AMZN

TestingLifeThrow1z

AMZN is missing (personal preference) but yes. The world sits on these as customers.

iMakeGOODinvestmemts

George Soros added ~$389M to $AMZN & ~$155M to $GOOGL in Q3

Xzlk

Yep. My entire portfolio is NVDA AMZN GOOG, and META (I’m down bigly on META cause I bought the earnings dip) but the rest just chug along. It’s free money.

FullSympathy420

You are keeper [AMZN](https://aimytrade.io/ticker/AMZN)

Tenjin01

My Black Friday Wishlist- GOOGL 260, AMZN 227, META 585, MSFT 475, and NVDA 174.

Traditional_Honey108

Don’t know why AMZN still shitting the bed

Xzlk

AMZN fighting for its life lol

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!

Andromeda_0507

AMZN ded

Intelligent-Grape-12

Not worried of this half, GOOG and AMZN will be profitable!! I am worried about the others half

Intelligent-Grape-12

It’s hilarious that GOOG and AMZN make 50% of my port and both are down after insane earnings!!

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!

Latter-Trip7630

ok so why aint the stock pumping? good company dont always mean good stock. look at AMZN, amazing company underperforming the s&p 500. also, let me know what the margins are on those. There is a high possibilty of them being negative since the gpu superclusters are depreciated over a 3-4 year term

pigeon_shit

AMZN

SD-Buckeye

Eh it’s also heavy cloud computing too. MSFT, AMZN and GOOG are printing money for cloud hosting. A stupid amount of the internet is ran through them.

db_deuce

I view it more a toggle between risk on and risk off. Risk off means more T, VZ, Bonds, SCHD, etc. Risk on means more Sofi, NVDA, TSM, AMZN, etc. For the 401k, just put it in a low cost index fund. Most people starting in the 401k never have enough money to play the timing the market thing and it's meant to accumulate and invest relentlessly.

PooPooPointBoiz

Ok, so AMZN and GOOGL go up for their AI research spending. Yet META gets fucking ass blasted for the same thing? And when the entire market goes down, META drops the exact same amount, if not more than everyone else? How does that make sense?

Uisce-beatha

Held on to 1 call for AMZN, HOOD, GOOG and NVDA and it looks like I probably should have sold them at 11:30 with the rest. Oh well

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!

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!

Uisce-beatha

Sold some but still riding HOOD $125 calls for $.16, AMZN $240 calls for $.12 and GOOGL $280 calls for $.22

April_None8287

This is a good point. The real winner will be whatever company that is able to leverage the technology when the dust settles in a way that leverages the infrastructure without needing to invest it themselves Think of AMZN of the past, the internet companies lay the fiber and internet build out during the 90s and 2000s, and then AMZN reaped much of the benefit through e-commerce without investing a single dime on the buildout themselves

myboywears

In my personal opinion: HOOD 130C 12/12 AMD 260C 12/5 NVDA 195C 12/5 AAPL 280C 12/5 TSLA 410C 430C 440C 450C 475C 11/21 & 12/5 AMZN 245C 12/12 SPY 685C 12/12 GOOG 290C 12/19 or 12/26 MSFT 525C 12/19

gamjatang111

I agree with you, META, GOOG, AMZN are all low capex businesses that can scale insanely fast. Now they are capital intensive businesses and their valuation should be reconsidered

gamjatang111

complete different line of business from META, GOOG, AMZN and MSFT

Rav_3d

>The indices look high, but mainly because the big hyperscalers are holding them up. And even those companies are trading at okay valuations. I don’t think they suddenly fall 20% from here. Likely not 20%, but if this correction continues, they will join the selloff at some point. That's when we can start thinking it might be over. Speculative names with no earnings like NBIS, CRWV have been destroyed. Quantum names, toast. Space? Garbage. Companies with no earnings have been slaughtered. Yet, AAPL, GOOG, AMZN are hanging on and keeping the indices afloat. Either this pullback ends very soon and we head back to new highs, or the correction deepens and those names ultimately get hit. No way to know which will happen. Either way, the longer-term trend will be intact, even if we have a 10% correction when all is said and done.

