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Plan R
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Plan R
01-29
Let’s huat !
@koolgal
2025
Plan R
2024-10-03
Typo in first part $224 price target reflected as $22
Amazon AWS Has Enough Growth To Offset Consumer Headwinds
Plan R
2024-09-18
Time to buy more value stocks ✌🏻
Plan R
2024-07-30
MSTR 🫶🏻
Plan R
2024-07-29
TIGER ROARS, DECADES SOAR.
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TIGER ROARS, DECADES SOAR.
Plan R
2024-07-25
TIGER ROARS, DECADES SOAR.
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TIGER ROARS, DECADES SOAR.
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TIGER ROARS, DECADES SOAR.
Plan R
2024-07-12
DCA time when it dips
Plan R
2024-07-07
Yes, training to take some profits now and then
Plan R
2024-07-04
Back to 400 club
Plan R
2024-06-28
Many tigers 🫢
Plan R
2024-06-28
Happy Friday and huat ah last trading day
Plan R
2024-06-28
Nice anniversary event to reward users
@TigerEvents:[10th Anniv] Discover exciting features & win a US$1,010 reward!
Plan R
2024-05-21
Mcd
Plan R
2024-03-31
Happy Easter
Plan R
2024-02-29
Fly to the Moon! Exciting March awaits
Plan R
2024-02-27
Yes definitely break all time high
Plan R
2024-02-22
I love Singqpore
Plan R
2024-01-14
Plan R
2024-01-11
Plan R
2024-01-11
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R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555464381271027","authorIdStr":"3555464381271027"},"themes":[],"htmlText":"Let’s huat !<a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a>2025","listText":"Let’s huat !<a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a>2025","text":"Let’s huat ! @koolgal 2025","images":[{"img":"https://community-static.tradeup.com/news/743ee7d74b1bf86a0e2ca53cf3d45217"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397789247197664","isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":356129514233928,"gmtCreate":1727955251642,"gmtModify":1727955257509,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555464381271027","authorIdStr":"3555464381271027"},"themes":[],"htmlText":"Typo in first part $224 price target reflected as $22","listText":"Typo in first part $224 price target reflected as $22","text":"Typo in first part $224 price target reflected as $22","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356129514233928","repostId":"2472686086","repostType":2,"repost":{"id":"2472686086","kind":"highlight","pubTimestamp":1727948612,"share":"https://ttm.financial/m/news/2472686086?lang=&edition=full_marsco","pubTime":"2024-10-03 17:43","market":"hk","language":"en","title":"Amazon AWS Has Enough Growth To Offset Consumer Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=2472686086","media":"Seekingalpha","summary":"Amazon.com, Inc.'s AWS continues to dominate cloud infrastructure, driven by enterprise migration to the cloud for cost and performance benefits, especially for AI applications.Amazon's capital invest","content":"<html><head></head><body><ul style=\"\"><li><p>Amazon.com, Inc.'s AWS continues to dominate cloud infrastructure, driven by enterprise migration to the cloud for cost and performance benefits, especially for AI applications.</p></li><li><p>Amazon's capital investments in AWS and custom silicon chips are expected to support strong revenue growth and improved margins through scaled operations.</p></li><li><p>AMZN's strategic focus on high-quality, customizable cloud services and expanding data center capacity as customer demand presently outstrips supply.</p></li></ul><p><a href=\"https://laohu8.com/S/AMZN\">Amazon.com, Inc.</a> continues to dominate the cloud infrastructure market as enterprises migrate more workloads from on-prem to the cloud to capitalize on costs and GPU availability. As more enterprises seek to leverage GenAI and other AI applications in the workplace, I have reason to believe more data and applications will make the move. This is to realize lower latency and improved performance no matter the geographical region. Aside from Amazon’s accelerated growth in AWS, the hyperscaler may face headwinds as consumer confidence diminishes paired with more cost-conscious spending as it relates to budgetary constraints. Given that demand for compute capacity outstrips GPU & CPU availability, I believe Amazon’s capital outlay will support quality revenue growth with scaled operations. I recommend AMZN shares with a BUY rating with a price target of $22/share at 18.57x eFY25 EV/EBITDA, providing investors an upside potential of 21% from the current trading range.</p><h3 id=\"id_2366753365\">Amazon Operations</h3><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/73d8099f3c7f60c8838418312f22dcf6\" alt=\"Corporate Reports\" title=\"Corporate Reports\" tg-width=\"640\" tg-height=\"84\"/><span>Corporate Reports</span></p><h4 id=\"id_1203293436\">AWS</h4><p>Amazon is increasingly focusing on providing the highest quality and most customizable cloud service for customers through their diverse CPU & GPU offerings. These span Advanced Micro Devices (AMD) MI-series GPUs, Nvidia (NVDA) Hopper GPUs, and Intel (INTC) x86 CPUs while also scaling their custom silicon chips, including Graviton CPUs and Trainium & inferential for training and inferencing AI models. Management doesn’t necessarily see their own custom silicon as a competitor to these world-class chip designers, but rather an additional option for customers to choose from.</p><p>One of the biggest selling points for Amazon’s custom silicon chips is that the processors are designed with a singular purpose: being placed in Amazon’s data centers. This means that Amazon’s engineers were able to optimize the chip design for the needs of AWS servers to realize significant price performance and energy efficiency for AI/ML workloads when compared to competing chip designs. For example, Graviton4 is suggested to outperform the best x86 processors by 40-50% at a price that is 20% lower than the competition.</p><p>Trainium2 is expected to be released at the end of CY24. According to the preannouncement press release, Trainium2 is designed to be up to 2x more energy efficient and deliver up to 4x the training speed as its predecessor and will be capable of being deployed in EC2 UltraClusters of up to 100,000 chips.</p><p>Inferentia2 also offered customers a significant step-up from Inferentia1 in which it provides 50% better energy efficiency, up to 4x higher throughput, and up to 10x lower latency.