To The Moon

I believe is Amazon who will achieves great result

how do I claim what I earned from my trades back

good thanks I just don't know how to claim my assets back

Massive Options Flow Signals Moderate Bullish Bet on Amazon  Amid ongoing macro uncertainty and continued expansion in AI-related capital spending, tech stocks have entered a phase of rebalancing between growth visibility and margin pressure. In this environment, $Amazon.com(AMZN)$   has seen large-scale positioning in the options market, with a clear takeaway: institutions are betting on a moderate upside move rather than an aggressive breakout. From the options flow, the most representative trade is a structure expiring in August 2026. Roughly 35,000 contracts of the $320 calls (320C) were bought at the ask, representing about $24.35 million in premium, while the same size of $370 calls (370C) were s

Amazon (AMZN) stock had a mixed but ultimately positive reaction to its strong Q1 2026 earnings (reported April 29, 2026), with shares showing some initial post-earnings pressure before recovering.

Alphabet (GOOG) is leading. Google Cloud exploded +63% year-over-year to $20B in Q1, with operating margins near 33% and a backlog that nearly doubled to over $460B. Shares surged post-earnings, silencing doubts about Google’s AI position as heavy capex ($180-190B guided) starts delivering high-margin growth. Amazon (AMZN): AWS grew ~28% (fastest in 15 quarters) and delivered a strong operating income beat. Solid returns on ~$200B capex. Meta (META): Strong ad revenue (+28-33%), but shares fell on higher capex guidance ($125-145B) as AI monetization remains more indirect. Microsoft (MSFT): Azure growing well (~40%), yet the stock has lagged peers amid massive ~$190B spending and questions on return timing. Apple continues with low capex intensity and strong services margins.Bottom Lin

Alphabet is the best to invest ad the Germini is generate revenue to them

The non stop spending will keep attracting the disdain of the market and investors, it only serves to inflate the AI bubble. I would be taking profits at every juncture then buying back in in hopes the bubble continues. But I will gradually start picking up HALO shares to start hedging for the eventual bubble pop. I don't see a need to be the one holding the bag when shit happens...

Google go up first, followed by Amzn, then MSFT and last one is Meta. buy and sell following this order.

From my perspective, this rally is more than just earnings — it confirms AI demand is still strong and supply-constrained. $Alphabet(GOOGL)$ Cloud surge and solid results from $Amazon.com(AMZN)$ and $Apple(AAPL)$ show hyperscalers aren’t slowing, just reallocating capital more efficiently. On capex, I don’t see a bubble — I see barriers forming. Despite concerns around $Meta Platforms, Inc.(META)$ and $Microsoft(MSFT)$ , the key takeaway is unchanged: demand exceeds supply, and constraints are real, not cyclical excess. To me, this looks like early-stage infrastructure

Regarding capex concerns, mixed investor sentiment still lingers. Have to weigh cautious on AI capex trap or optimistic long term value creation.

Caught good catch and ready for good harvesting. Thank you @koolgal for invitation 😘 thank you @Tiger_comments for the event. @TigerClub @TigerStars @CaptainTiger @MillionaireTiger Join in the fun @Terra_Incognita @Emotional Investor @GoodLife99

I see this as temporary only. Many individuals and companies are starting to see the potential of AI and many are jumping onto the bandwagon. While AI is promising, none has set done to carefully calculate the cost of it. AI is not free and could be more expensive than the exact manpower savings that it boost of. Who is studying the balance sheets? This supply constraint is driven in part by hype and fomo-mindset. When the dust settles, capex has to come down. Also, even with more use cases, there will also be more competition and this will further drive prices and capex down. We are seeing this with Nvidia already. It is impossible for any of these AI companies to charge at a premium forever. I do see the capex coming down within 2 to 3 years. All is good while the music lasts. These comp

🌟🌟USD 725 billion spending spree: Who is actually getting rich while Big Tech spends: The Silicon Kings : $NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Broadcom(AVGO)$ are the 3 winners.  Every dollar Big Tech spends goes to these 3 companies. Nvidia is no longer just selling chips.  It is selling AI factories. At March 2026 GTC, CEO Jensen Huang unveiled the Vera Rubin platform.  This isn't just a GPU.  It is a vertically integrated system of 7 new chips designed to act as a single supercomputer. Broadcom:  It is the King of connectivity & custom silicon.  As AI clusters scale to millions of chips, the bottleneck

