See More StocksHome

AMZN

Amazon.com Inc

Show Trading View Graph

Mentions (24Hr)

30

50.00% Today

Reddit Posts

r/stocksSee Post

Finally breaking even with AMZN

r/investingSee Post

What to do next? I am running out of ideas

r/wallstreetbetsSee Post

AMZN earnings DD calls it is.

r/stocksSee Post

Oh, the mistakes I’ve made!

r/wallstreetbetsSee Post

Earnings & economic calendar

r/wallstreetbetsSee Post

55K AMZN Calls YOLO

r/wallstreetbetsSee Post

$AMZN Earnings

r/wallstreetbetsSee Post

$AMZN Earnings

r/wallstreetbetsSee Post

Who’s ready to burn their life savings this week

r/wallstreetbetsSee Post

BIG WEEK AHEAD

r/wallstreetbetsSee Post

Time to full port on AMZN calls fellas

r/investingSee Post

Would it be a bad idea investing in the same investments in a Roth IRA and a regular brokerage account?

r/investingSee Post

What do you think about my portfolio.

r/wallstreetbetsSee Post

GOOGL April 19'24 $170 Calls - Up 100%... Thoughts?

r/wallstreetbetsSee Post

$AMZN Earnings Yolo

r/wallstreetbetsSee Post

AMZN to $200+ this year! 🚀

r/wallstreetbetsSee Post

AMZN May 17’24 $200 Call

r/stocksSee Post

Should I hold onto TSLA or cut my losses and diversify?

r/wallstreetbetsSee Post

AMZN $500k 2DTE Pizza Guy ... where are you?

r/wallstreetbetsSee Post

AMZN calls 180 2/2 yes or no

r/wallstreetbetsSee Post

Equinix Launching Service for Nvidia's Al Supercomputing Infrastructure to Businesses 🚀

r/wallstreetbetsSee Post

Equinix Launching Service for Nvidia’s Al Supercomputing Infrastructure to Businesses

r/StockMarketSee Post

In Need Of Some Advice

r/investingSee Post

Need help diversifying portfolio

r/stocksSee Post

Portfolio management

r/investingSee Post

Where is the love for VUG ?

r/WallStreetbetsELITESee Post

AMZN Amazon stock (Breakout)

r/stocksSee Post

AMZN’s IRBT Acquisition Blocked

r/wallstreetbetsSee Post

EU refuses to let AMZN be a Vacuum cleaner company

r/wallstreetbetsSee Post

To all the people that are posting “buy and hold” trades you opened years ago

r/investingSee Post

Long Term Stock Picks to Hold Forever

r/stocksSee Post

Double down on AMZN?

r/stocksSee Post

What to do with TSLA?

r/WallStreetbetsELITESee Post

Some predictions for Microsoft, Palantir, AMD, Amazon, Spotify and Tesla.

r/WallstreetbetsnewSee Post

Tech market brings important development opportunities, AIGC is firmly top 1 in the current technology field

r/investingSee Post

Best fund for parking $375k for 2 weeks

r/WallStreetbetsELITESee Post

Amazon's cash printer has been turned back on.

r/pennystocksSee Post

Tech market brings important development opportunities, AIGC is firmly top 1 in the current technology field

r/WallStreetbetsELITESee Post

AIGC market brings important development opportunities, artificial intelligence technology has been developing

r/StockMarketSee Post

A tool to understand fair value estimates based on past CAGR rates and 10+ years of financial data.

r/stocksSee Post

Is it normal for the index funds to be weighted this heavily by mega caps?

r/wallstreetbetsSee Post

Google, Amazon, and Unity are among the tech companies implementing layoffs to start 2024

r/wallstreetbetsSee Post

Best Buy is kinda the GOAT

r/investingSee Post

What are your top picks for the top performance stocks for this year?

r/wallstreetbetsSee Post

bullish on $AMZN

r/WallStreetbetsELITESee Post

AMZN Amazon stock (Breakout)

r/stocksSee Post

$IRBT lost almost 20% today because $AMZN would not offer concessions to European Union (E.U.) antitrust regulators. An overreaction?

r/wallstreetbetsSee Post

Magnificent Seven fact.

r/wallstreetbetsSee Post

Anyone else doing a cut and run with GOOGL/AMZN?

r/stocksSee Post

Small AI Companies

r/wallstreetbetsSee Post

AI Stocks

r/stocksSee Post

Isn't Amazon stock (AMZN) a bad investment?

