Turn to AMZN or GOOG as Semi Rally Cools Down?

Amazon's stock rose by about 4% today, pushing its market value above the $2 trillion mark for the first time. Yesterday, both Google and Microsoft reached new highs. Google's stock price hit $185. The semiconductor boom has cooled down, benefiting the big tech companies. --------------------- Among these three stable giants, which one is your pick? Have you made money from this? Will Amazon hit $200 nex week?

avatarBarcode
2024-11-01
$DIREXION DAILY AMZN BULL 2X SHARES(AMZU)$  $Amazon.com(AMZN)$ 🔺🅱️🆄🅻🅻🅸🆂🅷📈 $AMZN It's time!...P/E has compressed by a  huge margin - koyfin I opened positions in AMZU Pre-market.  Analysts are very Bullish 🐂 on AMZN 🎯 $205 for a short term swing. Watching $200 Call option at Open. $AMZN | Amazon Analyst Revisions & Ratings 👇 🔸 JMP Securities: Raised to $285 from $265 🔸 Truist: Raised to $270 from $265 – Buy 🔸 Stifel: Raised to $245 from $224 – Buy 🔸 JPMorgan: Raised to $250 from $230 – OW 🔸 Wedbush: Raised to $250 from $225 – Outperform 🔸 Citi: Raised to $252 from $245 – Buy 🔸 Evercore ISI: Raised to $260 from $240 – Outperform 🔸 Goldman Sachs: Raised to $240 from $230 – Buy 🔸 Cantor Fit
avatarTiger V
2024-10-09

Amazon's AI Push Positions It for Long-Term Growth

Overview of the Markets The overall market has shown resilience despite global uncertainties, with the tech sector leading the charge. Mega-cap companies, especially those heavily invested in artificial intelligence (AI), are gaining momentum. Amazon.com, Inc. $Amazon.com(AMZN)$   stands out as a strong performer, leveraging its leading position in e-commerce, cloud computing, and AI to drive growth. Investors are closely watching how Amazon's strategic investments in AI, advertising, and cloud computing translate into market value. Tech Sector: AI and Cloud as Growth Drivers Amazon’s venture into AI, particularly through Amazon Web Services (AWS), is generating significant excitement. AWS sales grew by nea
Amazon's AI Push Positions It for Long-Term Growth
avatarTiger V
2024-09-16

Investment Reflection: AMZN Stock (September 13, 2024)

My additional investment in Amazon (AMZN)$Amazon.com(AMZN)$   on September 13, 2024, reflects my long-term confidence in the company's ability to maintain its leadership in ecommerce while continuing to expand into high-growth areas such as cloud computing and AI. Despite some short-term challenges, particularly in the AI space, Amazon remains a dominant player with strong fundamentals and growth potential. AI Integration with Anthropic: A Strategic Pivot Amazon’s decision to power Alexa’s latest updates with Anthropic’s AI model instead of relying on its own in-house models signals a crucial pivot. While the reports of Amazon’s internal AI lagging behind competitors may appear concerning, this partnership with
Investment Reflection: AMZN Stock (September 13, 2024)
avatarBarcode
2024-08-11
$Amazon.com(AMZN)$  🟢🟢🟢 AMZN Skyrocket: Aiming for $200 and Beyond! 🚀🟢🟢🟢 Kia ora Tiger traders! The bullish vibes around Amazon (AMZN) are intensifying, and it’s time to gear up for a potential moonshot! 🚀 This tech titan is eyeing a breakout past critical resistance levels, and if you play your cards right, your portfolio might just catch the wave of profits! 📊 Charting the Path: Our latest analysis of AMZN shows the stock gearing up to tackle that crucial blue resistance line, currently pointing to a potential $200. But wait—there’s more! If Amazon clears this hurdle with conviction, the next stop could be an eye-popping **$220-$251**! This isn’t just a small gap fill; it’s a potential launchpad to the stars! 🌟 🔍 Hedge Funds and Analysts W
avatarDerivTiger
2024-06-26

