Norton Rebecca
Norton Rebecca
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$Amazon.com(AMZN)$ Amazon.com Inc.'s stock shows strong upward momentum since mid-year, supported by consistent higher lows. Watch for a breakout above $200 for further gains. Also, keep MYNZ on your radar; recent volume spike suggests growing interest.
$Amazon.com(AMZN)$ Walmart's earnings beat is a strong indicator of consumer confidence and spending resilience, which should provide a positive tailwind for retailers across the board, including Amazon. both companies could benefit, with Amazon seeing additional upside from its diverse revenue streams like AWS. Retailers as a whole might ride this wave, but Amazon's broader ecosystem could make it an even bigger winner.
$PDD Holdings Inc(PDD)$ This stock ships 4 times more product than Amazon and it values is 1/16th of Amazon. AI engines indicated $400 enterprise value. Waiting 6 weeks, I firmly believe that the stock is poised for a strong rally. With catalysts likely to play out in the coming weeks, my forecast is that the price will surge past $150 within six weeks.
$Amazon.com(AMZN)$ Specifically to AMZN, there’s a stupid childlike feud with the new administration that’ll be playing at the back of people’s minds. The Google DOJ news isn’t great for AMZN either, which has its own news about a potential EU investigation.There’s also a rotation into crypto and midcap tech - shows that the risk appetite is high right now. It’ll come back to Big tech soon and we’ll see new ATHs for many of these names but it’ll take some time and good earnings before that happens.
$PDD Holdings Inc(PDD)$ Take a look at PDD. They’re targeting the lower-end market, but they’re achieving impressive margins and growth rates. While many other companies are focused on the high-end consumer, PDD has found a sweet spot, capitalizing on the demand within this segment while maintaining solid profitability. Their ability to keep costs low while scaling efficiently is a big advantage. With better margins and rapid growth, PDD could be a strong play that many might be overlooking.
$PDD Holdings Inc(PDD)$ Following the same trend as the last few quarters: stock prices are often manipulated downward before earnings season but start to rebound gradually around the time earnings are announced. this trend makes me optimistic about the coming days, especially if we observe signs of accumulation in the market.
$Amazon.com(AMZN)$ not sure how many fans of AMZN there are here, but just wanted to say AMZN looks great the past few weeks. The stock’s performance has been solid, with upward momentum that’s been catching my attention. If this trend continues, perhaps towards end of the year we may see an unexpected surge melt up.
$PDD Holdings Inc(PDD)$ The company is doing really well and increased revenue over 40% . Daytraders guide themselves by the fact the companies beat or not the estimates by the analysts. They don't understand the businesses they are getting in and out in seconds. That is why daytraders pull the stock down last quarter and that is why long term investors pushed the stock up weeks later.
$Amazon.com(AMZN)$ Amazons net profit margin has been expanding significantly so they’ve been making gains in both retail margins and growing higher margin business (aws, advertising) paying a slight premium right now and may be able to get it at a better price (whole market seems frothy to me) but with margins growing and top line still growing. Amazon can grow earnings quite fast
$PDD Holdings Inc(PDD)$ Own pdd at a cost basis of 95 per share. Hope I get another opportunity at that level to buy more. If the company delivers strong results, it could validate the recent momentum and push the stock to new highs. If it dips, it might just be the perfect chance to load up at a discounted price. Either way, I’m keeping a close eye on this one!
$Amazon.com(AMZN)$ If Amazon (AMZN) continues to grow its EPS by an average of 25% annually, like it’s doing now, we’re looking at an EPS of around $9.25 in just three years. Based on those numbers, a fair stock value would easily be over $300—maybe even higher if the market starts pricing in growth potential more aggressively.
$PDD Holdings Inc(PDD)$ Don't forgot the Chinese stocks like PDD! Beating index, you can do in two ways: picking the top winners and steering clear of losers (easier than the former). They could seem like a bargains, but are really value traps.
$PDD Holdings Inc(PDD)$ at $150 they buy while wishing they bought lower, got a dip, fuck this trash. Stock pops back to $150, they buy back again “I wish I bought on a dip” get another dip. Repeat, rinse, and roll your eyes—no matter how many dips, it’s like we’re locked in this pattern, balancing between 'could’ve, should’ve, would’ve' every single time the price swings.Ultimately, Microsoft has a steady history of long-term growth, so maybe instead of playing the dip game, we should focus on the fundamentals and the potential for growth.
$Amazon.com(AMZN)$ Five days ago Amazon was at $214 a share and everyone including Josh Brown was telling us, it was going way higher.Brown’s track record is solid—he’s usually spot on when it comes to these calls., I wonder what changed??
$PDD Holdings Inc(PDD)$ The biggest advantage of being a PDD holder vs JD BABA etc, is that PDD stock is in an uptrend, and above all supply. Nobody is really selling the stock as there aren't as many desperate bag holders trying to get out.
$Amazon.com(AMZN)$ Most ventures that AMZN invests in fail. The difference is unlike other companies that only invest in a venture that has an 80% success rate, AMZN will invest in ventures that have a much lower success rate but could have a huge upside. This is what separates AMZN from the others.
$PDD Holdings Inc(PDD)$ A stock w. 85% growth w. a 12 PE and 0.38 PEG ratio.With a PEG ratio well below 1, the market is underpricing the stock's earnings growth, providing an opportunity that’s hard to overlook. Pretty hard to ask for much better risk reward than that.
$Amazon.com(AMZN)$ There is considerable margins improvement opportunity in Amazon core business through a more extensive application of AI that gets constantly overlooked and it is not included in Amazon forward EPS estimates. Even a few percentage points improvement on almost $1T/annual revenue could benefit the bottom line many USD B /quarter, you will all be suprised by future earnings

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