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
Top3 best buys ranked in mag7: 1 $NVDA 2 $AMZN 3 $MSFT
This long suffering AMZN investor got into options trading just to generate something from it. At least I am generating pretty consistent monthly income from it
City streets are empty on Black Friday. Puts on B&M Retail, calls on AMZN.
u/TheInkDon1 and I are on the same page. You're fortunate he responded before I did, as while my core message would be the same, my response to your question "I am wondering how long should I wait before closing it?" would have been "One minute after you bought it." 😉 > if I had bought ITM, wouldn't I lose more money when price goes down as was the case here i.e from 252->233? Let's take a look. You bought the Jan 16, 2026 $250 call on Oct 21 (88 DTE) for $6.30. IV \~46. On Oct 21, AMZN closed at $222. Using a BSM calculator, I see a $190 on that day yielding a 80 delta. It's price was \~$36.88. That Jan 16, 2026 $190 call is now worth $45.30, a gain of $8.42/share. A 23% gain. Instead of a 34% loss, you'd have a 23% gain. You're making a mental mistake by looking at "252-233": what does that matter? What matters is you hold an asset that has declined by 34%; if you had bought an 80 delta, you'd be up 23%.
This is why I own AAPL, GOOG, AMZN, MSFT, NVDA and META. I used to own TSLA as well until I found out that Elon was such a douche and well fuck him so I sold that shit.
Yes. I am looking at AMZN leaps as well, out of all Mag7 they are the quiestest, I actually made a thread about it today. Now is not a good entry, we need a decent dip for low premiums. Nov 20th-21st was a perfect entry, I was focused on a different play, kicking myself for not going in then. If you want to dive deep into thetas, IV crush, ideal strike prices etc DM me
"Would I buy a 30-delta AMZN Call right now just 49 days out This is thought provoking, thanks. I do have ITM expiring 2027. This one was more risky play, and it did well right after the earnings report it went ITM. I could not sell for a reason - was not able to and then Burry burried the mkt. Question to you and others - if I had bought ITM, wouldn't I lose more money when price goes down as was the case here i.e from 252->233?
I'd approach it like this: "Would I buy a 30-delta AMZN Call right now just 49 days out?" The answer for me would be No, but decide for yourself. And while I have your ear: *please*, only buy **ITM** Calls. 80-delta is good, 90 is better. 100DTE minimum. Sure, they cost a bunch more, but they're much higher probability plays. And options are a game of probabilities: get as many on your side as you can. Take care.
Very well done. Lets see what else [AMZN](https://aimytrade.io/ticker/AMZN) can do
Nice job my man. Lets see what [AMZN](https://aimytrade.io/ticker/AMZN) can do
AMZN is due to rip. The market will reprice this stock and expand its multiple based on AWS strength. It’s being accumulated now and I see it at $300 but how long they accumulate and when it pushes towards $300 is the big difference in options wins or loses. I think it will participate in a December rally if we have one and you may break even or may even see profit. Can you average down heavy now? Perhaps take a loss and buy something like Jan 2027 to make sure you have the time to hold for the full move.
Thats a gamma squeeze baby. Also, Meta dip was fcking no brainer buy. Same with AMZN. NVDA you cuck.
Huge bull flag on AMZN. Cmon gimme this one! $235!!!!!!!!!
best picks for 2026 - valuation + growth prospects META, UBER, AMZN + HOOD i guess
Cmon AMZN…I’m in need of rescue
I full ported goog, AMZN and RDDT today. One out of three ain’t bad
RDDT and AMZN calls are all you need today bois
AMZN is next after GOOG
Quality as in large cap value stocks. Many indexes do this. Investing in value is a legitimate strategy that many people do. Watching technicals, PE ratio, PEG, DCF calculation, etc. This is not just guessing. These are legitimate strategies with many backtestable successes. Argue about it all you want. It is actually frustrating how often people in this sub know it all about investing and their great wisdom is “put it in an index you’ll never win”. Especially when people *specifically* tell you they want something else. This is not r/bogleheads. People have different ways. I can give you my port allocation over the last year if you’d like as that would be the same anecdotal evidence as my port over next year? Heavily GOOG. 40% of my port. Rest is in Barrick gold, AMZN, BRK/B Ebay, exxon, and some other small percentages scattered around.
Investors rotate in and out of the Mag 7, from those who have rallied to those that are now relatively cheap. And vice versa. Amazon is now relatively cheap, so people will take profits out of GOOG to put into AMZN. Same for META.
Zero DTE calls on AMZN and RDDT!!!!!