My view: the biggest winners are still the bottleneck owners. 1. NVDA, the compute toll booth. If GPU demand stays supply-constrained, pricing power remains exceptional. 2. MU / HBM memory suppliers, because memory is now mission-critical, not a commodity add-on. 3. VRT and cooling/power infrastructure names, the overlooked backbone of AI scaling. 4. Fibre/networking plays such as ANET, where bandwidth becomes as valuable as compute. 5. Select utilities, land and data centre REITs, where scarcity can drive repricing. On sky-high capex: bullish near term, but execution risk rises sharply. If AI monetisation lags infrastructure build, markets may start questioning ROI. Until then, the shovel sellers are still in the strongest position.

@Daily_Discussion Big tech... i dipped out last year and repositioned. do i use ai... as a voice activated calculator thats it. now im just a hood queen budget $10pw trader because never keep your eggs in one basket. customers vote with their feet. working class chatter want to pop the ai bubble allready and get back to basics. im the mean time $Southern Copper Corp(SCCO)$ shares did realy well with all the push ai made for copper. moral of the story us hood level traders need to invest in the industries that feed material to the big cat industries. big cats invest in big tech big tech buys raw materials. often a smaller easier market to get imto when your starting out are the raw material

Google Cloud's acceleration was the biggest surprise of the night: +63.4% from +48% last quarter, Cloud op margin cracking 30% for the first time. Management's exact words: "If we had more compute, cloud revenue would have been higher."

Markets rally prompted by good earnings. Big Tech took turns proving the bull case, recovering March's tariff-driven selloff.

Great I'm learning more everyday I'm on here Plus I'm new to this the stock market which u think is awesome I wish I had joined sooner

Markets rally prompted by good earnings. Big Tech took turns proving the bull case, recovering March's tariff-driven selloff. How's everything going so far? $Alphabet(GOOG)$ surged +10% in a single session after Cloud revenue grew +63.4%, killing the "Google is losing the AI race" narrative. $Apple(AAPL)$ +2.56% post-earnings on a record March quarter. $Amazon.com(AMZN)$ posted $23.9B in operating income, a 14% beat. $Meta Platforms, Inc.(META)$ delivered +28.7% ad revenue growth but lost 9% due to capex concerns. $Microsoft(MSFT)$ is worse, still the worst performer among mag 7

Massive Options Flow Signals Moderate Bullish Bet on Amazon  Amid ongoing macro uncertainty and continued expansion in AI-related capital spending, tech stocks have entered a phase of rebalancing between growth visibility and margin pressure. In this environment, $Amazon.com(AMZN)$   has seen large-scale positioning in the options market, with a clear takeaway: institutions are betting on a moderate upside move rather than an aggressive breakout. From the options flow, the most representative trade is a structure expiring in August 2026. Roughly 35,000 contracts of the $320 calls (320C) were bought at the ask, representing about $24.35 million in premium, while the same size of $370 calls (370C) were s

After Monday’s close, Amazon announced it will invest up to an additional $25 billion into Anthropic, while Anthropic simultaneously committed to spending $100 billion on AWS over the next decade. $Amazon.com(AMZN)$ rose more than 2.4% pre-market to $254. With earnings season approaching (April 29), one core question is now on the table: This time, will Amazon become the next “Google-style re-rating”? Over the past two weeks, Amazon has rebounded strongly by 18%, turning its year-to-date performance positive at +7.5%, completely shaking off its label as “one of the worst-performing Mag 7 stocks” at the start of the year. Now, the weakest names are Microsoft and Tesla — Amazon is no longer on that list. 1. What does Anthropic mega deal really mean

