Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

26 Nov 2024

NVIDIA WAS DOWN 4% YESTERDAY BECAUSE BLOOMBERG PUBLISHED AN ARTICLE SAYING THAT $AMZN AMAZON IS COMING FOR THEIR LUNCH

$AMZN $NVDA Source: amit

26 Nov 2024

Amazon is spending billions to make sure it doesn’t fall behind in AI

The company’s $75 billion capital splurge shows no signs of slowing in 2025. Source: Quartr

23 Oct 2024

*AMAZON $AMZN PREPARES FOR LAUNCH OF LOW-COST, TEMU-RIVAL DISCOUNT STORE $PDD

As initially reported back in June, Amazon is preparing for the launch of its new discount online storefront which will compete directly with Chinese e-Commerce rival 'Temu'. Strict "price caps" will be set for merchants, with shockingly low price limits, such as $8 for jewlery and $20 for sofas. Source: Stock Talk on X

17 Oct 2024

After Alphabet $GOOG, it is now the turn of Amazon $AMZN to go nuclear...

It's investing $500 million across 3 new projects: • Building 4 SMRs (small modular reactors) with Energy Northwest • Exploring SMR development with Dominion Energy • Leading SMR developer X-Energy's funding round Source: Stocktwits

18 Sep 2024

Jeff Bezos letter to shareholders when Amazon stock was down ~80%

Every investor should read this: (source: Matt Allen)

17 Sep 2024

In case you missed it...

Intel & Amazon just Announced an Extended Multi Year Multi Billion Dollar Partnership. $INTC 📈 was up +10.85% in after hours Source: Trend Spider

2 Aug 2024

Amazon reported weaker-than-expected revenue for the second quarter on Thursday and issued a disappointing forecast for the current period.

The shares slid as much as 6% in extended trading. Here's how $AMZN Amazon did in Q2 FY24: • Revenue +10% Y/Y to $148B ($0.8B miss). • Operating margin 10% (+4pp Y/Y). • FCF $53B TTM. ☁️ AWS: • Revenue +19% Y/Y to $26.3B. • Operating margin 36% (+11pp Y/Y). Q3 FY24 Guidance: • Revenue ~$154-$158.5B ($158.3B expected).

27 Jun 2024

Amazon enters elite $2tn club as AI optimism fuels rally.

Amazon up ~27% this year, driven by improving growth trends as AI re-accelerates its cloud-computing business. The milestone puts Amazon into an exclusive club of comps worth $2tn or more: Alphabet crossed the level in April, while Nvidia, Microsoft, and Apple are all worth north of $3tn. (via BBG)

1 2

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks