$Netflix(NFLX)$ Algo-driven selloff. Selling off on vibes. There is no real reason for the daily 1-2% dump. Red every single day. I have seen this playbook before, it happened with MSFT. At one point it was down 1-2% every day, and it was so predictable you could short the stock and make money. The stock was selling off every single day during the entire summer. It happened to $Meta Platforms, Inc.(META)$ , then $Amazon.com(AMZN)$ , but all it took to turn things around was a single news item, earnings report, or investor letter, and then the sentiment shifted for the hyperscalers. NFLX is down 45% in over a year. You would be nuts to think managem
$Amazon.com(AMZN)$ Just another uneventful day in the market. I even picked up a few things on Amazon, so they got me from more than one angle. Not much else to read into it for now.
$Amazon.com(AMZN)$ Not a great day, but it's starting to look like a higher low might be forming here, which could set up an inverted head and shoulders.
$Amazon.com(AMZN)$ Come on, keep the upward momentum going. Looks like it's heading for a red close, but hopefully it can turn green and limit the damage.
$Amazon.com(AMZN)$ There's a solid take on how Meta and AMZN can both win on ads and ecommerce with MUSE agents. Meta can show its MUSE advertisers precisely how much business they closed per ad dollar, to the penny, via API on Amazon. AMZN keeps its ads business growing while ecommerce expands through agentic commerce. Good call if you didn't knee-jerk this news as bearish. Jassy has been working on agentic commerce plans for a good while now. Google and MSFT are next for a MUSE "one-up," so get used to it.