AMZN

Plastic_Heat_5797

AMZN leaps are free money at this point… js

Specialist_Exam_8433

On February 25th, Jensen Huang will reveal that he has assembled the 6 infinity stones (GOOGL, MSFT, META, AMZN, TSLA, and itself) and will wipe every bear out at once. They'll sell a ton of puts up until then only to make them worthless afterwards.

xKronkx

I’m at like 25,050 because of APPL and AMZN having a bad time recently. I’ve been day trading to stay above water the last few weeks

Embarrassed-Sky6890

Bers short AMZN but order their butt plugs on prime

greenpride32

AWS which is the AMZN bread winner (much higher margin and more profit than online retail) grew 24% YoY in the recent Q4 earnings report. Both MSFT and GOOGL public cloud revenue is also growing. Sure maybe the percentage of the pie is changing, but the pie is also growing with more than enough to go around. I view the public clouds as the modern utility - it just prints money 24/7 as everything runs online these days, and it will only grow with AI workloads.

Glittering-Fail-8056

I guess I am gonna yolo into next weeek AMZN calls hoping to catch a rebound since Google isn’t working 

LarsTarkas

Fucking AMZN going to hit 150 at this rate

jonneh

All that these fucking people do is peddle FUD > > **Ray Dalio**: It’s official! The world as we know it is over! > > **Ray Dalio’s Bridgewater Associates**: Top holdings = NVDA, GOOGL, MSFT, AMZN…

TripleChen_LLC

AMZN will have a 10 day losing streak I guess

Hi_I_am_gosu

AMZN is like the retarded brother of the mag7, let me see NVDA or Google pullback 20%

Aggravating_Path206

MSFT and AMZN are almost at liberation day prices now, and 2026's liberation day isn't even here yet, this is the year of the great reset, the final year of the mag7s.

Panthera__Tigris

I get where you are coming from. Even I was careful last year. But right now, we have tech monopolies trading at 22-25 forward P/E. How is that a bubble? Yes, I would not buy TESLA or PLTR but MSFT, AMZN and META are definitely not in a bubble.

btoned

AMZN has a chance to do the funniest thing tomorrow

revuimar

Why can people just sell this. 2026 and you’re excited about payment processor? Sell your bag wait for the dump and buy MSFT and AMZN and forget. Almost nobody outside of us uses this shit. Terrible exchange rates and fees even landed them fines in Poland of all places. It’s nowhere near fintech. It literally missed the bus they had tickets for. Anyone can do just payment processing now every country has like dozen companies doing the same shit. It’s like you holding on to Palm(PDA) stock when the iPhone is out.

owenmills04

50% cash, 25% AMZN, 25% MSFT (rough estimate) If Amazon and Microsoft continue to drop more cash will shift there

KingSweden24

Exactly. Meta getting punched in the dick after their October earnings and now MSFT/AMZN experiencing the same is the tell that the irrational exuerbance moment is over. Which is good!

AideApprehensive7441

I dunno man AMZN way ahead of the game in retail, AI, tech/data center, satellite internet, entertainment they’re positioned to win in every circumstance

Heavenisaplace176

AMZN get in before the train zips up the 200’s 🔈

rdr31

AMZN at 200 is generational wealth opp

Clear-Wishbone9413

That’s been my niche way to catch a dollar here and there. AMZN calls during the sell off were stressful but profitable. Theta is scary but I like a high gamma and a sharp increase! If you don’t mind, could you explain a little more sophisticated why theta eats short calls when the p/c is above 1? And I’ve noticed high gamma when low theta and p/c >1. Is there linkage there?

cultoftheclave

AMZN about to crater, fool Bezos who thinks he can out-TEMU Temu.

g3tr1ghttt

Rise to match what exactly? Defensive sectors where the news tell us institutions repositioned their money? Hyperscalers’ profits must tank at least by 50% to match WMT COST etc. Not even mentioning other financial metrics on most of which these “defensive” companies look extremely overstretched in comparison. WMT might eventually become another Blockbuster once boomers phase out and everyone folds into AMZN contactless shopping experience. Nobody seems to care?

