To The Moon

My additional investment in Amazon $Amazon.com(AMZN)$  on September 24, 2024, is based on the company's continued dominance in e-commerce and its aggressive expansion into high-growth areas such as cloud computing, AI, and digital advertising. Amazon’s ability to integrate artificial intelligence (AI) into nearly every aspect of its business makes it an attractive long-term investment, especially as it continues to diversify its revenue streams. E-Commerce: AI-Driven Innovation Amazon remains the world's largest e-commerce platform, and its ability to harness AI to enhance customer experience is a key driver of its revenue growth. AI-powered product recommendations have significantly improved the customer journey, leading to higher conve

My additional investment in Amazon $Amazon.com(AMZN)$   stock on September 20, 2024, reflects my confidence in the company's ongoing technological innovations, particularly in the field of AI. Amazon has long been a leader in e-commerce and cloud computing, but its increasing integration of AI throughout its business—from consumer interactions to logistics—positions the company for significant growth in both efficiency and profitability. AI-Driven Consumer Experience Amazon's use of AI to enhance the consumer shopping experience demonstrates its commitment to remaining a leader in e-commerce. Features like AI-generated customer review highlights and the AI-powered shopping assistant, Rufus, are innovative t

Overview:  The broader market continues to navigate through mixed economic signals. Inflation remains persistent in the U.S., and central banks are poised to keep monetary policies tight. However, key sectors such as technology, especially those with strong cloud and AI infrastructure, are showing robust growth. Amazon $Amazon.com(AMZN)$  , a tech giant with a significant presence in e-commerce, cloud computing, and artificial intelligence, is positioning itself for further expansion, particularly in the UK. Cloud and AI: Amazon's Strategic Expansion Amazon Web Services (AWS), the most profitable division of the company, announced plans to invest $10.5 billion over the next five years to expand cloud and AI

Current Context My recent investment in Amazon $Amazon.com(AMZN)$   on August 30, 2024, comes at a time when the stock has been uncharacteristically underperforming. Since early July, Amazon's share price has declined by over 10% from its record high, a slump exacerbated by the broader market's historical weakness in September. Contributing to this downward pressure was Amazon's Q2 revenue miss; while sales grew 10% year-over-year to $148 billion, they fell short of analysts' expectations of $148.7 billion. This shortfall led to understandable investor concern, further driving the stock down. Long-Term Perspective Despite the near-term volatility, it's essential to zoom out and recognize Amazon's enduring s

On 23 August 2024, I made an additional investment in Amazon $Amazon.com(AMZN)$  stock, and I believe this decision is supported by recent developments at the company, particularly in the realm of artificial intelligence (AI). Key Development:  Amazon's CEO, Andy Jassy, recently highlighted the remarkable impact of the company’s AI assistant. This tool has reportedly saved Amazon $260 million and the equivalent of 4,500 developer-years of work. This revelation is significant as it underscores the transformative power of AI in streamlining operations, reducing costs, and accelerating product development cycles. Strategic Significance:  This achievement is not just a cost-saving measure; it represents a

It has been a while since Amazon.com, Inc ($Amazon.com(AMZN)$) went from being an "e-commerce company with a quirky cloud computing effort" to a "cloud computing company with a costly e-commerce gig and a content business thrown in". In 2023, the company advanced on its plans to shake the status quo by: building outreach to independent third-party merchants by and their customers by offering additional services such as "Fulfillment by Amazon" (FBA) in a bid to stymie the likes of Shopify; capturing market share away from Google and Meta Platforms in the business of online advertising (after all, Amazon is a sellers' platform); continuing to make their content business the means of converting shoppers to subscribers and vice versa. Early in the mor

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Amazon's $Amazon.com(AMZN)$ recent earnings report has sent ripples through the market, as the retail giant reported weaker-than-expected revenue for the second quarter and provided a lacklustre forecast for the third quarter. While the cloud business performed admirably, exceeding analyst estimates, the advertising unit's underperformance has left investors questioning the company's near-term prospects. With shares sliding on the news, the key question is whether this dip represents a buying opportunity or a signal to sell. Understanding the Revenue Miss Amazon's second-quarter revenue miss was a stark reminder that even the mightiest companies can stumble. The company's total revenue for the quarter was $121.2 billion, falling short of the $123.

$Amazon.com(AMZN)$ Things may worsen before flying high 

$Amazon.com(AMZN)$  If you need to sell and run like headless chicken, better put your money in FD.