r/wallstreetbetsSee Post

1 year ago I decided to buy AMZN calls every time the price went down. Seems to be working.

r/pennystocksSee Post

George Gilder Recommends AI Stock

r/stocksSee Post

The Efficient market theory; Points, counterpoints, discussion.

r/stocksSee Post

Deciding REITS for my portfolio. But lack the confidence in knowing how to valuate each choice.

r/optionsSee Post

Covered Call AMZN

r/stocksSee Post

5 Traits of Companies that have Outperformed

r/investingSee Post

I’m I on Right track? 38 year old

r/stocksSee Post

Portfolio setup

r/optionsSee Post

Have wash sales on stock, curious on implications for options?

r/investingSee Post

19yo 2024 roth ira contribution

r/wallstreetbetsSee Post

2024 Top Nasdaq Performer-$RIVN

r/stocksSee Post

Seeking Advice on Reallocating Tech Stock Profits to IRA: Long-Term Gains vs. Retirement Planning

r/wallstreetbetsSee Post

Calls on AMZN

r/wallstreetbetsSee Post

$AMZN puts!!!!

r/investingSee Post

The biggest lesson that I've learned in my 10 year investing career.

r/StockMarketSee Post

Amazon's free cash flow is set to soar to ATHs.

r/wallstreetbetsSee Post

Portfolio gain YTD from trading $MARA & $AMZN

r/wallstreetbetsSee Post

$PUTS on $AMZN for being greedy af

r/StockMarketSee Post

Amazon's free cash flow is set to soar to ATHs.

r/wallstreetbetsSee Post

$AMD $PLTR $AMZN and $SPOT predictions

r/investingSee Post

Advice for diversifying portfolio

r/investingSee Post

Seeking Suggestions for my Next Portfolio Allocation Re-balance

r/wallstreetbetsSee Post

AMZN earnings 2/1/24

r/WallStreetbetsELITESee Post

Summarize AMZN earnings call into Tweet by AI

r/WallStreetbetsELITESee Post

Summarize AMZN earnings call into Tweet by AI

r/stocksSee Post

Thoughts on selling covered calls - AAPL, AMD, GOOGL, AMZN

r/stocksSee Post

Amazon's free cash flow is set to soar to ATHs.

r/wallstreetbetsSee Post

What Options Activity is Saying About the Market

r/investingSee Post

Compare these two breakdowns for long term Roth IRA

r/investingSee Post

I’m 26, should I withdraw my 401k?

r/stocksSee Post

Why is GOOG forward P/E so low and so much cheaper than the other FAANG?

r/stocksSee Post

Why Magnificent Seven stocks aren't really participating in the rally?

r/stocksSee Post

What yall think of the picks for my Roth IRA. Needs any changes? include different sectors?

r/WallStreetbetsELITESee Post

AMZN Amazon stock (Breakout)

r/wallstreetbetsSee Post

Arbitraging the AI potential misspriced in some stocks that will become the leaders

r/wallstreetbetsSee Post

Favorite brokerage for regards?

r/wallstreetbetsSee Post

Should I buy NVDA or AMD?

r/stocksSee Post

What are the fundamental traits of promising companies?

r/stocksSee Post

Thoughts on this Strategy: Zombie-Free Indexing

r/wallstreetbetsSee Post

AMZN slaves are the reason my calls expired worthless ?

r/wallstreetbetsSee Post

YTD gains of 82% ($35k-$64k)

r/wallstreetbetsSee Post

Amazon Balancing On The Edge - Will It Lead Anywhere?

r/RobinHoodSee Post

Have I beat the market? My returns versus S&P 500.

r/wallstreetbetsSee Post

Amazon announces new AI chip as it deepens Nvidia relationship

r/RobinHoodPennyStocksSee Post

$AVRW Next Low Float runner!

r/wallstreetbetsSee Post

$TSLA-I PERSONALLY SAW CYBER & RECORDED 4K VID, LINK BELOW-ON BLACK FRIDAY=CALLS: CYBER TRUCK DEBUT THURSDAY WILL BE ONE HOUR BEFORE CLOSE.

r/stocksSee Post

AI is going to kill the Tech Industry

r/investingSee Post

What US taxes are US non residents required to pay for owning or selling stocks of US companies?