Tiger Weekly Insights:2024/06/17—2024/06/23

I. Performance of Global Equity Indices (in US dollars) Source:Bloomberg,2024/06/17-2024/06/23 II. Key Market Themes i. Wall Street once again revised upward its target prices for US stocks, with the most significant divergence surprisingly revolving around AI?! Recently, major Wall Street firms have once again raised their year-end target for the S&P 500. Goldman Sachs, for instance, raised its target from 5200 points to 5600 points, an increase of approximately 8%, with about 2.5% upside from current levels. This adjustment is mainly due to the substantial earnings surpassing previous expectations in large-cap tech stocks. As of June 13th, Microsoft $微软(MSFT)$ , Nvidia $英伟达(NVDA)$ , Google
Tiger Weekly Insights:2024/06/17—2024/06/23
avatarTiger V
2024-07-08

Investment Reflection: Amazon Stock Addition

Investing in Amazon $Amazon.com(AMZN)$  has always been a strategic move due to its diverse revenue streams and robust business model. Recently, I decided to increase my investment in Amazon, driven by several key developments in its business landscape. Key Drivers of the Decision: Advertising Market Expansion: Amazon's growing focus on its advertising business has been a significant factor in my decision. Advertising is becoming increasingly central to Amazon's strategy, especially on its e-commerce platform and Prime Video services. By monetizing its vast traffic through ads, Amazon is not only diversifying its revenue but also enhancing its profitability margins. The company's ability to offer targeted advert
Investment Reflection: Amazon Stock Addition
avatarRyan_Z0528
2024-06-28

“Amazon: $2 Trillion Reached - More To Come”.

I bought $Amazon.com(AMZN)$ calls strike on August few days ago,and bought $Amazon.com(AMZN)$ shares on Thursday. $Amazon.com(AMZN)$ rosed up by 2.19% show an 3-year rang break out.The $190-$191 range has now become a crucial support zone to monitor for any short-term dips. To maintain the bullish sentiment, this area must hold.1.An Analyst from seeking alpha stated that “Amazon: $2 Trillion Reached - More To Come”.For sure it sounds reasonable.Fundamentaly, $Amazon.com(AMZN)$ struggled to profit in 2022, contributing to its falling share price. Its net profit has been above 6% in the last few quarters. Maintaining a he
“Amazon: $2 Trillion Reached - More To Come”.
avatarTiger V
2024-06-29

Investment Reflection: Additional Investment in Amazon Stock

Making an additional investment in Amazon $Amazon.com(AMZN)$   stock has proven to be a strategically sound decision. Amazon’s position as a leader in multiple high-growth sectors showcases its robust and adaptable business model. Reflecting on this investment, several key factors underscore the confidence in Amazon's continued success and justify the increased stake. Dominance in E-commerce Amazon’s e-commerce prowess is unparalleled. With a commanding 38% share of the U.S. e-commerce market, it significantly outpaces its closest competitor, Walmart, which holds only a 6% share. This vast market share is not merely a testament to Amazon’s dominance but also its innovative approach to retail and customer satisfaction. For example, A
Investment Reflection: Additional Investment in Amazon Stock
avatarTiger V
2024-07-01

Google’s Green Initiative Boosts Market Sentiment

Overview: Google’s $Alphabet(GOOG)$   recent strategic investment in Taiwan's New Green Power, a BlackRock fund-owned firm, signals a strong commitment to reducing its carbon footprint. The company plans to procure up to 300 megawatts of renewable energy from this partnership, reinforcing its goal to operate entirely on carbon-free energy. This move aligns with the broader trend among tech giants to ambitiously cut greenhouse gas emissions. However, the increasing demand for data processing to support artificial intelligence has led to a surge in emissions, highlighting the challenges in balancing growth with sustainability. Tech Giants Lead Green Push: Google’s investment is part of a broader trend where B
Google’s Green Initiative Boosts Market Sentiment
avatarTiger V
2024-07-04

Amazon Stock Surge: Is It Time to Sell?

