AMZN

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.

potato111a

Looking for AMZN $215 next week or I'm cooked

VOO_bull_forever

# bought 200 AMZN shares at $242.5 and it sucks hard. why did this shit had to crash completely?

daltnz

Goes and checks AMZN price. 196 F my man

bdh2067

Agree for the most part. But perception moves the big guys just as much as small cos. And a few dumb headlines about how much the AMZN investment “just paid off” around the IPO could move the stock. I’m already seeing headlines about “back door strategies for spacex ipo” so similar bandwagon shite is likely around Anthropic

IHadTacosYesterday

Amazon own's a 15% to 20% stake of Anthropic and Google owns a 14% stake. Let's say that when Anthropic goes public, it ends up being valued at 500 billion at the top. Amazon's stake could be worth 100 billion to 125 billion on day one. Would that move the overall stock that much? Would AMZN and GOOG get a noticeable bump if Anthropic has a valuation of 1/2 trillion shortly after IPO?

Charming_Raccoon4361

AMZN is not going up anytime soon

TripleChen_LLC

AMZN has a 9- day red streak. Calls on Monday?

vgamer0

AMZN is such a weird stock. Theyre only up 21% on the 5Y chart which makes it sound really cheap right now, but then they somehow still have like a 28 p/e???

ChadFullStack

As a SWE, both AMZN and MSFT currently have terrible leadership, fired a lot of OG SWEs with domain knowledge, and hedging on AI to replace their productivity when AI is nowhere near. Long term, the quality of their product will continue to suffer resulting in lower customer trust. This combined with the giant CapEx spending for more AI makes it a bubble. There’s already a shift from Office365 and WindowsOS to alternatives. This is what killed Intel, as AMD dominated the market, they let their 4-5 years of advantage rot away and lost the market to competitor. TL;DR sacrificing everything that works today to bet on AI future.

ItCouldBeSpam

AMZN is on a 9 day loss streak, has the lowest RAI since forever, and I still expect to continue losing money on it next week. 🙃

Complex-Tension8760

I believe he means buing Large Cap and Mega Cap Tech has worked out in the long run. Paul Pelosi buys ITM Leaps in AMZN, GOOG, & MSFT and retail acts shocked when they return a profit. These companies beat over 75% of their Earnings reports so it's not a stretch to say line go up.

Much_Candle_942

+1  in the example mentioned in the post - Will Smith eating pasta, yes, we see clear progress, but MSFT has just been on the sidelines and their models so far are just copy cat me-toos, rather than coming out first in innovation.  As for cloud services too, they started to pump money into it only after AWS pioneered it first. It's a company run on government and dinosaur corporate contracts, and will always lag behind GOOG, AMZN and META

Ok_Employment_192

SPY up by ~75% over the last 5 years. AMZN only ~25% 🤔

Gom_KBull

Really tempted to buy an AMZN leap... might give it a few days to cool off a bit more

squirrelmonkey99

Earnings are wonky due to capex spend and dubious depreciation. Look at price/sales. Both are fairly valued, not especially bargain territory. I choose neither at the moment. If forced I would pick AMZN.

PooPooPointBoiz

Fuck goddamn AMZN and the fucking market. How tf does only good news happen, better job growths, lower CPI, and the market still shits the bed. How am I down 5% on my AMZN stock in the span of a week?? AFTER AMZN had that disgusting earnings call slide?? Come fucking on dude.

GorgeousRamsay

Sept AMZN calls, looking for entry around 190-185

meNriveBabylon

Why would AMZN guy purposefully want to lose money. "money is the root of all evil" type of thinking?

meNriveBabylon

People here don't mind losing money like that AMZN guy because they hate money. They were raised thinking that money is inhertily evil because of a some hatred to a certain group who historically loves money. They feel good not being part of that group.

Sick0h

If AMZN ditched the AI spending and focused their earnings calls on the fact that you can order toilet paper from them just like Walmart and Costco they’d probably be +20% YTD. Instead their PE is about half of those companies lmao.

Ok_Cry7572

Well, it's official... The entire Magnificent 7 is now negative YTD 📉 🔴 Nvidia ( $NVDA ) -1.29% 🔴 Meta ( $META ) -1.64% 🔴 Alphabet ( $GOOGL ) -2.16% 🔴 Apple ( $AAPL ) -4.50% 🔴 Tesla ( $TSLA ) -6.58% 🔴 Amazon ( $AMZN ) -13.24% 🔴 Microsoft ( $MSFT ) -16.75%

Happy_Discussion_536

UBER no idea. AMZN is legit and will print.

Kachowxboxdad

What’s your take on AMZN & UBER?

Dbx84

AMZN has entered the chat……

Confident_Bee_6242

MSFT below $400 is 22 times forward earnings. That's a good price. AMZN needs to break below $180 before it's PE is attractive.

ect_me_bro

Haven’t been here active here for a while. Saw some guy on /all yesterday needed an 8% jump from AMZN. Nice to see it’s the same old place.

PsychologicalNote926

That’s dumb. $600 will probably buy you two March 20 $210 AMZN calls on Tuesday. Let it move up $50 then sell immediately. Easy $100 (16%) profit in a couple hours. Yeah it’s boring but still a quick profit. Trade smart, not retarded.

