AMZN
Word Sense
Tracking the gain-impacting words
We looked at all words in a post mentioning AMZN, then tracked down the performance of AMZN for the next 20 trading days. The top 5 most indicative and currently hyped words are chosen based on smaller gain variance (area between curves). The mean and the variance are both weighted by the number of upvotes. Words last sensed at 2024-12-24T00:41:10+00:00 browser time.
"HIGH" - highly voted
US Port Strike by 45,000 Dockworkers Is All but Certain to Begin at Midnight 2024-10-01T01:47:51+00:00 36 wallstreetbets
- They might reach a deal at 11:30PM or just after I buy puts with my luck.
- Ultra Regard play #1: the docks could pre-order 45K Optimus' AI robots and replace all workers on strike.
- Ultra regard play #2: Amazon deploys their own set of AI delivery drones to solve logistics issues caused with ships, rendering them irrelevant.
- If they have a physical product or high demand for consumable supplies, it'll be affected.
- And I don't even read the words, I just count the number of !
An S&P 500 ETF weighted to the top 10-30 holdings? 2024-03-16T16:31:35+00:00 34 stocks
- Your reasoning is to capture the growth of the first set of stocks.
- The average revenue growth rate this year for the first set of stocks is 7.05% compared to 21.49% for the second set.
- Overweight: JPM, TSLA, WMT, UNH, MA, XOM, JNJ, PG, HD, ORCL, COST, ABBV, AMD, MRK, CVX, CRM, BAC, NFLX, KO, PEP
- The new entrants into the top 10, AVGO and LLY, had high revenue growth.
- Underweight: MSFT, AAPL, GOOGL, NVDA, AMZN, META, BRK, LLY, V, AVGO
Is Tech itself a snowball in terms of growth? 2024-04-25T23:15:52+00:00 24 stocks
- In the past year, YouTube and Google search have become so ad-ridden it's starting to have a backlash on social media.
- We still haven't seen a real recession, at this moment mainly due to deficit spending, so it's hard to say what would happen to tech earnings.
- For instance, GOOGL has been criticized in the past for not not being shareholder friendly and not focusing on profits, but they were always able to just turn that switch.
- In a free market, economic profits tend towards zero, and the only way to hold them high is a moat.
- Companies like GOOGL, MSFT, AMZN, NVDA, perhaps AAPL, ADBE, and whoever else have had monopoly-like position for many years, but only recently have pushed earnings.
"HIGH" - recently
How to start trading and stop gambling ? 2024-12-16T21:54:06+00:00 3 Daytrading
- \*\* do **NOT** go long options unless you're doing it as part of a well considered leveraging strategy (i.e. LEAPs on a quality stock/growth story).
- Largely because I work for an IB and have a holding period but also it has proven a winning income strategy for me.
- Buy round lots of a legit stock (MSFT, AMZN, GOOGL, NVDA, etc) that actually makes money but also has a relatively high volatility.
- If you sell an uncovered call your risk literally goes to infinity, theoretically speaking
- 3. your calls are covered so you are not assuming any additional downside risk beyond being long the stock and holding those are generally considered safe investments
Daily Discussion Thread for December 09, 2024 2024-12-09T15:44:54+00:00 8 wallstreetbets
- That's the beauty of owning high quality compounders.
If you had to start again today and could only choose five stocks to set you up for the rest of your life, what would they be? 2024-12-08T22:08:32+00:00 7 stocks
- COST customers are cult-like in their loyalty, pay a high margin membership fee, and purchase Costco branded items (Kirkland Signature) with enthusiasm and pride.
"PRETTY" - highly voted
[Serious] Those of you who *actually* make money, what is your strategy? 2024-06-23T13:57:08+00:00 129 wallstreetbets
- DO NOT let the dollar amount scare you.
- Swing trading companies that makes products or services that everybody uses (AMD, AMZN, MSFT, etc).
- When I was trading $100k and was up 1% in a day, or $1,000 I was pretty happy.