Mentions

Indeed the top 10 of VTI are (google total is 5% for both classes of stock so really #4) 1. NVIDIA Corp. (NVDA) - 6.56% 2. Apple Inc. (AAPL) - 6.12% 3. Microsoft Corp. (MSFT) - 5.47% 4. [Amazon.com](http://Amazon.com) Inc. (AMZN) - 3.38% 5. Alphabet Inc. Class A (GOOGL) - 2.77% 6. Broadcom Inc. (AVGO) - 2.49% 7. Alphabet Inc. Class C (GOOG) - 2.20% 8. Meta Platforms Inc. (META) - 2.19% 9. Tesla Inc. (TSLA) - 1.94% 10. Eli Lilly & Co. (LLY) - 1.39 But maybe he wants MOR GOOGLE than 5% I think NVIDIA will outpace GOOGL and GOOG for a while

AMZN share price hasn’t done anything in 5 years. There’s a reason no one talks about it.

Mentions:#AMZN

Did the AMZN r/optionswheel free money glitch just get better with MWF mag7 contracts?

Mentions:#AMZN

AMZN can you take me to the promise land……

Mentions:#AMZN

AMZN mostly flat or under 3% i reckon….

Mentions:#AMZN

Will AMZN Shrek? Asking for a friend…….

Mentions:#AMZN

Not kink shaming, just thought there was some direct AMZN affiliation with these earnings based on your comment and that’s not the case. I’m long Amazon so I’m with ya

Mentions:#AMZN

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!

Mentions:#AMZN#DDOG

MSFT buy? AMZN buy before earnings?

Mentions:#MSFT#AMZN

Earnings this week. AMZN, GOOGL, MSFT, etc. have been seeking AI compute deals. They have over 2.1 GW (which is an insane number) of free secured capacity right now. That would be one of the largest data center deals signed, period. Even if a deal isn’t announced soon, the fundamentals are good enough for the stock to comfortably double from here imo.

Would you still add to AMZN at these levels before earnings?

Mentions:#AMZN

NVDA is the new AMZN. It will trade sideways for the next 3 years

Mentions:#NVDA#AMZN

1 min away from being unburdened from AMZN

Mentions:#AMZN

It's funny, as an AMZN shareholder I'm too afraid to look at the chart as the stock has slapped me in the face multiple times, so for the last three weeks I've gotten all my info about it from the comments section here. Seems like we doing pretty good today 😂

Mentions:#AMZN

AAPL, AMZN, GOOGL - the only royal trinity in this shitty market 💩

I can now cause I sold some calls. Last time I sold calls AMZN went to 248, goog went to 343. Idk hopefully it doesn’t tho

Mentions:#AMZN

Wit goog and AMZN earnings? Both of them pump hard at earnings always 

Mentions:#AMZN

This was a very compelling stock years ago. I think it's probably an oversold stock in the short-term but I wouldn't be interested really - the CFO situation is a red flag, AI is negative TTD and AMZN is winning. The CEO did certainly made a good sale with about $180M in shares around $120/sh about a year ago - stock currently looks like it's struggling to hold $30.

Mentions:#TTD#AMZN

What guidance could AMZN possibly give?

Mentions:#AMZN

#I own both GOOG and AMZN so it's guaranteed that both will crash 10-20% after earnings even if they beat LMAO🤌

Mentions:#GOOG#AMZN

Perfect parlay? FN calls, PYPL puts, PLTR calls. AMZN puts and ELF calls

AMZN looks ready to dump

Mentions:#AMZN

AMZN and goog single handedly keeping this market alive

Mentions:#AMZN

My AMZN calls thank you for your sacrifice.

Mentions:#AMZN

Most people here think AMZN will dump after earnings. Calls it is.

Mentions:#AMZN

0dte on AMZN is wild

Mentions:#AMZN

I sold my AMZN and AAPL positions to buy more MSFT. I belong here.

You could establish a long-short market neutral position by going long on the Google/Anthropic ecosystem (GOOG, AMZN, AVGO, MRVL) and short the OpenAI ecosystem (ORCL, CRWV). I left out NVDA and MSFT because they’re involved in both but in theory you could “weight them” more in the appropriate bucket. However, this is really for sophisticated institutional investors (I haven’t tried this myself), so if you’re asking on Reddit, don’t do it.