My AMZN, GOOG and RDDT spreads are all dead… I should go back to sleep. But I won’t.
I don't DCA. If I like a stock and I want to put X% of my portfolio into it, I'll buy 5000 shares right then. I bought AMD... which is a bad example because in the 70s, it was obvious. But I DO regret this one. AVGO. I caught that falling knife at 170 and I had an experiance CFA who I'm friends with who... pushed AVGO on me(he also pushed NVDA on me in 2019, so I listen) but he said just watch everything Trump's saying... and keep monitoring. So that's the ONE time recently I guess I did technically DCA. I bought 4750 shares at 170 and then at 140... I went back in for another 5,000... actually, 148. My 2nd is I NEVER follow through on my exit points and I'll often take off a stop-loss if I think it's stupid. Like NVDA... I bought 1500 in 2019, 1000 in 2023 and I said if if it got to 1000. Then I said... if it gets to 143, I'm out. Then it was 180, then 210... and I'm still holding and I got burned on this in '22 when it went from 325 to 120. Fuuck... I also have a 3rd. Since '22, I've been in NVDA, TSM, AVGO, AMZN, GOOGL, META, MSFT and that's about 90% of my portfolio. I'm 100% of the people on here who does NOT think the AI bubble has even started and I'll 100% be the person on here talking about how I was going to retire and raise my kids so I didn't miss time with them and now... I'll be working until 60 like a regular poor. But seriously, 240, I'm taking 20,000 shares out of NVDA and just putting that aside into bonds. I'm only 39, but I don't... want to have to hear ethe "oh, you have time to make it up." I also just cannot sell after those earnings.
Bought $100 worth of AMZN products rn because of their black friday sale.
I’m liking AMZN for 2026 growth more and more
More googl More NVDA More meta More Msft More AMZN More hood More everything
AMZN unless you're offering shares for $0.01 I do not fleeking care.
I would die for liv Tyler in empire records AMZN 230c 12/12
Okay here is a word, If China risk is blocking you from adding, it’s reasonable to rotate-but cap META size and stage the move. I dumped BABA/KWEB in 2022, kept a token Tencent stake, and redeployed into META/GOOG over a few months; no regrets because I slept better and had clearer catalysts. If I were OP: 1) exit JD unless you see a hard catalyst (logistics spin, sustained margin expansion); 2) trim Tencent, keep a 1–2% “tracker” to stay engaged; 3) DCA META in 4–6 tranches, and set a max position (10–15%). Pair META with GOOG or AMZN to avoid single-name risk. Wash sale isn’t an issue here, but use the realized loss to offset gains. Define your sell rules now: if META’s ad growth or engagement rolls over or capex/Reality Labs overwhelms FCF, you cut. I lean Tencent-over-JD if you must hold China (WeChat ads, games, mini-programs), but rotating with size limits is the cleaner path.
Open the casino! TSLA and AMZN are ready to go down baby 😮💨
I don’t understand the bubble. Yiu look at individual tickers and find which ones trading at a PE that it shouldn’t. And you will find it was TESLA and PLTR before and it is them today. AMZN MSFT NFLX META are either flat or down compared to 3 months, 6 months and year before. Google has risen but deservedly so. It’s still not overpriced but right priced. Smaller emerging plays like RKLB UNH NVO ASTS across the sector has had significant pull backs. That AI bubble impacts certain companies which went up on OpenAI news and to me that’s not a bubble but just a wrong read on the situation. For me, I am semi conductors completely and anything that has touched OpenAI, for everything else, I am all in. My big play now is 6 months calls on META NFLX and AMZN .. along with 2 year leaps on RKLB NVO and UNH .. and there’s Goog With 2 year leaps but that is at 30% of my account now. So all other are noises. Even if there is pullback, I think GOOG will come back to this.
200k in AMZN Dec 2026 calls - parabolic like Google soon
When is AMZN going to stop sucking so much cock and do something. Useless ass stock
AMZN gonna have record Black Friday numbers
Retail? AMZN? AAPL? They have been trying to make great phones, but they all suck.
More an amzn man. But you got a point. [AMZN](https://aimytrade.io/ticker/AMZN) [GOOGL](https://aimytrade.io/ticker/GOOGL)
AMZN gonna run up next week
Nice fake screenshot, why does it say AMZN
Can AMZN be GOOG for a day??
AMZN is always a lagging pos bezos needs to drop a chip asap!
Thank you AMZN for proving me right for once.