Uisce-beatha

Snatched up calls on AMZN, HOOD and GOOGL but didn't get to NVDA in time. People were practically giving those $190 calls away in the first five minutes. Still got some but not at that price

banditcleaner2

So what you're saying is, all in AMZN

vermilli21

Is AMZN trying to go back to pre earnings price LOL

Uisce-beatha

Time for perspective I guess so for the 1 year charts AMZN +8% AAPL +20.5% MSFT +17.5% GOOGL +56.25%, NVDA +22.75% TSLA +17% META +3.7%

greenpride32

All you need to do is compare GPU to CPU. INTC and AMD typically release a new generation every 1-3 years. The newer ones are always more powerful than the predecessors. Does MSFT Azure or AMZN AWS refresh every single CPU in their public clouds every 1-3 years? Nope. Just like your laptop or PC at home or work or school, it might not be the latest and greatest after the first year or two, but it still serves it purpose. Same concept with your mobile phone. NVDA GPU generation cadence is about every year now. What's going to happen is those older generation GPU will handle lesser workloads. This could be inferencing or supporting SLM (small language models). SLM is going to be huge for companies who want to train models on their own proprietary data. For example, why would a biotech use a LLM for drug discovery? The answer is obviously they wouldn't and they have their own proprietary data. Take this concept and apply it across any industry/use case. The GPU could also still be used to support frontier LLM's in the cloud. Ultimately a public cloud client is paying a price based on performance/specification. You pay more for bigger and faster storage, you pay more for faster CPU's. Not every company needs or is willing to pay for latest and greatest performance if they don't have the need or can't justify the cost. So no way the useful business/financial value of GPU is only 2-3 years. Burry isn't a tech person, he doesn't understand it. Hypothetically it's a 2 year minimum effort to replace hundreds of thousands of GPU, because you can't shutdown services and disrupt client usage. For those who don't understand the basic accounting concept - if I have a capex spend of $100 in 2025, but that asset has business value for 5 years, I don't have a charge of $100 in 2025. Instead I break that $100 into 5 parts, so it only hits the bottom line by $20 each year (25/26/27/28/29). So Burry is basically trying to say big tech is inflating their profit margin by stretching the expense out. Also note that companies such as CRWV and IREN were formerly crypto miners - that is why they have datacenters and racks full of GPU's. As BTC halving reduced the returns on mining, they repurposed their existing gear to become mini-hyperscalers. They have "dated" GPU's. Did it stop META MSFT OpenAI from signing contracts with them? Nope - because GPU compute is scarce and they need all they can get - prior generation or not.

chrisreadsstuff

AMZN, GOOG, AAPL, still pretty damn strong

sandygws

The good thing about these drawbacks is how fair value stocks perform compared to the broader market. GOOGL, AAPL, AMZN. Holding anything else when sentiment turns is not a smart move.

Due_Marsupial_969

If I won't need it for 2 years, META, all the way. Else, sell a 20-25 delta put on BMRN, NOVO , PINS, or JD and put the rest in AMZN or CPB.

PooPooPointBoiz

Across the board as in SPY and the MAG7 are dropping? Sure, yeah. But why tf did META shit it's dick out its ass the week prior to SPY and AMZN/MSFT/AAPL shitting the bed. And yet, META shits the bed just as hard and fast as the rest of them. It's like any reason to go red, and META fucking takes it.

Efficient-Hat2415

Honestly not surprised at all. AMZN and MST don't want Nvidia flooding China with high-end chips if it means giving up their own advantage in the U.S. cloud/Al race. Limiting exports basically keeps NDA's strongest products "in the house" for them. Plus,every big cloud provider is fighting for GPU supply right now—why would they want more competition for H100/H200/B100 capacity? This isn’t about geopolitics as much as it is about protecting their own AI moat. NVDA might take a short-term hit,but long term…demand isn’t going anywhere.

