$Amazon.com(AMZN)$ Jassy keeps cutting overall costs every quarter, and AMZN keeps loading up AWS. This quarter looks like it'll be another record one for AMZN. UPS has already given up on small, cheap packages. I think eventually FDX will be another target AMZN wants to compete with.
$Amazon.com(AMZN)$ Amazon plans to start selling Trainium chips outside AWS in late 2027, with CEO Andy Jassy expecting "a very significant business selling chips externally." What's interesting is that Jassy says those same chips generate more cash flow inside AWS over 5 to 6 years, so Amazon is looking to capture both direct chip sales and years of recurring cloud revenue.
One of my favorite investment angles is finding companies that can make more money from customers they already have. A few numbers worth looking at: $Amazon.com(AMZN)$ : Advertising revenue grew 26% to $19.8B last quarter. $Uber(UBER)$ : Advertising passed a $2.5B annualized revenue run rate, up roughly 50%. $Netflix(NFLX)$ : Expects around $2.7B in advertising revenue this year. $Snap Inc(SNAP)$ : Subscription-driven other revenue grew 85% to $316M last quarter. Four different businesses finding new ways to monetize their massive audiences. I think investors underestimate how valuable that can become
$Amazon.com(AMZN)$ NOV20 255C still looks actionable. Zone: $246.26 to $249.74 Invalidation: close under $244 Objectives: $263, then $278 The math: up 6.0% to the first objective and 12.1% to the second, against 1.6% risk on the invalidation, better than 7 to 1 to the second. Think of a store that took a hard knock on Thursday and then steadied on Friday. Amazon slid from $262.37 to $250.38 on Thursday, then closed Friday at $248. That steadiness above $244 is the heart of this swing setup, with a walk back toward $263 first and then toward $278 if buyers keep holding, while a close under $244 says the floor finally gave way. Amazon reports after the close on October 29, so that date is worth watching for the loudest move in this window.
$Amazon.com(AMZN)$ Amazon is a more well-rounded company to invest in, selling merchandise across different areas. It could be a better buy than all those tech stocks.
$Amazon.com(AMZN)$ AMZN volume has been light and there hasn't been much selling. It's been a slow ride lately, but I'm not too concerned. I think it could double by the end of 2028. Good luck to everyone holding long.
$Amazon.com(AMZN)$ The pullback hit the daily blue box zone and set up a solid swing long for our members. Longs were able to lock in risk-free positioning. As long as the pivot holds, the structure supports more upside from here.
$Amazon.com(AMZN)$ Big traders on Twitter/X are all fired up again. Last time we broke out above the trend line, X got fired up and then the MUSE news hit, dropping us 2.5% the next day. Let's see if there's any follow-through this time.