callsonreddit

How will AMZN and GOOG high capex affect NVDA earnings and guidance? I feel it'll be good earnings but I'm thinking of any gotcha's since AMZN and GOOG fucked me good

diversifythis

Short term bull run for AMZN? RSI is super oversold

greenbutte

AMZN, MSFT, NFLX are way oversold at this point

EmuIntrepid7374

Watch AMZN pump 8% tmr

tropicalia84

Except valuations of the mega caps are half of what they were in 2021 - just look at AMZN. Currently lowest valuation in its history. Also we were printing 10% inflation and DXY was $112

PandoraBot

My sorry ass really needs AMZN to pump tmrrw

potato111a

Ima need AMZN $210 this week or i will be fighting for a job at my local Wendys 🥺

AideApprehensive7441

!banbet AMZN 218 3 weeks

vincentsigmafreeman

AMZN

jonneh

**Ray Dalio**: It’s official! The world is over! End of an empire! # **Bridgewater**: Highest weighted holdings = NVDA, GOOGL, MSFT, AMZN…

DrElkSnout

my current thesis is that the rotation out of saas stocks is going to back fire as those companies like microsoft that aren't solely saas. the valuation compression right now is juicy, and i think Amazon is also going to benefit. the integration of AI isn't going to look like boring meme generators or shitty superbowl commercials, it's going to look like searches that are so highly optimized you can barely believe it, product placements and recommendations that work for the ad buyer, and data aggregation that rivals anything you can comprehend. at this point I'm long GOOGL, MSFT and AMZN. The rotation out of tech is a buying opportunity for companies you believe will survive, and I'd bet my bottom dollar that GOOGL will be crowned king when this is all over, AMZN isn't going anywhere and MSFT is going to rebound.

Maximum-Sign-5983

AMZN gonna drop more isn’t it

adnanhossain10

All 3 are solid stocks to own, just don’t look at your port with these 3 stocks till the end of the year. I personally don’t any of the 3 out of personal principles but I do have a lot in SBC from AMZN.

Pin-Last

Like me but MSFT instead of AMZN. a lil AMZN too

Bosto2025

The “AI CapEx is out of control” argument is starting to run out of steam and we will likely see the same pundits on CNBC saying the hyperscalers are underspending on AI infrastructure. AI is not a fad or a small piece of the technology stack. It is the future of all business, all personal interaction with our environment, medicine, health, education, home life, etc. It’s like debating whether railroads should build tracks just as the steam engine and refrigerated boxcars were invented. Having said that, some are more poised than others to run on in 2026 and 2027. So I tend to still use traditional valuation metrics - such as EPS growth, PE ratio, Forward PE ration, PEG ratio, moat, etc. So for now, I am holding pat on my Mag 7 holdings - as they make up over half of my portfolio. If I were to add now, I would probably add more NVDA, Meta, AMZN and MSFT.

longGERN

AMZN 250 eoy

Big-Quote4483

Thank goodness the market is closed today. otherwise AMZN would of been down 2-3%, but it will catch up tommorow

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!

mneymaker

Imagine i was 50% going for AMZN calls instead of ZIM for the potential tariff ruling out. All of a sudden i saw a comment in a thread of someone asking "How can i get exposure on potential tariff ruling out" and a user wrote ZIM and i was like, oh yeah I have never played ZIM. Plus, AMZN keeps on burning everyone trying to time the eventual rip. Let's give ZIM a go Crazy how it ended up

Lil-MegaBackdoorRoth

Consistently bought into GOOG beginning in 2024. Holding that and buying into AMZN now.

Rock_or_Rol

I agree! I mean, AMZN is the lead investor in anthropic and breaking ice in SMR tech. AWS has a huge moat. They also have blue origin… I’m surprised they’ve been so neglected tbh. I think they’ll do well this year https://openai.com/index/new-result-theoretical-physics/ This just dropped too. GPT is debatably showing novel methodology. That is the crux of the whole AI investment story

Scribble_Box

Same, although add a bunch of AMZN on there.