Amazon Earnings Preview: Investors Bet on Anthropic Collaboration for Upside $Amazon.com(AMZN)$   is scheduled to release its financial results post-market on April 29 ET. Market expectations suggest the cloud giant will benefit substantially from its partnership with Anthropic, although the recent stock price has partially factored in this expectation. On April 20, Amazon invested an additional $5 billion in Anthropic, with a potential total commitment of up to $20 billion. This comes on top of its prior $8 billion investment. Investors should also be wary of the risks associated with the acceleration in CapEx, and management will need to justify it. Core Financial Indicators – Amazon's revenue is expected

$Amazon.com(AMZN)$  AMZN Surges 20% on $100B Anthropic Mega-Deal — Is $300 Inevitable, or Is Nvidia Still King? Amazon (AMZN) just fired a multi-billion dollar bazooka in the AI infrastructure wars. By committing an immediate $5 billion to Anthropic—with the deal potentially scaling to $25 billion—Amazon has secured a staggering commitment: Anthropic will spend over $100 billion on AWS and AI infrastructure over the next decade. This headline sent shares jumping nearly 3% premarket, capping off a massive 20% surge this month. The narrative around Amazon is aggressively shifting from e-commerce margin recovery to undisputed AI foundation layer. But after such a violent melt-up, traders are asking: is this the catalyst that breaks AMZN toward t

$Amazon.com(AMZN)$ Amazon just dropped a bombshell commitment of another $5 billion immediately into Anthropic, pushing the total potential investment to $25 billion — and in return, Anthropic is locked in to spend over $100 billion on Amazon Web Services and AI infrastructure over the next decade. 😤 This massive circular deal has sent AMZN shares surging nearly 3% pre-market and a blistering 20% higher this month alone, turning the spotlight squarely on whether custom AI infrastructure is finally emerging as a real alternative path or if Nvidia still holds the undisputed upper hand in the AI stack. The move strengthens Amazon's cloud dominance while deepening its vertical integration in the AI ecosystem, but it also sharpens the debate on who ult

Markets rally prompted by good earnings. Big Tech took turns proving the bull case, recovering March's tariff-driven selloff. How's everything going so far? $Alphabet(GOOG)$ surged +10% in a single session after Cloud revenue grew +63.4%, killing the "Google is losing the AI race" narrative. $Apple(AAPL)$ +2.56% post-earnings on a record March quarter. $Amazon.com(AMZN)$ posted $23.9B in operating income, a 14% beat. $Meta Platforms, Inc.(META)$ delivered +28.7% ad revenue growth but lost 9% due to capex concerns. $Microsoft(MSFT)$ is worse, still the worst performer among mag 7

The Pulse: Wall Street just got its answer. $AMZN didn't just beat on AWS—it crushed the "AI capex black hole" narrative that's haunted cloud players for 18 months. Q4's 24% AWS growth (strongest in 13 quarters) isn't the headline; it's the 26-38% YoY acceleration analysts are pricing for Q1 2026 that has $MSFT Azure sweating. Andy Jassy's bombshell $600B AWS revenue projection by 2036 isn't hype—it's a roadmap backed by $200B in 2026 AI capex and the Anthropic partnership printing margins. The gap is closing, and $AMZN just shifted from "playing catch-up" to "leading the race." 📊 Key News (Last 12 Hours) AWS Q4 2025: Revenue hit $35.6B (+24% YoY), strongest quarterly growth in 13 quarters on a $142B annual run rate. Operating profit surged to $12.5B from $10.6B. Wall Street's New Bet: Q1

$Amazon.com(AMZN)$  is scheduled to report its fiscal Q1 2026 earnings on Wednesday, April 29, 2026, after the market close. The stock heads into this print near all-time highs, fueled by massive momentum in cloud services and custom AI silicon. Q1 2026 Earnings Expectations Analysts are generally bullish, though the high valuation ($260+ share price) leaves little room for a miss. Revenue: Expected between $173.5B and $178.5B (11–15% YoY growth). Earnings Per Share (EPS): Consensus sits around $1.61 to $1.63. Operating Income: Guided at $16.5B to $21.5B. Implied Volatility: The options market is pricing in a roughly 5–7% move in either direction post-earnings. Key Metrics to Watch While the headline numbers matter,

