty dumpty - anything I buy falls hard!

magicstickrick

AMZN jump from all the prime day sales

Allout-Okarun

AMZN calls

Saeonic

I'm Doing Puts on AMZN on Market Open, they Resell Used Underwear and Replaced HR with Clankers.

gotwaffles

Your thesis seems to be on GTA6 and future versions of it. Why do you think GTA6 will be on future console versions? Why do you think we will have future consoles vs something else entirely? For your last question on a 10yr horizon, what are you comparing it to? TTWO vs EA? Yea, I think I'd prefer TTWO. But TTWO vs AMZN or something? Nah...

RabidR00ster

So your plan is to dump money printing machines, some at all time low valuations, to go chase a company that isn’t profitable and has already had a crazy run up? I own a bit of Nebius but I’m definitely not selling my GOOGL META MSFT and AMZN to add. I think those are steal deals and MUCH safer bets.

yanks953

I mean BABA cloud and AI is growing a nice pace it’s definitely a bargain here imo the online business is most just to create cash flow don’t believe it’s that profitable just like AMZN, they neeed to create their version of AWS which while frustratingly slow is going to come around sooner or later

Allout-Okarun

AMZN ready to 🚀

Educational-Ad-4908

Over the years I have seen MSFT, AMZN, APPL & GOOG all go through phases like this where people declared that the company’s time had passed and the stock’s run was over. During any of these time periods if you had loaded up, you’d be happy today. There’s no guarantee MSFT will come back but I’m willing to take that risk.

brokeboipobre

You got ORCL, META, TSLA, GOOGL, AMZN all trying to sell computing power. Eventually, someone has to lose. Only companies at this point making money are peripherals.

Fun_Corner_2954

if he dies, he dies. His companies would expierence fall out 100%. But i think he'll live a long time. If the CEO of MSFT, GOOG or AMZN died, it wouldn't be the same as if Elon dies. Calls on SPCX.

Nepalus

I guess the question is missing out on what? I see no real path to profitability with LLM's and I think it's becoming clear that LLM's aren't the model type that will be able to bring about AGI either. Goldman already released the following:  >Consensus estimates suggest the hyperscalers will spend $770 billion on capex in 2026, equivalent to 100% of cash flows from operations. In order to fund continued capex growth, the companies have increasingly turned to debt and equity issuance and pulled back on buybacks. Net debt for the hyperscalers has increased by $170 billion since start of 2025 and share counts have begun to rise. While further increases in corporate leverage would support ROE expansion going forward, all else equal, higher leverage would also likely result in increased interest expenses, weighing on ROE. So we're basically already there. You can only layoff so many people, take on so much debt, issue shares, etc. How long are shareholders going to stay silent about this never ending money burn? MSFT already got hit when they announced their huge Capex spend increase, how long before GOOG and AMZN get hit? ORCL is already levered to the gills. I just don't see the light at the end of the tunnel here. Yeah, when the music stops there's going to be pain, but if there's no realistic gold at the end of this rainbow, then the music stopping is inevitable.

AgitatorSupreme

MU will likely do a split sooner than later. Everyone does a split once their stock hits $1k-2k. NVDA, AMZN, CMG (Chipotle) are a few I can think of right away.

Zealousideal-Win9169

BABA for sure. 6-7 yrs ago it looked like it was going to rival AMZN, but CEO felt he could criticize Xe’s banking system, and he was whisked away for a few months and “reprogrammed.” Crashed, burn.

Due-Perspective-3197

AMZN is better

Medicine_Blogscanner

My AI screener flagged SELL on NFLX, ADBE, AMZN, and INTU at the same time this morning

Medicine_Blogscanner

My AI screener flagged SELL on NFLX, ADBE, AMZN, and INTU at the same time this morning. All four showing RSI in the 36-39 range, Risk/Reward at 1.50, expected move between 2.5-5%. Anyone else seeing weakness in large-cap tech right now? Curious if others are tracking the same setup.

