To The Moon

$Amazon.com(AMZN)$ $Rivian Automotive, Inc.(RIVN)$ Rivian can now deliver its new all-wheel drive and long-range Electric Delivery Vans to Amazon. The EPA certified the model year 2027 variants on September 17, and Amazon has told its drivers to expect them later this year.

AMZN looks like it is coming into a bottom. $Amazon.com(AMZN)$ 

$Amazon.com(AMZN)$ Still holding up well even with the NASDAQ under pressure. $259 is the pivot level to watch, and momentum should build if it clears 262.

$Amazon.com(AMZN)$  A move to $300 before Christmas probably needs AWS growth to keep picking up in the October report.

I'm long $Amazon.com(AMZN)$ , but I'm not sure what's dragging it down here.

$Amazon.com(AMZN)$ I think we'll get most of the recent losses back soon. OpenAI was a bit of a downer, but an Anthropic IPO would be a game changer for Amazon, and that's already in motion. OpenAI will most likely move their IPO up once they see how much money the Anthropic IPO pulls in, which would be another boost for Amazon.

$Amazon.com(AMZN)$ Amazon seems to be taking the lead now. From what I have gathered, Amazon will wear everyone out before it moves. When Amazon runs, $Alphabet(GOOGL)$  tends to move next.

$Amazon.com(AMZN)$ Quick look at where the options flow was concentrated. AMZN saw 515k calls against 206k puts, GOOGL came in at 337k calls versus 107k puts, SOFI had 179k calls compared to 64k puts, COIN showed 68k calls against 24k puts, and PYPL rounded it out with 10k calls versus 3k puts. Calls were clearly in control, and AMZN looks like the one with momentum heading into the next session.

$Amazon.com(AMZN)$ I realize more and more that people still don't understand how significant AWS is in the modern tech landscape. Q3 earnings might cement AMZN as the absolute dominator, especially combined with their pre-IPO stake in Anthropic.

Different scale obviously, but $Amazon.com(AMZN)$  and $Ruanyun Edai Technology Inc.(RYET)$  both have me thinking about cloud and enterprise AI. Quick numbers: - preliminary H1 FY2027 revenue of $9.3M-$9.5M - FY2026 revenue: $7.48M That's why $Ruanyun Edai Technology Inc.(RYET)$  is on my radar.