$Amazon.com(AMZN)$ I think valuing them based on their operating income rather than their cash flow is the wrong way to look at it.They have such high depreciation from their investments (and pretty substantial stock based comp) that it makes more sense to look at it from a cash flow perspective which smooths those numbers out.They are trading at around 16-17x operating cash flow now - which is about the cheapest it has ever been - and while valuations should condense as the company grows in size - their operating leverage should continue to increase.Keep in mind that Amazon growing revenue at 11-12% is somewhat misleading in terms of profitability affects. AWS and Advertising account for so much of the company's profitab

Big-Tech’s PerformanceBig Tech earnings week was accompanied by a much more volatile market with the Fed's FOMC meeting.Several of the giants had their own poor earnings performances, but while the AI-enhanced results still exceeded expectations, it was the different other businesses that diverged a bit with the inter-industry trends.By the close of trading on August 1, all of the big techs closed lower this past week.The best performer was earnings-added $Meta Platforms, Inc.(META)$ +9.78%, then $Alphabet(GOOG)$ $Alphabet(GOOGL)$ +2.08%, $Amazon.com(AMZN)$ +2.35% however plunged back down after earnings,

$Amazon.com(AMZN)$ time to.buy and take a calculated risk

$Amazon.com(AMZN)$   $AMZN Brian Oslavsky just told the media that the 19% AWS growth has strong demand. That means they basically guided up AWS cause it has strong demand. Also said that AI is already generating billions inside of AWS The stock is down for 4 years and in the last 3 quarters AWS has gone from 11% growth to 19% with reiterated strong demand going forward. The stock will catch up to this soon in my opinion If they explain the advertising decel that once they apply AI like $META does they will see major improvements there is the only weak link and I know it’s that. A few quarters ago I mentioned how well AI is doing for advertising for META and especially the last quarter. They all know this tech

$Amazon.com(AMZN)$   $AMZN  Opportunities galore!!! Amazon operating income in E-com doubled and AWS was recently at 11% growth and now 19% growth and free cash flow has doubled in the last few years as the stock is down for 4 years this is an opportunity Technically it basically hit the 200 day moving average in the after hours which is around 168-169 The whole market is sour cause of the FED and slowing economic data feels like a policy mistake But this is creating opportunities in the companies that don’t give a fuck about the FED or interest rates or what president comes and goes

$Amazon.com(AMZN)$ hopefully

$Amazon.com(AMZN)$  

$Amazon.com(AMZN)$  ytfh

$Amazon.com(AMZN)$  

My additional investment in Amazon $Amazon.com(AMZN)$  on September 24, 2024, is based on the company's continued dominance in e-commerce and its aggressive expansion into high-growth areas such as cloud computing, AI, and digital advertising. Amazon’s ability to integrate artificial intelligence (AI) into nearly every aspect of its business makes it an attractive long-term investment, especially as it continues to diversify its revenue streams. E-Commerce: AI-Driven Innovation Amazon remains the world's largest e-commerce platform, and its ability to harness AI to enhance customer experience is a key driver of its revenue growth. AI-powered product recommendations have significantly improved the customer journey, leading to higher conve

My additional investment in Amazon $Amazon.com(AMZN)$   stock on September 20, 2024, reflects my confidence in the company's ongoing technological innovations, particularly in the field of AI. Amazon has long been a leader in e-commerce and cloud computing, but its increasing integration of AI throughout its business—from consumer interactions to logistics—positions the company for significant growth in both efficiency and profitability. AI-Driven Consumer Experience Amazon's use of AI to enhance the consumer shopping experience demonstrates its commitment to remaining a leader in e-commerce. Features like AI-generated customer review highlights and the AI-powered shopping assistant, Rufus, are innovative t

Overview:  The broader market continues to navigate through mixed economic signals. Inflation remains persistent in the U.S., and central banks are poised to keep monetary policies tight. However, key sectors such as technology, especially those with strong cloud and AI infrastructure, are showing robust growth. Amazon $Amazon.com(AMZN)$  , a tech giant with a significant presence in e-commerce, cloud computing, and artificial intelligence, is positioning itself for further expansion, particularly in the UK. Cloud and AI: Amazon's Strategic Expansion Amazon Web Services (AWS), the most profitable division of the company, announced plans to invest $10.5 billion over the next five years to expand cloud and AI

Current Context My recent investment in Amazon $Amazon.com(AMZN)$   on August 30, 2024, comes at a time when the stock has been uncharacteristically underperforming. Since early July, Amazon's share price has declined by over 10% from its record high, a slump exacerbated by the broader market's historical weakness in September. Contributing to this downward pressure was Amazon's Q2 revenue miss; while sales grew 10% year-over-year to $148 billion, they fell short of analysts' expectations of $148.7 billion. This shortfall led to understandable investor concern, further driving the stock down. Long-Term Perspective Despite the near-term volatility, it's essential to zoom out and recognize Amazon's enduring s

