AMZN

brokenmolly

Even leaps are too much risk for me. I watched my portfolio drop from 72k to 39k just with holding shares and leaps. And I was holding AMZN leaps, HOOD shares, and AMD or something. Then I was just waiting and watching them slowly time decay and just hoping they recover quick so I can stomach to look back at my account. Blah. I just use margin now no more then 2x. It’s what made my portfolio grow in the first place

typo9292

AMZN hasn’t been leading my dog’s potty route for at least 4 years. Neither a growth nor wealth stock. “Alexa! When is this fucking stock going to make me money?” … “I’m sorry but if you’d invested in INTC instead you’d be retired by now lolol”.

BogleDick

They will both rip to a new ATH after GOOG, MSFT and AMZN earning coming up. DRAM at $90 by 08/14

nigel_tufnel_11

Yeah, that's the HUGE difference. I see a lot of comparisons to other tech IPOs and how it's a great sign that SPCX will surely go 1,000X or whatever, but all other IPOs were a tiny fraction of that valuation. For AAPL, AMZN, NFLX, GOOG/GOOGL, TSLA, NVDA, and META, the IPO valuation adjusted to 2026 dollars ranges from $590M (NFLX) to $143B (META). The SPCX IPO valuation was 12.5X of the highest, META. I'm not saying it's impossible it'll go to the moon (well, OK, that's actually likely in a physical sense), but that's a mighty big lift to get to big multiples.

Rexultdis

The year is 2092. NVIDIA is $206. After long debate, MU and SNDK have both decided to be repurposed into fraternities. AMC has bought NFLX after its continued 70 year decline. MSFT filed for its third reverse split to stay above minimum bid. AMZN and COSC have merged into the world’s largest combined superpower. AAPL has continued to cement itself for what seems like will be an eternity as the world’s leading mega-cap, having solved global carbon emissions by planting trillions of fruit-bearing trees across the world. It is $316. 0dtes are now considered leaps and have been replaced with 3mte (3 minutes to expiry) Nature is continuing to heal.

Hellmale

Publish it on AMZN

Spac55

Nowadays AI-Option Algo funds playing more dangerous game, like pump dump stocks like leverage ETF. Yesterday $IBM crashed 25%, like 1987 Black Monday 22%. Think if $NVDA $MSFT $META $GOOG $TSM $AMZN any one of the big blue crash 25% in a day, how big economy damage? 0DTE scam by Option Algo funds

Spac55

$IBM CEO probably thought to give preliminary for AI-HW investment news, stock spike, then at real earnings, give strong numbers, stocks skyrocket again to 400 Unfortunately $IBM crashed yesterday 25% by AI-Algo funds meme behavior $MU $NVDA $AVGO $TSM $MSFT $META $AMZN $GOOG all AI adoption going well. Still AI infrastructure need spending by many. If you need to adopt AI, do spending for AI-hardware infrastructure. Nothing wrong, good part $IBM has strong cash flow no debt for AI-HW spending. https://preview.redd.it/a42pecn78hdh1.jpeg?width=374&format=pjpg&auto=webp&s=9cd5769d6db7b63017cd49985c4e7ba5be24eae7

Spac55

Yesterday $IBM lost 25% market cap, even today red. Look last 6 quarters earnings. In reality, miss was not big. AI-hardware investment nowadays push by all. Even $GOOG $MSFT $META $AMZN all adopting AI, even big spending for AI-infrastructure $IBM never loading debt, FCF remain strong. It’s AI-Options Algo funds chaos. https://preview.redd.it/4iqztdk26hdh1.png?width=793&format=png&auto=webp&s=7683675528b22d702493055d1a9a27a40151c63a

pineapplekiwipen

AMZN has all the ingredients for a good pump it's just missing the hype

Simple-Corner-4647

The dummy in that ad is the perfect mascot for anyone still holding AMZN bags

Top_Category_2526

I sold 100% AMZN last year, the stock will hit a $1000 Everything i own crash the rest moon

Pure_Veterinarian374

I’m that MSFT $840,000 guy. Pretty happy. Trimmed my position before yesterday. Bought AMZN, GOOG, and META in the extended hours. Up $40k since then. Just buy MAG7 shares (minus Tesla, because fuck Elon)

