$Amazon.com(AMZN)$ This passage from Bezos's letter to shareholders reflects Amazon's culture of long-termism:An ideal business has at least four characteristics:- Customers love it.- It can scale to a very large size.- It has high returns on capital.- And it can endure over time, potentially for decades. When you find one, don't let the opportunity slip away lightly; you should go all in.Profit margins are not a factor we seek to optimize. What we want to maximize is the absolute dollar free cash flow per share. If we can achieve this by reducing profit margins, we will do so. Free cash flow is what investors can spend; profit margins cannot be spent.(Low prices create) a virtuous cycle. In the long run, the result is mo

$Alibaba(BABA)$ Alibaba is liquidating its holdings, while long-term major players are taking over, with multiple parties participating in the hype of various themes, but the main trend is not clear. Wang Changtian doesn't like significant fluctuations, and the stock has historically performed poorly, causing a loss of interest in taking a gamble. Looking long-term, this position is definitely not high; it has seen lows of seven and highs of twelve.

$Amazon.com(AMZN)$ AWS is projected to surpass the $100 billion revenue mark in 2024. How many years will it take for its profit scale to break through the $100 billion mark? Five years? Ten years? But it is certain that the profit scale will eventually surpass the $100 billion mark; the commercial trend is unstoppable!

$Alibaba(BABA)$ I have a higher preference for companies that have a clear mission and can consistently adhere to it. A company's mission is like its course and signposts; how should everyone act without specific guidance? The mission of a company is its direction of progress, and it can guide one's work based on this mission.For example, Meituan's mission is "to help everyone eat better and live better." In this value hierarchy, Meituan places consumers first, followed by merchants, and then Meituan itself. Whether it's customer service or delivery riders, when encountering problems, they prioritize putting the customer first and providing good service.Another example is XD.com's mission, "Gather the hearts of craftsmen,

$Amazon.com(AMZN)$ So, December 18 the stock market went down because the FED announced slightly cut on interest rate. And today it went down because a the government reported strong economy and increased in jobs. Up one day down the next! Who knows what to think, but I'm holding long term.Amazon is a money maker no matter what the talking heads say.Josh Brown said a month ago to own it and hold it.

$Alibaba(BABA)$ Good to see buying on the dip. The massive buybacks are having an effect by retiring shares outstanding and drying up liquidity. Single digit P/E, growing company -> BABA can only go up from here. Also, earnings estimates have been inching up, which is always a good sign.

$Amazon.com(AMZN)$ Within the next decade, it is highly likely that Amazon AWS's annual profitability will break through the $100 billion mark! The commercial trend is hard to change! Amazon AWS pioneered the public cloud service business, and it is difficult for other competitors to overtake it unless they change lanes!

$Alibaba(BABA)$ It's not a coincidence that Alibaba and Tencent have both erased their gains since 9/11.Measured by the GDP deflator, this round of deflation has lasted for seven quarters, tying the longest record set from 1998-99.The core variable this year is still policy. The good news is that the differences this time have been fully recognized, and attitudes are beginning to change completely.

$Alibaba(BABA)$ BABA is at an attractive level technically; the last run up from 66.07 ended at 117.82 . Since then correction has ended at 81.70 , the current run up should at least go to 105.91; if it breaches 108.47 the next high will be 138.15. Good luck.

$Amazon.com(AMZN)$ Amazon received a price target boost to $270 per share from $250 by Wolfe Research. The analyst team maintained its Outperform rating on the stock. I think it will go down some below the zero line on the MACD and then it will cross I will buy a lot and the stock will experience some gains

$Amazon.com(AMZN)$ btc 200k+ by Trumps day 1, its go time!500k+ by end of 20251 mil+ by 203010 mil+ by 2040Cardano $10 end of 2025Hedera $5 end of 2025Bitcoin is the apex world wide investment will rise for eternitySaylor predicts 13 mil per coin by 2045 and says it will rise for eternity, apex investment of the human race (bear case he said 3 mil 45 million bull case)Possible Trump will establish the bitcoin strategic reserve on day 1 via executive order, establishing bitcoin as a global base layer asset and setting a new floor price of 500k

$Alibaba(BABA)$ The longer the stock stays at these levels, the more shares are retired, the higher EPS goes and the stock will follow - it's a financial certainty. No growing company should trade at single digit P/E. If the management was more forth coming with their earnings guidance in the coming years, then using forward P/E for valuations is appropriate. For the past few years, the earnings and cash flows have been shrinking with no clear accounting on why. Competitive pricing, investments in AI, investments in logistics, regulation fees, common prosperity, etc are all we get quarter after quarter. It is starting to be the new norm.