As of April 14 close, $Amazon.com(AMZN)$ surged +3.81% to $249.02 on heavy volume of 72.68M shares (1.49x average), bringing it within 3.7% of the 52-week high at $258.60. The breakout is fueled by dual catalysts: the $11.6B Globalstar acquisition closing the satellite gap with Starlink, and AWS AI revenue surpassing a $15B annual run rate. 🚀 1. The Satellite Play: Amazon Declares War on Musk Deal Summary Target: Globalstar (U.S. mobile satellite operator with 24 satellites in orbit) Value: ~$11.57B (mix of $90/share cash or 0.321 AMZN shares) Strategic Value: Rare spectrum licenses and Direct-to-Device (D2D) tech; AMZN targets 2028 for satellite-to-smartphone service launch Competitive Landscape Metric Amazon Leo (+Globalstar) SpaceX Starlink Sat

Here's a comprehensive, bullish counter-article based on the title "Hyperscaler Earnings 'Fraud'? Reality Check: AI Investments Are Paying Off Now". It directly tackles Michael Burry's accusation of "earnings fraud" via extended depreciation on AI GPUs/servers (estimating ~$176 billion understated depreciation from 2026–2028, potentially overstating Meta earnings by ~21% and Oracle by ~27%), while shifting focus to tangible 2025–early 2026 evidence of accelerating cloud/AI revenue, backlog growth, monetization, and productivity signals from hyperscalers as of April 2026.Hyperscaler Earnings "Fraud"? Reality Check: AI Investments Are Paying Off NowMichael Burry has aggressively labeled hyperscaler accounting practices as one of the "most common forms of fraud in the modern era." His core cl

$Amazon.com(AMZN)$ AWS's "Normandy Landing" for Custom Silicon: Trainium Is Replicating Graviton's Success Path On Monday, Amazon announced an additional $5 billion investment in AI unicorn Anthropic, with a commitment to invest up to $20 billion more upon hitting commercial milestones. Combined with the $8 billion already invested, Amazon's total commitment to Anthropic could reach $13 billion, with a ceiling of $33 billion. In exchange, Anthropic has pledged to purchase over $100 billion in compute resources from AWS over the next decade, securing up to 5GW of new capacity to train and run Claude models. This is not merely a financial investment—it is a meticulously orchestrated "chip-tied" sales strategy. Anthropic will deploy Amazon's self-dev

$Amazon.com(AMZN)$ ⚡ Pulse Amazon isn't just in the AI cloud race — it's pouring $200B of 2026 capex into building an entirely different kind of moat: proprietary chips, custom networking, and a deepening AWS/Anthropic partnership designed to lock in enterprise workloads before Azure or Google Cloud can match capacity. The near-term question isn't whether $AMZN wins AI — it's whether margin holds while it spends to win. Q1 2026 earnings is the first real litmus test, and the market is watching every basis point. 📌 Key News Financials to Watch: Q1 2026 revenue consensus sits at ~$177.2B (+13% YoY). AWS segment consensus is ~$36.8B, but AWS margin has been revised down to ~35.7% from an earlier expectation of 37.7% — the market is scrutinizing margi

US equities closed at record highs on Friday, supported by easing geopolitical concerns and gains in semiconductor stocks following Intel’s strong performance. The $NASDAQ 100(NDX)$ rose 1.95% to a new closing high. In line with the move, the Nasdaq 7x Long DLC gained 13.7%, while the Nasdaq 7x Short DLC declined by a similar magnitude The week ahead is expected to be busy, with $Amazon.com(AMZN)$ , $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ and $Microsoft(MSFT)$ scheduled to report earnings on 29 April, followed by $Apple(AAPL)$ on

🌟🌟USD 725 billion spending spree: Who is actually getting rich while Big Tech spends: The Silicon Kings : $NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Broadcom(AVGO)$ are the 3 winners.  Every dollar Big Tech spends goes to these 3 companies. Nvidia is no longer just selling chips.  It is selling AI factories. At March 2026 GTC, CEO Jensen Huang unveiled the Vera Rubin platform.  This isn't just a GPU.  It is a vertically integrated system of 7 new chips designed to act as a single supercomputer. Broadcom:  It is the King of connectivity & custom silicon.  As AI clusters scale to millions of chips, the bottleneck

