Reddit Posts
Who’s ready to burn their life savings this week
Time to full port on AMZN calls fellas
Would it be a bad idea investing in the same investments in a Roth IRA and a regular brokerage account?
GOOGL April 19'24 $170 Calls - Up 100%... Thoughts?
AMZN $500k 2DTE Pizza Guy ... where are you?
Equinix Launching Service for Nvidia's Al Supercomputing Infrastructure to Businesses 🚀
Equinix Launching Service for Nvidia’s Al Supercomputing Infrastructure to Businesses
EU refuses to let AMZN be a Vacuum cleaner company
To all the people that are posting “buy and hold” trades you opened years ago
Some predictions for Microsoft, Palantir, AMD, Amazon, Spotify and Tesla.
Tech market brings important development opportunities, AIGC is firmly top 1 in the current technology field
Amazon's cash printer has been turned back on.
Tech market brings important development opportunities, AIGC is firmly top 1 in the current technology field
AIGC market brings important development opportunities, artificial intelligence technology has been developing
A tool to understand fair value estimates based on past CAGR rates and 10+ years of financial data.
Is it normal for the index funds to be weighted this heavily by mega caps?
Google, Amazon, and Unity are among the tech companies implementing layoffs to start 2024
What are your top picks for the top performance stocks for this year?
$IRBT lost almost 20% today because $AMZN would not offer concessions to European Union (E.U.) antitrust regulators. An overreaction?
Anyone else doing a cut and run with GOOGL/AMZN?
1 year ago I decided to buy AMZN calls every time the price went down. Seems to be working.
The Efficient market theory; Points, counterpoints, discussion.
Deciding REITS for my portfolio. But lack the confidence in knowing how to valuate each choice.
Have wash sales on stock, curious on implications for options?
Seeking Advice on Reallocating Tech Stock Profits to IRA: Long-Term Gains vs. Retirement Planning
The biggest lesson that I've learned in my 10 year investing career.
Portfolio gain YTD from trading $MARA & $AMZN
Seeking Suggestions for my Next Portfolio Allocation Re-balance
Summarize AMZN earnings call into Tweet by AI
Summarize AMZN earnings call into Tweet by AI
Thoughts on selling covered calls - AAPL, AMD, GOOGL, AMZN
What Options Activity is Saying About the Market
Why is GOOG forward P/E so low and so much cheaper than the other FAANG?
Why Magnificent Seven stocks aren't really participating in the rally?
What yall think of the picks for my Roth IRA. Needs any changes? include different sectors?
Arbitraging the AI potential misspriced in some stocks that will become the leaders
What are the fundamental traits of promising companies?
AMZN slaves are the reason my calls expired worthless ?
Amazon Balancing On The Edge - Will It Lead Anywhere?
Have I beat the market? My returns versus S&P 500.
Amazon announces new AI chip as it deepens Nvidia relationship
$TSLA-I PERSONALLY SAW CYBER & RECORDED 4K VID, LINK BELOW-ON BLACK FRIDAY=CALLS: CYBER TRUCK DEBUT THURSDAY WILL BE ONE HOUR BEFORE CLOSE.
What US taxes are US non residents required to pay for owning or selling stocks of US companies?
Mentions
• Gold rallies? BTC dumps. • Silver breaks out? BTC dumps. • Metals dump? It dumps harder • MSFT reports Capex? BTC dumps. • GOOGL Capex higher than MSFT? BTC dumps further. • AMZN with the highest Capex? BTC dumps the hardest.
AMZN fucked me up real bad. All of 2025 profits today 😭
Market closed below the SMA 100 for the first time since "Liberation Day" and AMZN earnings certainly did not help. We are now down 3% off the highs. If we open tomorrow below that SMA, there is a lot of room to drop
Can't believe TSLA and AMZN were stocks considered part of the "Magnificent 7". Is humanity retarded?
What we actually got. MSFT - we spend a lot GOOG - we spend a lot AMZN - we spend a lot and earn less than expected
We got the earnings date sequence wrong. It should have been GOOG (beat), AMZN (miss), MSFT (beat). GOOG would be like look we're earning but it's a bit more spending but worth it. During AMZN's turn, the impact is sandwiched, it's just GOOG being better. Come MSFT's turn, it's still earning, same story like GOOG.