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3dbc251d462682d5af10347a47b9c07c\" alt=\"Amazon\" title=\"Amazon\" tg-width=\"640\" tg-height=\"182\"/><span>Amazon</span></p><p>It is clear that Amazon’s provision of custom silicon to customers comes with a number of performance and pricing benefits. In addition to these, Trainium2 and Inferenium2 may provide some easement to the tight supply chain, given the historical constraints for sourcing Nvidia’s H100 GPUs. Though the supply chain has loosened up, making the GPUs more readily available and having the additional price-performance competitive option available may manage down costs for enterprises.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4fde5f30821bb08f7ba645f7dfb58402\" alt=\"Statista\" title=\"Statista\" tg-width=\"640\" tg-height=\"294\"/><span>Statista</span></p><p>Mr. Jassy, CEO of Amazon, voiced similar capacity headwinds as Mr. Nadella of Microsoft (MSFT) in Amazon’s q2 ’24 earnings call in which demand has outstripped compute capacity. Accordingly, Amazon has 108 availability zones, which management noted are equivalent to a data center, serving 34 geographic regions. The hyperscaler is planning to launch 18 additional availability zones across 6 AWS regions, including Mexico, New Zealand, Saudi Arabia, Thailand, Taiwan, and the AWS European Sovereign Cloud.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7a3eba2784da4bc765327fe142b873fc\" alt=\"Amazon\" title=\"Amazon\" tg-width=\"640\" tg-height=\"274\"/><span>Amazon</span></p><p>In terms of growing capacity, Amazon invested $17.62b in Q2 ’24, which was primarily allocated to AWS-related infrastructure to serve the strong demand for both GenAI and non-GenAI workloads. Though management did not provide firm figures for Q3 ’24, they noted that capital investments will grow sequentially with the objective of building out AWS capacity. I’m forecasting capital investments for Q3 ’24 to sum to $20.5b and $75b for all of eFY24 as the firm catches up with customer demand to support cloud-based workloads.</p><p>Management noted one interesting factor relating to the growth story for cloud architecture that may drive growth in the coming years.</p><blockquote><p>About 90% of the global IT spend is still on premises. If you believe that equation is going to flip, which I do, there's a lot of growth ahead of us in AWS.</p><p>Andy Jassy, CEO.</p></blockquote><p>According to Gartner, global IT spend is expected to sum to $5T in 2024.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/520afa5f5620b3bc08ec618099ab0ff8\" tg-width=\"640\" tg-height=\"411\"/></p><p>Gartner</p><p>Though I do not anticipate a massive migration from on-prem to the cloud to happen, I suspect at least a portion of workloads will migrate to the cloud as CIOs seek to minimize IT spend. I believe the driving factor will inevitably come down to where the AI-related data and applications are hosted, whether on-prem or in the cloud. Given that the majority of AI applications are hosted in the cloud, I suspect that enterprises may opt to migrate more data into cloud-hosted environments.</p><p>There are significant headwinds out of the tech sector that may impede the growth opportunity for hyperscalers. Power constraints have become one of the greatest challenges in scaling compute, and this challenge may persist through the end of the decade. The <em>Wall Street Journal</em> reported in March 2024 that Amazon acquired a data center powered by an on-site 2.5GW nuclear power plant. I suspect that this trend may persist, as reliable power will be required to light up these massive AI factories. It may potentially lead to hyperscalers to either opt for natural gas-fired power plants or stand their ground for renewables and await commercialization of small modular reactors.</p><p>I expect that hyperscalers will co-invest in power plants with partner utilities to manage onsite power to guarantee the appropriate baseload. Though it is not my intention to bring politics into the mix, I believe that this will alleviate some pressure as hyperscalers may take precedence over residents in the case of a natural disaster. Dedicated power sources will disassociate any challenges faced by local residents and allow for the hyperscalers to operate on a standalone basis.</p><h4 id=\"id_4078708850\">Amazon Prime</h4><p>Amazon’s consumer-facing services will likely be impacted by the current state of the economy. Management’s verbiage aligned with other retailers in which consumers are trading down on price, resulting in lower ASPs for Amazon. Management also mentioned that discretionary items, such as electronics, computers, and TVs have been growing at a faster clip compared to competitors in the retail market; however, growth is noticeably slower when compared to a more robust economy.</p><p>Retail may become a challenge in the coming quarters for Amazon as consumer confidence weakens, and more consumers fear a weakening labor market. Though this may not necessarily impact staples, I believe Amazon may realize more pressure on bigger ticket items as consumers face increasing costs for everyday items, such as food & beverage, electricity, and housing.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/34ccddc9cb864cfb7287d5ba0083fd3d\" tg-width=\"630\" tg-height=\"383\"/></p><p>NBER</p><p></p><p>If unit volumes were to face pressure, headwinds may trickle into Amazon’s advertising services with slower growth.</p><p>Despite the potential headwinds at the consumer level, management has been taking steps to control costs with additions to the same-day facility network and the regionalized inbound network. There is also chatter that Amazon may further leverage robotics in the warehouses, which would substantially reduce costs and improve efficiencies. If Amazon were to partner with Tesla (TSLA) in using Optimus, I would only hope that Amazon would use the codename Optimus Prime for the program.</p><h3 id=\"id_237445492\">Amazon Financials</h3><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/92a64c742f3144bec1ad60f569165145\" tg-width=\"640\" tg-height=\"186\"/></p><p>Corporate Reports</p><p></p><p>Looking to financials, I’m forecasting Amazon to generate $157b in total revenue for q3 ’24 with AWS and advertising leading the way in terms of year-over-year growth. This will translate to $1.10/share in diluted EPS for the quarter. For all of eFY24, I’m forecasting total revenue to come in at $634b with a diluted EPS of $4.43/share.