We are planning to take advanatage of the bullish sentiment for $Amazon.com(AMZN)$ by doing a Bull Put spread on AMZN. For an expiration date of May 1, 2026, Amazon (AMZN) presents an interesting scenario. With the stock recently trading around $264 and an earnings report scheduled for April 29, 2026, implied volatility (IV) for this specific weekly expiration is significantly elevated (roughly 63-65%). A bull put spread (credit spread) allows you to capitalize on this high IV and the stock’s recent bullish momentum while defining your risk. Strategy Setup Current Stock Price: ~$264.00 Expiration Date: May 01, 2026 (4 days from now) Outlook: Bullish to Neutral (Stock stays above your short strike) Option 1: Conservat

Hi Tigers,🔥 Tech Rebound Week is in full swing as investors shake off geopolitical jitters to focus back on the AI gold rush!While $NVIDIA(NVDA)$ and $Microsoft(MSFT)$ continue to battle for market cap supremacy, the "Value Search" is on—sending $Intel(INTC)$ and $Advanced Micro Devices(AMD)$ on a tear as the semiconductor recovery broadens. 😱Tiger Community buzz: Investors are debating:🤖 AI ROI: Has the market finally accepted the multi-billion dollar CapEx as the "new normal"?📈 The Bottom is In? With $Tesla Motors(TSLA)$ getting a key upgrade and

From my perspective, this rally is more than just earnings — it confirms AI demand is still strong and supply-constrained. $Alphabet(GOOGL)$ Cloud surge and solid results from $Amazon.com(AMZN)$ and $Apple(AAPL)$ show hyperscalers aren’t slowing, just reallocating capital more efficiently. On capex, I don’t see a bubble — I see barriers forming. Despite concerns around $Meta Platforms, Inc.(META)$ and $Microsoft(MSFT)$ , the key takeaway is unchanged: demand exceeds supply, and constraints are real, not cyclical excess. To me, this looks like early-stage infrastructure

I see this as temporary only. Many individuals and companies are starting to see the potential of AI and many are jumping onto the bandwagon. While AI is promising, none has set done to carefully calculate the cost of it. AI is not free and could be more expensive than the exact manpower savings that it boost of. Who is studying the balance sheets? This supply constraint is driven in part by hype and fomo-mindset. When the dust settles, capex has to come down. Also, even with more use cases, there will also be more competition and this will further drive prices and capex down. We are seeing this with Nvidia already. It is impossible for any of these AI companies to charge at a premium forever. I do see the capex coming down within 2 to 3 years. All is good while the music lasts. These comp

$NVIDIA(NVDA)$ $Microsoft(MSFT)$  $Roundhill Magnificent Seven ETF(MAGS)$  📉📊📉 Retail Selling Regime Shift Emerges as Market Breadth Deteriorates Under Mag7 Concentration 📊📉📊 I’m focusing on underlying structure rather than headline index performance, and this dataset is signalling a decisive behavioural shift. Retail is no longer acting as the marginal buyer of risk. It is transitioning into a net distributor across the market. The chart makes that transition explicit: • Persistent net selling across ETFs • Concurrent outflows from single stocks • Increasing frequency and depth of negative imbalance prints into early Apr26 I’m reading this as

Alphabet (GOOG) is leading. Google Cloud exploded +63% year-over-year to $20B in Q1, with operating margins near 33% and a backlog that nearly doubled to over $460B. Shares surged post-earnings, silencing doubts about Google’s AI position as heavy capex ($180-190B guided) starts delivering high-margin growth. Amazon (AMZN): AWS grew ~28% (fastest in 15 quarters) and delivered a strong operating income beat. Solid returns on ~$200B capex. Meta (META): Strong ad revenue (+28-33%), but shares fell on higher capex guidance ($125-145B) as AI monetization remains more indirect. Microsoft (MSFT): Azure growing well (~40%), yet the stock has lagged peers amid massive ~$190B spending and questions on return timing. Apple continues with low capex intensity and strong services margins.Bottom Lin