$Amazon.com(AMZN)$ I might be a repeat buyer before the next earnings, and they're raising $10B through a Canadian bond sale instead of an equity offering, so the stock isn't getting punished the way $Meta Platforms, Inc.(META)$ did. Looking for a mean revision here against the standard deviation. $256 is on the table, but we need to see $240 hold. All the MAG7 are selling off today, so I'm not too worried about AMZN specifically at this time.
$Meta Platforms, Inc.(META)$ Bears keep arguing that AI capex won't generate real ROI, but the math doesn't really support that view. Meta is expected to add around 4 GW of compute capacity by the end of 2027. Even if part of that is excess, the monetization angle is getting harder to ignore. Recent market comps show Anthropic effectively paying SpaceX about $45B for roughly 300 MW through 2029, which translates into roughly $15B annualized. Scale that dynamic up, and suddenly AI compute isn't just a cost—it's a revenue engine. Meta's estimated cost per 1 GW sits near $9B annually, assuming standard depreciation cycles. Even at a fraction of external pricing power, excess capacity alone could imply meaningful upside versus cost. At around 18x
$Tesla Motors(TSLA)$ High gas prices are actually good for Tesla sales. It only cost me $36 to charge my car for the entire last month. Going electric can really save you money.
$Tesla Motors(TSLA)$ Breaking news, Musk just bought the name Stratton Oakmont, everyone’s telling him it’s worthless. And he’s promising to bring back Boiler Room 2 and the entire movie series for SpaceX too!