NASDAQ

Amazon Com INC

AMZN

23 articles

$2.8T Market cap · 2026-08-21

@orrdavid 6h ago

David Orr on X

@SowingAlphaSeed So $AMZN probably has lots of sites to divert to compute if needed, no real permits even really required I bet...

@ChrisCamillo Aug 17

Chris Camillo on X

@ryanTesling @mact3333 @Kalshi_Finance Unless I’m not in a short-dated highly leveraged trade, I’m not paying attention to the day-to-day. I want to see $AMZN go down so I can re-lever at lower prices.

@catechwilliams Nov 20

catechwilliams on X

$PTRN Recent IPO. $AMZN Mktplace wholesaler. Buys products up front, capital intensive, bears price, inventory risk. Exposed to FBA cost & AMZN algo changes. Claims AI optimization which AMZN explicitly blocks. Razor thin margins, neg op leverage. All peers went BK in last 3yrs.

@irbezek Jul 8

Ian Bezek on X

Smith bought Amazon near its 2021 peak after years of criticizing its low margins, then sold in 2023 for a 40% loss.

@BlueDuckCap Jul 30

BDC on X

A few mins to go, but this has been by far Andy Jassy's best call ever as CEO. Well done sir. $AMZN

@BlueDuckCap Jul 30

BDC on X

$AMZN op margin of 13.7% is its highest quarterly margin ever by a pretty wide margin. ROIC showing itself.

@BlueDuckCap Jul 30

BDC on X

$AMZN incremental AWS margins are 57% and operating cash flow grew +40% against a much harder comp. These types of numbers show that ROIC is there on the capex.

@BlueDuckCap Jul 24

BDC on X

Internet analysts once focused on Google Search, Meta advertising, Netflix subscribers and AWS growth. AI-era capex has made those earnings calls more complex.

@BlueDuckCap Jul 24

BDC on X

@FrostByte123456 Yes. $GOOGL needs to feed TWO capex intensive businesses: 1. Search (Gemeni) and 2. Cloud. $AMZN needs to only feed one, which is AWS.

@BlueDuckCap Jul 23

BDC on X

Alphabet faces a two-front AI capex burden, funding internal search competition and external cloud capacity without Meta’s excess-compute pivot.

@BlueDuckCap Jul 22

BDC on X

@LogicalThesis Market might sell $AMZN some here. But the distinction that should be made is that a massive amount of $GOOGL's capex is funding internal compute needs. The majority of AMZN's capex is for external.

@BlueDuckCap Jul 18

BDC on X

Bullish $amzn Former BAM teammates ftw ! https://t.co/MEg0CbeWq8

AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap

Steve Eisman argues the AI boom hinges on Anthropic and OpenAI’s importance to hyperscalers, while weighing software, CoreWeave and Cisco…

MSFT $3.6T

Steve Eisman Aug 14

@LaughingH20Cap Apr 30

Laughing Water Capital on X

SpaceX, Amazon and mobile network operators may compete for $NN’s low-band spectrum, creating an extreme upside case if several parties need the asset.

@mavix_leon Apr 23

mavix on X

Shelly’s German Amazon store is back, with its relays again listed as bestsellers and sold directly by Shelly rather than third-party resellers.

@ChrisCamillo Aug 14

Chris Camillo on X

@tinderboxman No. I added another 20% of the account in $AMZN weekly options, on top of the 50% already in $AMZN equity which was 1x levered. Been applying this leverage strategy for 18 years.

@LaughingH20Cap Apr 14

Laughing Water Capital on X

AST SpaceMobile faces questions over SpaceX and Amazon’s distribution, capital advantages and pricing in a three-player satellite communications market.

@ChrisCamillo Aug 14

Chris Camillo on X

@Anointed_Ape Inconsequential. $AMZN no small cap

@ChrisCamillo Aug 14

Chris Camillo on X

Would’ve been a $20B+ positive swing if they’d just followed me into $AMZN at 1x leverage. And they call us Dumb Money. https://t.co/WZVVizF9zL

@ChrisCamillo Aug 11

Chris Camillo on X

@Ghostlike @TheOneLanceB You’re missing critical context on my $AMZN trade. If you care to dig in, start with my high-level breakdown on this week’s @TheICHpodcast.

@ChrisCamillo Aug 9

Chris Camillo on X

The full story of the hotly debated “irresponsible” $AMZN trade that made me $10M in a day. The research. The leverage. The near disaster. The comeback. Link in comments https://t.co/foSxtqY98m