</p><p>I believe AWS will realize continued growth acceleration for the duration of eFY24 and further acceleration in eFY25 as the firm scales out their CPU & GPU capacity. I’m expecting retail to grow at a slower pace as consumers remain cost-conscious.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/39d08f7a10fc2653c7e5e9aac996417c\" tg-width=\"640\" tg-height=\"75\"/></p><p>Seeking Alpha</p><p></p><h3 id=\"id_671916458\">Risks Related To Amazon</h3><h4 id=\"id_465092219\">Bull Case</h4><p>The market for GenAI has accelerated beyond Amazon’s and peer hyperscalers’ capacity, providing a strong runway for supporting capital investments that will turn to high-margin free cash flow. Despite the consumer headwinds Amazon is faced with, advertising will likely remain resilient across brand-sponsored ads on their retail site as well as advertising on their CTV Prime Video platform.</p><h4 id=\"id_2727733537\">Bear Case</h4><p>If the global economy were to continue to slow down, investments for GenAI may slow, resulting in Amazon being caught flatfooted with their large GPU & CPU expansions. Slower consumer demand may lead to lower unit volume sales across retail platforms and may trickle into fewer advertising dollars allocated to Amazon’s platforms.</p><p><strong>Valuation & Shareholder Value</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a54922c7b2104cf3c8b557cda19be267\" tg-width=\"640\" tg-height=\"99\"/></p><p>Corporate Reports</p><p></p><p>AMZN shares trade discounted to its peer average of 21.54x TTM EV/EBITDA, providing the shares room for mean reversion in terms of valuation.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/49a2d763b44df2a6cd9783a00ed14bf0\" tg-width=\"640\" tg-height=\"48\"/></p><p>Seeking Alpha</p><p></p><p>Given the long runway for growth in AWS paired with strength in advertising, Amazon’s growth will likely push through the potential headwinds posed by the challenged consumer. Despite the relatively challenged price action for AMZN shares post-Q2 ’24 earnings, I believe AMZN shares will remain resilient as the firm continues to invest in AWS, leading to strong cash flow generation. Using an internal valuation model based on my eFY25 EBITDA forecast and the ticker’s historical valuation range, I believe shares should be priced at $224/share at 18.57x eFY25 EV/EBITDA, providing investors a potential upside risk of 21% from today’s trading range. I recommend AMZN shares with a BUY rating.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fcebb336246ed8e7f31dac71848464df\" tg-width=\"640\" tg-height=\"119\"/></p><p></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon AWS Has Enough Growth To Offset Consumer Headwinds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon AWS Has Enough Growth To Offset Consumer Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-03 17:43 GMT+8 <a href=https://seekingalpha.com/article/4724679-amazon-aws-has-enough-growth-to-offset-consumer-headwinds><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon.com, Inc.'s AWS continues to dominate cloud infrastructure, driven by enterprise migration to the cloud for cost and performance benefits, especially for AI applications.Amazon's capital ...</p>\n\n<a href=\"https://seekingalpha.com/article/4724679-amazon-aws-has-enough-growth-to-offset-consumer-headwinds\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4527":"明星科技股","BK4550":"红杉资本持仓","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4588":"碎股","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4220":"综合零售","BK4561":"索罗斯持仓","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4581":"高盛持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0056508442.USD":"贝莱德世界科技基金A2","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0080751232.USD":"富达环球多元动力基金A","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4554":"元宇宙及AR概念","BK4524":"宅经济概念","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","AMZN":"亚马逊","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","BK4535":"淡马锡持仓"},"source_url":"https://seekingalpha.com/article/4724679-amazon-aws-has-enough-growth-to-offset-consumer-headwinds","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2472686086","content_text":"Amazon.com, Inc.'s AWS continues to dominate cloud infrastructure, driven by enterprise migration to the cloud for cost and performance benefits, especially for AI applications.Amazon's capital investments in AWS and custom silicon chips are expected to support strong revenue growth and improved margins through scaled operations.AMZN's strategic focus on high-quality, customizable cloud services and expanding data center capacity as customer demand presently outstrips supply.Amazon.com, Inc. continues to dominate the cloud infrastructure market as enterprises migrate more workloads from on-prem to the cloud to capitalize on costs and GPU availability. As more enterprises seek to leverage GenAI and other AI applications in the workplace, I have reason to believe more data and applications will make the move. This is to realize lower latency and improved performance no matter the geographical region. Aside from Amazon’s accelerated growth in AWS, the hyperscaler may face headwinds as consumer confidence diminishes paired with more cost-conscious spending as it relates to budgetary constraints. Given that demand for compute capacity outstrips GPU & CPU availability, I believe Amazon’s capital outlay will support quality revenue growth with scaled operations. I recommend AMZN shares with a BUY rating with a price target of $22/share at 18.57x eFY25 EV/EBITDA, providing investors an upside potential of 21% from the current trading range.Amazon OperationsCorporate ReportsAWSAmazon is increasingly focusing on providing the highest quality and most customizable cloud service for customers through their diverse CPU & GPU offerings. These span Advanced Micro Devices (AMD) MI-series GPUs, Nvidia (NVDA) Hopper GPUs, and Intel (INTC) x86 CPUs while also scaling their custom silicon chips, including Graviton CPUs and Trainium & inferential for training and inferencing AI models. Management doesn’t necessarily see their own custom silicon as a competitor to these world-class chip designers, but rather an additional option for customers to choose from.One of the biggest selling points for Amazon’s custom silicon chips is that the processors are designed with a singular purpose: being placed in Amazon’s data centers. This means that Amazon’s engineers were able to optimize the chip design for the needs of AWS servers to realize significant price performance and energy efficiency for AI/ML workloads when