Buying MSFT under $400 and AMZN under $200 feels good.
Thought AMZN was going to be GOOGL this year🥀
AMZN to $140 tomorrow where it belongs
They are being caused by two different things. The SAAS companies are dropping because of specific AI plugin released by Anthropic. The SAAS companies also have been making investments in AI and need to prove it helps their revenue and margins, but at the same time investors are scared they will lose their boats. MSFT, AMZN, GOOG drops are mostly related to CapEx vs actual results/returns for AI. The rest of the AI fear is really based on NVDA 100 Billion deal stalling with OpenAI. OpenAI needs as much money as possible so that really hurts them, which hurts Oracle because Oracle needs 300 Billion from Open AI for the next 5 years. Also OpenAI not being satisfied with some Nivida chips, and the two comapnies recently came out in great lengths to ensure the public and investors that their are no Issues between them. And when So AI stocks would still be likely tanking off of OpenAI/NVDA/ORCL/CRWV without the Anthropic news, and it would perhaps would affect SAAS a bit, but it sure wouldn't be the SAAS apacolypse that is occurring now. Definitely could be tough this year though, cuz its a bit of AI bad market go down, AI good market go down. So some it is perhaps investors looking for a reason to take profits or for confirmation that certain sectors are overvalued. Basically its a perfect storm right now.
I'm HEAVILY concentrated in NVDA, AVGO, AMD, TSM, AMZN, GOOGL... and then META, MSFT, and a few others. So no, I'm down a LOT from the top to now. On the other hand... I know the prices were inflated and the companies I'm invested in are good... namely NVDA which is about 40% of my portfolio and the one I'm most down on at like...2.7 or so(but again, that's the ATH of 212 intraday). I'll live, we'll adjust, it'll come back.
Kind of inevitable tomorrow. We wait for NVDA earnings, they’re only company that hasn’t swore to donate all their money to ai. I see massive swings of money from AMZN,Meta, Goog etc going that way. Could be wrong idk. GLHF
i think it was $350k AMZN earnings calls YOLO. RIP to that dude.
Hopefully $350k AMZN yolo guy is still with us. Jc
If both AMZN and GOOGL are increasing capex, why is NVDA down? Something does not add up. If it is just sell everything, fine.
!banbet AMZN 190 tomorrow eod
I didn't expect AMZN to say $200B capex tonight. I thought GOOGL took the lead in spending.
I think expectations were much different though. Google created 2 trillion to its market cap in the last year while AMZN how now lost 500B
With a company as massive and diversified as AMZN, I wouldn't be surprised if most of the market dumps in sympathy with it
GOOG dumping because they aren’t spending as much on CAPEX as AMZN, which is itself dumping because it is spending too much on CAPEX. How much more clear could it be?
MSFT is going to be great. I don't fully understand the AMZN situation so won't comment on that.
Is GOOGL dumping in sympathy with AMZN for some reason? It was looking strong up to the close.
You guys think MSFT and AMZN bag holders gonna create subs soon?
I missed the AMZN call. What happened that made the street dump it?
And somehow OpenAI probably says it’ll spend more than AMZN… but it makes no money. 🤔
Good night everyone > **$610 Billion of capex will be spent by four companies in 2026** > > AMZN $200B > GOOGL $180B > META $125B > MSFT $105B
SaaS and 4 sectors like legal (goes under saas + othrrs outlined) form the Jan 30 claude ai plug-in update news + today it got with itslef whole suit of other high beta names with expoaure to mining, crypto, silver and data centers with Iren sucking ass and AMZN missing somw numbers, having very high, arguably reasonable spend so far without the product to show.
Would AMZN continue to go down? When do u guys thinks we should buy calls
Make AMZN great again. Fire Jessie!
7, 8, 9 have been playing out over the last few weeks and today’s AMZN earnings might have been the major catalyst that market needed to break down further
Microsoft only up 13% in the past year, AMZN only up 19% in the past year, META only up 27.42% in the last year, AAPL TSLA GOOGL NVDA are barely off ATH. Should be plenty of room to drop right? See how dumb that sounds or no
Microsoft only 13% away from 52 week low, AMZN only 19% away from 52 week low, META 27.42% away from 52 week low. Apple, TSLA, GOOGL and NVDA are far too close to ATH then ATL. So, there should be plenty more downside in QQQ/SPY right?
