Naughtybynaturenz
11-02

@Shyon：
My stock in focus today is Amazon $Amazon.com(AMZN)$ after its impressive earnings beat, powered by a strong rebound in Amazon Web Services (AWS). Cloud revenue surged 20% year-over-year, well above expectations, showing renewed enterprise demand for AI and infrastructure capacity. CEO Andy Jassy’s remarks about AWS growth returning to 2022 levels signal that Amazon is regaining momentum where it matters most. Despite being the weakest “Magnificent 7” stock this year, Amazon’s fundamentals remain strong. Advertising sales rose 24%, reflecting growth in higher-margin segments, while recent cost cuts and layoffs show tighter operational discipline. Looking ahead, Amazon’s Q4 sales outlook of $206–213 billion exceeds consensus, showing confidence ahead of the holiday season. With AI driving demand across cloud and retail, I believe Amazon is well-positioned to reassert its leadership in the next phase of Big Tech growth. @TigerStars @Tiger_comments @Daily_Discussion
My stock in focus today is Amazon $Amazon.com(AMZN)$ after its impressive earnings beat, powered by a strong rebound in Amazon Web Services (AWS). Cloud revenue surged 20% year-over-year, well above expectations, showing renewed enterprise demand for AI and infrastructure capacity. CEO Andy Jassy’s remarks about AWS growth returning to 2022 levels signal that Amazon is regaining momentum where it matters most. Despite being the weakest “Magnificent 7” stock this year, Amazon’s fundamentals remain strong. Advertising sales rose 24%, reflecting growth in higher-margin segments, while recent cost cuts and layoffs show tighter operational discipline. Looking ahead, Amazon’s Q4 sales outlook of $206–213 billion exceeds consensus, showing confidence ahead of the holiday season. With AI driving demand across cloud and retail, I believe Amazon is well-positioned to reassert its leadership in the next phase of Big Tech growth. @TigerStars @Tiger_comments @Daily_Discussion

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