Pale-Silver-8178

AMZN -2% tmr

Able_Show_8560

i don't really like what he's done. Pretty sure if he got fired AMZN stock would gap up

CallsOrPutsYES

Personally I want to see MSFT hold 392+ for the next 2-3 weeks before I commit big money. I need multiple daily candles staying above the support zone of 396 or a retouch of 392 with a quick bounce off. AMZN, not touching that until it can have back to back green days, weekly EMA for 150 is 191.74 and weekly EMA for 100 is 204.72… so we in no mans land for a bit

daytraderrr

No bs… what’s your target entry on MSFT/AMZN. Mouth is watering at these levels…

option-trader

The only thing I could think of is that SK, Samsung, and MU all underestimated demand. I think they thought demand was going to be gradual over a 5 year span. We are looking at demand being crunched into 2 years. From now until the end of FY2027, these three along with the smaller memory chips like SNDK, WDC, and STX are going to reap in huge amount of cash as AI data centers need to be online asap. META, MSFT, AMZN, and GOOG are not paying $600B to be the last one to have their AI system operable. That means they will likely pay 2-3x above fair value on these memory chips to be first.

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!

SirGlass

I mean the market as a whole has been flat for about 1 moth its very normal Your really exposed to tech holding FSELX/GOOG, NDVA. AMZN, NFLX As those companies also make up a large part of FZROX as well

SeverHense

Anyone's portfolio down for the last 30 days? 75% ETFs: FZILX, FSELX, FZILX, FZROX. 20% Mag 7/"safe" stocks: GOOG, NDVA. AMZN, NFLX 5% funny money: FSAGX, XME, MU, FBTC. Should I better diversify?

ddukbokeeboi

AMZN's RSI hit 23 late Friday and extremely oversold. Buy signals started coming it. If the trend continues, it might pick up enough for you to minimize losses. I don't think BE is possible at this point..But who knows in this market. Trump is wild.

No_Current3675

Pretty good idea, honestly. But break it up 50/50 AMZN MSFT.

Wizofsorts

AMZN looks like a great deal. I'm still holding back but it's getting close.

neal_73

AMZN needs to get its shit together or else I am gonna be cooked. BURNED

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!

greenpride32

The cycle always repeats - there are always a set of speculative stocks that come along with potential and get bid up to heights that don't make sense when compared to other valuations. At their peaks, both ASTS and RKLB were worth more than over half of the companies in the SP500 by market cap. Yep that's right, the bedrock of the US stock market, the SP500, 500 of the strongest financial companies in the US, and somehow ASTS and RKLB was worth more than 250 of them. Problem is the large majority of people buying ASTS and RKLB have no clue about that or about gaps in revenue and profit - they just see it as a "hot" stock and chase it, and the bubble is the result. IMO - If you saw ASTS and RKLB as potentially disruptive companies when their valuations were not so inflated, there's nothing wrong with taking a nibble and seeing how things pan out. But once the valuation got stretched - beyond existing companies who have already pumped out billions in profits and dividend distriubtions over time - well your risk/reward proposition is not as strong. My approach has been there is no such thing a "too late". AMZN started out as a limited online retailer and then expanded to more diverse options in the late 90's and early 2000's. Yet it wasn't until 2008 when they launched the foundation of what would become AWS - their actual bread winner (much more profitable than retail). Then over the course of the next 15+ years they'd grow both retail and AWS, and it's still growing. You'd have made the most money jumping in early - when it's not clear they would succeed. But you still could have made money many years down the line when it was more clear they were gaining traction on all fronts. AAPL was a failure in PC world and Jobs was kicked from the company, with MSFT dominating. It wasn't until the iPod that AAPL started showing some life, and then iPhone propelled them to one of the most valuable companies in the world. Again you have so many entry points over the years to make a positive return - but trading larger return for more certainty. ASTS and RKLB have reached the point where I'd rather wait and see how they pan out - I have no positions. Something to keep in mind also is just because a technology "succeeds" in the sense there are use cases for them and it generates profits, does not mean the company will explode in value - a couple of reasons could be the profit margin is not high (due to costs or competition) or anticipated demand was never met. I've been in the stock market for over 25 years - I've seen a lot come and go - history says the odds are against you on these speculative plays.