compared to competing chip designs. For example, Graviton4 is suggested to outperform the best x86 processors by 40-50% at a price that is 20% lower than the competition.Trainium2 is expected to be released at the end of CY24. According to the preannouncement press release, Trainium2 is designed to be up to 2x more energy efficient and deliver up to 4x the training speed as its predecessor and will be capable of being deployed in EC2 UltraClusters of up to 100,000 chips.Inferentia2 also offered customers a significant step-up from Inferentia1 in which it provides 50% better energy efficiency, up to 4x higher throughput, and up to 10x lower latency.AmazonIt is clear that Amazon’s provision of custom silicon to customers comes with a number of performance and pricing benefits. In addition to these, Trainium2 and Inferenium2 may provide some easement to the tight supply chain, given the historical constraints for sourcing Nvidia’s H100 GPUs. Though the supply chain has loosened up, making the GPUs more readily available and having the additional price-performance competitive option available may manage down costs for enterprises.StatistaMr. Jassy, CEO of Amazon, voiced similar capacity headwinds as Mr. Nadella of Microsoft (MSFT) in Amazon’s q2 ’24 earnings call in which demand has outstripped compute capacity. Accordingly, Amazon has 108 availability zones, which management noted are equivalent to a data center, serving 34 geographic regions. The hyperscaler is planning to launch 18 additional availability zones across 6 AWS regions, including Mexico, New Zealand, Saudi Arabia, Thailand, Taiwan, and the AWS European Sovereign Cloud.AmazonIn terms of growing capacity, Amazon invested $17.62b in Q2 ’24, which was primarily allocated to AWS-related infrastructure to serve the strong demand for both GenAI and non-GenAI workloads. Though management did not provide firm figures for Q3 ’24, they noted that capital investments will grow sequentially with the objective of building out AWS capacity. I’m forecasting capital investments for Q3 ’24 to sum to $20.5b and $75b for all of eFY24 as the firm catches up with customer demand to support cloud-based workloads.Management noted one interesting factor relating to the growth story for cloud architecture that may drive growth in the coming years.About 90% of the global IT spend is still on premises. If you believe that equation is going to flip, which I do, there's a lot of growth ahead of us in AWS.Andy Jassy, CEO.According to Gartner, global IT spend is expected to sum to $5T in 2024.GartnerThough I do not anticipate a massive migration from on-prem to the cloud to happen, I suspect at least a portion of workloads will migrate to the cloud as CIOs seek to minimize IT spend. I believe the driving factor will inevitably come down to where the AI-related data and applications are hosted, whether on-prem or in the cloud. Given that the majority of AI applications are hosted in the cloud, I suspect that enterprises may opt to migrate more data into cloud-hosted environments.There are significant headwinds out of the tech sector that may impede the growth opportunity for hyperscalers. Power constraints have become one of the greatest challenges in scaling compute, and this challenge may persist through the end of the decade. The Wall Street Journal reported in March 2024 that Amazon acquired a data center powered by an on-site 2.5GW nuclear power plant. I suspect that this trend may persist, as reliable power will be required to light up these massive AI factories. It may potentially lead to hyperscalers to either opt for natural gas-fired power plants or stand their ground for renewables and await commercialization of small modular reactors.I expect that hyperscalers will co-invest in power plants with partner utilities to manage onsite power to guarantee the appropriate baseload. Though it is not my intention to bring politics into the mix, I believe that this will alleviate some pressure as hyperscalers may take precedence over residents in the case of a natural disaster. Dedicated power sources will disassociate any challenges faced by local residents and allow for the hyperscalers to operate on a standalone basis.Amazon PrimeAmazon’s consumer-facing services will likely be impacted by the current state of the economy. Management’s verbiage aligned with other retailers in which consumers are trading down on price, resulting in lower ASPs for Amazon. Management also mentioned that discretionary items, such as electronics, computers, and TVs have been growing at a faster clip compared to competitors in the retail market; however, growth is noticeably slower when compared to a more robust economy.Retail may become a challenge in the coming quarters for Amazon as consumer confidence weakens, and more consumers fear a weakening labor market. Though this may not necessarily impact staples, I believe Amazon may realize more pressure on bigger ticket items as consumers face increasing costs for everyday items, such as food & beverage, electricity, and housing.NBERIf unit volumes were to face pressure, headwinds may trickle into Amazon’s advertising services with slower growth.Despite the potential headwinds at the consumer level, management has been taking steps to control costs with additions to the same-day facility network and the regionalized inbound network. There is also chatter that Amazon may further leverage robotics in the warehouses, which would substantially reduce costs and improve efficiencies. If Amazon were to partner with Tesla (TSLA) in using Optimus, I would only hope that Amazon would use the codename Optimus Prime for the program.Amazon FinancialsCorporate ReportsLooking to financials, I’m forecasting Amazon to generate $157b in total revenue for q3 ’24 with AWS and advertising leading the way in terms of year-over-year growth. This will translate to $1.10/share in diluted EPS for the quarter. For all of eFY24, I’m forecasting total revenue to come in at $634b with a diluted EPS of $4.43/share.I believe AWS will realize continued growth acceleration for the duration of eFY24 and further acceleration in eFY25 as the firm scales out their CPU & GPU capacity. I’m expecting retail to grow at a slower pace as consumers remain cost-conscious.Seeking AlphaRisks Related To AmazonBull CaseThe market for GenAI has accelerated beyond Amazon’s and peer hyperscalers’ capacity, providing a strong runway for supporting capital investments that will turn to high-margin free cash flow. Despite the consumer