To The Moon

$Amazon.com(AMZN)$  AWS results for for Amazon will show increase in market share of Cloud price target $360 

$Amazon.com(AMZN)$  msft fall, meta up, apple "meh", Tesla "huh",  Now left Google, amzn and NVDA for the big boys... I think amzn going to post boomz earnings but stock price no boomz.  Who cares.. if it collapses like msft, it's going to be a buy for me.

$Amazon.com(AMZN)$  This is ultimately a capital allocation and timing question, not a demand question. Can AWS absorb a hypothetical US$50B OpenAI-style bet? From an operating standpoint, yes. Amazon generates enough operating cash flow for AWS to sustain heavy investment without existential strain. The issue is free cash flow optics, not balance-sheet survival. A deal of this size would front-load cash outflows while monetisation lags, temporarily compressing FCF and keeping investors focused on capex discipline rather than growth acceleration. However, if structured partly through equity, long-dated commitments, or capacity-sharing agreements, the near-term FCF hit could be softened. AWS’s scale gives it flexibility smaller hyperscalers do

$Amazon.com(AMZN)$   📊 What Happened Last Week 💥 1. Big AI Investment Rumor Hits Headlines Last week multiple outlets reported that Amazon (AMZN) is in discussions to invest up to $50 billion into OpenAI’s latest funding round, which could value the AI leader near $830 billion / +$100 B fundraising target.  This wasn’t a confirmed deal—just negotiation talk according to Wall Street Journal sources—but it was enough to spur market reactions. ⸻ ☁️ 2. AWS Still a Key Strength Even in a broader tech selloff, AWS (Amazon Web Services) has remained a strong narrative anchor for AMZN: • AWS is viewed as a critical infrastructure platform for AI, cloud, and enterprise computing. • Investors are watching AWS’s role amid

The potential $50 billion investment in OpenAI by Amazon Web Services (AWS) is a strategic move that could significantly impact the company's competitive positioning in the AI infrastructure and applications market. This investment, if realized, would not only bolster AWS's capabilities in AI but also potentially accelerate long-term revenue growth beyond its core cloud services. Strategic Implications of the Investment Enhanced AI Capabilities: A $50 billion investment in OpenAI would substantially enhance AWS's AI capabilities, allowing it to offer more sophisticated and competitive AI services to its customers. This could include advanced natural language processing, computer vision, and predictive analytics, among others. Competitive Advantage: Such an investment would place AWS in a s

When Running Out of Space Becomes Expensive For most of my investing life, hard drive makers lived in the bargain bin of technology. Demand surged, factories expanded, supply flooded the market, and margins collapsed. Investors learned not to get emotionally attached. Scarcity matters now in a way it never did before. Cloud consolidation means a handful of hyperscalers command enormous, predictable storage volumes, allowing them to pre-book multi-year capacity. Add AI workloads that generate massive cold data archives, and suddenly bulk storage demand is structurally sticky. Seagate now occupies the opposite end of the spectrum. Its manufacturing capacity is effectively committed through 2026, with hyperscale cloud operators already locking in supply. Instead of chasing unpredictable PC de

ARKQ Investment Tracker position change: Increased position in Amazon.com by 664 shares, the number of shares held increased 0.31% compared to the previous period and now represents 2.71% of the total position.

$Amazon.com(AMZN)$ Always use Amazon. time to collect on small dips

Tesla is turning into exactly what I predicted: the Amazon scenario! Kiss free cash flow goodbye! But, just like in Amazon, it won't matter.

ARKF Investment Tracker position change: Decreased position in Amazon.com by 41,347 shares, the number of shares held decreased 27.88% compared to the previous period and now represents 2.9% of the total position.

$Amazon.com(AMZN)$  AWS results for for Amazon will show increase in market share of Cloud price target $360 

When Running Out of Space Becomes Expensive For most of my investing life, hard drive makers lived in the bargain bin of technology. Demand surged, factories expanded, supply flooded the market, and margins collapsed. Investors learned not to get emotionally attached. Scarcity matters now in a way it never did before. Cloud consolidation means a handful of hyperscalers command enormous, predictable storage volumes, allowing them to pre-book multi-year capacity. Add AI workloads that generate massive cold data archives, and suddenly bulk storage demand is structurally sticky. Seagate now occupies the opposite end of the spectrum. Its manufacturing capacity is effectively committed through 2026, with hyperscale cloud operators already locking in supply. Instead of chasing unpredictable PC de

$Amazon.com(AMZN)$   📊 What Happened Last Week 💥 1. Big AI Investment Rumor Hits Headlines Last week multiple outlets reported that Amazon (AMZN) is in discussions to invest up to $50 billion into OpenAI’s latest funding round, which could value the AI leader near $830 billion / +$100 B fundraising target.  This wasn’t a confirmed deal—just negotiation talk according to Wall Street Journal sources—but it was enough to spur market reactions. ⸻ ☁️ 2. AWS Still a Key Strength Even in a broader tech selloff, AWS (Amazon Web Services) has remained a strong narrative anchor for AMZN: • AWS is viewed as a critical infrastructure platform for AI, cloud, and enterprise computing. • Investors are watching AWS’s role amid

The potential $50 billion investment in OpenAI by Amazon Web Services (AWS) is a strategic move that could significantly impact the company's competitive positioning in the AI infrastructure and applications market. This investment, if realized, would not only bolster AWS's capabilities in AI but also potentially accelerate long-term revenue growth beyond its core cloud services. Strategic Implications of the Investment Enhanced AI Capabilities: A $50 billion investment in OpenAI would substantially enhance AWS's AI capabilities, allowing it to offer more sophisticated and competitive AI services to its customers. This could include advanced natural language processing, computer vision, and predictive analytics, among others. Competitive Advantage: Such an investment would place AWS in a s

$Amazon.com(AMZN)$  This is ultimately a capital allocation and timing question, not a demand question. Can AWS absorb a hypothetical US$50B OpenAI-style bet? From an operating standpoint, yes. Amazon generates enough operating cash flow for AWS to sustain heavy investment without existential strain. The issue is free cash flow optics, not balance-sheet survival. A deal of this size would front-load cash outflows while monetisation lags, temporarily compressing FCF and keeping investors focused on capex discipline rather than growth acceleration. However, if structured partly through equity, long-dated commitments, or capacity-sharing agreements, the near-term FCF hit could be softened. AWS’s scale gives it flexibility smaller hyperscalers do

$Amazon.com(AMZN)$  msft fall, meta up, apple "meh", Tesla "huh",  Now left Google, amzn and NVDA for the big boys... I think amzn going to post boomz earnings but stock price no boomz.  Who cares.. if it collapses like msft, it's going to be a buy for me.

ARKQ Investment Tracker position change: Increased position in Amazon.com by 664 shares, the number of shares held increased 0.31% compared to the previous period and now represents 2.71% of the total position.

$Amazon.com(AMZN)$ Always use Amazon. time to collect on small dips

Tesla is turning into exactly what I predicted: the Amazon scenario! Kiss free cash flow goodbye! But, just like in Amazon, it won't matter.

ARKF Investment Tracker position change: Decreased position in Amazon.com by 41,347 shares, the number of shares held decreased 27.88% compared to the previous period and now represents 2.9% of the total position.