Spac55

$IBM market cap now 200 Billion. What a bargain Still $IBM has higher revenue compared to to $CSCO $AMD $AMAT $SNDK $PLTR $IBM pushing AI & Quantum, spending is common and make Tax write up, instead of paying Tax, spend for growth. $META $NVDA $MSFT $GOOG $AMZN all did that. Options Algo drama last 2 days Fact check, IBM numbers not bad https://preview.redd.it/d0sikzjtufdh1.png?width=788&format=png&auto=webp&s=de73b982d663586500a82e8e87cd914d34495966

StonkGoUp

AMZN been bouncing around so much past couple months. I keep making money off the bottoms but now I’m scared to sell my LEAPS. It’s going to blow past $270. I just don’t know when

VoidMageZero

The Mag 7 strikes back today! Well 5 of them at least. AAPL, AMZN, GOOG, META, MSFT all taking off 📈

Spac55

$SPY $QQQ $SMH $XLK big ER time There are 12000-20000 target attacks on Iran, market digest and move higher. By strong earnings Few more even 1000 times more , does it make difference to market ? Big earnings drive index high. By $NVDA $MU $META $GOOG $AMZN $MSFT and so on

Jarlaxle_rigged_it

Looks at Googl, AAPL, AMZN, MSFT, META... Looks at QQQ, SPY...

Ok_Wealth_3433

Bag 7 rotation Lfg AMZN

JellyfishFestival

The idea that AAPL, GOOG, AMZN, MSFT, META could all be up > 3% while QQQ was in a freefall would have been absolute lunacy a couple months ago, and shows how much semis have been over-allocated in that ETF

Poptart_Salad

A lot of this chop seems to be Semis and AAPL/GOOG/MSFT/AMZN taking turns going up or down for the day. Tomorrow Semis will be up and the big 4 down.

Spac55

$GOOG $MSFT $META $AMZN expanding datacenter infrastructure. $SMH $QQQ All hyper scalers buying components from $NVDA, $MU, $DELL, For AI infrastructures All are going to spike more , red days buying opportunity

Anonn39

If you have to buy only 1 Mag7 stock right now, which one would you buy? NVDA, GOOGL, MSFT, AAPL, AMZN, AVGO? (Let's ignore TSLA because who tf buy TSLA at these level)

Burtonwurton

Out of semis and all into MSFT and AMZN lol

Burtonwurton

AMZN doesnt stop. The only time I dont have a AMZN position. Ahh well, you win some and you lose some.

stickman07738

Watch out on the agreement with Amazon, the terms are more favorable to them than the principle especially on the warrant side that can cause a quick dilution as AMZN takes profits off the table, then supply does not materialize. One fuel cell company gave them warrants to supply their forklifts and also supply WMT - results in over 20% dilution. Look at RIVN agreement is another case. I do not see AMZN as a larger holder today.

Burtonwurton

AMZN said fuck this...I am going to moon

i_empathetic

AMZN flying off the jump

Aromatic-Ad-6244

AMZN pls break 250 and keep going up

Prudent-Corgi3793

I use *en* dashes quite frequently because I read Strunk & White and an early age. When I type on a keyboard, it gets stylized as an '--'. If I type on the Reddit mobile app, it gets processed into '—'. I personally enver use *em* dashes because I get lazy (namely, three characters instead of two), but despite agreeing that that may be a red flag, personally, I think this is clearly not AI for many reasons: - There are several clear typos that an LLM would not make (i.e. the use of apostrophes in the wrong place for a possessive) - More gratuitous use of commas than an LLM would use - More liberal use of non-standard abbreviations such as OAI - Formatting errors that a LLM would not commit (no space after "GPUs,CPUs". - Use of capitalization for emphasis (LLM would use markdown) - Shifts between somewhat lazy, succinct bullet-point style text to longer-prose (which is natural) - Non-standard formatting such as "100%+". - Initial metrics provided using non-breaking lines instead of bullet points or checkmarks and Xs. Now, I disagree with the OP's bullishness on ORCL, and he clearly took some effort to format his post, which most users do not do. But there's no doubt in mind that this was not written by AI. When most people reflexively say "AI slop", I think heuristically they mean "there are elements of this that are similar to the output of an LLM" without considering all the elements that are not. As for ORCL itself, I think it's reasonable from a forward P/E valuation standpoint and has a lot of upside/growth potential if it ever converts its backlog into real revenues. But it also checks too many of my red flags--insane debt (especially compared to sector peers), negative FCF, highly negative momentum, execution risk, low margins, concentrated risk in single party, history of optimistic forward guidance, and bearish sentiment in the overall sector in general. There's a world in which I think ORCL delivers positive returns, but it's one in which GOOGL, MSFT, and AMZN also do as well with much better risk-adjusted returns, and I'd rather just stay invested in those names with leverage.