AI (LLM) business value can be broadly broken down into two categories: 1) AI products and enhancing existing products with AI 2) Efficiency gains (this is largely greek for layoffs) META and GOOGL are advertisment platforms that are dumping a ton of money into LLM r&d, training, infrastructure which makes sense for businesses who's primary revenue is ad revenue. S AMZN is MUCH more diversified as a business than either of the other two. They have an immense logistical network for physical goods. They have a profitable and growing advertisement business. They are the market leaders in internet infrastructure as a service. They have an interesting moonshot in Kuiper. They also have a large stake in Anthropic. META/GOOGL are primarily investing for #1. AMZN will reap most of it's AI benefits from #2. IMO AMZN, now that GOOGL has had its big AI bump, is the safest bet of the 3 for medium to long term growth while being the least leveraged/exposed to the downsides of the current 'AI bubble'. Of the three to me AMZN is the 'value' play at current valuations.
I'm continuing to buy NVDA and the big hyperscalers. Also the emerging markets to get exposure earlier in the supply chain. Not touching retail despite the run up yesterday (other than AMZN). Shitty September print yesterday, but we're supposed to believe everything is fine because Kohl's reported good numbers? LOL, miss me with that shit.
People forgot META wrote off billions after failed metaverse pivot, they are just fine. Even if this capex does not yield much return, the likes of Goog, MSFT, META, AMZN will likely be just fine
AMZN & APPLE? Calls for 11/28 someone please
I asked ChatGPT and Gemini to give me a 200 DMA on Mag7. Gemini doesn’t understand where ChatGPT can but can’t give NVDA numbers or using AMZN stock before the stock split. Super annoying.
AMD feels like they're even more exposed to TPUs than NVDA... AMD was supposed to be 2nd in a 2 man race, but now they could be 4th (GOOGL/AMZN coming in hot with TPUs).
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!
GOOGL AAPL AMZN strong like ox
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!
AMZN the next big play
Probably META and AMZN. Trying to get to 1k shares of AMZN, 300 META.
So was AMZN, NFLX, ADB not profitable for a long time. You have no logical argument.
Pretty sure you would have called AMZN, APPLE, ADOBE trash after that dot com bubble. It is one thing to avoid these if they dont fit risk profile. But it is foolishness to be confident about future. PS I’m not invested in these but many of them would be winners in the long run.
No wonder why AMZN is a piece of shit…3mins of ads before playing the show. FUCK OFF
Look into setting up a Roth IRA. It’s a tax advantage retirement account where future withdrawals are tax-free as long as you’re older than 59.5 years old and the account has been active for at least 5 years. There are some caveats where there’s an annual limit on how much you can contribute per year and you cannot make contributions to a Roth IRA if your annual income is above a certain amount. You can withdraw contributions without any penalties, but you cannot put those contributions back. It’s generally advised to max it out/contribute to it after you’ve maxed out your employer-matched 401k contributions (if any). Regarding your investments, this is a good start. However, $VOO is an ETF (basically an index fund) that has holdings in $AMZN, $NVDA, $MSFT and other well known companies. I would recommend just holding an ETF since it handles diversification for you. The only thing with selling the shares you already have and moving the proceeds into $VOO or another ETF is that you may have to pay taxes from exiting your position. I also noticed you have $VXUS. The reason I mention this is because I primarily throw money into $VT, which is basically made up of $VXUS and $VTI and is about as diversified as you can get. The reason I like $VT is because of it hits $0, I’ve got bigger problems to worry about than my retirement lol. It’s my personal preference, but it’s totally up to you. Also, don’t fuck with trading options. Or at least not yet. You can make money from them, but they’re incredibly complex and you can (and probably will) lose a ton of money by trading them. It’s best to trade options in a “fun” account that you fund after you fund your 401k, Roth IRA, and savings account. I recommend checking out “Benjamin” and “InTheMoney” on YouTube if you want some good videos on how options work. I’d link them, but I think the automod doesn’t like YouTube links. Bottom line, getting started with investing at 19 is an excellent move! Your future self will thank you for getting started early. I highly recommend reading articles on Investopedia. It’s an excellent resource and has information on all things finance, not just investing.
Other then $GOOGL $340 next best play is a 3 way $RDDT $AMZN $MSFT
Holding 1.3K shares of $AMZN. This is is going to $300…right? RIGHT!!!????
AMZN currently…then in 3 years people will be jumping in at $400 wishing they bought at $200
Can Buffett buy AMZN as well? Need some of that GOOG pump there
Once again, here is my PSA. Pick up META, AMZN & BA calls expiring mid summer. And don’t look at them until next year.