StockImportant5135

AMZN 160$ NETFLIX 45$ RDDT 90$ Patiently waiting to accumulate

Sea-Dragonfruit2250

Just picked up some WMT today. I think they have a lot of upside since they are really just now starting to compete with Amazon in the e-commerce space. Plus, since they are more consumer staple than tech, they seem to go up with tech, up with recession fears, and up with “AI is going to take our jobs” fears lol. The 1,2,5, & 10 year charts all look pretty solid with a lot smaller dips than AMZN and MSFT. Now watch it announce $220 billion in capex in next week’s earnings and crash like Amazon… 🤦‍♂️

Chrishall86432

Switching to an advisor is not the answer here. You need to look at the things you do and touch and see and eat and consume every single day and invest at least some money in those things. I’m assuming that you’re human, so you use the bathroom and take a shower every day, your residence has some form of heat and/or AC, you make a living somehow, you use every day things like peanut butter and paper towels. We are in a pretty big rotation right now. We can’t eat microchips for breakfast and we can’t mop the floors with semiconductors. You should always be well diversified across sectors, for this exact reason. I’m up by about the same $ amount in the same timeframe, but only 14% of my main portfolio is in tech. That 14% consists of GOOGL, AMZN, one ETF, and two covered call ETFs for dividends. You CAN do this on your own, save a bunch of money, and grow your own investments faster. But you need to diversify.

bartturner

Google is the better investment over MSFT and AMZN. But between AMZN and MSFT I like MSFT better.

Able_Show_8560

the chart is trying to get retail to not buy AMZN imo, this could rip back to 250 by mid march imo

eaxiv

Jesus whatever happened to that guy that went all in into calls for AMZN today

wsb_crazytrader

At least you’re not that Turbo Tard that bought 1 DTE $20K worth of calls on AMZN expecting 8% gains in 24h.

AccountOfMyAncestors

You must full port into LEAPs on one of the following: - MSTR - COIN - CVNA - AMZN Which will it be 😈

PaperHandsTheDip

At least you're AMZN calls didn't need an 8% movement *today*

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!

Domefieldadvantage

Spy and QQQ up but GOOG, AMZN, NVDA, and MSFT down makes perfect sense

Abe2025

Not nflx but absolutley AMZN

SloppyGuiseppe99

Why you bearish on AMZN? I’m buying more dude

Acslates11

AMZN and NFLX are going to pump. Hold the line soldiers.

ArnoldisKing

time to buy MSFT, RDDT, AMZN????

ThinkingOfTheOldDays

You mean 9 day winning streak for AMZN 🐻

dash_trash4255

Genuinely worried about the AMZN guy

Careless-Maize-8915

Beginning to question my decision to buy Leaps on AMZN

Financial-Iron-1200

Just checked AMZN’s price…

Standard_Tea8250

Loading up on AMZN META and more AVGO

Sea_Blacksmith_1862

Anyone know what happened to the 8% AMZN guy?

9tacos

AMZN will keep drilling until Jassy gets fat and tan again 🤣

Happy-Champion1661

drawdown today from 52w high: MSFT -28%, AMZN -23%, META -20%, AAPL -11%, NVDA -14% now also GOOGL -13% ORCL -54%, NFLX -43%, PLTR -37%, AMD and AVGO -22%, banks -10% what's even left to correct at this point, they already crashed everything basically...

SpoopleDuck

Will AMZN ever fill the gap

Happy-Champion1661

AMZN has been RED for the last 9 days in a row, 12 red days out of the last 13 overall I am super bearish on it since last year, but this is absolutely crazy my fun port is just MU calls, but I am selling everything next week, tech is way too retarded rn

deepsvar

Should have bought some AMZN calls. Pretty low IV right now. Damn, couldn’t do it.

mugirawraw

Bought AMZN leaps on behalf half of the 8% guy

KittyLover-7

Apart form AMZN none of the mags have hit daily average volume today

mugirawraw

Bought AMZN leaps on behalf of the 8% guy

softboiledjadepotato

AMZN's not answering their calls, can someone check on them?

LeBhikariLe

AMZN will never see 250 at this rate META will never see 750 at this rate MSFT will never see 450 at this rate GOOGL will never see 350 at this rate

Money_Law7344

Agreed. MSFT -28%, AMZN -23%, DELL -30%, AVGO -21%, HOOD -50% just to name a few of the bigger names

TempestDrive

Idk if I wanna buy AMZN calls. It’s been falling for 2 weeks straight. Ik there are retards that bought as soon as it plummeted from earnings

Euphoric-Guess-1277

AMZN baggies should bought t-bills lol

LeBhikariLe

AMZN 5Y returns are 20%, w/o any dividends

PooPooPointBoiz

God fucking damnit dude. AMZN shitting the bed yet again. Now I'm down 6k on my fucking stock from earlier this week. What the fuck dude. Is 10% down from pre-earnings levels not enough? It has to bleed 1-2% day after fucking day now too?

softboiledjadepotato

AAPL trying to pull an AMZN? damn Tim

AlphaStreet_LN

I’m pretty bearish overall, but surely AMZN under 200 and MSFT under 400 are both steals on a 5-year horizon, right? Probably won’t print quite as hard as previous 5, but a lock nonetheless?

ThinDetective4741

Shares, mostly thanks to goog AMZN and Apple who are shitting the bed

Nefarious_AI_Agent

Imagine buying AMZN in 2020, youd be up like 10%

potato111a

AMZN u piece of shid 😡

Rude_Assistance_4386

RIP AMZN guy, we hardly knew thee

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!

Kickboy21

Yes. I am considering it. NFLX, AMZN, MSFT

awetfartruinedmylife

AMZN pump 8% and make that guy a millionaire

Far-Requirement9180

Truly disappointing watch algos drill AMZN for so long. It’s dumb lol

PooPooPointBoiz

Dude fuck goddamn AMZN. Shit has just slid all week, right after I went balls deep. Now I'm going into the weekend fucking 5 grand in the hole. Good job Jassy and Bezos you fucks, you ruined my long weekend. I can't even make it back on Monday because of dumb ass presidents day.