Prudent-Corgi3793

I use *en* dashes quite frequently because I read Strunk & White and an early age. When I type on a keyboard, it gets stylized as an '--'. If I type on the Reddit mobile app, it gets processed into '—'. I personally enver use *em* dashes because I get lazy. Personally, this is clearly not AI for many reasons: - There are several clear typos that an LLM would not make (i.e. the use of apostrophes in the wrong place for a possessive) - More gratuitous use of commas than an LLM would use - More liberal use of non-standard abbreviations such as OAI - Formatting errors that a LLM would not commit (no space after "GPUs,CPUs". - Use of capitalization for emphasis (LLM would use markdown) - Shifts between somewhat lazy, succinct bullet-point style text to longer-prose (which is natural) - Non-standard formatting such as "100%+". - Initial metrics provided using non-breaking lines instead of bullet points or checkmarks and Xs. Now, I disagree with the OP's bullishness on ORCL, and he clearly took some effort to format his post, which most users do not do. But there's no doubt in mind that this was not written by AI. When most people reflexively say "AI slop", I think heuristically they mean "there are elements of this that are similar to the output of an LLM" without considering all the elements that are not. As for ORCL itself, I think it's reasonable from a forward P/E valuation standpoint and has a lot of upside/growth potential if it ever converts its backlog into real revenues. But it also checks too many of my red flags--insane debt (especially compared to sector peers), negative FCF, highly negative momentum, execution risk, low margins, concentrated risk in single party, history of optimistic forward guidance, and bearish sentiment in the overall sector in general. There's a world in which I think ORCL delivers positive returns, but it's one in which GOOGL, MSFT, and AMZN also do as well with much better risk-adjusted returns, and I'd rather just stay invested in those names with leverage.

greenpride32

> The fact that these companies are now renting out capacity is telling. That is effectively the hyperscaling business. AMZN and MSFT have been doing this for 15 years on CPU based compute. For AI, it's just a shift to GPU baesd compute. The business is so lucrative that GOOGL and ORCL also joined it.

greenpride32

ORCL OCI has always been far behind the bigger hyperscalers, AMZN and MSFT and third place GOOGL. As such they don't have the cash flow and cushion for the AI capex spend the others enjoy. I think their short term future success depends on how Stargate does. Assuming that pans out, it will be some 35%+ top line growth. But it seems anything tied to OpenAI these days is out of favor (MSFT) as Anthropic has taken the lead in revenue.

MattieShoes

Making more money. But that feels like a cheat to call it an "investing habit". Keeping a shadow portfolio. I track every purchase and sale, but I also make a fictional purchase or sale of a boring index fund like VOO because that's my opportunity cost. (Well, I do it for everything that's not already a boring index fund.) So I bought AMZN in 2020 and it's gone up since then, but less than VOO. So despite being positive, I can tell you I've lost about $5,000 with that trade so far. But that small GOOG purchase back in 2017 has made about $13k more than I'd have gotten with VOO. And I can see in the last two months, GOOG has underperformed, but I can also see that it's mostly giving back overperformance from the three months before that. And I can see that all my "picks" have cost me about a grand in the last month, but made me about 30 grand in the last year. It also makes selling more obvious. Like that stock I bought that's down 5% doesn't seem like such a drag, but that stock is actually down 43% relative to VOO... Yeah, if I see something I want to buy, I know what I'm selling to buy it.