the_Q_spice

Transportation is a massive one as well. You have to get the datacenter equipment to the site somehow, because it isn’t manufactured on site. There are very few ways to do that without damaging said equipment. The bonus is the same industry is also critical to transporting basically everything we use. Despite not being valued as high as NVDA, AMZN, or similar, all of those companies are critically dependent on transportation giants like FDX, UPS, ODFL, and XPO. Critical dependency in this meaning that if those 4 companies went under, most large corporations would follow soon after due to a disintegration of their supply and shipping chains.

PvsNP_ZA

Put AMZN on the FU list as well

SiphonicPanda64

Theta isn’t going to kill you, you’ve got a month left. You will lost more if AMZN gaps down further but it won’t be because of Theta (just Delta and Gamma, and to a degree Vega)

processed-cheese-

I'll see how we open on Tuesday. The Google contracts don't look good do they? Would it be stupid to turn the AMZN calls into a bull spread do you think?

processed-cheese-

I love it. Blaze of glory. I'll close on Tuesday and switch to 3dte $210 calls on AMZN in his honor

ahopye

You're expecting the stock prices to keep dropping? If they open flat on Tuesday the theta will hurt, but my rough sums have about $2.20 for the AMZN contracts and $1.60 for the GOOG - maybe higher if IV is high. Between futes, euro markets and the overall macro picture I can't see much if any further downside for the underlying. The question for OP as I see it is whether it goes back up quickly enough, which I am very skeptical of. Worthless come Tuesday is a crazy take. What do you mean by worthless? If we call worthless $0.50 per contract, my sums have Amazon having to drop to around $186 and Google around $292. They are not gapping down 5% on Tuesday

burnertaintlol

Yep. There are things about Microsoft I don’t love, sure. But they just had the biggest earnings in the history of Mag7 (soon beaten by Tim Apple) and their PE is/was 24.5 or so. Even with NFLX fall they are still like 31ish and Amazon at $200 is about 28. Which I also bought some of. My trading strategy past my bulk index funds with just my “fun” money is to pick a few mega caps I love and believe in long term. When the narrative sours and the stock tanks, load up. IMO-GOOG, TIMAPPL, MSFT, AMZN are always going to go back up and be great long term holds. Maybe they don’t beat the market for a bit as long as the narrative lasts. Look at Google. Great earnings, stock would tank. Every time. MSFT similar lately. MGK is also my favorite very tech/mega cap heavy etf from Vanguard if you don’t want to guess and time or worry about when to sell.

ahopye

This is from the last 30 days right? AMZN was knocking on the door of $250 in that time - it's "cheap" now. NVIDIA is range bound, could be derisking ahead of earnings (or during the big drop at the start of Feb). AAPL had a big bounce after a drop. With the fear in tech, if you're conservative that's a good time to take profits. Honestly, using this as a tool to decide on when to buy puts is probably pointless. The data comes to you too late - especially when the environment is as volatile as it is now. Sell when it's high, not when it's low - and just now it's low. Could it go lower? Sure. But develop a thesis and invest on that basis. The Amazon example - it's dropped 20% from where it was within the last 30 days. You could be investing on the basis of what people did when it was at that level. A good use case for this would probably be if you see a lot of flow in or out of a stock but no price action yet. Could be a sign they know something. Instead you're potentially piling in after the price action has already happened.

anquoc35

idk man but your call is very far OTM, my AMZN call 205$ and Google 315$, i’d say keep both and be patient, but if you can’t afford to lose the money, you shouldn’t be here at first place…

Any-Presentation5438

Where is the AMZN 1000 calls guy

ahopye

AMZN looks the safer play to me. Theta decay is going to burn you big time over this long weekend. If I were you I'd sell off the GOOG, let the AMZN ride. Maybe shift the Google calls to a lower strike or to a later expiry. Potential fed rate cuts in the summer.

