Bezos selling shares always grabs headlines, but context matters. This isn’t a panic sell — it’s part of a pre-disclosed plan. He’s unloading over time, not in a fire sale. The $665 million worth he just sold? That’s a fraction of his holdings, and more about wealth diversification than a red flag. If anything, it reflects smart timing after a strong run-up in Amazon’s price.
The 14% Prime Day drop in early sales is notable, but not catastrophic. It reflects a shift in consumer behaviour, not necessarily Amazon’s core strength eroding. People are more price-sensitive, and the company’s pivot to higher-margin services (cloud, ads, subscriptions) is increasingly offsetting the retail volatility. AWS is still a juggernaut, and Amazon’s AI integrations are just beginning to show up in productivity and logistics.
Would I add at $200? Honestly, yes — if you’re long-term minded. It’s not a bargain-bin steal, but it’s still a fair entry for a company with massive infrastructure, data, and dominance in multiple verticals. The Bezos sales might spook the jittery traders, but for a patient investor, this is just noise. You don’t buy Amazon for what it does this quarter. You buy it because it builds the platforms other businesses rely on. And that hasn’t changed.
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