$Amazon.com(AMZN)$ Watch AH pricing this evening till AH closes. If it closes Higher, this could bode well for Thursday. I know it usually means nothing after hours, but it could this time going into next year. Sellers, profit takers might go away. Time to get drunk and forget about 2024 and pray for 2025 - 2029

$Alibaba(BABA)$ So BABA is closing the year up around 10% (a bit more if you include the dividends). Not bad compared to stock historic returns, but of course nothing if you expect the bubble level returns of US tech stocks. For the coming year I predict 30% return (i.e expect it to reach $110 but could go as high as $140 during the year) as the buybacks dry up the pool of willing sellers at single digit P/E, the outstanding share count shrinks, the Chinese stimulus kicks in and when it become obvious that Trump can't do anything to kneecap China other than tax US consumers in the form of tariffs. Also, a stall in US tech stocks will also help funnel funds into the only viable alternative at much more attractive valuation

$Amazon.com(AMZN)$ I'm adding now around $230, so who cares if it even pulls back even below $200. Years from now there will be a time to sell.Futures going down, looking like another sell off on the way. Hard to be bullish. Staying the course not selling. To early to tell, futures not looking particularly promising right now. Hopefully the market makers will bring in a good start to the new year.

$Alibaba(BABA)$ What's the next catalyst. Barron's Top 10 list. Stock buybacks. Economic stimulus. Jack Ma appearances. Dividends. ER's. Oh yeah guess those all happened in 2024. No worries new shiny things will appear. Just like every year since 2020. ANT IPO. AI. New CEO. Six IPO's / Spins. List goes on and on...

$MicroStrategy(MSTR)$ It's evident that there are quite a few individuals betting against Microstrategy (MSTR) these days, and I believe the majority of them are speculators from the A-share market, known for their characteristic of chasing trends and panic selling: a very obvious pattern of short-term speculative gambling. Actually, a high number of short-term short sellers isn't necessarily a bad thing. In 2019, when Tesla was going through production hell, the entire Wall Street was betting against it, but I chose to go against the trend and heavily invested in Tesla, which was my first time going against Wall Street institutions. The outcome is well-known: Tesla's stock price later surged more than twenty times!As for

$Amazon.com(AMZN)$ Amazon, for example, will showcase a series of smart devices at the 2025 CES that incorporate Amazon's voice recognition and generative AI technology, in collaboration with Amazon Web Services. These devices include Echo smart speakers, Fire TV streaming devices, Ring video doorbells, Astro robots, and Alexa voice control, among others.This seems to be something Xiaomi has already been doing. Thanks to Xiaomi, my home appears quite smart. Although Xiao AI and Dou Bao only have five...

$Alibaba(BABA)$ Alibaba's market value is around 1.5 trillion yuan, with cash and cash equivalents of about 600 billion yuan. The total value of external equity investments, both listed and unlisted, adds up to 400 billion yuan, which after a 40% discount amounts to 240 billion yuan. The net profits over the past five years are approximately 140 billion yuan (2020), 143 billion yuan (2021), 47 billion yuan (2022), 65 billion yuan (2023), and 71 billion yuan (2024). With an unchanged debt ratio, the real PE ratio is around 9.5. Without considering growth, if Alibaba can stabilize profits at around 70 billion yuan per year, it would take about 10 years to recoup the investment at the current price. Tencent's market value is

$Amazon.com(AMZN)$ AMZN.. Delivered 20 % gains month...18 % in 3 months and 50 % year. Xmas Rally delivering more. ? This Christmas season, remember that Trump is the second coming of Christ and if you reject Him, you are a blasphemer, He is your Lord and Savior whether you like it or not