AMZN was $85 recently
Definitely adding to my AMZN position
I mean yeah not wrong, but then your initial comment and reasoning doesn't make sense. Tomorrow won't be dumping due to amzn "confirming" the fears or not was my point. If its a general rotation yeah ok, AMZN could've hit and it'd still happen. As for whether or not this is true long term remains to see but its a fair belief, just also a belief I've seen repeated 10000 times now since forever :P, the AI rotation has long been discussed, maybe this is the time its actually happening
AMZN stock definitely has a death count today
Down 20% on AMZN, but only holding shares. We chilling :)
AMZN is down 15% today because people think they're spending too much money on ai 🤯
Dude, why the fuck is NVDA down?? MSFT and AMZN got their shit absolutely pounded, you know why? Not because of expectation misses, or bad revenue. Because they're spending too much on AI without an equal amount to show for it. And you know who is getting all that AI money? Fucking NVDA. So why the fuck is NVDA down, when they're literally selling the picks and shovels to this AI goldrush, and the miners just said they're spending shit tons more? Come fucking on dude. Position - 530 NVDA shares, follow me into valhalla if you want, but maybe you should inverse me because I'm fucking good at losing money.
AMZN made my 🅱️enis invert.
AMZN certainly gave me a PEG today.
Nah I posted after looking at a couple of basic valuation metrics for META and AMZN.
It’s year 2100 and AMZN is still trading between $190-240
The AMZN YOLO for next Friday is hoping he is the market maker ...
First BTC, then MSFT, now AMZN. This might be it. We might finally see the market returning to sanity after years of behaving completely irrationally compared to the underlying fundamentals of the economy.
Who is buying AMZN tomorrow?
This is completely false, I can't stand the internet is filled with false information. First of all you can't calculate the top 10 for the last 10 years because the "top 10" changes everyday. Second If you take the current top 10 you will find out that article is shit: SPX - 250% NVDA - 27.000% TSLA - 2.800% AAPL - 1.000% AVGO - 2.200% GOOGL - 800% MSFT - 650% META - 500% AMZN - 650% WMT - 500% BRK-A - 280%
ONLY thing I may buy tomorrow is LEAPS on AMZN, but will prolly say the IV IS TOO HIGH
Idk boys. Still got about 10 boxes a week arriving to my house from AMZN and half the god damn world came to a halt with AWS down a few hours. I’m thinking they’re gonna be ok.
Right?! You think that GOOGL and AMZN would like have seen what happens when you announce insane AI capex spend from the others earlier this week and last week and change course or address the elephant in the room. Like do something different at least! Instead they saw the titanic sinking and decided to steer right towards the iceberg it hit full throttle.
cant fking believe i normally get puts on amzn, got burned last time it rocketed to 250. then t his time everyone was SO BULLISH ON AMZN LIKE #1 STOCK OVERSOLD so i sold a put instead and wat happens? stock tanks. coulda made money instead if i stuck to buying puts
tl;dr - please help me carry these bags QCOM & ARM (and everyone else) - memory is expensive! GOOG, AMZN - We are going to spend $100s of billions more on Capex - This year alone... wtf Translation: Buy SNDK/MU - They seem overpriced - FOR NOW, they are not. They are repricing from a high volume, low profit margin, commoditized business with tons of competition, to the exact opposite Will MU & SNDK end up collapsing 80% - Probably: Competition, double ordering, overbuilding, oversupply, then glut, etc. But for now =profits
Ouch that's sad. Can't really call that FAANG or Mag 7 or whatever. AMZN I demote you
Is it just me or is it kind of fucking insane AMZN is only up like 35% on the 5 yr chart? 2021 seems like a lifetime ago..
AMZN was the most expensive of the mag 7 a few years ago. Traded at a 50x multiple. How it has fallen
67% AMZN 33% VT I’m fucked
Holy shit, AMZN down 10+%?