- I buy shit that precipitously drops due to unknown reasons or the most ridiculous reasons (algos mainly).
- Typically I target things down 3% in a day.
Does AMD seem ridiculously underpriced to anyone else? Thinking about moving some of my MSFT/AMZN money into AMD. 2024-08-15T19:06:55+00:00 79 stocks
- Sell grandma's gold jewelry, put your house on AirBnB, skip lunch... and buy AMD.
- AMD, MSFT, AMZN.. they're all at juicy !
- Latter two being the clients of AMD, you rotating money between them is pretty much pointless.
US launches antitrust probe into Nvidia over sales practices, The Information reports 2024-08-02T15:16:34+00:00 61 stocks
- I think MSFT, GOOG, AMZN, anyone will have to go with AI competitors rather than wait several years for Nvidia chips.
- I'm pretty sure from the last few quarterly earnings that Nvidia is having no issues whatsoever to sell their AI chips.
- The desire is so huge even with China bans there's no slowdown in growth.
- I'm not gonna bother googling it but their earnings report might've had a comment from their CEO talking about being sold out for years.
- Its complaining that there needs to be an investigation because Nvidia (which I don't believe is famous for networking gear), is trying to strong arm ppl into buying their AI chips so they'll get a discount on their networking products?
"PRETTY" - recently
What Are Your Moves Tomorrow, December 20, 2024 2024-12-19T21:06:42+00:00 2 wallstreetbets
- Actually weathered the shit show yesterday pretty good.
What Are Your Moves Tomorrow, December 04, 2024 2024-12-04T05:52:58+00:00 2 wallstreetbets
- Pretty amazing that AMZN released all this ai shit to massive enthusiasm yet the stock was basically flat.
Daily Discussion Thread for December 02, 2024 2024-12-02T15:06:59+00:00 2 wallstreetbets
- AMZN hulking today, pretty solid consolidation this past month above 200.
"YEAR" - highly voted
The AI bubble bursting will be the catalyst for the incoming housing market crash. Here's why. 2024-05-13T07:27:59+00:00 124 wallstreetbets
- The big hype names in AI aren't publicly traded, and the big publicly traded companies involved in AI are already raking in massive revenue.
- The EV craze of circa 2020 was way dumber imho as every company that wasn't TSLA either had no path to profitability or they were just flat out fake.
- In a couple years or more maybe the tide turns but that day is not today.
- Those would all take a big hit if AI hardware sales dried up, but in the *current* environment all the buyers like GOOG, META, MSFT, AMZN would cut AI investment only after they've cut the rest of the company to the bone.
- NVDA is not pets.com, nor is AVGO, MRVL, AMD, TSM etc.
You don't understand AI hype 2024-06-14T14:12:14+00:00 102 wallstreetbets
- A few other clients have started dipping their toes in LLM use, but vastly prefer off the shelf models instead of using custom ones.
- The repercussions of long term AI (after the bubble bursts and the wind settles) are as you explained profound, not just to the markets but the human society as a whole.
- Companies like NVDA, MSFT, AMZN, digital ocean, Anthropic, Mistral, etc are the ones who will reap the immediate benefits from PaaS revenue when ML engineers use their APIs.
- What's interesting is that there are now moves to limit and control AI development from various different stakeholders; Governments and Legislators, those who own the Data (aka Financial Times, Reddit, etc) and of course Ethics committees.
- If you asked me five years ago if I ever though we'd see AGI in our lifetimes, back when deep learning was in its infancy I would have said probably not.
What do you guys think of NVIDIA earnings? 2024-02-10T01:17:56+00:00 102 wallstreetbets
- I think most people don't know how to read an ER or factor in guidance.
- But because stock went up fast, people assume it must be a bubble
- You mention they only did $27B revenue last year and must be overvalued, but ignore that they're expected to do $20B revenue and $10B+ profit just in Q4.