As someone who's about 20% NVDA right now (mostly due to the post-split pop, I haven't been contributing actively since then), I know it's easier said than done, but I'd try to add to your portfolio and diversify *without* selling NVDA et al. just because of market jitters. Case in point - was able to get my NVDA allocation percentage down by about 5-8% just from building around it with GOOG, VOO, MSFT, and AMZN over the past couple of years, all without shaving any NVDA outside of my initial investment from back in 2019.
18% YoY top line growth for MSFT is higher than both GOOGL and AMZN. When I invest in companies, I look for consisent growth in top line, bottom line, dividend distribution and also confidence they'll maintain that long term due to some form of competitive advantage. But what the stock market does in the short term, I don't bother to predict, because you'll never know which way the wind blows. In the end, the great comapnies always rise over time. But it's a sucker's game to try and think you have any chance of consistently picking this flow. Disclosure: Long MSFT GOOGL AMZN (and many other tech) OP - If I were you'd, I'd be happier opening a position at 475/share rather than 525/share.
Growth moves individual stocks up and the broader markets up. You can say what you want just look at the charts. I'm heavy VOO QQQM MSFT AMZN NVDA GOOGL NFLX MA V for many many years. How many years of selectively picking small windows where mature/low growth wins do you need before you can even dream of catching up with my growth gains?
GOOGL AAPL AMZN AVGO safe haven
AMZN will buy PINS at some point. I don't know when, and I don't know at what price, but it will happen.
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!
AMZN next MAG7 to pop!
There is no significant ai valuation fear, these companies P/E ratios are in line with growth in terms of the major players like NVDA, META, GOOG, APPL, AMZN, MSFT. Tesla is the question mark obviously but we’ll see if that whole robotics thing plays out. These companies will have p/e of like 100-150 in a true bubble. You’re consuming sensational headlines pushed by wallstreet so they can get in the good stocks before the major rally higher. All of the hedge funds are underperforming this year and needed a good entry. You have no clue how ironic it is that you’re the one telling people to stop talking about the market.
if you like the GOOGL rally look at AMZN its headed back to 250
Overpriced at 43 PE? Was AMZN overpriced at >100 PE?
AMZN will be the new Google in the coming days. Thats what my blue balls told me.
Who knows if the GOOGL META deal will even materialize, it's just a rumor for now. I recall this summer there were reports OpenAI was using GOOGL TPU - and then OpenAI refuted it saying they are only using GOOGL GCP cloud, but not TPU. IMO it makes little sense for any company other than GOOGL itself to rely on TPU. That's because TPU is proprietary to GOOGL datacenters. A company such as OpenAI operates in MSFT Azure, AMZN AWS, CRWV and GOOGL GCP - that would mean their architecture in GCP would need to be different than elsewhere if it was leveraging TPU - because they can't access TPU in the other datacenters. But your NVDA GPU is populated in all these datacenters. Tough to see a company at the scale of META marrying itself to GOOGL GCP for TPU, because it appears more limiting than beneficial. Disclosure: I'm long time holder of GOOGL META MSFT AMZN NVDA so no bias here.
AMZN 230 Bezos is new Santa
So AMZN is actually green? Wow
AMZN recovery if there ever was a better one
NVDA is fucked. It’s narrative locked. It will now trade like UBER, NFLX, DDOG, AMZN
AMZN truly is the shit Mag 7…
AMZN and black Friday come on bros it's too easy calls
Based on PE it needs to be up $15 to be same as $AMZN.... And 15 will still make it less then apple!!!
If you're bullish on TPUs, you shouldn’t be shorting NVDA — you should be shorting AMZN. TPUs are designed to lock more companies into Google Cloud. If Google succeeds with a TPU-centric ecosystem, the real loser isn’t NVIDIA, it’s AWS. Google isn't trying to kill NVIDIA’s hardware business — they’re trying to take cloud market share. TPUs strengthen Google Cloud’s competitive moat, not weaken NVIDIA’s dominance in silicon. If TPU adoption accelerates, the pressure shows up on AMZN’s chart, not NVDA’s.
If you're bullish on TPUs, you shouldn’t be shorting NVDA — you should be shorting AMZN. TPUs are designed to lock more companies into Google Cloud. If Google succeeds with a TPU-centric ecosystem, the real loser isn’t NVIDIA, it’s AWS.
I was 50/50 on whether to go all in on AMZN or GOOGL. A fucking youtuber was the deciding factor in swaying me to GOOGL, a difference of 60% GOOGL gain over last few months vs. flat with AMZN. I need to remind myself from time to time I'm just a regard so I don't end up losing it all.