To The Moon

I've been watching the market explode after Amazon's Q3 numbers dropped, and honestly, it's giving me serious FOMO. AWS revenue hitting $33 billion with a 20.2% acceleration—the fastest since 2022—tells me the cloud boom is far from over. Andy Jassy's tone was almost giddy, and when the CEO sounds that confident, I listen. AMZN $Amazon.com(AMZN)$   jumping 13% in a single session isn't noise; it's the market pricing in a multi-year runway for AWS dominance while e-commerce margins keep expanding. I'm not waiting for a pullback that might never come.

Apple's $Apple(AAPL)$   move felt different—more relief rally than conviction. Tim Cook's holiday guidance beat the Street, no question, but it's all riding on iPhone 17 pre-orders and supply-chain heroics. The problem is the law of large numbers: another record quarter still means single-digit growth at best. AAPL's chart looks like it's trying to break out of a two-year range, but every time it touches the upper band, gravity kicks in. I respect the ecosystem moat, yet I can't ignore the valuation premium when growth is this anemic.

If I had to pick one name to chase right now, I'm pounding the table on Amazon. The AWS growth inflection is structural—enterprise AI workloads are still in the first inning, and Amazon's data-center lead is widening. Meanwhile, retail operating income is quietly compounding at 30%+ margins. That's the kind of dual-engine flywheel you don't bet against. I'm adding on any dip below the 50-day moving average; the risk/reward feels lopsided in my favor.

Apple isn't a sell, but it's not a chase either. I already own a core position for the dividend and buybacks, and I'll let it compound. Trying to time a breakout here feels like catching a falling knife in slow motion—too many macro headwinds, from China demand to tariff chatter. If the stock gaps above $240 on volume, I'll reassess, but until then I'm happy to watch from the sidelines.

Bottom line: I'm swinging for Amazon and letting Apple sit. The cloud tailwind is too powerful to ignore, and I'd rather ride a 20% grower trading at a reasonable forward multiple than chase a 5% grower at 30 times earnings. My portfolio thanks me when I stay disciplined, and right now discipline screams AMZN over AAPL.

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.

@TigerStars  @Tiger_comments