headwinds Amazon is faced with, advertising will likely remain resilient across brand-sponsored ads on their retail site as well as advertising on their CTV Prime Video platform.Bear CaseIf the global economy were to continue to slow down, investments for GenAI may slow, resulting in Amazon being caught flatfooted with their large GPU & CPU expansions. Slower consumer demand may lead to lower unit volume sales across retail platforms and may trickle into fewer advertising dollars allocated to Amazon’s platforms.Valuation & Shareholder ValueCorporate ReportsAMZN shares trade discounted to its peer average of 21.54x TTM EV/EBITDA, providing the shares room for mean reversion in terms of valuation.Seeking AlphaGiven the long runway for growth in AWS paired with strength in advertising, Amazon’s growth will likely push through the potential headwinds posed by the challenged consumer. Despite the relatively challenged price action for AMZN shares post-Q2 ’24 earnings, I believe AMZN shares will remain resilient as the firm continues to invest in AWS, leading to strong cash flow generation. Using an internal valuation model based on my eFY25 EBITDA forecast and the ticker’s historical valuation range, I believe shares should be priced at $224/share at 18.57x eFY25 EV/EBITDA, providing investors a potential upside risk of 21% from today’s trading range. I recommend AMZN shares with a BUY rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350754890903616,"gmtCreate":1726659068742,"gmtModify":1726659072255,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555464381271027","authorIdStr":"3555464381271027"},"themes":[],"htmlText":"Time to buy more value stocks ✌🏻","listText":"Time to buy more value stocks ✌🏻","text":"Time to buy more value stocks ✌🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350754890903616","isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333061123588296,"gmtCreate":1722341678338,"gmtModify":1722341682821,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555464381271027","authorIdStr":"3555464381271027"},"themes":[],"htmlText":"MSTR 🫶🏻","listText":"MSTR 🫶🏻","text":"MSTR 🫶🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333061123588296","isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":332737925931112,"gmtCreate":1722262886339,"gmtModify":1722265385272,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555464381271027","authorIdStr":"3555464381271027"},"themes":[],"title":"TIGER ROARS, DECADES SOAR.","htmlText":"Find out more here: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2024/10th-anniversary?banner=0&adcode=AC1718527559510bEArSe&feature=Message&utm_source=invite&utm_campaign=AC1718527559510bEArSe&utm_medium=tiger_community&platform=iOS&shareID=9bd7dde826833605307b988af39b0df2&invite=BG2V8N&lang=en_US\">TIGER ROARS, DECADES SOAR.</a> Join me to discover exciting features with me on Tiger Trade & win $1,010 worth of rewards!","listText":"Find out more here: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2024/10th-anniversary?banner=0&adcode=AC1718527559510bEArSe&feature=Message&utm_source=invite&utm_campaign=AC1718527559510bEArSe&utm_medium=tiger_community&platform=iOS&shareID=9bd7dde826833605307b988af39b0df2&invite=BG2V8N&lang=en_US\">TIGER ROARS, DECADES SOAR.</a> Join me to discover exciting features with me on Tiger Trade & win $1,010 worth of rewards!","text":"Find out more here: TIGER ROARS, DECADES SOAR. Join me to discover exciting features with me on Tiger Trade & win $1,010 worth of rewards!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332737925931112","isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":331203904872592,"gmtCreate":1721868156078,"gmtModify":1721869610795,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555464381271027","authorIdStr":"3555464381271027"},"themes":[],"title":"TIGER ROARS, DECADES SOAR.","htmlText":"Find out more here: <a href=\"https://www.mydigiuc.com/activity/market/2024/10th-anniversary?adcode=AC1718527559510bEArSe&utm_source=invite&utm_campaign=AC1718527559510bEArSe&utm_medium=tiger_community&platform=iOS&shareID=4dde8f6bbe2a5a8e5e9c265cb2c188de&invite=BG2V8N&lang=en_US\">TIGER ROARS, DECADES SOAR.</a> Join me to discover exciting features with me on Tiger Trade & win $1,010 worth of rewards!","listText":"Find out more here: <a href=\"https://www.mydigiuc.com/activity/market/2024/10th-anniversary?adcode=AC1718527559510bEArSe&utm_source=invite&utm_campaign=AC1718527559510bEArSe&utm_medium=tiger_community&platform=iOS&shareID=4dde8f6bbe2a5a8e5e9c265cb2c188de&invite=BG2V8N&lang=en_US\">TIGER ROARS, DECADES SOAR.</a> Join me to discover exciting features with me on Tiger Trade & win $1,010 worth of rewards!","text":"Find out more here: TIGER ROARS, DECADES SOAR. Join me to discover exciting features with me on Tiger Trade & win $1,010 worth of rewards!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/331203904872592","isVote":1,"tweetType":1,"viewCount":1169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326701597081864,"gmtCreate":1720794497681,"gmtModify":1720794528433,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555464381271027","authorIdStr":"3555464381271027"},"themes":[],"htmlText":"DCA time when it dips","listText":"DCA time when it dips","text":"DCA time when it dips","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/326701597081864","isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324869590188152,"gmtCreate":1720343087036,"gmtModify":1720343090623,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555464381271027","authorIdStr":"3555464381271027"},"themes":[],"htmlText":"Yes, training to take some profits now and then","listText":"Yes, training to take some profits now and then","text":"Yes, training to take some profits now and then","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324869590188152","isVote":1,"tweetType":1,"viewCount":1224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323946001141832,"gmtCreate":1720094281579,"gmtModify":1720094285362,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555464381271027","authorIdStr":"3555464381271027"},"themes":[],"htmlText":"Back to 400 club","listText":"Back to 400 club","text":"Back to 400 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Not only can you explore our unique tech-driven features, but you also stand a chance to win incredible rewards. Here’s how you can maximize your winnings:🏆 Winning Guide 🏆Discover Exclusive Features:Click to explore the unique features you’re interested in.Watch the feature introduction videos and complete the corresponding tasksShow Your Love:Like your favorite featuresIf the features you like end up in the top three, you’ll share in extra grand prizes!Collect and Win:Complete special tasks to earn pieces.Collect all pieces to exchange for high-value rewards!