I’m no expert but AMZN looks like it’s ready for a breakout on the 1Y Thick coil

Mentions:#AMZN

So what is everyone's thoughts on AMZN earnings? Up like META or down like MSFT? Past 265?

Mentions:#AMZN#MSFT

Will AMZN go up or down with earnings?

Mentions:#AMZN

!banbet AMZN $254 4d

Mentions:#AMZN

When AMZN Clifford?

Mentions:#AMZN

These massive pumps and dumps are AMZN.

Mentions:#AMZN

GOOGL, AAPL, AMZN, AMD, all giving us a green dildo candle to save the day

AMZN headed to 300 this year

Mentions:#AMZN

Will my 240 AMZN CCs get exercied today?

Mentions:#AMZN

AMZN better start pumping 🚀

Mentions:#AMZN

I’m selling em. AMZN is shit

Mentions:#AMZN

Woah AMZN premiums are insane

Mentions:#AMZN

Theres not much that is at a discount anymore.  MU was last year.  This year my single picks are AMZN, GOOG, V,  UNH, MU, NVO and KSPI

Can’t wait to do some shopping tomorrow. I’ll be picking up some HOOD, AMZN, maybe a sprinkle of ASTS

AMZN CEO is gay

Mentions:#AMZN

I am thinking PLTR, GOOGL and AMZN up after ER

I would Sell ONE put option for RIVN with strike $14 or $13.5, just one contract. Buy little bit of AMZN around 4-8 stocks, couple of shares of SCHD like around 1k, 1-2k into CALM at price $80 if possible rest in VOO

I’m loading up so many AMZN calls this week. Love a good discount before earnings

Mentions:#AMZN

Yeah, I think PLTR has a lot of positive sentiment, but here I was just going off "realized sentiment" so to say, AMZN and GOOGL are the only two of the bunch that are green over the last 6 months. Personally I think PLTR will go down because it seems too easy if it were to go up again this time, but wouldn't be surprised in the slightest if it jumped 20% as well.

I am going to go 6/6 PLTR -up after ER GOOGL-up after ER AMZN -down after ER UBER- up after ER SNAP- down after ER AFFRM- down after ER

I am going to go 6/6 PLTR -up 5% after ER GOOGL-up 5% after ER AMZN -down 5% after ER UBER- up 5% after ER SNAP- down 5% after ER AFFRM- down 5% after ER

Dear Santa please give AMZN strength and glory this earnings week

Mentions:#AMZN

AMD $300 GOOG $400 AMZN $300 Let's go!

Ultra bullish on SMCI and AMZN

Mentions:#SMCI#AMZN

I wouldn’t invest in AMZN right now. Amazon spending tens of millions on a doomed Melania documentary looks less like a business move and more like a political payoff. Profit was never the goal, appeasing Trump was. When a company starts burning cash for political goodwill instead of growth, that’s late-cycle behavior... Protecting itself instead of innovating. To me, that smells like a grift and a warning sign the stock is closer to peak than to its next leg up.

Mentions:#AMZN

This is why I'm long on AMZN.

Mentions:#AMZN

BTC, metals and growth stocks will further dump this week and the money will rotate to MSFT, NVDA and AMZN

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!

Mentions:#AMZN#DDOG

Think that’s AMZN this week.

Mentions:#AMZN

Honestly one thing i dont see here mentioned is companies like Meta, MSFT, AMZN, GOOG going from very low capex to high capex businesses and all their free cash flow going into capex rather than buy back like the previous years. That is going to affect how they are valued. I am personally bearish on Mag 7

AMZN gonna be 260+ end of week

Mentions:#AMZN

December JOLTS Job Openings data - Tuesday Alphabet, $GOOGL, Reports Earnings - Wednesday Initial Jobless Claims data - Thursday Amazon, $AMZN, Reports Earnings - Thursday

Mentions:#GOOGL#AMZN

The following stocks not based on indexes have 3x a week expiration for their nearby months AAPL. TSLA. NVDA. AMZN.

Bezos paid Melania $25M for Melania - favor will be returned Calls AMZN

Mentions:#AMZN

I’m going to spell it out for you one more time: This week is GOOG/AMZN earnings, and after last weeks blowout earnings by all the other big caps and downstream AI beneficiaries, the speculation is still rife on these 2 giants. GOOG also has a very realistic shot of taking the #1 valuation company in the world. 🥭 also needs his “SPX closes above 7000” headlines more than ever. If you think the market is going to sit this week out without any real downside catalyst then you’re in the wrong game.