It has been a while since Amazon.com, Inc ($Amazon.com(AMZN)$) went from being an "e-commerce company with a quirky cloud computing effort" to a "cloud computing company with a costly e-commerce gig and a content business thrown in". In 2023, the company advanced on its plans to shake the status quo by: building outreach to independent third-party merchants by and their customers by offering additional services such as "Fulfillment by Amazon" (FBA) in a bid to stymie the likes of Shopify; capturing market share away from Google and Meta Platforms in the business of online advertising (after all, Amazon is a sellers' platform); continuing to make their content business the means of converting shoppers to subscribers and vice versa. Early in the mor

Amazon's $Amazon.com(AMZN)$ recent earnings report has sent ripples through the market, as the retail giant reported weaker-than-expected revenue for the second quarter and provided a lacklustre forecast for the third quarter. While the cloud business performed admirably, exceeding analyst estimates, the advertising unit's underperformance has left investors questioning the company's near-term prospects. With shares sliding on the news, the key question is whether this dip represents a buying opportunity or a signal to sell. Understanding the Revenue Miss Amazon's second-quarter revenue miss was a stark reminder that even the mightiest companies can stumble. The company's total revenue for the quarter was $121.2 billion, falling short of the $123.

Big-Tech’s PerformanceBig Tech earnings week was accompanied by a much more volatile market with the Fed's FOMC meeting.Several of the giants had their own poor earnings performances, but while the AI-enhanced results still exceeded expectations, it was the different other businesses that diverged a bit with the inter-industry trends.By the close of trading on August 1, all of the big techs closed lower this past week.The best performer was earnings-added $Meta Platforms, Inc.(META)$ +9.78%, then $Alphabet(GOOG)$ $Alphabet(GOOGL)$ +2.08%, $Amazon.com(AMZN)$ +2.35% however plunged back down after earnings,

On 23 August 2024, I made an additional investment in Amazon $Amazon.com(AMZN)$  stock, and I believe this decision is supported by recent developments at the company, particularly in the realm of artificial intelligence (AI). Key Development:  Amazon's CEO, Andy Jassy, recently highlighted the remarkable impact of the company’s AI assistant. This tool has reportedly saved Amazon $260 million and the equivalent of 4,500 developer-years of work. This revelation is significant as it underscores the transformative power of AI in streamlining operations, reducing costs, and accelerating product development cycles. Strategic Significance:  This achievement is not just a cost-saving measure; it represents a

Last week, leading AI technology stocks, including semiconductor giants like NVIDIA Corp. (NVDA), experienced a sharp decline. Concerns have arisen that the substantial AI investments by major tech companies might not deliver returns as soon as anticipated.The profitability of these investments remains uncertain, and the high valuations of AI stocks are troubling many investors. Is this apprehension justified? Should you consider buying the dip in the "Magnificent Seven"—Apple, Alphabet, Amazon, Meta, Microsoft, Tesla, and NVIDIA—and their associated ETFs? Was the recent sell-off a healthy market correction?MicrosoftEarnings ESP: +1.08%Zacks Rank: #3Performance: Gained 4.6% in the past three monthsHighlights: Collaboration with OpenAI, rapid deployment of generative AI, strong cloud busine

Reflecting on my recent investment in Amazon (AMZN) $Amazon.com(AMZN)$  stock, I am confident that this decision aligns well with the company's strong market position and growth potential. E-Commerce Leadership: Amazon has established itself as a dominant force in the e-commerce sector, characterized by a substantial competitive advantage due to its extensive infrastructure. This infrastructure enables Amazon to meet a vast array of consumer needs efficiently and often at the most competitive prices. The ease and convenience of finding most products on Amazon, combined with its impressive fulfillment network capable of delivering orders within hours, reinforces its moat in the industry. The continuous enhancemen

Overview Recently, I decided to increase my investment in Amazon $Amazon.com(AMZN)$  stock. This decision came on the heels of Amazon Business's announcement of several technological advancements aimed at enhancing their business-to-business (B2B) procurement services. As Amazon continues to expand and innovate within the B2B sector, I am optimistic about the potential growth and stability of my investment. New Technological Features and Services Amazon Business introduced several new technology features, including: Amazon Business App Center: A centralized hub for businesses to find and integrate applications that streamline their procurement processes. System for Cross-domain Identity Management (SCIM): This technology facilitates easi