Overview: Amazon’s $Amazon.com(AMZN)$  stock has been on a tear, recently hitting a record high of $200.03 per share, marking an impressive 30% increase since the beginning of the year. This performance significantly outpaces the Dow Jones Industrial Average, which has risen by just 4% in the same period. Amidst this surge, Amazon's founder and Executive Chairman Jeff Bezos plans to sell a substantial portion of his holdings, sparking discussions on whether investors should consider selling their Amazon stock. Bezos's Planned Sell-Off: Jeff Bezos, according to SEC filings, intends to sell $5 billion worth of Amazon shares, equivalent to 25 million shares. This planned sale follows a previous transaction in Febru
Amazon Stock Surge: Is It Time to Sell?
avatarJacksNiffler
2024-06-27

MU Q3 Review, fantastic earnings but too much priced-in?

$Micron Technology(MU)$ in the 26th U.S. stock market after-hours released Q3 financial results for fiscal year 2024, the overall results in line with market expectations, the storage industry face turnaround driven by its revenue and gross margin rebound, the next quarter of business is expected to improve, but there are also some problems and challenges.Investment HighlightsOverall performance: Revenue of $6.811 billion, up 81.5% year-on-year, slightly better than expected, and net income of $332 million, remaining profitable. Revenue rebound was mainly driven by growth in the DRAM and NAND businesses, while operating profit and margins rebounded on the back of improved gross margins.DRAM and NAND business rebound: the price end of the quarter wer
MU Q3 Review, fantastic earnings but too much priced-in?
avatarBullaroo
2024-06-30

Powering the Future: Why Amazon Remains a Bullish Buy in the Age of AI

#Amazon Despite a volatile market in 2024, Amazon (AMZN $Amazon.com(AMZN)$ ) continues to be a compelling investment opportunity. While its stock price is down slightly year-to-date, recent advancements in Artificial Intelligence (AI), continued dominance in cloud computing, and strong fundamentals solidify Amazon's position as a leader in the tech sector. Let's explore the factors driving this bullish outlook. AI Leadership and Continuous Innovation Amazon remains at the forefront of AI innovation. Recent breakthroughs in areas like natural language processing and computer vision fuel excitement for future applications across its vast ecosystem. This focus on AI is crucial, as it has the potential to revolutionize everything from logistics and au
Powering the Future: Why Amazon Remains a Bullish Buy in the Age of AI
avatarTiger V
2024-06-29

Investment Reflection on GOOG Stock

Investment Rationale Investing in Alphabet Inc. (GOOG) $Alphabet(GOOG)$  was driven by several compelling factors that indicate a robust growth trajectory and solid profitability potential. Here’s a detailed reflection on the decision to increase investment in GOOG stock. 1. Dominance in Search and AI Integration Alphabet’s Google maintains a dominant position in the search engine market, which serves as the backbone of its business model. The strategic move to incorporate AI overviews into search results highlights Google’s commitment to innovation. This integration is not only expected to enhance user experience but also offers substantial monetization opportunities. By leveraging AI, Google can develop new ad formats and capitalize on
Investment Reflection on GOOG Stock

Jueeien Timmer's Midyear Market Outlook: Room to run

Jurrien Timer is the director of global macro in Fidelity's Global Asset Allocation Division, specializing in global macro strategy and active asset allocation. He joined Fidelity in 1995 as a technical research analyst.Key takeawaysWhile the current bull market is aging, and may be in its seventh inning, I believe it still has some room to run and that investors still have time on their side.So far, this year has closely tracked a historical pattern of strong returns in the fourth year of a presidential cycle.Rising earnings and the Fed's easing bias may also provide support for the market in the face of the headwinds of high inflation and rates.I believe the coming years could bring an end to the current bull super cycle—which might mean a transition from above-average to below-average r
Jueeien Timmer's Midyear Market Outlook: Room to run
avatarTiger V
2024-06-14

Investment Reflection: Additional Investment in Google (GOOG)

