To The Moon

Both AWS and the Amazon retail business have big opportunities to reap the financial benefits of AI. AWS growth could surge past 30% as Amazon brings more data-center capacity online, according to Morgan Stanley.While Amazon's $200 billion capital-expenditures budget for 2026 raised fears of overspending, Nowak wrote in a Wednesday note that Amazon is on track to reap an impressive "yield" from its spending plans. He reiterated his overweight rating and $300 price target, 50% higher than current levels.AWS has been the main driver of sentiment for Amazon shares, and Nowak believes increasing capex is a bullish signal for the cloud business - one that could help drive over 30% growth for the segment. Last quarter, AWS growth accelerated to 24%, the fastest rate in 13 quarters.Additionally, Nowak believes Amazon will get a lift from the rise of agentic commerce - meaning that AI agents, such as Amazon's Rufus or third-party tools like OpenAI's Cha

AMD's Officer Lisa Su proposes to sell 125,000 shares of AMD common stock on February 11, 2026, with a total market value of approximately $26.70 million. Lisa Su has cumulatively sold 165,000 shares in the past three months.

$Strategy(MSTR)$ $CME Bitcoin - main 2602(BTCmain)$ $Coinbase Global, Inc.(COIN)$ 📉📉📉 $MSTR earnings due tomorrow and the real tell isn’t EPS, it’s dilution vs. BTC per share. BTC holdings +5.1% in Q4, but diluted shares +7.8%.. so a -2.5% drop in BTC/share. With $BTC below avg cost & short interest at 12%, this stays a high-beta, sentiment-driven trade ⚠️ $MSTR has lost nearly $100 Billion in market cap since July 2025 Down 74% in 6.5 months If Bitcoin goes to $65k, Strategy could see $75 😱 ⓗⓐⓟⓟⓨ ⓣⓡⓐⓓⓘⓝⓖ ⓐⓗⓔⓐⓓ! ⓒⓗⓔⓔⓡⓢ, ⓑⓒ🍀🍀🍀

The post that I am about to share, squarely sums up $Tesla Motors(TSLA)$ in terms of its valuation and the bubble-hype surrounding it. Despite another quarter of disappointment, it is still thriving but for how long ? Without further delay, let’s find out. Quarterly Earnings Summary. TSLA did not post the kind of quarter that usually lifts a stock. Profit fell sharply, deliveries declined, and margins stayed under pressure. However, after-hours trading on Wed, 28 Jan 2026, told a different story. It was up +4% initially and it had (a) less to do with cars and (b) more to do with the future - that investors still want to believe in. By the numbers, the quarter was bruising: (see below) Financial Performances. Total Revenue: Came in at $24.9 billion

2月2日，美股三大股指期货集体下跌，截止发稿，道指期货跌0.07%，纳指期货跌0.82%，标普500指数期货跌0.47%。贵金属现货黄金、白银跌幅进一步收窄！现货黄金跌幅从最多10%收窄至2%，现报4766.64美元/盎司；现货白银跌幅从最多16%收窄至1.7%，报83.26美元/盎司。