Current Context My recent investment in Amazon $Amazon.com(AMZN)$   on August 30, 2024, comes at a time when the stock has been uncharacteristically underperforming. Since early July, Amazon's share price has declined by over 10% from its record high, a slump exacerbated by the broader market's historical weakness in September. Contributing to this downward pressure was Amazon's Q2 revenue miss; while sales grew 10% year-over-year to $148 billion, they fell short of analysts' expectations of $148.7 billion. This shortfall led to understandable investor concern, further driving the stock down. Long-Term Perspective Despite the near-term volatility, it's essential to zoom out and recognize Amazon's enduring s

Big-Tech’s PerformanceBig Tech earnings week was accompanied by a much more volatile market with the Fed's FOMC meeting.Several of the giants had their own poor earnings performances, but while the AI-enhanced results still exceeded expectations, it was the different other businesses that diverged a bit with the inter-industry trends.By the close of trading on August 1, all of the big techs closed lower this past week.The best performer was earnings-added $Meta Platforms, Inc.(META)$ +9.78%, then $Alphabet(GOOG)$ $Alphabet(GOOGL)$ +2.08%, $Amazon.com(AMZN)$ +2.35% however plunged back down after earnings,

Last week, leading AI technology stocks, including semiconductor giants like NVIDIA Corp. (NVDA), experienced a sharp decline. Concerns have arisen that the substantial AI investments by major tech companies might not deliver returns as soon as anticipated.The profitability of these investments remains uncertain, and the high valuations of AI stocks are troubling many investors. Is this apprehension justified? Should you consider buying the dip in the "Magnificent Seven"—Apple, Alphabet, Amazon, Meta, Microsoft, Tesla, and NVIDIA—and their associated ETFs? Was the recent sell-off a healthy market correction?MicrosoftEarnings ESP: +1.08%Zacks Rank: #3Performance: Gained 4.6% in the past three monthsHighlights: Collaboration with OpenAI, rapid deployment of generative AI, strong cloud busine

Overview Recently, I decided to increase my investment in Amazon $Amazon.com(AMZN)$  stock. This decision came on the heels of Amazon Business's announcement of several technological advancements aimed at enhancing their business-to-business (B2B) procurement services. As Amazon continues to expand and innovate within the B2B sector, I am optimistic about the potential growth and stability of my investment. New Technological Features and Services Amazon Business introduced several new technology features, including: Amazon Business App Center: A centralized hub for businesses to find and integrate applications that streamline their procurement processes. System for Cross-domain Identity Management (SCIM): This technology facilitates easi

$Amazon.com(AMZN)$  Amazon Pops the Plastic! In a bold and eco-friendly move, Amazon has announced that it's bidding farewell to plastic air pillow packaging in North America. That's right, folks—those little puffs of plastic are getting the boot, and it’s all in the name of saving our beloved planet. 🌍 Picture this: You're eagerly unboxing your latest Amazon order, and instead of a mountain of plastic air pillows, you find sleek, sustainable paper-based packaging. It's like unwrapping a present from Mother Nature herself! 🌿🎁 Why the Change? Amazon's decision is part of a grander vision to cut down on plastic waste and embrace greener alternatives. With millions of packages shipped daily, those tiny plastic pillows were adding up to a coloss

$Amazon.com(AMZN)$ I think valuing them based on their operating income rather than their cash flow is the wrong way to look at it.They have such high depreciation from their investments (and pretty substantial stock based comp) that it makes more sense to look at it from a cash flow perspective which smooths those numbers out.They are trading at around 16-17x operating cash flow now - which is about the cheapest it has ever been - and while valuations should condense as the company grows in size - their operating leverage should continue to increase.Keep in mind that Amazon growing revenue at 11-12% is somewhat misleading in terms of profitability affects. AWS and Advertising account for so much of the company's profitab

$Microsoft(MSFT)$ MSFT and AMZN $Amazon.com(AMZN)$ are my top two mega cap earnings watches this week. Microsoft pulling back into previous resistance as Azure starts to present AI use cases and OpenAI starts to ramp their enterprise product is a good opportunity. Reports say there’s over 750,000 Enterprise users already, more than quadrupling since the start of the year. I expect this trend to continue for years to come. Microsoft has been red 3 weeks in a row going on 4 next week, it didn’t even do that during the October 2023 low. Still can’t believe the FTC let them buy 49% of OpenAI, think 5-10 years down the road that’ll be looked back at as one of the best deals of our tim

$Amazon.com(AMZN)$   $AMZN Brian Oslavsky just told the media that the 19% AWS growth has strong demand. That means they basically guided up AWS cause it has strong demand. Also said that AI is already generating billions inside of AWS The stock is down for 4 years and in the last 3 quarters AWS has gone from 11% growth to 19% with reiterated strong demand going forward. The stock will catch up to this soon in my opinion If they explain the advertising decel that once they apply AI like $META does they will see major improvements there is the only weak link and I know it’s that. A few quarters ago I mentioned how well AI is doing for advertising for META and especially the last quarter. They all know this tech

$Amazon.com(AMZN)$   $AMZN  Opportunities galore!!! Amazon operating income in E-com doubled and AWS was recently at 11% growth and now 19% growth and free cash flow has doubled in the last few years as the stock is down for 4 years this is an opportunity Technically it basically hit the 200 day moving average in the after hours which is around 168-169 The whole market is sour cause of the FED and slowing economic data feels like a policy mistake But this is creating opportunities in the companies that don’t give a fuck about the FED or interest rates or what president comes and goes

$Amazon.com(AMZN)$  If you need to sell and run like headless chicken, better put your money in FD.