- For the upcoming full year, analysts expect ~$95B revenue and $40B net profit.
- They're literally sitting at a better forward PE than MSFT, NFLX or AMZN.
"YEAR" - recently
What else should I invest in? 2024-12-16T23:25:40+00:00 2 investing
- Idk about individual stocks - if you've got access to index funds, that's where I've had a ton of success.
- I'll hold them for another 25 years until I retire but I no longer buy individual stocks.
- I just buy on automatic recurring intervals every two weeks and let it ride over a 40 year span.
- I used to pick individual stocks but I've been way more successful over the last 15 years with broad market index funds.
- I am continuing to hold some individual stocks that I was buying on similar recurring intervals from 2008-2016 though - AMZN, WMT, GOOG, BRK.B, KO, GS, AXON, CRM, and CAT.
r/Stocks Daily Discussion Monday - Dec 16, 2024 2024-12-16T23:04:25+00:00 2 stocks
- I started investing in individual stocks only this year in earnest and bought into META, AMZN, GOOG and TSM 10% of individual each, all beat the index so am happy.
/r/Stocks Weekend Discussion Saturday - Dec 14, 2024 2024-12-15T18:25:54+00:00 6 stocks
- In the last 6 months, I have closed positions in MSFT, APP, UI, CLFD, CELH, RKLB, DAKT.
- Moreover, Vale's balance sheet is very strong (16.5B net debt), with its required payouts from past environmental disasters (Brumadinho, Samarco, dam decharacterization) getting pushed out many years into the future.
- Moreover, I'm a very cautious investor so I happily accept the costs of diversification and prefer it to being US only and then attempting to time the markets by going in and out of cash.
- And Vale is one of the lowest cost operators in the world (expected to fall over time in nominal terms!
- But now is the wrong time to capitulate at near peak pessimism and US allocation of markets at historical records (67% of MSCI All Country).
"POSITION" - highly voted
Here's why you should buy AMZN for earnings. 2024-10-31T18:10:58+00:00 61 wallstreetbets
- I did the 11/1 Exp simply due to the ability to leverage the position by buying more as opposed to paying the higher premiums on the 11/8's.
Amazon stock analysis: Why it's my only holding in my portfolio 2024-02-02T13:28:00+00:00 45 stocks
- In 2001 I invested a token amount into AMZN.
- I'm still adding to my position because it is still the best company to invest in moving forward, imo.
- I put the majority of my money into ETF's and mutual funds, but for individual companies, AMZN is not to be ignored.
Is Tech itself a snowball in terms of growth? 2024-04-25T23:15:52+00:00 24 stocks
- In the past year, YouTube and Google search have become so ad-ridden it's starting to have a backlash on social media.
- We still haven't seen a real recession, at this moment mainly due to deficit spending, so it's hard to say what would happen to tech earnings.
- For instance, GOOGL has been criticized in the past for not not being shareholder friendly and not focusing on profits, but they were always able to just turn that switch.
- In a free market, economic profits tend towards zero, and the only way to hold them high is a moat.
- Companies like GOOGL, MSFT, AMZN, NVDA, perhaps AAPL, ADBE, and whoever else have had monopoly-like position for many years, but only recently have pushed earnings.
"POSITION" - recently
Rate My Portfolio - r/Stocks Quarterly Thread December 2024 2024-12-21T19:03:04+00:00 2 stocks
- I think I want to sell UBER and MSFT to buy more GOOG.
- I wanted to buy NVR, POOL and OXY but figured itd best to just buy BRK.B that holds those assets.
- I am worried about a market correction, so I bought some BRK.B and SCHD to get some hedge.
- And then distribute my cash equally between BRK.B, SCHD and VOO.
- I just sold a lot of BN and VOO to buy my other positions and get some cash on the side.
/r/Stocks Weekend Discussion Saturday - Dec 14, 2024 2024-12-15T18:25:54+00:00 6 stocks
- In the last 6 months, I have closed positions in MSFT, APP, UI, CLFD, CELH, RKLB, DAKT.