Overview: Amazon $Amazon.com(AMZN)$   is significantly expanding its footprint in the artificial intelligence (AI) landscape with its latest venture, "Metis," a chatbot designed to compete directly with OpenAI's ChatGPT. Despite a slight dip of 1% in Amazon's stock price late Monday, the company's determination to enhance its AI capabilities remains unwavering. CEO Andy Jassy's active involvement in the development process underscores the strategic importance of this project to Amazon's future. The Metis initiative is poised to leverage Amazon's AI model "Olympus," a fortified version of the Titan foundational model, promising powerful features like enhanced information retrieval and proactive user assistan

$Amazon.com(AMZN)$ I think valuing them based on their operating income rather than their cash flow is the wrong way to look at it.They have such high depreciation from their investments (and pretty substantial stock based comp) that it makes more sense to look at it from a cash flow perspective which smooths those numbers out.They are trading at around 16-17x operating cash flow now - which is about the cheapest it has ever been - and while valuations should condense as the company grows in size - their operating leverage should continue to increase.Keep in mind that Amazon growing revenue at 11-12% is somewhat misleading in terms of profitability affects. AWS and Advertising account for so much of the company's profitab

$Amazon.com(AMZN)$  Amazon Pops the Plastic! In a bold and eco-friendly move, Amazon has announced that it's bidding farewell to plastic air pillow packaging in North America. That's right, folks—those little puffs of plastic are getting the boot, and it’s all in the name of saving our beloved planet. 🌍 Picture this: You're eagerly unboxing your latest Amazon order, and instead of a mountain of plastic air pillows, you find sleek, sustainable paper-based packaging. It's like unwrapping a present from Mother Nature herself! 🌿🎁 Why the Change? Amazon's decision is part of a grander vision to cut down on plastic waste and embrace greener alternatives. With millions of packages shipped daily, those tiny plastic pillows were adding up to a coloss

$Amazon.com(AMZN)$   $AMZN Brian Oslavsky just told the media that the 19% AWS growth has strong demand. That means they basically guided up AWS cause it has strong demand. Also said that AI is already generating billions inside of AWS The stock is down for 4 years and in the last 3 quarters AWS has gone from 11% growth to 19% with reiterated strong demand going forward. The stock will catch up to this soon in my opinion If they explain the advertising decel that once they apply AI like $META does they will see major improvements there is the only weak link and I know it’s that. A few quarters ago I mentioned how well AI is doing for advertising for META and especially the last quarter. They all know this tech

$Microsoft(MSFT)$ MSFT and AMZN $Amazon.com(AMZN)$ are my top two mega cap earnings watches this week. Microsoft pulling back into previous resistance as Azure starts to present AI use cases and OpenAI starts to ramp their enterprise product is a good opportunity. Reports say there’s over 750,000 Enterprise users already, more than quadrupling since the start of the year. I expect this trend to continue for years to come. Microsoft has been red 3 weeks in a row going on 4 next week, it didn’t even do that during the October 2023 low. Still can’t believe the FTC let them buy 49% of OpenAI, think 5-10 years down the road that’ll be looked back at as one of the best deals of our tim

$Amazon.com(AMZN)$   $AMZN  Opportunities galore!!! Amazon operating income in E-com doubled and AWS was recently at 11% growth and now 19% growth and free cash flow has doubled in the last few years as the stock is down for 4 years this is an opportunity Technically it basically hit the 200 day moving average in the after hours which is around 168-169 The whole market is sour cause of the FED and slowing economic data feels like a policy mistake But this is creating opportunities in the companies that don’t give a fuck about the FED or interest rates or what president comes and goes

Investing in Amazon $Amazon.com(AMZN)$   stock represents a remarkable decision, one that is deeply rooted in the legacy of Jeff Bezos and his pioneering efforts to transform e-commerce. Amazon's journey from a small online bookstore in the mid-1990s to a global e-commerce titan is not just a story of technological innovation but also one of vision and resilience. Historical Context In the 1990s, the internet was in its infancy, and the idea of a digital marketplace was largely speculative. However, Jeff Bezos, with an acute sense of future possibilities, embarked on creating an online bookstore that could harness the burgeoning potential of the internet. This vision was bold and risky, particularly in a world dominated by brick-and

Amazon is by far the best mega cap stock to own right now. - It trades at 14x NTM EV/EBITDA - Huge AWS growth with operating income up 77% YoY - Ad business is set to become a trillion dollar business Very bullish on $AMZN P.s. if you want much more in depth analysis on stocks completely for FREE, sign up to my newsletter here - https://www.mmmtwealth.com/p/optin-page?r=jayg1&utm_campaign=post&utm_medium=web

$Amazon.com(AMZN)$  If you need to sell and run like headless chicken, better put your money in FD.