💡 Pro Tips:Complete highlighted tasks to earn extra rewards and a big bonus!Ready to dive","listText":"🎉 Unlock Your Path to $1,010 voucher with Our Winning Guide! 🎉Our exclusive anniversary event is now LIVE, and we want YOU to join in the fun! Not only can you explore our unique tech-driven features, but you also stand a chance to win incredible rewards. Here’s how you can maximize your winnings:🏆 Winning Guide 🏆Discover Exclusive Features:Click to explore the unique features you’re interested in.Watch the feature introduction videos and complete the corresponding tasksShow Your Love:Like your favorite featuresIf the features you like end up in the top three, you’ll share in extra grand prizes!Collect and Win:Complete special tasks to earn pieces.Collect all pieces to exchange for high-value rewards!💡 Pro Tips:Complete highlighted tasks to earn extra rewards and a big bonus!Ready to dive","text":"🎉 Unlock Your Path to $1,010 voucher with Our Winning Guide! 🎉Our exclusive anniversary event is now LIVE, and we want YOU to join in the fun! Not only can you explore our unique tech-driven features, but you also stand a chance to win incredible rewards. Here’s how you can maximize your winnings:🏆 Winning Guide 🏆Discover Exclusive Features:Click to explore the unique features you’re interested in.Watch the feature introduction videos and complete the corresponding tasksShow Your Love:Like your favorite featuresIf the features you like end up in the top three, you’ll share in extra grand prizes!Collect and Win:Complete special tasks to earn pieces.Collect all pieces to exchange for high-value rewards!💡 Pro Tips:Complete highlighted tasks to earn extra rewards and a big bonus!Ready to dive","images":[{"img":"https://community-static.tradeup.com/news/ba3323c6518b57d08bcc75d90ffa0c5a","width":"2000","height":"2000"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/313600081719480","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":308310049067296,"gmtCreate":1716292852778,"gmtModify":1716292855454,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555464381271027","authorIdStr":"3555464381271027"},"themes":[],"htmlText":"Mcd","listText":"Mcd","text":"Mcd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/308310049067296","isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":290146974212096,"gmtCreate":1711843207281,"gmtModify":1711843211224,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555464381271027","authorIdStr":"3555464381271027"},"themes":[],"htmlText":"Happy Easter","listText":"Happy Easter","text":"Happy Easter","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/290146974212096","isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":279299465064744,"gmtCreate":1709209997705,"gmtModify":1709210002967,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555464381271027","authorIdStr":"3555464381271027"},"themes":[],"htmlText":"Fly to the Moon! Exciting March awaits","listText":"Fly to the Moon! Exciting March awaits","text":"Fly to the Moon! Exciting March awaits","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/279299465064744","isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":278574197231800,"gmtCreate":1709039050914,"gmtModify":1709039055171,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555464381271027","authorIdStr":"3555464381271027"},"themes":[],"htmlText":"Yes definitely break all time high","listText":"Yes definitely break all time high","text":"Yes definitely break all time high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278574197231800","isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276915453165792,"gmtCreate":1708632323648,"gmtModify":1708632328472,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555464381271027","authorIdStr":"3555464381271027"},"themes":[],"htmlText":"I love Singqpore","listText":"I love Singqpore","text":"I love Singqpore","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276915453165792","isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262830576246960,"gmtCreate":1705201852981,"gmtModify":1705201856670,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555464381271027","authorIdStr":"3555464381271027"},"themes":[],"htmlText":"[Cool] [Cool] [Cool] [Cool] [Cool] ","listText":"[Cool] [Cool] [Cool] [Cool] [Cool] ","text":"[Cool] [Cool] [Cool] [Cool] [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/262830576246960","isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262054425813208,"gmtCreate":1705013035616,"gmtModify":1705013039639,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555464381271027","authorIdStr":"3555464381271027"},"themes":[],"htmlText":"[Smile] [Smile] [Smile] [Smile] [Smile] ","listText":"[Smile] [Smile] [Smile] [Smile] [Smile] ","text":"[Smile] [Smile] [Smile] [Smile] [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/262054425813208","isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261861374361672,"gmtCreate":1704941462571,"gmtModify":1704941466848,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555464381271027","authorIdStr":"3555464381271027"},"themes":[],"htmlText":"[Cool] [Cool] [Cool] [Cool] [Cool] ","listText":"[Cool] [Cool] [Cool] [Cool] [Cool] ","text":"[Cool] [Cool] [Cool] [Cool] [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261861374361672","isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9943351582,"gmtCreate":1679178860747,"gmtModify":1679178864481,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555464381271027","authorIdStr":"3555464381271027"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943351582","repostId":"2320303601","repostType":2,"repost":{"id":"2320303601","kind":"highlight","pubTimestamp":1679107050,"share":"https://ttm.financial/m/news/2320303601?lang=&edition=full_marsco","pubTime":"2023-03-18 10:37","market":"us","language":"en","title":"2 Stocks That Could Join Apple, Alphabet, and Microsoft in the $1 Trillion Club","url":"https://stock-news.laohu8.com/highlight/detail?id=2320303601","media":"Motley Fool","summary":"Semiconductors, artificial intelligence, and cloud computing could drive these stocks into an exclusive club.","content":"<html><head></head><body><p>In 1901, <b>United States Steel Corporation</b> became the first ever company to amass a $1 billion valuation.