$Amazon.com(AMZN)$ Rosenblatt raised its Amazon price target to $360 from $335 and kept a Buy rating. The firm pointed to concern that personal agents and AI shopping assistants could displace Amazon's retail media model as they compress the discovery and purchase funnel. Rosenblatt argues that risk is overstated, calling the narrative false and noting this is not the first time Amazon has faced pressure from secular changes in consumer behavior. The firm also raised its long-term estimates, saying it has conviction Amazon can navigate this transition largely unaffected even if the advertising model changes.
$Amazon.com(AMZN)$ Early usage for Meta MUSE looks focused on life task management. Commerce is under 10%, though that should expand as trust builds. The e-commerce and fulfillment moat doesn't really work without Amazon. The ads side is where I'm watching closely, but there's still plenty of time to keep the ads business running through other channels.
$Amazon.com(AMZN)$ Points of confluence suggest this could move higher soon. There was a weekly falling wedge that formed into a cup and handle on the weekly chart, inside a broadening formation. We have a breakout of the wedge followed by a retest. Price is sitting at the .618 fib. Should see 270 by the second week of October at the latest.
$Amazon.com(AMZN)$ One of the cheaper stocks out there. It has been somewhat stagnant, but I think this one could perform well over the next few years. Great value company that seems to be getting pushed aside with all the AI focus.
$Amazon.com(AMZN)$ They guided for Q3-2026 revenue of up to $202 billion. I took the Q3-2025 numbers and applied a very modest increase across Americas, International, and AWS, and I arrive at $204 billion in revenue. Worth noting I only put AWS growing at 20% for this beat. However, the actual numbers show AWS growing at 37% or more. So I expect a huge surprise on the October 28 earnings date. Good luck.
$Amazon.com(AMZN)$ Watching for a bounce into the end of the week. It pulled back to the previous support/demand zone and found some buyers at the 50DMA.
$Amazon.com(AMZN)$ Bezos is buying a piece of Liverpool at a $6B valuation, while $Manchester United PLC(MANU)$ is trading at $3.67B. Feels like buying a dollar for fifty cents. Even at $33 a share, where Sir John Ratcliffe bought his stake, the market cap is only around $5.5B. I'm long and have been for a while.
$Amazon.com(AMZN)$ Earnings season is nearly wrapped up. Almost 90% of S&P 500 companies have reported, and the results are coming in stronger than expected. Q2 EPS growth is tracking around +30% YoY, excluding investment gains from $Alphabet(GOOGL)$ and AMZN. That is well above the 22% growth expected on July 1. Including those one-time gains, EPS growth approaches +50% YoY. What stands out is that 76% of companies have beaten EPS expectations. That matches last quarter, which was the strongest beat rate since 2021. AI spending is not happening in isolation. Hyperscaler capex is increasingly showing up through stronger cloud growth, earnings, and operating leverage. The market may be ente
$Amazon.com(AMZN)$ Amazon seems to be at the forefront of what could be called the 2nd Industrial Revolution. Based on the due diligence I've done, pretty much everything is pointing in that direction.
$SUPER MICRO COMPUTER INC(SMCI)$ SMCI may break under $300 this coming week. glad i reversed positions and bought some puts. you've got to recognize and accept when the momentum has changed: when stocks are going up, the gains can be fantastic. but when stocks are dropping, the losses can be... unbelievable. that's why they call it - getting your face ripped off.
$Amazon.com(AMZN)$ While I love this company, and have owned shares for over 10 years,at this point, it seems to pop up every now and then and I can't find any reason why.It was up .9% premarket, and the economic data was ok, just ok. It's becoming moreevident that "people" must think the economy is going to collapse and keep getting proved wrong.AMZN long and forever hold.
$Advanced Micro Devices(AMD)$ Bearish sentiment won't last.AMD is making all the right moves.Hiring NVDAs global AI strategist as well as the world's leading engineers is what u want to see a growing company do.Lisa Su is a visionary.On the other end u have companies wanting diversification away from NVDA.Intel is having all kinds of issues, the latest being their chips failing Broadcoms tests.All this business is heading AMDs way.Not just AI, but the server market,the PC market is going to ge dominated by AMDI see 250 by Christmas a very real possibility
$Palantir Technologies Inc.(PLTR)$ I believe the year 2024 will be remembered as the year Palantir became the most important and valued AI company on Earth, and Palantir will also be the most important AI company outside of Planet Earth.
$NVIDIA Corp(NVDA)$ NVDA is trading back to the same levels as 4 months ago.Though these last 4 months have been extremely volatile with a high of $140 and a low of $90.I think name sees a fresh ATH by eoy.Give me $150 albeit a choppy path there but a path nonetheless.
$SUPER MICRO COMPUTER INC(SMCI)$ Hindenshort came at SMCI just like Cool Hand Luke—with a handfull of nothin’! 😆I took the opportunity to open a small position. SMCI is a little outside my wheelhouse, but I see them in every data center and they will be important laying the infrastructure, so probably good things ahead.Hindenburg crashed and burned with their SMCI report. They should be investigated for this one. They did something good with Nikola. This was just a blatant cash grab and stock price manipulation.
$NVIDIA Corp(NVDA)$ Once in a LIFETIME UpdateFibonacci Pyramid ADD heavier as we go lowerFills: 95, 108.19, 115.87 Target 150🎯The biggest buy was at 95 which is heavy in the money if we go lower you can add more layering Options and Shares (guide below)❤️if In!
$Intuitive Machines(LUNR)$ I do not care about small market moves I bought more today. I truly believe in this company. They have proven that they can go to the moon. NASA obviously believes in them. I think this will be in the billions of dollars in market cap one day. They got this money and will get more I’m sure in the future because they can go to the moon. No small feat gentlemen. Jmho