Spac55

$IBM still make big revenue than any hyped stocks. $IBM market cap now 200 Billion. Still $IBM has higher revenue compared to to $CSCO $AMD $AMAT $SNDK $PLTR $IBM pushing AI \& Quantum, spending is common and make Tax write up, instead of paying Tax, spend for growth. $META $NVDA $MSFT $GOOG $AMZN all did that. Options Algo Scam IBM today

Burtonwurton

Made gains from BA calls I bought yesterday. Proceeded to get into AMZN right after, that is why this shit straight sideways right now as my punishment. Market doesn't want to pay me twice today.

Pure_Veterinarian374

$400k NVDA $210k GOOG $100k AMZN $95k AMZN $12k MSFT 410c 8/21

Burtonwurton

AMZN really doing that sideways bullshit

MikeCheck_CE

It depends on what you're looking for: METAs product quality has considerably diminished, they're users are aging and consuming social media less... The next generation are not using META platforms much. They are overrun with bots which are inflating the numbers. Consumer demand is weakening, they don't seem to have an enterprise engine like MSFT, GOOG, they don't seem to have as many growth engines as AMZN.... If you're investing for short term, the generate a lot of money on advertising today, they certainly have some appeal. Particularly a couple weeks ago at $550, that upside is a lot smaller now. Does their pivot into more data centers make them more appealing? Yea... Does it make them more appealing than their peers? Maybe, maybe not... What does META look like on 5-10 years, that is the gamble.

Spac55

SEC should look at Algo funds, how they use option gambling to damage big company stocks. Like $IBM $MSFT $META $MU $NVDA $AMZN $GOOG etc Look how Option gambling scam funds move $IBM stock, like leverage ETF. Too many bankers use Options Algo to scam companies.

Ok_Bowler_5311

Of all the things on this subreddit, the one that pisses me off the most is when retards start crying about some mag7 stocks not performing well for a few weeks. AMZN and GOOGL complainers need to delete their brokerage app, you’re not cut out for this

edave22

AMZN having Prime Day in June instead of July this year might have just saved the American economy.

Sensitive_Ad3968

AMZN call 255 YOLO

Arteqt

AMZN Bought at 230, 205, 190.. It kept falling and I averaged down Finally it rallied and sold at 221 for a small return in a week it was 260

obb223

I'm not sure I agree on the hyperscalers, money doesn't automatically rotate into them just because semi stocks are down. Over the next 5 years I think Goog, MSFT and AMZN will do very well but the next 1-2 years they could still struggle as lack of FCF is punished

Spac55

$ORCL it was $1 Trillion, 6 months back. Even this price was before AI data center push by more GPU demand spike. Same for $MSFT 555 to 390. Life without internet Life without smartphones Life without AI, impossible $GOOG $AMZN $META $NVDA $MU $BAC $WFC $JPM all adopt AI.

adamschw

I get it - but everyone involved with the AI hardware are the ones who are actually fucked in that scenario. If AI fails, MSFT, AMZN, and others are perfectly ok - they’ll just have data center capacity to grow into. All the hardware folks, on the other hand, have an unfathomable amount of money they are counting on coming in - just suddenly dry up. Hyperscalers are bankrolling the hardware companies with their cash flow. They can (mostly) decide to stop whenever they don’t want to take on the risk of having extra capacity.

Samjabr

I think I understand what you are saying, but this is not a nascent business. And there are fierce competitors, such as Wal-Mart. How long can AMZN afford to keep burning through their profits - especially if their rockets are going to keep blowing up and Jeffe Pesos is going to keep buying yachts?