- Moreover, Vale's balance sheet is very strong (16.5B net debt), with its required payouts from past environmental disasters (Brumadinho, Samarco, dam decharacterization) getting pushed out many years into the future.
- Moreover, I'm a very cautious investor so I happily accept the costs of diversification and prefer it to being US only and then attempting to time the markets by going in and out of cash.
- And Vale is one of the lowest cost operators in the world (expected to fall over time in nominal terms!
- But now is the wrong time to capitulate at near peak pessimism and US allocation of markets at historical records (67% of MSCI All Country).
Everyone's confused why NVDA didn't pump after AVGO earnings. Could the market realize that AVGO is actually a serious threat to NVDA? 2024-12-14T22:27:50+00:00 3 wallstreetbets
- But once a stock is done sucking the oxygen from the room, others get to breathe.
- Seemed like a great opportunity to buy a couple years ago a company with massive potential that had not yet really taken off like many of its peers.
- The next big woth multibag potential play?
- Bought a similar amount of Qualcomm at the same time for same reason.
- And recently, a few months ago upped my position in AMZN wondering why they were lagging others.
"COMPANY" - highly voted
[Serious] Those of you who *actually* make money, what is your strategy? 2024-06-23T13:57:08+00:00 129 wallstreetbets
- DO NOT let the dollar amount scare you.
- Swing trading companies that makes products or services that everybody uses (AMD, AMZN, MSFT, etc).
- When I was trading $100k and was up 1% in a day, or $1,000 I was pretty happy.
- I buy shit that precipitously drops due to unknown reasons or the most ridiculous reasons (algos mainly).
- Typically I target things down 3% in a day.
The AI bubble bursting will be the catalyst for the incoming housing market crash. Here's why. 2024-05-13T07:27:59+00:00 124 wallstreetbets
- The big hype names in AI aren't publicly traded, and the big publicly traded companies involved in AI are already raking in massive revenue.
- The EV craze of circa 2020 was way dumber imho as every company that wasn't TSLA either had no path to profitability or they were just flat out fake.
- In a couple years or more maybe the tide turns but that day is not today.
- Those would all take a big hit if AI hardware sales dried up, but in the *current* environment all the buyers like GOOG, META, MSFT, AMZN would cut AI investment only after they've cut the rest of the company to the bone.
- NVDA is not pets.com, nor is AVGO, MRVL, AMD, TSM etc.
If you could only own 2 tech stocks for next 5 years, who do you believe in most and why 2024-02-19T14:24:09+00:00 88 stocks
- Snowflake - love the management; I invested in at $150 and they are establishing a data market place.
- Love their leadership & how serious that are about the cloud division.
- Look at cash flow per share on both companies instead of PE, and they become way better valued
"COMPANY" - recently
How much (%) of your net worth do you keep invested? 2024-12-18T19:29:08+00:00 2 investing
- I have about 10% of total net worth in individual stocks - Top 1% of companies like the META, AMZN, GOOGL, of the world.
Daily Discussion Thread for December 18, 2024 2024-12-18T15:14:05+00:00 3 wallstreetbets
- Buy shares of solid companies like AMZN, GOOGL, or AAPL
- If you really wanna do options than do LEAPs or at the very least do stuff 60-90 days out.
- Options gonna fuck you up if you do stupid shit with it.
Everyone's confused why NVDA didn't pump after AVGO earnings. Could the market realize that AVGO is actually a serious threat to NVDA? 2024-12-14T22:27:50+00:00 3 wallstreetbets
- But once a stock is done sucking the oxygen from the room, others get to breathe.
- Seemed like a great opportunity to buy a couple years ago a company with massive potential that had not yet really taken off like many of its peers.
- The next big woth multibag potential play?
- Bought a similar amount of Qualcomm at the same time for same reason.
- And recently, a few months ago upped my position in AMZN wondering why they were lagging others.