iamatoad_ama

GOOGL @ 304 APPL @ 254 AMZN @ 196 What's the biggest bang for your buck?

ahopye

Same. The money hasn't left the market, SPY is still sky high. It's just temporarily rotated into more defensive plays. I'd expect it to hold fairly steady this week at worst. AMZN, GOOG and MSFT look like bargains right now. WMT earnings could be a "sell the news" event that sparks the re-rotation. Throw in NVIDIA earnings as another potential catalyst. And then (for Amazon in particular) a positive supreme court decision on Friday would really light the touch paper. Could be a gradual climb or it could be hard and fast depending on these potential catalysts. Regardless, it's going up and I'm loading up on Wednesday.

Hot_Astronomer762

Buying AMZN

potato111a

🌽had me worried for muh AMZN calls but then i went to 🅱️eekend 🅱️ow and its up .22% feelsgoodman

DennisDemori

I use my 3 Buckets framework 1) Survival — 20-30% in cash or cash equivalents. Can cover emergency expenses or be used as dry powder. 2) Core — 40%-60% in long term positions like AMZN and BTC 3) Aggressive Bets — Under 20% in asymmetric plays that can turn into big multiples or go to zero I’ll sell some options too to create cash flow

ahopye

I am telling you now, MSFT/GOOG/AMZN to the moon this week. We've just erased 2.5m workers, yet GDP grew by 2.6%? And how have we done that? AI. Much weaker job numbers than expected? JPOW's rate cut money printer is coming out to secure the soft landing legacy. A measurable productivity spike enabled by AI makes a clearer path to monetization for MAG 7, and starts to justify the AI capex for the build out. Meanwhile MAG 7 are slashing headcount while still rocketing growth in areas like Amazon's AWS. Tech has bled but SPY is 2% below ATH. We've not lost the money, it's rotated into defensive stocks including Costco, Walmart, etc. Lower jobs numbers will likely open some sort of income gap, hurting consumer staples, sparking a sector re-rotation. WMT earnings (and NVIDIA), and possibility of supreme court tarrifs decision on Friday, we are going to the fucking moon.

who_am_i_to_say_so

181,000 jobs added to AMZN. The end.

ahopye

I am fucking bullish on MSFT/GOOG/AMZN etc. Much weaker job numbers than expected? Fed have kept it too tight too long. Couple it with the cooler than expected CPI? Time to cut those god damn rates JPOW. GDP growth is steady despite fewer workers than expected? Productivity per worker is higher. SPY earnings power is higher than we realized. What's helping enable these productivity gains? AI. A measurable productivity spike enabled by AI makes a clearer path to monetization for MAG 7, and starts to justify the AI capex for the build out. Meanwhile MAG 7 are slashing headcount while still rocketing growth in areas like Amazon's AWS. Now, tech has bled heavily but SPY is only 2% below ATH. We've had a huge rotation out of tech into "defensive" stocks, heavily centred on consumer staples (Costco, Walmart, etc). Significantly lower jobs numbers opens up a bit of an income gap, which should hurt retail. This should in turn spark a sector re-rotation back to tech (or oblivion). June/July rate cuts by 50bps. Calls to the wall, regards.

Theswordfish4200

AMZN

rdr31

AMZN flat AF

ETFBro4DaWinz

Id by AMZN but i cant really be fucked help fubd Bezos' side prohects in all honesty, which is basically why its capped to the upside

leomeng

I keep seeing everyone saying AMZN is cheap. And I honestly wanna buy a big position. But not sure what I’m missing. It’s $2t so it’s smaller cap than the peers it’s typically compared to

callsonreddit

What are some good stocks to short vs puts? My watchlist: ADBE PYPL AMZN

Grasshopper4500

Gold silver long hold. Extremely unlikely AMZN will move at all tomorrow as the market is closed

callsonreddit

Doesn’t mean AMZN will go up. It’s been going down regardless of SPY

ModeForJoe

you are right... anyone bagholding AMZN ought to get discounts on amazon prime or priority shipping or something. They don't even issue a dividend ¯\\\_(ツ)\_/¯

Happy_Discussion_536

AMZN ran up too high due to the Covid mania. It had to grow into its valuation which it has. Their annual EPS has grown from $2.10 to $7.08, more than tripled in 5 years. They are delivering profits, just not in the form of the share price. It's an incredible company.