Samjabr

I ordered a bottle of Sriracha 4 hours ago on AMZN and it was just delivered to my home. The price was pretty much the same as the grocery store - perhaps cheaper. I'm rich, so I don't really pay that much attention to prices (This is a lie - I got the hot sauce to flavor my cat food because I invested in KORU). Two questions: 1. How the fk is Amazon making money? 2. Will the Earth survive this type of utter waste - literally having a dude drive to a grocery store, pick up a single bottle of hot sauce, and then drive it to my house?

dFrame3070

Things really start to get fun when AMZN and MSFT have to write down their stakes in OAI / Anthro and their earnings get whiplash

No_Presentation9490

You should have done this last month, you probably need to read the room a little better. AMZN, GOOG, MSFT are not semiconductor exposure Semiconductors are cyclical, you trim them on the way up, not the way down Dividend stocks and defensives will not save you in a correction/meltdown, neither will the Mag 7. A company surviving does not mean their stock price will If you move to cash, you need to become highly educated on market technicals and indicators to time your reentry with a decent probability of being right. Not everybody can do this. If you can't, S&P500 and just let yourself lose money and accept it, still better than owning single company stocks.

Pin-Last

this is similar to my trading style, but I try to avoid individual stocks unless I have super high conviction. SNAP looks like a delisting candidate. NOW, MSFT, META, NVDA, AMZN etc probably much safer

evilsuper

Are you me? JK, but I did recently retire and have a large unrealized capital gain in my taxable account (not QQQ but a few of the FAANG that I bought with over 10x gains.) sold a bunch of AMZN and some AAPL January 2025 (needed some cash and wanted to "de-risk") and the tax bill was a bitter pill to swallow (especially since AAPL.) Don't forget NIIT. It may not be the smart but I'm holding the rest and only selling when I need a paycheck. I am playing around with collars to de-risk some. And to all saying "don't ask reddit, get an accountant." We do. Sometimes it is also fun to ask peers since there's as much feel to this as science. The accountant can say "you will pay 23% LTCG + state tax" and then you are wondering if that's better than the potential drop. Emphasis on potential.

Burtonwurton

Damn AMZN said fuck this...I dont even like money.

BearContra

my targets for tomorrow open SPY 730 QQQ 680 AMZN 235 CPI comes in ultra hot and fed rate hikes are fully on the table.

vermilli21

AMZN finally waking up?

Pure_Veterinarian374

Probably going to take profits at around 10% and put some into AMZN. I too think it's a great buy.

Goatfacedwanderer

Up 9.8k on the day and I just closed out pretty much every long position I had (AMZN, GOOG, MSFT, AMD, RKLB, INTC) except a large-ish debit put spread against SPCX, NFLX leaps, and some CSP's on AMD that expire in 2 days. I'm up on the year and month and in protection mode at this point. This market don't feel right.

TimelyBodybuilder121

Seems like money is going from chips back into > big tech. AMZN showing the same pattern, same with GOOG, but that one hasn't really confirmed. META already had a recovery pump, idk why.

RuleSafe6767

Also reporting in that I recently opened moomoo accounts and was approved for level 4 options, however like some of the comments here mentioned, I was unable to get tight limit fills. With Schwab and Fidelity, my same orders fill right away, where as in moomoo the order just sits there open. I tried this on super liquid underlyings: AMZN, META, SPY, and QQQ. I'll probably toy with it another couple days and call customer service to see if there are any changes / add-ons / or account settings that can influence this, but if not, I'll be pulling my money.

Cav829

I follow both cases. It's because the bulls are convinced there's this larger breakout signal about ready to get set off and they're desperate to not let it collapse as it'll be back to weeks of potential chop. Meanwhile the bears are not testing their luck because there's still enough sign money is rotating instead of outright leaving that they're not pushing their luck. It's funny because both cases end up on the same conclusion: either the semis recover, or we're boned. The money can rotate a bit, but there's no sector that can absorb the money that would have to come out of the semis if it falls apart that can carry us currently. Yeah, SaaS is massively oversold, but the CapEx is currently insane and with few exceptions the bottom line isn't matching the P/E you'd need to go to. Like how much more money can we put into AMZN when they're expected to hit negative FCF soon?

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!

Standard_Tea8250

wish I bought more AMZN

Capital-Pineapple961

MSFT is going up now…And moves a lot like AMZN… They are not going bankrupt. In my option if i was not a degen but just had to buy a Stock and hold it 10 years, it would probably de NVDA, but if NVDA didn’t exist that it would be MSFT

vermilli21

AMZN you beautiful bastard

Burtonwurton

Hey GOOGL...lets do what AMZN is doing right now. At least put in some effort.