Morongays

Both AMZN and GOOG have solid fundamentals but I prefer AMZN because of AWS and their logistics advantage. moomoo makes it really easy to compare both companies using side-by-side earnings snapshots, analyst ratings and growth forecasts. Super helpful when trying to build a long-term position.

Galaxy_AI

Amazon (AMZN) and Microsoft (MSFT) support the Gain AI Act, potentially restricting Nvidia's (NVDA) AI chip exports to China. With this, NVDA will be seeing $150 in a week.

badtemperedpeanut

GOOG is still undervalued, its winning the AI race, Solid book value, Quantum is progressing well and we are not even getting started with WAYMO. AMZN will also continue to do well, AWS has major enterprise footprint.

Technical_Cry_5878

The S&P493 aren’t “bad” the macro environment just overwhelmingly favors the mega caps. 1. Higher rates punish almost everyone except the cash-rich giants. Most companies rely on debt to grow. The Magnificent 7 don’t. Simple as that. 2. Margins are incredibly uneven. Big Tech can raise prices on ads, cloud, or chips. Airlines, retailers, grocers, etc. cannot. 3. The entire AI boom is hyper-concentrated. Nearly all new investment dollars flow into NVDA, MSFT, AMZN, META, and GOOGL. The rest of the market is basically neutral to AI or even hurt by it. 4. Consumers are stretched and credit is tight. Most S&P493 sectors (retail, industrials, small caps, utilities, healthcare) have no real momentum. Even analysts in Andrew Zatlin reviews note that the broader economy is grinding along, not booming which means investors prefer dominant, high-margin companies over “okay” ones. In this environment, the mega caps eat, and everyone else just treads water.

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!

Top-Meaning2626

Port full gay. AMZN one-day shipping gay sex to me.

Fair-Lie8125

Wouldn’t this mean big for AMZN…. I wonder….

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!

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!

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!

KittyLover-7

wtf is with this trend of drilling a stock to flat on the 3 month chart just before they report Happened with AMZN, meta and now NVDA

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!

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!

Putrid_Pollution3455

now that I look at AMZN, it seems like a fair deal honestly. Apple seems a bit frothy, netflix might be fair....overall I think the trend will be sell off America and buy International just from the macro and pe ratios of voo vs vxus

SteveStacks

No matter what I'll just keep buying GOOG and AMZN.

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!

Weird-Cat8524

3 months ago I would've GOOG and was adding to my position. Now with the run-up, I''ll have to go with Amazon--fair disclosure, I have more in AMZN. Last year people were worried that AI would canibalize google's search business. I don't know why that's still not the concern.

AchyBrakeyHeart

AMZN is a way better and safer buy. Disney’s best days are behind them. They don’t even own the most popular Marvel character and Star Wars is an embarrassment.

Clear_Anything1232

Well whichever way it goes from here, I'm happy with the way googl, aapl and AMZN handled the selling pressure

fitnessfinance88

This fool could've just bought 50% GOOG, 50% AMZN and forgot making money.

dreggers

AMZN about to give up all its ER gains

Technical_Cry_5878

If you're comparing AMZN vs GOOGL for long-term investing, both are strong, but it really depends on what you think the next decade looks like. AMZN is more diversified (retail, ads, AWS, logistics), while GOOGL is more concentrated (search + ads + cloud + AI). If you believe AI and cloud scale faster than commerce, GOOGL might outperform. If you think commerce + logistics + payments keep compounding, AMZN has the edge. One wildcard people don’t talk about much here is how crypto/ledger-based infrastructure could change payments and transactions. Ian King’s “Next Gen Coin” pitch basically argues that a new high-throughput blockchain could become the backbone of global finance over the next several years. Whether you buy into his thesis or not, the idea is interesting because it ties directly into both companies' strengths: * Amazon would benefit if tokenized payments and commerce rails take off * Google would benefit if blockchain-based compute/data becomes part of the cloud ecosystem Not saying you should invest based on that, but I do think both companies are positioned to adapt if financial infrastructure shifts. Honestly, the simplest move is just to own both and let the market decide which one wins. Both are giants with different strengths, and splitting your allocation gives you exposure no matter how the next big tech cycle plays out.