Maximum-Sign-5983

Thoughts on AMZN next week?

olearygreen

Internet stocks like GOOG, META, AMZN blew up too, just to the moon. I’m hearing what you say, but as long as you take profits and are OK not picking the winners, you got to take some risk to find a winner. I had some RKLB before it was cool. I sold 3x what I paid and still have half my portfolio in it. Should I sell more? Probably yes, sold some covered calls instead. But at some point you got to believe in a company or you should just stick with SPY and QQQ, but then you don’t need to be on this sub. I am concerned about Reddit putting too much emphasis on the crazy valuation stocks, as you mentioned, but I’m not sure how to change that if we’re trying to find the winners?

The_AFC_West

I’ve argued for a wealth tax bracket system of:  10% every dollar after trillionaire, 1% every dollar after billionaire, .1% every dollar after millionaire and .01% every dollar before millionaire.  Small but just enough to force people like Musk to sell a hefty bit of there shares to people who are growing their wealth. Just enough to fight inequality and let younger generations pick the value of these companies.  If Musk and Bezos had to sell 1% of their stocks, I guarantee Bezos would keep more of his wealth as younger less wealthy people would buy $AMZN and not $TSLA.  It’s needed in this game of capitalism, but only on a Pareto like distribution. 

Timevalueofmoonbitz

You can be right and still lose. Agentic AI needs the next 5-10 years to develop into what we are all supposedly fearing today. The machines need time to process patterns and learn. Now the question is, how do we take advantage of the narrative? You buy the companies with network effects and with market share that are integrating AI. Not companies that are integrating for the sake of integrating AI but with actual use cases that will provide tail winds. Buy Saas companies now, but not all will be fruitful. This is the hard part. The good news is that I will be shilling my picks to you now, PATH (An actual Agentic AI learning opportunity as we transition to AI first models) , LMND (Your next boring AI insurance company), HOOD (next gen brokerage), AMZN & GOOGL (AI robotics power houses), and FIG. FIG is probably my most speculative play. Digital product design to actual product without having to code. Good luck 🍀

OneTwoThreePooAndPee

I would argue that MSFT, GOOG, AMZN are better positioned to make large comebacks in the next year. This kind of reset is standard for tech stocks moving through a shifting era. Look at the history of any of them and there are times they drop like this during uncertainty, but these three big tech companies IN PARTICULAR are poised to capitalize on AI in very specific markets (office/cloud/enterprise productivity, life productivity, logistics/cloud productivity), and they all are positioning to be core AI players without being irrevocably attached to just a single model. SNAP can't succeed without Android and cloud infra, both of which support these underlying providers as well. 🤷‍♂️

RoverV

Bad valentines date huh? Kidding but to counter your points: at a basic level, markets are about money - who has it, how are they making it, how are they using it. GOOGL ,AMZN, MSFT, NVDA, META (and governments…) have it and they’ve said where it’s going. GOOGL isn’t issuing century bonds for weed stocks or crypto.

Bojack_Horseman22

MSFT, AMZN dropped hard af, 20-30% yet the s&p500 is only 3-5% from ath. Maybe be less lazy and karma farming man

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!

Ok_Employment_192

It's probably a good deal but not as good as GOOGL last year.  Last year GOOG was trading with a PE of 18, which was insane. AMZN is now a trading with a PE of 28.

Leroy--Brown

There isn't? Even when there's a growth story that PE doesn't capture as a single metric? Companies that once had a 500+ PE: TSLA, AMZN, NVDA, NFLX.

TES_XIAOHU

Will AMZN ever be green again

Icebxrg_

Have a good feeling my AMZN calls will print this week

helloWorldcamelCase

Pour one out for AMZN 8% OTM 1DTE guy

ArnoldisKing

i bought some of all 3...mostly MSFT and AMZN. Want to add google but it hasnt dropped much.