I'm glued to my screens for Th-To The Moon - Tiger Brokers Online Investing Community - To The Moon

I'm glued to my screens for Thursday's double-header—Apple and Amazon dropping earnings after the close. These are the two names I've been waiting on all season. Apple's riding an all-time high, but Amazon's been the MAG7 laggard, and that asymmetry is where I smell opportunity. Both have the catalysts to surprise, and I'm positioned to ride the breakout.

Apple's iPhone cycle is the wildcard everyone's debating, but I'm not sweating unit sales alone. Services are the silent killer—App Store, Apple Music, Apple Pay—all sticky, high-margin, and growing double-digits. China exposure? Overblown noise. Supply chain's stabilized, and if iPhone 17 demand beats the whisper, $300 is in play fast. I've been adding on dips below $220; now I'm letting it run.

Amazon's the one I'm pounding the table on. AWS growth reaccelerating? Check. Advertising scaling like a rocket? Check. E-commerce margins expanding as logistics tighten? Triple check. The stock's been dead money while peers mooned, but this setup screams catch-up trade. If AWS prints 20%+ growth and guidance tops $200B run-rate, the multiple rerates overnight.

Laggards become leaders—that's the rotation I'm betting on. Apple's already in motion, but Amazon's the coiled spring. I trimmed some Apple at $227 to free up dry powder, but I'm holding the core. Amazon? I'm long and not blinking. A beat on cloud and ads sends this to $200 faster than the bears can cover.

Conviction play: Amazon catches fire, Apple grinds to $300, and the MAG7 gap closes. I'm not trading earnings for noise—I'm investing in execution. Thursday's the spark. Let's light it up. 🚀

$Apple(AAPL)$ $Amazon.com(AMZN)$

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.

@Tiger_comments @TigerStars

AWS Boom Sends Amazon Flying! Time to Chase AMZN or AAPL?

Amazon jumped more than 13% after Q3 exceeded expectations, along with strong growth in its cloud-computing unit. AWS revenue accelerated 20.2% to $33 billion, which CEO Andy Jassy said was a pace it hadn’t seen since 2022. Apple Chief Executive Tim Cook on Thursday gave a forecast for holiday quarter iPhone sales and overall revenue that beat Wall Street expectations, powered by orders for iPhone 17 models that the company is racing to fulfill amid continuing supply constraints. Is there chance to chase Amazon and Apple?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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These are the two names I've been waiting on all season. Apple's riding an all-time high, but Amazon's been the MAG7 laggard, and that asymmetry is where I smell opportunity. Both have the catalysts to surprise, and I'm positioned to ride the breakout.</p>\n<p>Apple's iPhone cycle is the wildcard everyone's debating, but I'm not sweating unit sales alone. Services are the silent killer—App Store, Apple Music, Apple Pay—all sticky, high-margin, and growing double-digits. China exposure? Overblown noise. Supply chain's stabilized, and if iPhone 17 demand beats the whisper, $300 is in play fast. I've been adding on dips below $220; now I'm letting it run.</p>\n<p>Amazon's the one I'm pounding the table on. AWS growth reaccelerating? Check. Advertising scaling like a rocket? Check. E-commerce margins expanding as logistics tighten? Triple check. The stock's been dead money while peers mooned, but this setup screams catch-up trade. If AWS prints 20%+ growth and guidance tops $200B run-rate, the multiple rerates overnight.</p>\n<p>Laggards become leaders—that's the rotation I'm betting on. Apple's already in motion, but Amazon's the coiled spring. I trimmed some Apple at $227 to free up dry powder, but I'm holding the core. Amazon? I'm long and not blinking. A beat on cloud and ads sends this to $200 faster than the bears can cover.</p>\n<p>Conviction play: Amazon catches fire, Apple grinds to $300, and the MAG7 gap closes. I'm not trading earnings for noise—I'm investing in execution. Thursday's the spark. Let's light it up. 🚀</p>\n<p><a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;</p>\n<p>As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. 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Apple's riding an all-time high, but Amazon's been the MAG7 laggard, and that asymmetry is where I smell opportunity. Both have the catalysts to surprise, and I'm positioned to ride the breakout.</p>\n<p>Apple's iPhone cycle is the wildcard everyone's debating, but I'm not sweating unit sales alone. Services are the silent killer—App Store, Apple Music, Apple Pay—all sticky, high-margin, and growing double-digits. China exposure? Overblown noise. Supply chain's stabilized, and if iPhone 17 demand beats the whisper, $300 is in play fast. I've been adding on dips below $220; now I'm letting it run.</p>\n<p>Amazon's the one I'm pounding the table on. AWS growth reaccelerating? Check. Advertising scaling like a rocket? Check. E-commerce margins expanding as logistics tighten? Triple check. The stock's been dead money while peers mooned, but this setup screams catch-up trade. If AWS prints 20%+ growth and guidance tops $200B run-rate, the multiple rerates overnight.</p>\n<p>Laggards become leaders—that's the rotation I'm betting on. Apple's already in motion, but Amazon's the coiled spring. I trimmed some Apple at $227 to free up dry powder, but I'm holding the core. Amazon? I'm long and not blinking. A beat on cloud and ads sends this to $200 faster than the bears can cover.</p>\n<p>Conviction play: Amazon catches fire, Apple grinds to $300, and the MAG7 gap closes. I'm not trading earnings for noise—I'm investing in execution. Thursday's the spark. Let's light it up. 🚀</p>\n<p><a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;</p>\n<p>As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. 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Both have the catalysts to surprise, and I'm positioned to ride the breakout. Apple's iPhone cycle is the wildcard everyone's debating, but I'm not sweating unit sales alone. Services are the silent killer—App Store, Apple Music, Apple Pay—all sticky, high-margin, and growing double-digits. China exposure? Overblown noise. Supply chain's stabilized, and if iPhone 17 demand beats the whisper, $300 is in play fast. I've been adding on dips below $220; now I'm letting it run. Amazon's the one I'm pounding the table on. AWS growth reaccelerating? Check. Advertising scaling like a rocket? Check. E-commerce margins expanding as logistics tighten? Triple check. The stock's been dead money while peers mooned, but this setup screams catch-up trade. If AWS prints 20%+ growth and guidance tops $200B run-rate, the multiple rerates overnight. Laggards become leaders—that's the rotation I'm betting on. Apple's already in motion, but Amazon's the coiled spring. I trimmed some Apple at $227 to free up dry powder, but I'm holding the core. Amazon? I'm long and not blinking. A beat on cloud and ads sends this to $200 faster than the bears can cover. Conviction play: Amazon catches fire, Apple grinds to $300, and the MAG7 gap closes. I'm not trading earnings for noise—I'm investing in execution. Thursday's the spark. Let's light it up. 🚀 $Apple(AAPL)$ $Amazon.com(AMZN)$ As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. 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