</p><p>Then, in 1955, car giant <b>General Motors</b> became the envy of the corporate world when it surpassed a $10 billion valuation. That milestone was eclipsed 40 years later, in 1995, by <b>General Electric</b>, which became the world's first $100 billion company.</p><p>These companies' milestones highlight how the U.S. economy evolves over time. First, steel drove the most value in the stock market. Then it was cars, until GE built an industrial conglomerate that featured everything from white goods to financial services.</p><p>That changing of the guard hasn't stopped, and it probably never will. In 2018, <b>Apple </b>became the first company to achieve a $1 trillion market capitalization, emblematic of a market dominated by technology. <b>Microsoft</b> and Google parent <b>Alphabet </b>joined the $1 trillion club soon after.</p><p>I'm going to share two companies that could eventually meet those tech giants in that exclusive circle. One of them will deliver substantial gains for investors if it gets there, while the other is already knocking on the door.</p><h2>1. Advanced Micro Devices</h2><p><b>Advanced Micro Devices</b> (AMD) is worth just $134 billion as of this writing, so it has some catching up to do. But there's no doubt it has the potential to become one of the most valuable companies in the U.S. in the future. It's a leader in the increasingly important semiconductor sector, where it produces some of the world's most sought-after computer chips.</p><p>AMD operates across consumer segments such as gaming and personal computing, where it provides semiconductors to brands like Microsoft's Xbox and <b>Sony</b>'s PlayStation. But it also has a powerful data center segment, from which it serves some of the largest cloud services platforms in the world. That part of AMD's business could be set for a transformative decade ahead thanks to its $49 billion acquisition of Xilinx last year.</p><p>Xilinx is the global leader in adaptive computing, and together, the combined companies think they will be at the top of the high-performance computing industry for years to come. Adaptive hardware can be reconfigured even after the manufacturing process, allowing end users to make adjustments to suit their required workload in a live environment. That has the potential to shorten the upgrade cycle, which could supercharge progress in areas like artificial intelligence software, which often advances more quickly than the chips that power it.</p><p>According to Fortune Business Insights, the semiconductor industry was worth $573 billion in 2022. But it could grow by 12.2% per year, meaning AMD will be playing in a $1.5 trillion annual market by 2030. Plus, if AMD becomes a bigger player in areas like the data center and AI, that could add trillions to the company's opportunity in the coming years.</p><p>AMD generated $23.6 billion in revenue in 2022, greater than a fourfold increase from the $5.3 billion it generated just five years prior in 2017. Perhaps the company won't grow at that pace over the next five years, given that the starting figure is substantially larger, but as industries such as AI mature over the next decade, that will spur demand for advanced chips, and it's reasonable to expect a growth acceleration for producers like AMD over the longer term.</p><p>The company will probably have to achieve in excess of $175 billion in annual revenue to amass a $1 trillion valuation, so investors might have to wait until well into the 2030s. An expansion of its price-to-sales ratio from currently suppressed levels could also help. But if it gets there, investors will earn a 646% return on their money based on where its stock trades today.</p><h2>2. Amazon</h2><p>Compared to AMD, <b>Amazon</b>'s membership in the $1 trillion club feels like a foregone conclusion. First of all, the company is worth $950 billion as of this writing, so it needs a mere 6% gain to get there. Second, its stock is down 50% from its all-time high, so it has already spent quite a bit of time in the exclusive circle with its larger peers in the past.</p><p>Amazon is the largest e-commerce company in the world, but ironically, that's why its stock has suffered recently. It's not a great business to be in when inflation is running hot, because it sends costs soaring while consumers have less purchasing power. Luckily, though, Amazon is constantly diversifying its operations.</p><p>Online sales made up about 42% of its $513.9 billion in revenue during 2022, and the rest came from a mix of cloud computing, digital advertising, and content streaming, which were the notable contributors. Investors watch the Amazon Web Services (AWS) cloud platform very closely, because it's the profitability engine behind the entire company, and it regularly leads all segments for revenue growth.</p><p>AWS is the leading provider of cloud services globally, offering hundreds of solutions to its business customers to help them transition into the digital world. According to Grand View Research, the industry could be worth $1.5 trillion per year by 2030, so Amazon's leadership position will be incredibly valuable.</p><p>A continued decline in inflation or even a recovery in the broader stock market will probably be enough for Amazon to reclaim its $1 trillion valuation. But its impressive portfolio of businesses -- which continues to expand -- makes the company an eligible candidate based on pure merit.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Stocks That Could Join Apple, Alphabet, and Microsoft in the $1 Trillion Club</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Stocks That Could Join Apple, Alphabet, and Microsoft in the $1 Trillion Club\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-18 10:37 GMT+8 <a href=https://www.fool.com/investing/2023/03/17/2-stocks-apple-alphabet-microsoft-1-trillion-club/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In 1901, United States Steel Corporation became the first ever company to amass a $1 billion valuation.Then, in 1955, car giant General Motors became the envy of the corporate world when it surpassed ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/17/2-stocks-apple-alphabet-microsoft-1-trillion-club/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2023/03/17/2-stocks-apple-alphabet-microsoft-1-trillion-club/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2320303601","content_text":"In 1901, United States Steel Corporation became the first ever company to amass a $1 billion