Mentions:#GOOG#AMZN

I'm "boring", but I designed my portfolio to run well no matter what is happening in the market  for me, that means low-cost, broad-based indexes now, that said, I am kinda watching stuff like MELI, AMZN, MSFT, and even BTC to potentially add some extra cash into a side account if they keep getting beat down

My sneaky thought about AMZN’s investment was that they want dibs on some parts if it blows up.

Mentions:#AMZN

Don’t do it. Look for pullbacks in GOOG and AMZN and then make your investments there.

Mentions:#GOOG#AMZN

AMZN increased revenue due to strong consumer spending, reduced OPEX due to cutback on labor force. GOOGL only vertically integrated AI company so they can actually run margin on their own models and results will show. Their AI CAPEX will still be huge, but those go into GCP where customers will pay for usage w/ predictable margina, rather than using it for training their own models

AMZN and GOOGL will post blow-out quarters and rip, dragging broader market with them

Mentions:#AMZN#GOOGL

Picking just one stock was the problem here. If you are at a brokerage that allows fractional share purchases or Schwab with stock slices, you could spread that $130 out and split it across ten stocks so she can actually learn about diversification. I did this with my daughter several years ago, but I picked 30 stocks in various industries and put them each on index cards and laid them out to let her pick which stocks she wanted to buy. One of her favorites was TGT because she liked shopping there, which has underperformed and lost money (now worth $8 after 5 1/2 years). She picked GOOGL, APPL and AMZN which have done very well, but her best pick was the $10 investment in NVDA which is worth $150 today. There is nothing wrong with teaching her to just invest in index etfs, but if she shows interest in learning how the market works and might consider a career in finance (or even how to handle and invest her own money), I’d suggest trying the diversified approach with fractional shares

I have no idea, I could say NVDA, AMZN, GOOGL, MSFT. But look 20 years ago at the largest companies in the US, it’s not those ones.

Good catch on AMZN. Volume and price action need to confirm the story. For anyone tracking how AMZN is actually trading: [$AMZN](https://aimytrade.io/ticker/AMZN?utm_source=reddit&utm_medium=comment&utm_campaign=smallstreetbets) Watching to see if buyers show up.

Mentions:#AMZN

I bought around $5k of both GOOGL and AMZN around 2014. I sold AMZN after around 100% gains because I thought google had the best long term potential. For the longest time I was regretting that decision but I held because I wasn't ready to pay taxes on the gains.

Mentions:#GOOGL#AMZN

Dude we have GOOG and AMZN earnings this week, and GOOG has a very realistic chance of taking the number one highest valued company in the world and you think people are just gonna all “nah let’s sit this one out.” Get a grip.

Mentions:#GOOG#AMZN

Soooo… are AMZN earnings screwed next week because of this market?

Mentions:#AMZN

Inverse me and you’ll kill it. Right now I’m long arm bbai path and AMZN.

Mentions:#AMZN

I sold 35 AMZN puts as AMZN was trying to go up Fri morning. Killed the rally instantly. https://preview.redd.it/1y68ur92yqgg1.jpeg?width=1206&format=pjpg&auto=webp&s=5ead7ab369fb52198fd6e11a5d4bbb9e16ac069e

Mentions:#AMZN

It’s like you guys forgot we actually went above 700 this week, if only for a few hours. Apple and meta had blowout earnings, and so did the downstream AI companies. The only speculative big tech left is GOOG and AMZN, both of which have earnings this week. I fully expect SPY 720 by Wednesday close, and if GOOG smashes it, it has a very real chance of being the highest valued company on the market. If you think they’re gonna sit this one out because of some dogshit crypto, dollar value, or Iran you’re wildly mistaken.

PLTR is going to smash earnings and pump the market, and then GOOGL is going to drill, and AMZN probably like AAPL and flat.

Buy long time holds that have good balance sheets. I own AAPL, NVDA, AMAT, AMD, PANW, GOOG & AMZN. I don't intend to sell anytime soon, I hardly ever look anymore to see how they're doing, unless something traumatic is triggering a downtrend overall in a broad based market. Then I will decide if I want to increase positions in any of them.