AbiralParajuli

AMZN leaps prices are back to pre-earnings pump level WTF

Stop_The_Rain

If AMZN breaks 240 we OK.

PaperHandsTheDip

You're actually probably fine?? AMZN is fine. I wouldn't wanna own nvidia here tho

SwillFish

True, but AMZN wasn't profitable for years. It's profitable now but most of those profits come from its server business, so it's definitely still a little risky.

Stop_The_Rain

AMZN stuck at 243 slowing things up!

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!

IcySalt1504

I let my professional financial planner decide where my money is invested. It’s worth it to let a pro manage my investments. He knows much more than I do. Diversification is a key to sound investing. We have my money invested in many different stocks. He’s done well by me the last 5 years or so. The last couple of years has been especially good, averaging ~ 20%. I’m very happy with the success we’ve had. If I was to have some “play” money to take a gamble with, I’d go with these stocks, NVDA, GOOG, MSFT, AAPL and AMZN.

TheShawndown

I believe AMZN, they have mastered e-commerce, they own a lot of land /warehouses, logistics, warehousing tech, cloud, AI...

cloudx12

How is it meaningless? CTRA had an option volume more than AMZN and AAPL yesterday. 99.99995% of them were calls.

yapyd

>But the bull case: Trading at \~60 P/E Not that I'm recommending it, but at this P/E why not just buy NVDA. AMZN and MSFT are also about slightly more than half of that.

biggigia

This is another misconception. Nothing says it has to recover quickly. When the internet trade unwound in 2000, AMZN dropped almost 95% from its Dec 99 high and it took over 9 years to get back to the peak. And that was the company that won. Dozens of stocks went belly up.

Roxorek

META forward PE 20 GOOGL forward PE 26 UBER forward PE 26 MSFT Forward PE 27 ORCL forward PE 28 NVDA forward PE 29 AAPL forward PE 30 AMZN forward PE 31 NFLX forward PE 36 AMD forward PE 41 TSLA forward PE 195

travishummel

I did this debate a few years ago with APPL and AMZN, I ended up doing a 50/50 split. Over the years I’ve flipped multiple times as to which one was the better investment.

Tall_computer

I would want AMZN. - Google is no longer the only AI king - Free YouTube sucks now - They are basically just an advertising business, and I hate ads - Amazons products are great - Customer obsession still in place - Led by owner/operator/founder - Enshittification has not started yet On their current trajectories I think Amazon will stay in the game and Google will fade

Few-Chemist-3463

The largest most profitable companies are buying NVDA/AVGO/MRVL/AMD chips. Let's name them... META, MSFT, GOOGL, AMZN. You want to poke holes at it because OpenAI doesn't turn a profit and is investing heavily, and NVDA (who is profitable) is throwing money at everyone... Bubble =/ in the long term that it is a real product, that will change the world. There was an internet bubble, yes. Companies without the ability to turn profits had insane valuations... and? Last I checked the internet is pretty damn real.

Adept-Grapefruit-753

I have them as 50/50! $5k GOOG $5k AMZN. Granted I only bought like 2.5k GOOG last year and it doubled. AMZN I only bought recently shortly before earnings. 

bane_undone

Not liking AMZN at the moment

gamersEmpire

AMZN is a hold for life, GOOG has more upside but might be a hold for 10-20 years

Sephass

Enough to look at AMZN mentioned by OP to see it’s only ~10% up or so. Why speak out of your ass? I hold 10 different stocks and none of them spiked even close to that (the closest is Nvidia which had many non comparables in this time)

Upper-Discount5060

AMZNs market cap is almost $1T lower in market cap. I think AMZN all the way

ReeferMadness91

Just pick whichever one you like best...you like future tech more or e-commerce giant/web services. I've always liked cool tech innovations so I went GOOG, but you can't go wrong with AMZN

JudgeCheezels

60/40. I’m more inclined to GOOGL simply because I use their products and services more than I do AMZN.

psychic-zucchini

I bought both at 90$, GOOG has increased slightly more since then, though AMZN was ahead at one point. Short answer: who knows

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!

tyschooldropout

I have AMZN 280 01/16/25 calls. Down bigly. AMZN has rejected 250 like seven times this week and did it again today. I doubled down and bought more close to today's low. I'm probably fucked but I'm going to try to swing my way out of it by just playing the constant retests of 250.