MikeCheck_CE

AI demand will grow overall. Money is going to funnel to those who manage to turn a profit from it first. The days of everything in the index climbing is getting pretty weak. You've gotta pick the winners now. Semis (GPUs, CPUs and ASICs) as well as memory are cyclicals. They will run hot for a while and then crash. Buy them as small satellites and have clear rules for trimming/exiting them and harvesting them short term. The tricky part is that AI spending doesn't have to stop growing for them to crash, it just has to grow slower. It will come, the question is when and how much risk you're willing to take in the meantime. AMZN, MSFT, GOOG, META... These guys are funding the hyperscaling for a reason, they're gonna make it work long term. Buy and hold them long term.

Burtonwurton

Got some life left in AMZN and MSFT

zq7495

Agreed, although perhaps I am just ignorant but I feel like it is too early to know where to invest in robotics with regard to the robotics companies themselves. It is definitely a space to keep watching and be early on, because robots (likely humanoids of sorts) have incredible potential to improve our lives AMZN stands to benefit massively from increasing automation, cutting hundreds of thousands of jobs and getting a major increase in profit, and it is also a good stock to buy even if the humanoids are decades away from doing anything meaningful

KittyLover-7

Never said AI will end completely and don’t doubt students etc will still use these models But if it still isn’t profitable do you seriously think META, MSFT, AMZN, GOOGL are gonna keep up the spending into the year 2030?

No-Hedgehog-5266

Market open calls on AMZN 🥹

bearhunter429

#Tomorrow's forecast: SPY flat or slightly green. MSFT, GOOG, AMZN blood red. LMAO🤌

Boraximus

Events since the memory peak: MU posted the best earnings in corporate history GOOG & AMZN raised capital for further capex META signaled they're aiming to double capex by next year. TSLA and META developing their own chips with Samsung

BearContra

SPY, QQQ and AMZN puts on the main account. If the market even opens at these levels, sell your house and buy stocks and calls first thing tomorrow LMAO.

BearContra

Have a bunch of SPY, QQQ and AMZN calls. The reason why I sleep like a baby is that I know that Axios is working overtime to come up with some absolutely fantastic news in the morning before market open.

hotdog-water--

I’ve seen much worse. You’re concentrated, but that’s not always a bad thing. I’m a huge fan of TSM so personally I’d add more to that and decrease AMZN. Right now AMZN is your second largest holding when you include the weights in AMZN from VOO and QQQM plus 8% direct - that’s a lot in AMZN, you need to be extremely, like extremely bullish in AMZN to have that much weight. So I’d ask WHY that much? Why AMZN over GOOGL or MSFT? No shade but just be ages Chris Camillo says Amazon is good doesn’t mean it is. (For disclosure I’m overweight Amazon too, but not THAT overweight). Meanwhile TSM is probably the best company on earth you can buy, and it’s underrepresented in most ETFs, so I’d consider adding extra weight to that

Ok_Wealth_3433

NBIS so cheap, CIFR so cheap, ASTS so cheap, AMZN so cheap

MikeCheck_CE

MSFT is a very good price right now for something that you can buy and hold to compound over the next decade. AMZN is a pretty good price too.

RJNavarrete

Upcoming earnings (updated): * **Tesla (TSLA):** Wednesday, July 22, 2026 * **SK Hynix (000660.KS / SKHY):** Wednesday, July 22, 2026 * **Alphabet (GOOGL):** Thursday, July 23, 2026 * **Microsoft (MSFT):** Wednesday, July 29, 2026 * **Meta (META):** Wednesday, July 29, 2026 * **Apple (AAPL):** Thursday, July 30, 2026 * **Samsung (005930.KS):** Thursday, July 30, 2026 * **Amazon (AMZN):** Thursday, July 30, 2026 Holding MU and DRAM all the way through this window. Assuming capex guidance continues to grow, memory / chips should see another run up.

Loltoor

I also like GOOG over AMZN, but I think Amazon will be a massive beneficiary of the robotics era for one.

