🌡️Post-earnings AMD crashed 17% — Can Amazon hold the line?

Daily_Discussion
02-05
Reward Tiger-CoinsReward 300 Tiger-coins

Hi,Tigers:

The earnings call livestream from $Amazon.com(AMZN)$ is coming soon!

👉 Want to watch today's livestream? Click here to register now!

AMZN 2025Q4 Earnings Conference Call

Tech giants saw their share prices fall after earnings reports💥

Can Amazon withstand the pressure? 📚

Share your unique insights!💬

Catch up fast:These events rocked the markets today.

More News

Tiger Community TOP10 Tickers

🎯 S&P500 Most Active Today 👉@TigerObserver

Weekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, Earnings

Covering five major market segments this week to help you stay ahead of market trends and plan your trades effectively!

⚙️ Thursday — Futures Market Monitor price fluctuations in energy, precious metals, and agricultural futures.

[Crude Oil] WTI crude oil futures for March delivery rose 3.05% to settle at $65.14 a barrel.

[Gold] COMEX gold futures rose 0.98% to $4,984.20 per ounce. COMEX silver futures rose 5.11% to $87.555 per ounce.

📌【Today’s Question】

AMZN's financial report coming out, what do you think of $Amazon.com(AMZN)$ performance today?

Yesterday's winners:

Join the Topic & Win Tiger Coins! >>

💰Stocks to watch today?(27 Feb)
1. What news/movements are worth noting in the market today? Any stocks to watch? 2. What trading opportunities are there? Do you have any plans? 🎁 Make a post here, everyone stands a chance to win Tiger coins!
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Reward expired
75 tiger-coins have been distributed to 8 participants
Deadline to 02/06 10:24
Reward-post

Comments

  • 這是甚麼東西
    02-05
    這是甚麼東西
    Win 5 Tiger-coins
    Bullish — strong cloud and ad revenue growth expected
  • Alubin
    02-05
    Alubin
    Win 10 Tiger-coins
    $Amazon.com(AMZN)$ still looks strong in terms of its performance. So I’m still bullish on it. Although this is not surprising considering its strong cloud and ad revenue growth.
  • Shyon
    02-05
    Shyon
    Win 10 Tiger-coins
    My stock in focus today is $Alphabet(GOOGL)$ after a strong earnings report that confirms its AI strategy is delivering. The company plans to double 2026 capex to $175–185 billion, showing confidence in long-term growth as Gemini 3 drives real monetization across Search, Cloud, and YouTube.

    The Gemini ecosystem has reached scale, with over 750 million MAUs and unit costs down 78% vs 2025, a key margin inflection. Gemini 3 Pro is best-in-class in reasoning and multimodal AI, while the Antigravity AI agent platform hit 1.5 million weekly users just two months after launch.

    AI is reinforcing Google’s core moats. Search revenue grew 17%, Google Cloud surged 48% with $240B backlog, and YouTube generates $60B+ annually. With early adoption of NVIDIA Vera Rubin GPUs and in-house TPUs, Google is converting massive capex into durable AI infrastructure leadership.

    @TigerStars @Tiger_comments @TigerClub

  • L.Lim
    02-05
    L.Lim
    Win 10 Tiger-coins
    I am surprised at the slide that AMD faced after a decent earnings report.
    Could it really be a sign that investors are now stricter about the companies they invest in and simply refuse mediocrity or is it just an irrational comparison to nvda.
    Overall the pattern of sliding after acceptable earnings is worth keeping an eye on.
  • koolgal
    02-05
    koolgal
    Win 10 Tiger-coins
    🌟🌟🌟 $Amazon.com(AMZN)$ finds itself caught in the Bullwhip Shadow.  This is the sting of over ordering inventory.  In 2026 it is the fear of over ordering data centers.

    The Capex Binge: Amazon is expected to increase capex exceeding USD 150 billion.  After Google was punished for its USD 175 B+ forecast, investors are concerned that Amazon is overspending in Capex.

    CEO Andy Jassy needs to prove that the massive billions being spent on AI infrastructure are actually hitting the bottom line now, not in 2028.

    Amazon must deliver in 3 areas:

    AWS needs to show growth of 21% or higher.  Anything less, the AI laggard label returns with a vengeance.

    The Margin Magic: Analysts are looking for EPS of USD 1.97.  If the Bullwhip effect has squeezed margins too thin, not even a Prime Day record will help Amazon.

    Trainium Chips: Investors want proof that Trainium chips are in demand.

    It is going to be a bumpy ride tonight.

    @Daily_Discussion @TigerStars @Tiger_comments @TigerClub

  • icycrystal
    02-05
    icycrystal
    Win 10 Tiger-coins

    Amazon.com (AMZN) is scheduled to report its fourth-quarter 2025 financial results today, February 5, 2026, after the market closes. Ahead of the announcement, the stock has experienced significant downward pressure, trading at $229.80 — a decline of approximately 3.70% from the previous close.

    This volatility follows broader tech jitters and specific investor anxiety regarding the high costs of the AI "arms race".

    would probably expects a post-earnings swing of roughly 6.4% to 7% in either direction, based on current options pricing. While the stock has remained "flat" relative to the S&P 500 over the past year, many analysts maintain a "Strong Buy" rating, citing its dominant position and long-term upside potential of over 28%.

Leave a comment
10
5