TeBp242

both, AMZN for better value currently.

VoidMageZero

META is the cheapest Mag 7 now. I said the same thing like a couple weeks ago, but someone else said AMZN. Happy cakeday!

Electrical_Rough6789

Michael Burry is not saying valuation are irrational, he is actually saying there is a accounting gimnick misleading the market: Big Tech is inflating AI-era profits by quietly extending the useful life of servers and GPUs. His models seems to suggest depreciation could be understated by $176bn between 2026–2028, making earnings for players like Oracle (+27%) and Meta (+21%) look far healthier than economic reality. Meta’s (META) network equipment lifespan rose from 3 years to 5½ by 2025, Alphabet (GOOGL) (GOOG) from 3 to 6, and Oracle’s (ORCL) from 5 to 6. Microsoft (MSFT) made a similar shift, extending to six years by 2025. Amazon's (AMZN) network equipment lifespan rose from 4 years in 2020 to 6 years in 2024 and then decreased to 5 years in 2025. He argues Nvidia’s rapid upgrade cycle renders long asset lives unrealistic, even as the secondhand GPU market stays strong. He likes to compute, reminber how he did for subprime, computation, computation....

Happy_Discussion_536

Why does ber hate AMZN so much? >!They flooded the cardboard box market...!<

xtric8

AMZN has underperformed the Nasdaq 100 since 2019 and I don't see that changing anytime soon. Googl is clearly the leader

Roxorek

Projected net income for 2026 NVDA 139 billion GOOGL 135 billion AAPL 126 billion MSFT 125 billion AMZN 85 billion META 78 billion TSLA 8

theineffablebob

Big AMZN sell at the close 🤔

EmuIntrepid7374

So AMZN down because AMD up

Me-Regarded

Meta is dumb, no offense. AMZN had the best earnings and blowout guidance by far. That ER call gave me shivers it was so bullish

Happy_Discussion_536

Why does ber despise AMZN so much? >!They flooded the market with cardboard boxes...!<

Happy_Discussion_536

Why does ber despise AMZN so much? >!They flooded the market with cardboard boxes...!<

TrueCommunication440

Free Cash Flow going down next year for META, MSFT, GOOG, AMZN ?

FritoP

I'm a bit surprised I had to scroll down so far to find this. 40% of the value is concentrated in the top 10, those 10 being wildly overvalued. As of this morning: || || |N[VDA](https://client.schwab.com/app/research/#/symbol/NVDA)|8.33%| |[AAPL](https://client.schwab.com/app/research/#/symbol/AAPL)|6.86%| |[MSFT](https://client.schwab.com/app/research/#/symbol/MSFT)|6.45%| |[AMZN](https://client.schwab.com/app/research/#/symbol/AMZN)|4.13%| |[AVGO](https://client.schwab.com/app/research/#/symbol/AVGO)|2.89%| |[GOOGL](https://client.schwab.com/app/research/#/symbol/GOOGL)|2.89%| |[META](https://client.schwab.com/app/research/#/symbol/META)|2.35%| |[GOOG](https://client.schwab.com/app/research/#/symbol/GOOG)|2.33%| |[TSLA](https://client.schwab.com/app/research/#/symbol/TSLA)|2.14%| |[BRK/B](https://client.schwab.com/app/research/#/symbol/BRK/B)|1.56%| |39.94% of portfolio in top 10 holdings|

TheRootOfMostEvil

Moved everything I had in AMZN into MSFT. Perfect timing

LeBhikariLe

SCOTUS, waiting everyday for you to strike down the tariffs. My AMZN positions are waiting to moon

LeBhikariLe

GOOGL AMZN and META competing to see who can tank my portfolio more today

LeBhikariLe

wtf AMZN, why did you have to die today