People don't actually have to sell that much, they just don't have to buy. If 10 shares of AMZN are sold at -10% and none were bought, the price is now set at -10%. That aside, the DXY index will strengthen only if other currencies get converted to USD, so again not directly connected to the graphs that were plotted.
Dang, am I glad I sold out of my AMZN shares a few days ago.
What are you in and how are you in it? I'm down about $200k over the past 3-4 months courtesy of MSFT, META, AMZN, IBIT, and friends. It's all shares with minor leverage (1.1x), so any sweat is courtesy of that little leverage which I'm working my way out of just so I can basically hibernate for however long shit takes to turnaround.
Firms typically find ways to manage their earnings upward (by virtue of GAAP accruals) to meet or exceed analyst estimates. AMZN missing by -$0.01 is more significant than it seems as it implies that the firm has exhausted ways to reasonably manage earnings — or else why would they not find a way to juice out -$0.01 of eps? Also capex is a possible issue
AMZN sub 200 whats the move
So we basically have capex projections of >$200B for this year between GOOGL and AMZN, plus MSFT, plus at least $20B from NVDA. And QQQ is down 6% this week. It just doesn't add up. People getting shaken out before the next leg up? How is this not hugely reversed within the next couple weeks? I'm very stupid btw.
MU SNDK WDC & data centers. Memory shortage still remains, demand is only increasing, and the MAG7 just doubled down their capital spend, literally $600B between Meta, AMZN, GOOG & MSFT alone - the checks have already been written, and regardless of if AI is actually profitable or not - the infrastructure & supply chain for the AI ramp are the beneficiaries of this absurd capital spend.
I managed to buy the AMZN top lol
corn bros down 20% in 5 days, meanwhile I'm down 20% in one day on AMZN LOL well, at the very least I can sleep at night knowing I'm actually invested in a cash generating asset that continues to grow.
Google "Amazon stock" and there should be a panel with after hour data. Or you could click the "Finance" tab: https://www.google.com/finance/beta/quote/AMZN:NASDAQ
Now that the Amazon earnings report is out, what’s your take and are you buying $AMZN? It seems a good deal now after down 11% after hour
Why are AMZN AND MSFT COOKING ME THEN
So wrong. It's way more than Google or Meta. AMZN - 200B Google - 185B Meta - 135B
Bro AMZN still going lmfao jesus christ
Guys I have an AMZN average of 215 will I be fine
GOOG is dropped like 2%, META didnt cave for $700+->$550 drop and then rose back up btw, MSFT has yet to cave and its selloff is completely unrelated anyway, and AMZN's always been a shit stock lmao. There is no vision changing drop here, you are delusional.
>there is going to be a much bigger problem for the entire economy than just you losing money on AMZN. Yeah, the orange guy. He's the problem. A huge problem. Bigly.
AMZN dropped because Bezos accidentally clicked “Buy Now” on another yacht for his girlfriend and this time, there was no option to return it.
This is such an overreaction based on earnings results. 10% drop on AMZN is a pure dip buying opportunity.
Holy moly $AMZN AWS backlog is $244B which is up 40% YoY and 22% QoQ.
AMZN down 15% just today. What a load of shit.
These down days make me feel lucky that I am not part of the poors. AMZN is currently down like $20. What is that like 2 bananas?
God I wish you could take leaps off in the after hours lol. AMZN is gonna fuck me over by morning
AMZN now down 15% on the day up 20% in 5 years
A fuck ton of $250 March 20 AMZN calls tomorrow for hopefully like $0.25 each.
For those of you planning to buy AMZN LEAPS, what you eyeing? Right now the AMZN Jun 2027 200.000 call (AMZN270617C00200000) is looking attractive to me.
AMZN should've said that they lost $21 billion, have negative growth, and hate Bob Ross. MMs love that negative shit
I lit an entire year's worth of gains on fire by buying AMZN
MSTR being slightly green AH while AMZN plummets is fuckin hilarious
i think it's time AMZN board fire andy jassy this clown hasn't done a thing for the stock except lay off a bunch of people
fun fact: jeff pesos dumped a whole bunch of AMZN at exactly 200 in 2024 and the stock basically hasn't moved since then 🤡🤡🤡🤡