Etherius

Google and Amazon are both down lately I think the markets are being insane and, at least in the case of AMZN, selling at a deep discount The markets are punishing the enormous capex even though both Amazon and Google are already seeing parabolic revenue growth in their AI datacenter segments

Sea-Dragonfruit2250

I think what concerns me the most is the continued rise of margins through price hikes. 81% should not be viewed as a good thing. What it’s doing is raising prices for companies like AMZN, AAPL, META, etc… which hurts their business and ultimately, us, the consumer through inflation. Obviously Tim Cook just called this out this week, but it should send up red flags for everyone. Investors are being drawn away from the traditional big tech companies and becoming even more concentrated in just 3-4 memory companies. Micron is going to be the needle that pops the bubble.

christopherSLC

WISH. Strong thesis, supposedly a big buyout offer from AMZN they declined, then boom.

Allout-Okarun

With the govt getting close to deals on Fable 5 and Mythos 5, I am excited for next weeks action on AMZN. Good morning, love ya

MagJack

I been building AMZN data centers since before it was AWS, so I been buying AMZN forever. Got some googl and NVDA mixed in but mostly tech. VGT/QQQM/VTI in that order. I write CSPs on down weeks on big tech names like AVGO/META/SMH and have done ok

IncomingAxofKindness

Gimme NFLX and AMZN out of this. Maybe NVDA too.

Meakmoney1

Bought AMZN today

vincentsigmafreeman

$AMZN it cost me maybe $200K-$500K depending on what other stocks I would have bought

Allout-Okarun

Anthropic is moving closer to an agreement with the 🥭 administration that could lead to the removal of U.S. restrictions on two of its most advanced artificial intelligence models, Bloomberg reported, citing people familiar with the matter. AMZN 300 EOY

PooPooPointBoiz

Well, today was nice, but I'm still massively down on fucking AMZN. I won't be fucking happy until this BS gets back to 270. Jesus christ.

dev-random12345

2000 shares of AMZN at $270. 😭

Pete26l96

Full porting into $AMZN in Feb 2025. Not because I lost any money, but because I missed on Nebius, Vertiv, Marvel, Astera Labs, and Taiwan Semiconductor. I thought I was doing the smart thing by "buying what I know" despite suspecting that we were still early into the AI boom and that Amazon would still be a great beneficiary as AWS was re-accelerating. With that said I still think $AMZN is a great investment, but it hurts knowing that I litterally had a spread sheet of like 8 "AI" stocks and Amazon, and I decided to full port into Amazon instead of just making equal positions in all of them. That's life for you though and I'm still in the green so I can't really complain.

intelhb

Honestly, several, but you’re still not going to buy it) So here it comes: 1. MBLY. Within 1-2 years autonomous deliveries are going to explode. MBLY is one of the companies supplying the core sensor tech. 2. RKLB - pure rocket play, no ai/twatter bs 3. AMZN yep, that ol thing. With glm 5.2 it’s obvious that very soon nobody is going to buy LLM access from fking Dario or Scammy - every enterprise will host their own, fine-tuned, version-controlled llms in the cloud, just like all the other infra - easily scaled during traffic spikes, isolated, easily controlled etc etc etc etc. GLM 5.2 proves that the business of LLM AS Service is dead. It’s stupid to keep the model running if there’s no use ie during off hours and burn the GPUs. The fast realization of this stupidity by broader corporate community is why nvda is crashing and Mr. “All jobs are going to become extinct and you should thus pay me 1t dollars” is so desperate to IPO. The fact that these guys assume their business is worth trillions is ludacris!

Wapmen

Yet the price only jumped on GOOG and AMZN.

PlayfulPresentation7

A bunch of weird and intense movement in the last 5minutes - ie AMZN, NVDA, GOOG, AAPL, CRDO.  I wonder if that is some kind of quarterly re-balancing?

hioman01

AMZN hulk dick

valbolt

This data highlights exactly why long-term sentiment on Amazon is setting up a bearish-to-bullish pivot. Even though the stock has looked sluggish lately, its massive footprint across nearly every future-tech arena proves the foundation is incredibly broad...so I'm pretty positive about $AMZN for the long run

atdharris

Lol yeah, MSFT and AMZN both have been sold off irrationally. Laughable to put Google in the same sentence given they have been treated with kid gloves in comparison.

PooPooPointBoiz

Why the fuck does AMZN always fucking give back nearly every shred of green every fucking day? Earlier this week AMZN was up 3%, literally gave it all back and closed red. Today, AMZN up like 2.5%, now only up .3%. What the actual fuck dude. Yet on red days it just grinds down further and further. -5% is not out of the question, and it just fuckin stays there.