My recent decision to invest further in Google $Alphabet(GOOG)$   is underpinned by a robust analysis of the company's strategic positioning and future growth prospects. Here’s a detailed reflection on why I believe this investment is sound and poised for long-term success. Expansion in Data Centers: Building the Backbone for AI Google is not just another technology company; it is one of the pivotal players in the data center and cloud infrastructure space. The company's recent report highlights significant capital investment into expanding its data center footprint globally. This expansion includes both developed and emerging markets, with substantial investments in the United States, as well as international locations such as Mexi
Investment Reflection: Additional Investment in Google (GOOG)
avatarSamlunch
2024-06-28
$S&P 500(.SPX)$   TOM LEE SAID THE S&P COULD REACH $15,000 BY 2030. After listening to his latest podcast, he really makes some compelling points…I wrote them out below and curious after reading these if people agree with his thesis: 1.) Baby boomers are transferring wealth to Millennials and GenX which have a propensity to spend and invest in the market. Additionally, millennials are entering prime spending years where big purchases like a house and car will be taking place. All of this is upside for the broader economy. 2.) The US has the best tech companies in the world. If those tech companies can continue putting up the numbers that they have, fueled by the tailwind of AI, then it’s not implausib

Trading Skills| What can We learn about from Google?

Hello everyone! Today i want to share some trading ideas with you!1. $Alphabet(GOOGL)$ trades at 19.7 times forward PE ROIC 5Y is 28%Operating margin is 31%Long-term EPS growth is +17.4%Is Alphabet attractive at the current price?2.US-listed companies with <1 PEG and +15 ROIC5Y:Follow me to learn more about analysis!!https://x.com/InvestInAssets/status/1821480249894269343
Trading Skills| What can We learn about from Google?

BIG TECH WEEKLY | Who's next "Three Trillion Giant"?

Big-Tech’s PerformanceWith tech stocks on the offensive and CPI cooling, the market ignored the bearishness and was certain of a bullish year, even with the Fed's reluctant hawkish stance.Following this week's stock split, NVIDIA led AI-related tech companies to new record highs, and Apple broke through $210 in one fell swoop as it announced its partnership with OpenAI at WWDC, once again entering the $3 trillion club.By the close of trading on June 14, the best performers over the past week were $Apple(AAPL)$ +10.16%, followed by $NVIDIA Corp(NVDA)$ +7.12%, $Microsoft(MSFT)$ +4.02%, $Tesla Motors(TSLA)$ +2.55%,
BIG TECH WEEKLY | Who's next "Three Trillion Giant"?
avatarBarcode
2024-06-25
$Meta Platforms, Inc.(META)$  Meta Mastery: Two Minutes to Trading Triumph with Tiger Leverage! In a dazzling display of trading Tigress prowess, I transformed just 2 minutes into a showcase of success using Tiger leverage. First, I pocketed a cheeky $41.79 profit, then soared to a stellar $74.66 moonshot, all within the blink of an 👁️. From $497 to $509, it was a sight to behold, like a 🐈 landing perfectly on its feet after jumping from a great height. As $509 held strong, Meta embarked on its climb towards the next Fibonacci level at $514. We may get there if $509 HODL’s. With trading at $509.18 in the open market. Talk about a thrill ride! 🚀📈 Trading is all about seizing those golden moments & today was a masterclass in precision and i
avatarTiger V
2024-06-14

Profiting from the Big Tech Rally: Trading Strategies for NVDA, AAPL, MSFT, GOOG, and AMZN

Overview of Market Performance: The tech sector continues to surge, driven by impressive gains from major players. NVIDIA Corp (NVDA) has achieved a remarkable 160% annual growth, while Apple (AAPL) has surged significantly to reclaim its top market value position. Tesla Motors (TSLA) also climbed above $180 recently. Together, Apple, Microsoft, and NVIDIA boast a combined market value exceeding $9 trillion, highlighting the robust performance and dominance of these tech giants. However, not all big tech companies have fully joined the rally. Alphabet (GOOG) and Amazon.com (AMZN) have risen over 20% this year, while Meta Platforms, Inc. (META) has surged 42%. Despite Apple's significant rise this week, its year-to-date increase stands at 11%. As big tech takes turns to ascend, it raises th
Profiting from the Big Tech Rally: Trading Strategies for NVDA, AAPL, MSFT, GOOG, and AMZN
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