valuation.Then, in 1955, car giant General Motors became the envy of the corporate world when it surpassed a $10 billion valuation. That milestone was eclipsed 40 years later, in 1995, by General Electric, which became the world's first $100 billion company.These companies' milestones highlight how the U.S. economy evolves over time. First, steel drove the most value in the stock market. Then it was cars, until GE built an industrial conglomerate that featured everything from white goods to financial services.That changing of the guard hasn't stopped, and it probably never will. In 2018, Apple became the first company to achieve a $1 trillion market capitalization, emblematic of a market dominated by technology. Microsoft and Google parent Alphabet joined the $1 trillion club soon after.I'm going to share two companies that could eventually meet those tech giants in that exclusive circle. One of them will deliver substantial gains for investors if it gets there, while the other is already knocking on the door.1. Advanced Micro DevicesAdvanced Micro Devices (AMD) is worth just $134 billion as of this writing, so it has some catching up to do. But there's no doubt it has the potential to become one of the most valuable companies in the U.S. in the future. It's a leader in the increasingly important semiconductor sector, where it produces some of the world's most sought-after computer chips.AMD operates across consumer segments such as gaming and personal computing, where it provides semiconductors to brands like Microsoft's Xbox and Sony's PlayStation. But it also has a powerful data center segment, from which it serves some of the largest cloud services platforms in the world. That part of AMD's business could be set for a transformative decade ahead thanks to its $49 billion acquisition of Xilinx last year.Xilinx is the global leader in adaptive computing, and together, the combined companies think they will be at the top of the high-performance computing industry for years to come. Adaptive hardware can be reconfigured even after the manufacturing process, allowing end users to make adjustments to suit their required workload in a live environment. That has the potential to shorten the upgrade cycle, which could supercharge progress in areas like artificial intelligence software, which often advances more quickly than the chips that power it.According to Fortune Business Insights, the semiconductor industry was worth $573 billion in 2022. But it could grow by 12.2% per year, meaning AMD will be playing in a $1.5 trillion annual market by 2030. Plus, if AMD becomes a bigger player in areas like the data center and AI, that could add trillions to the company's opportunity in the coming years.AMD generated $23.6 billion in revenue in 2022, greater than a fourfold increase from the $5.3 billion it generated just five years prior in 2017. Perhaps the company won't grow at that pace over the next five years, given that the starting figure is substantially larger, but as industries such as AI mature over the next decade, that will spur demand for advanced chips, and it's reasonable to expect a growth acceleration for producers like AMD over the longer term.The company will probably have to achieve in excess of $175 billion in annual revenue to amass a $1 trillion valuation, so investors might have to wait until well into the 2030s. An expansion of its price-to-sales ratio from currently suppressed levels could also help. But if it gets there, investors will earn a 646% return on their money based on where its stock trades today.2. AmazonCompared to AMD, Amazon's membership in the $1 trillion club feels like a foregone conclusion. First of all, the company is worth $950 billion as of this writing, so it needs a mere 6% gain to get there. Second, its stock is down 50% from its all-time high, so it has already spent quite a bit of time in the exclusive circle with its larger peers in the past.Amazon is the largest e-commerce company in the world, but ironically, that's why its stock has suffered recently. It's not a great business to be in when inflation is running hot, because it sends costs soaring while consumers have less purchasing power. Luckily, though, Amazon is constantly diversifying its operations.Online sales made up about 42% of its $513.9 billion in revenue during 2022, and the rest came from a mix of cloud computing, digital advertising, and content streaming, which were the notable contributors. Investors watch the Amazon Web Services (AWS) cloud platform very closely, because it's the profitability engine behind the entire company, and it regularly leads all segments for revenue growth.AWS is the leading provider of cloud services globally, offering hundreds of solutions to its business customers to help them transition into the digital world. According to Grand View Research, the industry could be worth $1.5 trillion per year by 2030, so Amazon's leadership position will be incredibly valuable.A continued decline in inflation or even a recovery in the broader stock market will probably be enough for Amazon to reclaim its $1 trillion valuation. 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Get more eggs","listText":"Good day everyone ! Get more eggs","text":"Good day everyone ! Get more eggs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946931689","isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941432389,"gmtCreate":1680519755342,"gmtModify":1680519758708,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555464381271027","authorIdStr":"3555464381271027"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941432389","repostId":"9941431622","repostType":1,"repost":{"id":9941431622,"gmtCreate":1680517465066,"gmtModify":1680519198433,"author":{"id":"9000000000000726","authorId":"9000000000000726","name":"OneGlanceTrader","avatar":"https://community-static.tradeup.com/news/b3238403b0b83a5914db126417a3494f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000726","authorIdStr":"9000000000000726"},"themes":[],"htmlText":"\n \n \n This Is Why You Are Behaving RECKLESSLY! Patrick Bet David #shorts\n \n","listText":"This Is Why You Are Behaving RECKLESSLY! Patrick Bet David #shorts","text":"This Is Why You Are Behaving RECKLESSLY! Patrick Bet David #shorts","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941431622","isVote":1,"tweetType":2,"object":{"id":"aa1277b21e4e40139b1cfc75beca5f04","tweetId":"9941431622","title":"This Is Why You Are Behaving RECKLESSLY! 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