RJNavarrete

Upcoming earnings (updated): * **Tesla (TSLA):** Wednesday, July 22, 2026 * **SK Hynix (000660.KS / SKHY):** Wednesday, July 22, 2026 * **Alphabet (GOOGL):** Thursday, July 23, 2026 * **Microsoft (MSFT):** Wednesday, July 29, 2026 * **Meta (META):** Wednesday, July 29, 2026 * **Apple (AAPL):** Thursday, July 30, 2026 * **Samsung (005930.KS):** Thursday, July 30, 2026 * **Amazon (AMZN):** Thursday, July 30, 2026 Holding MU and DRAM all the way through this window. Assuming capex guidance continues to grow, memory / chips should see another run up.

FOMO_Gains

Alot of people betting META will follow GOOG and AMZN pattern on raising capital for Capex spending. Therefore, it's already priced in, your puts will expire worthless. Watch META announce that they are slightly reducing AI Capex spending and the stock starts popping off.

spicykimchi_inmybutt

GOOG and AMZN already raised additional capital for further capex. I'm wondering if MSFT and META are going to announce one before earnings too

RJNavarrete

Upcoming earnings: * **Tesla (TSLA):** Wednesday, July 22, 2026 * **Alphabet (GOOGL):** Thursday, July 23, 2026 * **Microsoft (MSFT):** Wednesday, July 29, 2026 * **Meta (META):** Wednesday, July 29, 2026 * **Apple (AAPL):** Thursday, July 30, 2026 * **Amazon (AMZN):** Thursday, July 30, 2026 Holding MU all the way through.

RJNavarrete

* **Tesla (TSLA):** Wednesday, July 22, 2026 * **Alphabet (GOOGL):** Thursday, July 23, 2026 * **Microsoft (MSFT):** Wednesday, July 29, 2026 * **Meta (META):** Wednesday, July 29, 2026 * **Apple (AAPL):** Thursday, July 30, 2026 * **Amazon (AMZN):** Thursday, July 30, 2026

cbusoh66

It's obvious that Anthropic and OpenAI have pulled far ahead of everyone in the AI race. I don't see a scenario where someone else catches up including any of the big boys, but especially MSFT and META who have been responsible for most AI spending. GOOGL is still in the race, somehow, but they lost some of their top AI talent. AAPL sat out the whole CapEx thing. AMZN and GOOGL (and now META and several others) are developing their own chips, so the circlejerk financing that propped up this entire AI bubble cycle may soon come to an end especially as cheaper open AI models become more readily available. Implications of any pullback in spending, no matter how small, are just unfathomable at this point and no one is prepared for that possibility. All the CEOs will hold the line on this earnings cycle because they don't want to kill their stocks or appear to be giving up, but the writing is on the wall. It wouldn't hurt to hedge with some 6-9 months puts and dare I say NVDA and AMD are most vulnerable.

Burgerburgerfred

> Any moron could have looked 5 years ago and said “wow Google makes a lot of money. I am going to buy Google stock” > > > I’m referring to the ten year period . Not five > And in 5 years you would have more than doubled the performance of the S&P500 on just vibes You weren't in the post that I originally responded to but if that is what you meant so be it. That has been the premise of my responses because based on that original idea of Google 5 years ago based on your original comment a company like Microsoft dramatically under performed. My point mostly still stands. Even among mega caps in 5-10 year windows there is the potential to massively over or underperform. I personally just took a hodge podge of the biggest companies (MSFT AMZN AAPL GOOG AMD NVDA among some other individual stock picks I like and balanced it with the index funds. So I have diversity among my individual large cap picks as well as a safe fallback with a healthy investment in index funds. Obviously keep doing what works for you. No part of this is me trying to convince you that you personally are doing anything incorrectly, I just think your line of thinking isn't going to be the best way to approach things for *most* people who invest.

Such_Coin

Make money on MU, lose money on AMZN and GOOG

Etherius

I have been doing it for 15 years and in that time I’ve known two other people investing. They think they found the next big thing. People trying to get ten-baggers as losing everything Meanwhile I just like GOOG and AMZN and other big names or white-hot sectors and I have absolutely CRUSHED the S&P every year. I’m not a goddamned oracle. I just don’t pretend I have the ability to find the next big thing. I’m up 85% in two years, far more than that over 10 and 15.