I suppose my question and the bigger picture perspective that I'm grappling with has nothing to do with the minute of training models vs inference in models and which chips are used. The bigger picture perspective is this: LLMs are just a commodity. Another version of deepseek will come along eventually that hits a price/performance point that people find is preferable to pay for compared to paying for Claude/gpt/Gemini. The race to the bottom is a real problem, because with multiple players in the sector, eventually someone will disrupt with a low cost model that is preferable for most customers. Back to Microsoft: how much of their investments in data centers are being funded directly by open AI? Initially MSFT invested heavily in open AI, but about 2 years ago nadella and Altman's relationship started to sour. MSFT did help with a second funding round, but turned off commitments for future investments. This was when altman began to shop around for other investors to fund them. So my question from the 10,000 foot view perspective is how much of MSFT future revenue seen as liabilities is committed to come from open AI, which still does not have revenue and is likely to lose its most in the next 2 years? Everyone is focused on the circular funding relationships of the various companies involved. I am less worried about the circular relationships for the companies that have real tangible revenue (MSFT, NVDA, GOOG, AMZN etc) but I am worried about the companies that are heavily exposed to revenue and financial agreements from companies that don't have any revenue (open AI) even Claude/anthropic is projected to have stronger revenue growth than open AI if you compare both companies and also include projections for operational expenses and capex in your calculations. So yeah: how exposed is MSFT to open AI for future liabilities and future revenue? Their other clients will be able to foot the bill, but open AI is the one that might not be able to pay up.

I would just VOO. But if it had to be one stock. MSFT OR AMZN.

I’m holding my AMZN leaps through earnings. 😬

Mentions:#AMZN

I think there is a difference between predicting the future vs acknowledging what IS happening. Will AMZN crash? Who knows. Are countries diversifying from the dollar and moving into gold as reserve currency? Yes.

Mentions:#AMZN

I wouldn't want to own EAT, occasionally have owned PM. It's more an illustration that the returns for *some* of these names have become a little less compelling over the last half decade (which includes the 2022 downturn but also the tail end of the 2020/21 bubble.) Microsoft is up 85% over the last 5 years. If you bought at the bottom in 2022 somewhat better at 95% but if you look around, can you find relatively boring names (look at something like MCK over the last 5 years; beautiful chart) where you could have had a better return with less volatility over either of those time frames? AAPL similar. AMZN has done better off the low - because it tanked harder in 2022 - but over the last 5 years the return is ... not great (although not helped by Bezos continually dumping into increases for a while.) GOOG has done well, META has done reasonably well. NVDA has obviously been the biggest beneficiary. None of these are bad companies, certainly. But I think that they've worked so well for so long that it seems like people have gotten to the point of habitually buying *all* of them without question and some of them have been lesser performers than others over the last half decade. IMO, too many people "collect 'em all" rather than focus on their best one or two ideas in the group. There's also been increasingly less discussion on Reddit of tech beyond Mag 7. Memory has been a giant theme. Years ago there would have been *tons* of talk about something like SNDK or MU. There's not really been much at all - a bit more lately but only after so much of the move has happened. I see little if any talk about what's going on in optics names. As someone who's been on Reddit for 10+ years, the variety of names talked about has shrunk considerably down to a lot of "the kind of things I'd hear about if I turned on CNBC" + a handful of selected reddit speculative names. There's also the question of whether the spending on the increasingly sizable fleet of data centers will ever end or even materially slow. When you look around over the last 5 years, the biggest beneficiaries have largely been where the money is being spent (FIX, STRL prime examples), not who's spending. If that is going to continue, maybe focus a bit less on Mag 7 (best couple of ideas rather than buying all of them) and more elsewhere? That's all.

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!

Mentions:#AMZN#DDOG

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!

Mentions:#AMZN#DDOG

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!

Mentions:#AMZN#DDOG

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!

Mentions:#AMZN#DDOG

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!

Mentions:#AMZN#DDOG

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!

Mentions:#AMZN#DDOG

When everything is becoming subscriptions (financialization of life), providers (in this case MSFT) can either rent infrastructure or own. AMZN and MSFT did the own decision for cloud services - the scale for AI is xxx. Financially the depreciation rule changes will help but the build is likely to continue with hard assets remaining on the books - then the fixed cost leverage impact on earnings need to show up. This last bit is the real risk imho, as the Chinese service providers will cut into big tech margins

Mentions:#MSFT#AMZN

Reminder GOOG and AMZN earnings next week so pick up shares monday

Mentions:#GOOG#AMZN