Etherius

My holdings are exclusively large or mega cap companies or sector ETFs. And they’re not esoteric or obscure or anything My cost basis on AMZN is $38 from 2017 GOOG cost basis is $35 from 2016 SOXX $72 from 2019 INTC $45 from 2019 none of these were obscure names 5-10 years ago It wasn’t hard to identify them

Etherius

Come on It doesn’t take a genius to have purchased GOOG ten years ago. Or ASML or KLAC or any number of other major players. All of these companies were global powerhouses 10 years ago. Not obscure And today you can look at companies like AMZN and see their finances. You can judge whether you think they’re undervalued or not. What YOURE talking about is trying to identify “the next big thing”. You don’t have to do that to beat the market

IDrinkSulfuricAcid

Magnificent 7; Apple, which you own, is one of them. They're essentially American ''big tech''. It's Nvidia (NVDA), Amazon (AMZN), Alphabet (GOOG), Microsoft (MSFT), Meta (META), Apple (AAPL), and Tesla (TSLA). Avoid Tesla because it's extremely overvalued. The remaining 6 are great investments if you're willing to buy them and hold them for a long time. Since they're already very big companies they won't grow too much relatively, but you can be almost sure that you'll make a pretty solid % profit in, say, 5 or 10 years

IDrinkSulfuricAcid

You can't go wrong with Mag 7. I'd buy a share(s) of GOOG or AMZN if I were you.

Cav829

In my 401, like $80k is set just in either Nasdaq or SMH-esque funds. But I sold out of the hyperscalers in my individual investing account as I'm mostly day trading at this point with that, and I'd rather day trade stocks with better volatility. Yes, somehow I'm doing something both more conservative yet more bullish at the same time lol. That said, I had a MSFT position I liquidated after the $350-$390 climb. I've generally avoided META. I would not mind picking up AMZN again as I'm firmly seeing them as the safest of the hyperscalers long-term, but also they're the one expected to to go FCF negative first, so I'm not in a rush.

Cav829

They pretty much have to. Borrowing more money at these interest rates is not really an option. I'd expect META, MSFT, and AMZN to all follow suit if Google already did.

greenpride32

I think the main reason for META's recent rise is their plan to operate as a hyperscaler. They can both sell Muse Spark as a service and sell excess compute capacity. AMZN and MSFT had already proven CPU based hyperscaling was a lucrative business that even GOOGL joined the party. We've seen SPCX join the AI hyperscaling party along with many neo clouds and supply cannot keep up with demand. With all that said, I decided to exit my META long position (several years) today. While the social media empire is amazing, not sure how I feel about so many changing tangents. Plus I have enough exposure to them through QQQM and VOO.

Fancy-Masterpiece209

How would suing a company that isn't publicly traded start a bubble burst? Half the shares are held by Microsoft, Nvidia, AMZN, and Softbank, all companies that can handle losses in worst case.

RothTo0DTE

AMZN and GOOG aren't

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zq7495

I'm in a very similar situation, I currently am about 40% leveraged (changing a bit daily) and my portfolio is mostly AMZN and META with MSFT and GOOG being like 10% and 7%, and then a few random other small approx. 1% holdings in a few other plays. To me leverage is preferable to LEAPS when I have conviction in a stock long term, because you never know when META will pull a 2022-2023 and your LEAPS will get killed, but paying margin interest for a couple years before raking in huge returns isn't nearly as bad. I am currently trying to decide how far I'm willing to take my leverage, ultimately it'll depend on how the price action goes for my portfolio, but I think I am comfortable taking it up to around 70%, I want to be able to absorb a 40% drop. If you have other liquid assets elsewhere that you could transfer in to avoid getting margin called then maybe leverage the portfolio more I switched to interactive brokers from etrade, I really miss Etrade's website and power etrade pro (I especially miss the old etrade pro too), interactive brokers is annoying af to use in comparison, but I'm paying about 5% interest instead of like 12%, worth it!